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.
Why classic fiduciary software still slows mandates
Fiduciary admin still too manual
Data entry, approvals, and follow-ups consume disproportionate time on every mandate.
Incomplete multi-mandate visibility
Decisions arrive late when mandate data is split across disconnected systems.
Demanding Swiss compliance
QR-bill, VAT, Swissdec, and internal controls evolve continuously.
Fragmented stack per mandate
Disconnected fiduciary software reduces team speed and consistency.
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.
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.
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.
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Swiss fiduciary AI agent FAQ
Before shortlisting fiduciary software for Swiss firms.
Ready to run fiduciary admin under supervision?
Move from reactive work to supervised fiduciary admin.