AI for accounting firms and fiduciaries (Treuhand)

Your agent chases the paperwork, you do the books

Klaumo sets up an AI agent for your firm: it asks clients for missing documents, reminds them in good time and answers their questions, while tax questions go to your team

  • What is missing, client by client
  • Email and WhatsApp
  • 4 languages
  • Live in 2 weeks

Kaia is our AI adviser, and talking to her is free, right here on the page

Your working day

Where your team's time goes

Three situations from an accounting firm's week

01

Chasing documents

Receipts and statements arrive by email, as photos or on paper, and something is nearly always missing

Hours that never appear on an invoice

02

Questions break your focus

Whoever does the books also answers the clients: what's missing and when it will be ready

The year-end closing slips

03

Experienced staff are hard to find

The job ad stays open, and every new client lands on the same team

You turn clients away or work evenings

Solution

What the agent does for your firm

We set it up with your clients, your documents, your deadlines and your tone

Documents

Asks for missing documents

Each client has their own list of what's missing, and the agent writes by email or WhatsApp in your firm's tone

Reminders

Reminds before the deadline

If something is still missing, the agent reminds the client in good time, politely and without you writing again

Questions

Answers clients' questions

“What's still missing?” or “Have you got everything?”: the agent answers from your data, in the client's language

Team

Tax questions go to your team

The agent doesn't advise on tax, VAT or bookkeeping; it passes the question, with name and number, to whoever looks after the client

Example

A client asks what's missing

The agent names the missing documents, agrees a deadline and notes it all on file

Your accounting firmWhatsApp · online

Message · clientA client asks what's missing for the year-end

  1. Hello, you wrote that something's missing for the year-end, what exactly?
  2. Hello Mr Huber, we still need the December bank statements and the invoice for the new van
  3. I've got the statements, I'll have to look for the invoice
  4. No problem, can you send both by Friday? Please send them to the office as usual
  5. Yes, Friday works
  6. Thanks, I've noted that and I'll remind you on Thursday if anything is still missing

What the agent did

  • DeadlineDocuments by Friday
  • Client informedTwo documents open, deadline confirmed
  • Note on fileWhat's missing and by whenReminder on Thursday if nothing arrives
  1. Recognises the client
  2. Names what's missing
  3. Agrees a deadline
  4. Notes it all on file

Calculation

How much time you win back

Two numbers from your firm are enough

Based on {rate} an hour, 15 minutes of chasing per client a month and 6 minutes per question

Your net gain each month

  • This is an estimate: we work out the exact figure with your firm's own numbers

Getting started

How your agent goes live

From the first call to a working agent in about two weeks

  1. 1

    First call

    We look at where chasing and questions cost you time

    30 minutes, free
  2. 2

    Our quote

    A fixed price for the setup and for each month

    after the call
  3. 3

    Setup

    You send us your client list and document types, we set up the rest, and then your team tests the agent with us

    about 2 weeks
  4. 4

    Ongoing care

    We look after the agent and get it ready for the year-end

    every month

AI agent for documents and questions

From CHF 1'900 for the setup and from CHF 190 a month

Optional: a phone agent for your clients' calls and a chat on your website

Included in the monthly price

  • The agent works every day and we keep an eye on it
  • We read its answers and improve them
  • We add new clients, document types and deadlines
  • The agreed number of messages per month
  • Support by email and WhatsApp

Terms

The terms at a glance

Who it's for

Accounting firms

Treuhand offices doing bookkeeping, tax and payroll for small businesses, usually 2 to 20 people

Channel

Email and WhatsApp

In your firm's name and in your tone

Languages

Four languages

German, French, Italian and English, in the client's language

Getting started

About two weeks

From the first call to the first message to your clients

Contract

Flex or Partner 12

Flex: cancel with one month's notice to the end of any month; Partner 12: setup at about half price, minimum 12 months

Data

Database in Switzerland

AI processing runs in the EU and the US

Questions

What accounting firms want to know

What does AI for accounting firms cost?

From CHF 1'900 for the setup and from CHF 190 a month, and you get the exact price in our quote after the call

Does the agent give tax advice?

No, it passes those questions to your team, and responsibility stays with your firm

Does the agent read the documents?

No, it asks for them and sends reminders; your team checks them and enters them in the books

Does the agent write in my name?

Yes, in your firm's name and tone, and you approve the templates

Does it work with my accounting software?

You keep your software, and in the first call we check whether the agent can connect to it directly

Which languages does the agent write in?

German, French, Italian and English, always in the client's language

Where is my customers' data stored?

The database is in Switzerland, and AI processing runs in the EU and the US

How long is the contract?

It's up to you: Flex can be cancelled with one month's notice to the end of any month; with Partner 12 the setup costs about half and monthly care runs for at least 12 months