NeuraTech
STARTING POINT
The reality in many fiduciary offices.
Document processing devours time
Invoices, bank statements, receipts – manually typed, assigned, coded. Hour after hour.
Talent shortage hits the industry hard
Qualified fiduciary professionals are nearly impossible to find. Meanwhile, regulatory requirements keep rising.
System gaps slow down daily operations
Data sits in different systems – accounting, email, document storage. Reconciliation costs nerves and accuracy.
WHAT WE DO FOR YOU
Concrete solutions for your industry.
AI and IT services specifically tailored to the needs of fiduciary firms and financial service providers.
Automated Document Processing
Incoming documents are automatically recognized, data extracted, and matched with your accounting system. Routine cases are booked directly.
Intelligent Audit Preparation
AI-assisted analysis of your financial data: detect anomalies, automate plausibility checks, and prepare audit reports.
Secure IT Infrastructure
Your systems run stable and secure. Cloud or on-premise – always compliant with Swiss data protection law.
Integration of Existing Systems
We connect your accounting software, email, and document management into a seamless workflow. No platform change needed.
HOW WE START
Three steps to your solution.
1
Initial Consultation
You describe your workflows and biggest time sinks. We give an honest assessment of where automation makes sense.
2
Analysis & Prototype
We evaluate your data quality and system landscape. With clear potential, we build a working prototype.
3
Productive Operations
Integration into your existing tools, training your team, and ongoing support on request.
FAQ
Frequently Asked Questions
General
Which fiduciary firms is this suitable for?+
For firms with approximately 5 or more employees that regularly process documents and want to reduce time spent on routine tasks. Whether automation makes sense in your case is what we clarify in the initial consultation.
Does this work with our existing accounting software?+
Typically yes. We work with common Swiss systems like Abacus and Proffix as well as other solutions. An evaluation of your system landscape is part of the analysis.
What about data privacy?+
Your data can be hosted in Switzerland – on request, entirely on-premise in your own data center. We comply with Swiss data protection law. Access controls and encryption are standard.
How much does such a solution cost?+
It depends on the scope. We discuss costs in the initial consultation so we can make an offer that fits your needs.
NEXT STEP
Where are your biggest time sinks?
In a no-obligation conversation, we'll show you which routine tasks in your office can be automated.
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