Reads receipts, pre-books them,
sends friendly reminders.
The Finance agent reads invoices and receipts, pre-books them, keeps an eye on deadlines and reminds late payers politely but reliably. Your fiduciary gets clean data instead of shoeboxes.
What it handles
Capture documents
Scan, email attachment or photo: the agent reads, names and files correctly.
Pre-booking
Every document with an account suggestion based on your chart of accounts. The human reviews, the agent learns.
Payment reminders
Open items are monitored, reminders sent in your tone of voice.
Fiduciary export
Clean handover to Bexio, Abacus or your fiduciary, monthly or continuously.
How it gets to you
Conversation
30 minutes: your process today, your goal. Afterwards you know whether the agent pays off for you.
Setup
We configure the agent for your tools and rules. In days, not months. From CHF 990.-.
Operation
The agent runs, a human supervises. From CHF 59.- per month, cancellable monthly.
The honest comparison
| Additional part-time hire | Do it yourself | AI agent by the eksperts | |
|---|---|---|---|
| Cost per month | CHF 2,000.- and more | Your evenings and weekends | from CHF 59.- |
| Availability | Office hours, holidays, sick days | When time allows | 168 hours per week |
| Onboarding | Weeks to months | None | Days, done by us |
| Quality | Varies | Varies with energy | Constant, supervised by a human |
Frequently asked questions
What does the Finance agent cost?
Setup costs from CHF 990.-, operation from CHF 59.- per month, cancellable monthly. The exact price depends on your tools and processes and is fixed after the free first conversation.
How quickly is the agent ready?
Usually within a few days after the first conversation. We configure it for your tools, you review the first results, then it runs.
Does the agent replace my fiduciary?
No, it works for them. The agent takes over the repetitive part: capturing, pre-booking, reminders. Closing, taxes and advice stay with your fiduciary, who needs far fewer hours.
What happens with my data?
Your data stays your data: processing only on your behalf, no sharing, Swiss hosting on request. You decide which systems the agent sees, and every action is logged traceably.
Can I cancel monthly?
Yes. Operation is cancellable monthly, with no minimum term. You paid the setup once, the configuration is yours.
Ready to hand this off?
First conversation free, 30 minutes. Afterwards you know what the agent can do in your business and exactly what it costs.
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