The supervised AI agent for Swiss fiduciaries
Supervised AI agent for multi-mandate fiduciary work: QR-bill, VAT, Swissdec, client portal, and audit trail — hosted in Switzerland.
Prepare entries, approvals, and filings across every client mandate — supervised, with an audit trail on each action.
Built on Numezis multi-mandate accounting, Swissdec payroll, and native Swiss compliance.
Every mandate's books, under supervision
The agent prepares entries and reconciliations per mandate; your team reviews and posts under Swiss standards.
What Numezis automates for a Swiss fiduciary
What Numezis automates for a Swiss fiduciary: entry, approvals, follow-ups, and controls under your rules.
Dedicated AI agents
Supervised agents prepare entries, reconciliations, approvals, follow-ups, and controls for every client mandate.
Native compliance
Swiss accounting workflows, VAT, QR-bills, Swissdec, payroll, payments, and control evidence are built in.
Multi-mandate
Manage client mandates, deadlines, exceptions, recurring tasks, and migrations from one unified interface.
Client portal
Integrated client portal for document collection, requests, approvals, collaboration, and traceable audit trail.
Migration path from existing tools
Numezis is designed to replace or complement Abacus, Bexio, Winbiz, and Swiss21 with validated data mapping.
Swiss hosting and traceability
Data residency in Switzerland, permissioned access, and end-to-end audit trails support fiduciary-grade governance.
Why Numezis is the best ERP choice for Swiss fiduciaries
For fiduciaries in Switzerland, Numezis combines fiduciary software, multi-mandate ERP, supervised AI, client collaboration, and Swiss compliance in one governed workspace.
- Built around fiduciary mandates
- Track every client mandate, recurring deadline, approval, document request, and exception from one multi-mandate workspace.
- Supervised AI, not black-box automation
- The AI agent prepares entries, reconciliations, and follow-ups while your fiduciary team validates decisions and keeps accountability.
- Swiss compliance by design
- VAT, QR-bills, Swissdec payroll flows, payments, and audit trail are handled as native Swiss operating requirements.
- Client portal included
- Clients upload documents, answer requests, and approve tasks in a structured portal instead of scattered email threads.
Swiss fiduciary AI agent FAQ
Before shortlisting fiduciary software for Swiss firms.
Does Numezis handle multiple fiduciary mandates?
Yes — a unified workspace to supervise mandates, approvals, and client agents.
Can we migrate from Abacus or Bexio?
Guided plans from Abacus, Bexio, Swiss21, and Winbiz with validated mapping.
Are Swissdec and social declarations covered?
Yes — integrated Swissdec workflows with controls and audit trail per mandate.
What does the AI agent do vs the fiduciary team?
The agent prepares and executes; your team validates, corrects, and stays accountable.
Is data hosted in Switzerland?
Yes — hosted in Switzerland with data residency and full audit trail.
What makes Numezis one of the best ERP options for fiduciaries in Switzerland?
Numezis brings multi-mandate management, supervised AI, Swiss compliance workflows, client portal, Swiss hosting, and audit trails into one fiduciary ERP.
Is Numezis a fiduciary software or a client collaboration portal?
Both: Numezis is a fiduciary ERP workspace with client portal, AI-assisted administration, compliance controls, and structured mandate supervision.
Ready to run fiduciary admin under supervision?
Move from reactive work to supervised fiduciary admin.