Meet @O.
Make your fiduciary thrive in the AI era
Where we help
Ogment takes the first pass on financial data entry, closing, taxes, VAT, audit prep, and payroll, then routes the right decisions back to your team.
@O process the new invoices for Bistro Leman.
On it. I am reading the inbox, extracting invoice fields, and matching vendors before creating draft entries.
OutlookInvoice PDFs
BexioBistro Leman - journal draft, October
| Date | Vendor | CHF | Account |
|---|---|---|---|
| 04.10 | Gastro Service Genève | 1’240.00 | 4000 Goods |
| 07.10 | SIG Électricité | 386.55 | 6500 Energy |
| 11.10 | Migros Pro | 212.40 | 4000 Goods |
✅18 invoices extracted
✅15 vendors matched to the chart of accounts
✅3 missing receipts routed to the client
@O prepare the month-end close pack for Alpin Atelier.
On it. I am reconciling bank movements, checking open accruals, and assembling the close checklist.
Bexio
DriveClose checklistMark the close pack ready and send the two exception questions to the partner?
Close pack ready. Two items need partner judgment.
@O prepare the tax review file for Carouge Design.
On it. I am collecting client inputs, checking prior-year notes, and drafting the working-paper summary.
Client filesOutlook✅Prior-year adjustments summarized
✅Open deductions listed for review
✅Client questionnaire drafted
@O prepare the VAT review pack for the quarter.
On it. I am reconciling source records, checking input VAT evidence, and tracing entries back to vouchers.
BexioESTV returnVouchersESTV form 0200 - Q3 draft
| Ref | Position | CHF | Status |
|---|---|---|---|
| 200 | Total turnover | 482’310.00 | Traced |
| 302 | Standard rate 8.1% | 39’067.11 | Traced |
| 312 | Reduced rate 2.6% | 1’884.20 | Traced |
Send the exception list to the client and mark the VAT file ready for review?
VAT pack ready. Two evidence gaps need approval before filing.
@O assemble support for the auditor sample request.
On it. I am mapping each sample to vouchers, ledger entries, approvals, and the explanation draft.
Audit folderLedgerSample request✅22 sample items mapped
✅4 missing approvals flagged
✅Auditor response draft prepared
@O check payroll changes before we close salaries.
On it. I am reviewing employee changes, matching supporting documents, and listing approvals before payroll is finalized.
OutlookPayroll fileContractsSend the missing-document request to the client and hold payroll finalization until it returns?
Payroll changes checked. One missing document needs client confirmation.
Accounting is evolving fast
Time savings, client expectations, and advisory pressure are already visible. Fiduciaries that adopt well can shift capacity from preparation to judgment.
"Average savings increased to 60 minutes per day per employee, or approximately 21 hours per month."
"71% of firms said that AI would enable them to move up the value chain."
"81% are now using AI tools at least several times a week."
Value prop
20% strategic and advisory work
20% tedious work under agent supervision
Direct business value
Move staff from production queues into interpretation, planning, and client conversations.
You can now feel free to accept more customers without worrying about your firm capacity.
Reduce the cost base of repetitive work so you can protect margin or compete on price.
Catch missing documents and inconsistent records earlier, before they become deadline pressure.
Pricing
We don't charge for the consulting or implementation work. You pay only for work done by the agent.
Tool integrations
We take care of integrating with your existing stack, either from our existing library of connectors or new ones we build for you.
BexioCresus
OdooWinBiz
XeroOutlook
GmailDriveSharePoint
DocuSign
Custom APIsClient portalsData security
Data stays regionally controlled, encrypted, and auditable.
Security controls are documented, monitored, and aligned with SOC 2 expectations.
Customer data is hosted in Switzerland, with client-level separation and controlled access paths.
Aligned with Swiss data protection law, including FADP and related ordinances.
LLM calls are regionally restricted to the EU for maximum data privacy.
Stored files and operational data are protected with AES-256 encryption at rest.
Our LLM providers are bound by zero-retention contracts, so prompts and responses are not stored for training.
Our process
1 day
We map the exact work your team does: client intake, closing rhythm, VAT evidence, tax files, approvals, and the tools already in place.
1 week
We connect the agent to your approved systems, then start with narrow workflows that make daily work visibly lighter.
Ongoing
Your team learns how to delegate, approve, and improve the agent so the operating model keeps compounding.
