Fiduciaries & audit firms
An AI service that has read your documents and your methodology, hosted in Switzerland. Without your clients' financial data leaving Switzerland.
Consumer AI is not compatible with your duty of discretion
Your clients entrust you with their most sensitive data.
Annual accounts, tax returns, shareholder agreements, KYC identifications, remuneration, internal transactions — all records that legally cannot be sent to a foreign server. ChatGPT, Gemini, Copilot — every consumer AI transfers your data outside Switzerland. A single analysis of a client balance sheet is enough to breach your duty of discretion.
Your staff spend their days on repetitive tasks.
Bookkeeping of invoices, bank reconciliations, document review, filing, preparing VAT returns, drafting summary notes — mechanical tasks that consume your staff's time instead of their expertise. AI could free them up, but consumer AI is not an option.
An AI service built for fiduciary confidentiality
Your documents stay in Switzerland, under your control. Chat to try; the assistant for daily work. Many international vendors cannot offer you that.
Level II — Your documents and method
The AI has read your note templates, your chart of accounts, your client files. It searches, cites its sources; you review. This is the level we recommend.
Apertus, hosted in Switzerland
Swiss model (EPFL + ETH Zurich + CSCS), run at 2itea in French-speaking Switzerland. Compatible with your duty of discretion (art. 398 CO) and the nLPD. No prompt leaves Switzerland.
Four service levels
I Chat to try, available now. II Assistant, available now. III Agents after capacity is commissioned (6 to 12 weeks). IV Dedicated, on quote.
On your premises: level IV only
The service runs at 2itea. An installation on your premises only happens at the Dedicated level, on request.
The interface, at a glance
Accessible from a browser, like ChatGPT — but dedicated to your firm. At level II, the AI relies on your documents and cites its sources. Apertus, hosted in French-speaking Switzerland.
Illustrative preview — conversations and suggestions are fictional, for demonstration purposes.
A French-speaking Swiss fiduciary — typical case
A fictional example, to show what level II looks like in a Romandy firm. This is not a client in production.
The context
Independent French-speaking Swiss fiduciary, eight staff (chartered accountants, tax advisers, assistants). Portfolio of more than 200 clients — SMEs, self-employed, holdings, individuals. Several years of archived files, in-house templates, a standardised methodology.
The deployment
Level II: the AI has read the firm's note templates, chart of accounts and methodology. It searches, cites its sources; the firm reviews. Hosted at 2itea in French-speaking Switzerland — secure web interface, individual access. Audit trail of every consultation, client by client.
The expected outcome
Faster bookkeeping and document filing. Faster preparation of tax returns. Instant search through client archives. And above all: no client data ever leaves the firm.
Compatible with your legal obligations
The safeguards that make the platform legally usable by the fiduciary professions and audit firms.
Article 398 CO and the professional conduct rules of the fiduciary profession. The platform upholds the absolute confidentiality of your clients' files — no data leaves your firm.
Swiss Anti-Money Laundering Act. KYC data, beneficial-owner identifications and other sensitive records stay within your Swiss infrastructure.
New Swiss Data Protection Act (1 Sept. 2023). Client data 100% in Switzerland on our infrastructure in French-speaking Switzerland. No dependency on a foreign cloud.
Tier IV datacenter in French-speaking Switzerland, operated by 2itea. No foreign provider in the platform's production chain.
Built on public Swiss academic research (EPFL + ETH Zurich + Swiss National Supercomputing Centre). Open, auditable model code and weights.
Every interaction with the assistant is logged and timestamped. You know who accessed what, when, for which client. Compliant with audit traceability requirements.
Five steps to move forward together
From the first demo to ongoing operations — the same path for monitoring and artificial intelligence.