WE DIGITIZE THE FIDUCIARY INDUSTRY WITH OUR CLOUD-ERP SOLUTION

The future of Swiss fiduciary services will look the way we shape it.

First steps to transform your fiduciairy company into a digital SME champion

Where we start

Digital transformation affects various business areas in your fidcuciary company. We help you to transform all areas step by step. For this to succeed, it needs one thing above all: your time.

With Accounto – the only Saas ERP solution for advisors – you can therefore not only digitalise your accounting processes, but also rethink and, where possible, automate them. This radically changes the daily routine of a fiduciary and saves valuable time. In a first step, we start with the four most important areas:

  • Digital document delivery without additional effort
  • Up-to-date accounting thanks to automated bookkeeping
  • Early recognition and request of missing receipts
  • Complete bookkeeping in just one tool, including annual financial statements and budgeting
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What customers have to say about Accounto

Julian Hloušek, Managing Partner ILFP GmbH

“Thanks to Accounto, our employees can easily save between 30-40% of their time.”

Sandra Balsiger, Managing Director Bavisa Treuhand GmbH

“Thanks to the automatic reconciliation, we barely have to do anything anymore.”

Christian Moesch, Partner and part-owner Experfina AG

“What fascinated me most about Accounto was the electronic document processing.”

Fabio Dacuña, Founder DF Conseils Fiduciaires SA

“It integrates all the positive aspects that I have found in other solutions.”

Miro Hegnauer, CEO Konova

„You can start small, but scale the solution over time to the needs that automatically grow in a start up!“

Co-Founder, 12Ahead GmbH

“As a full-service digital agency, a 100% digital accounting solution was extremely important to us.“

Johannes Lermann, COO & Co-Founder, Boostbar AG

“Thanks to Accounto and our trustee, we can concentrate fully on Boostbar.“

Co-Founder, Reverse

“All communication takes place via the platform, i.e. via the Accounto app. This means no tedious ping-pong messages via email and long waiting times on the phone.”

The fiduciary software that automates your bookkeeping

Together with a community of experienced fiduciaries, Accounto has rethought all accounting modules and optimised them through the use of artificial intelligence (AI) and automation in such a way that you can organise your day-to-day fiduciary work even more efficiently and with fewer resources.

AI-supported software for fiduciaries offers many advantages, including:

  • Automation of routine tasks
  • Improved accuracy
  • Increased efficiency
  • Recognition of patterns and trends
  • Support for decision making
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Not keen on paper?

This is the impact that automation has had on the daily lives of our fiduciary clients.

Time creates opportunities

Once the four most important areas have been optimised in the first step, the time freed up will offer your fiduciary company new opportunities such as:

  • Employees focus on value-adding tasks
  • Increased employer attractiveness through the use of modern technology
  • Up-to-date client support – even from your home office
  • Time to support your SME clients in their day-to-day issues
  • Short-term information on financial decisions of your SME clients
  • New advisory services, e.g. on the topics of financing, setting up a new business or tax optimisation
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Together we transform your fiduciary company

We help fiduciary professionals transform all areas of their business. Because we are more than just a fiduciary software. Step by step at your pace, we help you uncover your potential in the different areas and accompany you. We focus on the following areas:

  • Business model
  • Business processes
  • Personnel
  • IT infrastructure
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Use tomorrow’s accounting solutions
to digitalize your business

We turn advisors into indispensable, digital SME champions

Our mission

Accounto rethinks accounting and makes it simple!

We combine 100 years of fiduciary experience with state-of-the-art technology so that fiduciary professionals and SMEs no longer have to worry about repetitive accounting tasks.

With our data-based assistance for fiduciary companies, you have the chance to generate sustainable financial benefits, optimize processes and develop industry comparisons for Swiss SMEs.

Our promise

Fully automated accounting? Many people talk about it, Accounto makes it happen. Our fiduciary solution fully automates time-consuming accounting tasks and arms the fiduciary industry for the future. Through automation fiduciary companies not only reduce operating costs, but also create additional resources. The time gained can be used by fiduciary companies to improve their individual customer care.

You want to experience Accounto in action?

Frequently asked questions

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What technology does Accounto rely on?

Accounto relies on the SaaS approach.

Accounto uses the SaaS approach (Software as a Service), which can be classified as cloud computing. With SaaS, users no longer have to install the provided software locally, but can access it directly via internet browser.

With SaaS, there are no installation costs or licence fees. Consequently, with Accounto you can add employees quickly and easily without incurring any costs. If you need more users, simply contact us – we will be happy to advise you.

Another great advantage of SaaS products is that changes or new functionalities to the product can be integrated quickly and you always benefit immediately from the latest updates.

For which SMEs is Accounto suitable?

SMEs with 1-19 employees.

Accounto is also suitable for SMEs that only require financial statements in accordance with the Swiss Code of Obligations.

Are further functionalities planned for the future?

Currently, the focus is on a start-up module.

Accounto is constantly being further developed, and you can also actively contribute any wishes you may have. In addition to the business start-up module, Accounto is planning the integration of digital notary services or legal advice as the next big step. To make sure you don’t miss any updates, simply subscribe to our newsletter.

Is my data safe with Accounto? Where is the data stored?

Accounto works with a Swiss cloud solution.

Thus, the data is kept in Switzerland and secured in a Tier 3 data centre, which corresponds to a high security standard. A Tier 3 data centre has several paths for power supply and cooling, as well as systems for updating and maintenance work that can be carried out during operation. The expected availability is 99.98%.

Is the support free of charge?

Each business pays a monthly fee.

The support and support agreement is defined based on your needs and charged accordingly as a flat rate.

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Accounto vous libère complètement, vous et vos clients, de toutes les tâches comptables. Pour mieux comprendre comment nous procédons, il vous suffit de vous inscrire à la version d’essai et de vous en rendre compte par vous-même. Pour que les week-ends libres et les soirées agréables soient programmés pour vous aussi !

Avec Accounto, tu peux
  • Archiver les pièces comptables numériquement
  • Payer les factures
  • Créer des factures
  • Gérer les note de frais
  • Décompte des salaires
  • Gérer les données de base du personnel
  • Gérer les tâches
  • Comptabiliser les pièces comptables de façon automatisée
  • Rapprocher les transactions bancaires de manière automatisée
  • Créer des rapports financiers
  • Établir des budgets