Automate repetitive, non-billable tasks with AI Agents tailored to your processes, freeing your specialists to focus on client advisory and complex decision-making.
Your team leads – AI Agents support
Your consultants are your firm’s greatest asset. Their expertise should be dedicated to strategic, revenue-driving work – not routine administrative tasks.
The AI Agents don’t replace your team – they amplify it. By taking over repetitive tasks like data entry, document preparation, compliance checks, and routine follow-ups, they free your consultants to focus on delivering high-impact advice and results to clients.
Ongoing regulatory, tax, and financial workflows – like HR compliance, payroll, tax filings, and financial reporting – that demand continuous attention and manual effort.
Constant processes of gathering essential documents, sending follow-ups, and managing routine client communications that consume valuable hours of daily work.
Designed specifically for your firm’s workflows, challenges, and objectives.
Our Agents connect directly with your ERP, CRM, billing, accounting software, and document management platforms to keep all data in sync.
Comprehensive dashboards, alerts, and analytics help track performance, compliance, and financial health instantly.
Get actionable insights for timely decisions and strategic planning thanks to AI-driven monitoring of financial and operational metrics.
Ensure instant access to every client document, message, or information.
Maintain uninterrupted processes even outside business hours.
Keep up with every change in law and streamline overall work with staff-related documents.
The HR & Payroll Compliance Agent centralises essential regulatory information and automates key administrative processes.
Scans all relevant regulations – from over 900 Swiss collective agreements (CLAs) and the Code of Obligations to cantonal minimum wages and company’s internal policies – and compiles them into a clear summary of responsibilities, costs, and risks for any employment situation.
When legal changes occur, the Agent immediately uploads the new information into your systems. It flags affected documents and, depending on the type of change, either revises them automatically or highlights points for your expert review.
Integrates with communication platforms and notifies managers about team members’ overtime and performance issues, enabling timely action.
Eliminate hours of manual tax management and focus on delivering high-value advice to your clients.
The Tax Strategy & Compliance Agent streamlines your tax work across every stage, ensuring accurate client setup, continuous monitoring, and data-driven planning.
Creates and maintains an up-to-date digital profile of each client’s tax situation, tracking corporate structures, approved tax rulings, filing deadlines, and cross-border issues. The Agent also provides a dashboard of compliance obligations, deferred taxes, and potential risks – so you and your team can proactively manage client tax matters and reduce exposure.
Collects and processes all data needed for tax reporting. It performs calculations, generates supporting documents, and stores everything securely for instant access.
Analyses different tax scenarios, such as restructuring, dividend distributions, or relocations, to show their potential impact on your clients. It also helps ensure transfer pricing compliance by comparing intercompany transactions with market standards and generating the required documentation (Master File, Local File).
Scans external official resources for upcoming tax reforms, automatically assesses their financial and administrative impact on your clients and provides you with actionable insights to guide your consulting and adjust service agreements.
Accelerate document processing and get actionable financial insights from vast volumes of data.
No more repetitive workflows handling excessive information. The Accounting & Audit Agent automates document workflows and performs in-depth analytics to find risks and opportunities – instantly.
Handles large volumes of invoices, receipts, and statements, automating their collection, processing, and archiving.
Creates draft VAT and financial statements using the processed and verified data. All the drafts are delivered to you for your expert review and finalisation.
Continuously monitors key financial metrics to identify risks early and uncover opportunities. Once there is a need for action, such as a subordinated loan or capital injection, the Agent signals it and provides an initial analysis of each business unit’s performance – giving your team a decisive analytical edge.
Turn a lengthy process into minutes – with no delays or manual work.
The Client Onboarding Agent manages the entire intake workflow for you – quickly, accurately, 24/7.
Gathers and verifies client information from initial communications and official public registries, providing the responsible manager with a structured summary and source links.
Compares client information against your firm’s internal database to quickly identify potential conflicts, ensuring you work only with eligible clients.
Creates all onboarding documents, such as service agreements, powers of attorney, and tax domiciliation forms, based on your firm’s established formats and standards.
Sets up client profiles in your ERP and CRM, creates secure document folders, and syncs data with your billing and accounting software, eliminating manual data entry.
Ensure perfect order and instant access to every client-related detail.
The Document Management Agent automates the entire handling of client information – from initial gathering to organisation of files and data for your immediate use.
Provides clients with a clear list of required documents, tracks their submission, and sends automatic reminders until the full package is received.
Gathers all client documents, messages, and vital data from various sources – emails, physical mail, as well as transcripts of video and audio calls – putting them together in one place for prompt access.
Archives each document with consistent naming and structure for instant search. In addition to this, the Agent creates short summaries and uploads important information directly into your case management system.
Have an accurate record of hours dedicated to every task.
The Billing & Time Management Agent tracks all time spent on client work and provides you with precise reports of completed tasks, supporting accurate billing and complete visibility for every matter.
Automatically monitors hours logged for each client by analysing active work in emails, documents, and other applications, preparing draft timesheets for review.
Compares logged hours with client agreement terms and alerts managers to potential budget overruns – allowing prompt communication with clients and adjustments to resources or timelines.
Generates detailed reports of completed tasks, providing you with justified and transparent invoices that you can send to clients, offering full clarity on billed work and associated costs.s.
Each Agent is created through the combined efforts of our experienced Swiss consultants and tech experts. Thanks to this synergy within our team, we deeply understand the uniqueness of your operations, the challenges of day-to-day consulting work, and the repetitive nature of certain tasks. We know exactly how to automate them effectively – ensuring there is no gap between your business needs and the technological solutions we provide.
No two firms operate alike – each has its own specific needs and workflows. We understand this fully, which is why every Agent is built keeping in mind the particular processes of your firm and the identified bottlenecks. In addition to this, our Agents integrate seamlessly with the tools you rely on – your ERP, CRM, accounting software, cloud storage, communication platforms, and more – so you don’t need to change your systems, retrain your staff, or interrupt daily work to benefit from automation.
At the core of every Agent is the goal of removing routine, low-value tasks that don’t contribute directly to income but require constant attention, precision, and time. By automating these processes, your firm can operate at full capacity and focus on high-value work that drives profitability – advising clients, structuring deals, ensuring compliance, and delivering strategic insights.
The processing takes place within a secure, closed environment hosted on your own servers or private cloud – never on public infrastructure. All information is stored in Switzerland.
You retain complete control and oversight over every file, record, and communication your firm handles.
No third parties can access your data – all information stays within your infrastructure, ensuring absolute confidentiality.
We do not use your data to train AI Agents. Your information is processed only to support your workflow and remains fully private.
Our setup aligns with Swiss and international privacy regulations,
safeguarding sensitive information at every stage.
Our AI Agents are designed to grow alongside your firm, continuously adapting and evolving to meet your changing needs.
We start by working closely with your teams to understand your unique operations, current systems, and specific challenges. Together, we identify bottlenecks and opportunities for meaningful improvement.
Once challenges are identified, our consultants and IT specialists collaborate to design and implement tailored AI Agents. They ensure smooth integration with your existing tools and systems.
After deployment, we guide your team through practical, interactive training sessions. Every feature is demonstrated in context, so your staff quickly gains confidence and can leverage the AI Agents effectively in their daily work.
Our dedicated support team is always available to resolve any issues promptly. As your firm expands and priorities shift, we work alongside you to refine and enhance the AI Agents, ensuring they continue to deliver maximum value and adapt to your evolving needs.
See how custom AI Agents can work for your firm.
