Fiduciaries & audit firms
An AI assistant trained on your client files and your methodology, hosted 100% in Switzerland. Without your clients' financial data ever leaving the firm.
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 assistant built for fiduciary confidentiality
Trained on your data, hosted in Switzerland, under your control. Many international vendors cannot offer you these three things together — we can.
Trained on your client files
The assistant learns your methodology, your note templates, your chart of accounts, your vocabulary. It analyses a document, files a record, drafts a report in your style — not in a generic one.
100% in Switzerland, full confidentiality
Apertus model (EPFL + ETH Zurich + CSCS research) hosted in Crissier (VD). Compatible with your duty of discretion (art. 398 CO) and the nLPD. Your clients' financial data never leaves the country.
Hosted by us or by you
Either accessible through a secure web interface (like ChatGPT, but dedicated to your firm), or delivered as a small server installed on your premises — self-contained, with no Internet connection required.
Three sizes to match your volume
S, M or L packs depending on the number of staff and usage intensity. No over-provisioning, no under-provisioning.
The interface, at a glance
Accessible from a browser, like ChatGPT — but dedicated to your firm, trained on your client files and your methodology, hosted in Switzerland.
Illustrative preview — conversations and suggestions are fictional, for demonstration purposes.
A French-speaking Swiss fiduciary — typical deployment
What a deployment at a mid-sized fiduciary in French-speaking Switzerland looks like in practice.
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
AI assistant fine-tuned on the firm's own summary-note templates, chart of accounts and methodology. Hosted on our infrastructure in Crissier — secure web interface, individual access per staff member. Full 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 Crissier (VD). No dependency on a foreign cloud.
Tier IV datacenter in Crissier (VD), 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.
Six steps to move forward together
From the first demo to ongoing operations — a clear path to build a long-term partnership.