Automation for fiduciaries

Automation for fiduciaries

Atech automates the entry and processing of accounting documents at your firm, so you can absorb month-end peaks without overtime.

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Automation for fiduciaries

What Atech solves for you

01

Manual invoice entry

Every supplier invoice is retyped into the accounting software, with a risk of error on every line.

02

Documents arrive in a mess

Clients send receipts by email, WhatsApp or paper, and everything must be sorted before you start.

03

Workload peaks

Month end, year-end closings and VAT pack the work into a few days.

Concrete examples

A few typical cases Atech sets up for SMEs and freelancers in western Switzerland.

Works with your tools

BexioAbacusBananaSageExcelMicrosoft 365
  • Automatic invoice data extraction (OCR) into the accounting software
  • Single drop box where clients send documents, sorted automatically
  • Automatic client reminders for missing receipts
  • Pre-coding of recurring entries
  • Monthly reports generated and sent automatically to each client
  • Central tracking of VAT and tax deadlines across the portfolio
Method

How it works

1

Free audit

20 minutes to understand your business, your tools and what's wasting your time.

2

Fixed-price proposal

A clear solution, a fixed price and a deadline. No surprises, no commitment.

3

Development

Atech builds the solution around your existing tools and keeps you updated at every step.

4

Rollout & support

Installation, testing with you, simple explanations. Atech is still there after delivery.

FAQ

Frequently asked questions

Does it work with my accounting software?

Atech works with the software common in Switzerland (Bexio, Abacus, Banana, Sage…). The free audit checks what connections are possible with yours.

What if the OCR gets something wrong?

Extracted data is proposed for approval before posting. You stay in control, but you no longer retype anything.

How long does setup take?

A first automation is usually running within a few weeks. The exact timeline is in the quote.

Contact

Let's talk about your project

An idea, a need, a question? Describe your project and Atech will get back to you within 48h.

Response time

Within 48 business hours

Location

French-speaking Switzerland

Vaud, Geneva, Neuchâtel, Fribourg, Valais, Jura

Not convinced yet? Check out the portfolio or see the client references.