Step 1
The documents arrive. The agent reads them.
Invoices, receipts and bank statements are ingested as they arrive, from the mailbox, shared folders and bank exports (CAMT, CSV, PDF). Nobody sorts.
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Book a fiduciary AI AuditOne mandate, start to finish
What the agent does on the Bistro Leman mandate, in October.
We start with bookkeeping entry and bank reconciliation: the workflow with the highest leverage. Here is what happens, step by step, and what your accountant sees each time.
Step 2
Every bank line finds its receipt.
The agent matches each movement to its document and to the existing entries. What matches is marked; what does not is never forced.
Step 3
Exceptions surface, right away.
Duplicates, missing receipts, unexplained balances: flagged the same day, not discovered at closing.
Step 4
The reminder is ready - for the exact document that is missing.
The agent drafts the message to the client, document by document. Your accountant reads it, adjusts it if needed, and sends it in one click.
Step 5
Every entry is labelled and proposed.
Label, account, VAT: the agent proposes the entry from the mandate’s chart of accounts and your habits. It proposes; it does not impose.
Step 6
The file is ready. Your reviewer signs off.
A file ready to import into WinBiz, Abacus or Bexio. Every approval, the final entry and the client relationship stay with your team.
- readInvoice Gastro Service Genève - October.pdfOutlook
- readSIG Électricité - statement 10/2026.pdfOutlook
- readMigros Pro till receipts (4 scans)SharePoint
- importedCAMT.053 statement - Raiffeisen, 31 movementsBank
18 invoices and 31 bank movements detected
| Date | Movement | CHF | Receipt |
|---|---|---|---|
| 04.10 | Gastro Service Genève | 1’240.00 | Invoice 2026-1187 |
| 07.10 | SIG Électricité | 386.55 | Statement 10/2026 |
| 11.10 | Migros Pro | 212.40 | Receipt 11.10 |
| 14.10 | Swisscom | 89.00 | Invoice 44212 |
| 19.10 | Client payment - Table 12 SA | 2’400.00 | Issued invoice 118 |
27 of 31 movements reconciled
- Missing21.10 · Brasserie du Lac · CHF 640.00 - no invoice received
- Missing25.10 · Equipment rental Bächler · CHF 310.00
- Missing28.10 · Card withdrawal · CHF 150.00 - no receipt
- DuplicateSIG Électricité received twice (mail and SharePoint)
4 exceptions flagged, no entry forced
To: accounting@bistroleman.ch
Subject: Three receipts for October
Dear Ms Rochat,
To close October we are missing three documents:
· the Brasserie du Lac invoice of 21.10 (CHF 640.00)
· the Bächler rental invoice of 25.10 (CHF 310.00)
· the receipt for the card withdrawal of 28.10 (CHF 150.00)
You can simply reply to this message with the documents.
Thank you in advance,
Sophie
Draft ready - sent by your accountant
| Date | Label | CHF | Account | VAT |
|---|---|---|---|---|
| 04.10 | Goods - Gastro Service | 1’240.00 | 4000 | 8.1% |
| 07.10 | Electricity October - SIG | 386.55 | 6500 | 8.1% |
| 11.10 | Goods - Migros Pro | 212.40 | 4000 | 2.6% |
| 14.10 | Telephony - Swisscom | 89.00 | 6510 | 8.1% |
| 19.10 | Payment received, invoice 118 - Table 12 SA | 2’400.00 | 1100 | - |
27 entries proposed, 4 waiting for a document
Draft journal · October · Bistro Leman
Approve and import
Review by your accountant: about 45 minutes instead of 6 hours
Where we help
Delegate accounting workflows to@O.
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.
#Data entryBook a fiduciary AI Audit
Sophie
@O process the new invoices for Bistro Leman.
OAPP
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
#Close reviewBook a fiduciary AI Audit
Nicolas
@O prepare the month-end close pack for Alpin Atelier.
OAPP
On it. I am reconciling bank movements, checking open accruals, and assembling the close checklist.
Bexio
DriveClose checklistAlpin Atelier - October close checklist
| Close step | Owner | Diff CHF | State |
|---|---|---|---|
| Bank reconciliation | O | 0.00 | Matched |
| Accruals review | O | 4’820.00 | Posted |
| Payroll journal | Laura | — | Waiting |
Mark the close pack ready and send the two exception questions to the partner?
Approved by Nicolas
Close pack ready. Two items need partner judgment.
#Tax filesBook a fiduciary AI Audit
Maya
@O prepare the tax review file for Carouge Design.
OAPP
On it. I am collecting client inputs, checking prior-year notes, and drafting the working-paper summary.
Dr. TaxClient filesOutlookCarouge Design - tax working papers, 2024
| Position | Prior year | This year | Note |
|---|---|---|---|
| Depreciation | 38’400.00 | 41’200.00 | Traced |
| Provisions | 12’000.00 | 9’500.00 | Query |
| Deductions | 6’740.00 | 7’110.00 | Traced |
✅Prior-year adjustments summarized
✅Open deductions listed for review
✅Client questionnaire drafted
#VAT controlBook a fiduciary AI Audit
Laura
@O prepare the VAT review pack for the quarter.
OAPP
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?
Approved by Laura
VAT pack ready. Two evidence gaps need approval before filing.
#Audit prepBook a fiduciary AI Audit
Jonas
@O assemble support for the auditor sample request.
OAPP
On it. I am mapping each sample to vouchers, ledger entries, approvals, and the explanation draft.
Audit folderLedgerSample requestAudit file 2024 - sample mapping
| Sample | Voucher | Approved by | Evidence |
|---|---|---|---|
| #04 | BLG-2291 | L. Meier | Complete |
| #11 | BLG-2347 | — | Missing |
| #17 | BLG-2402 | A. Roth | Complete |
✅22 sample items mapped
✅4 missing approvals flagged
✅Auditor response draft prepared
#PayrollBook a fiduciary AI Audit
Elena
@O check payroll changes before we close salaries.
OAPP
On it. I am reviewing employee changes, matching supporting documents, and listing approvals before payroll is finalized.
OutlookPayroll fileContractsOctober payroll - change list
| Employee | Change | From CHF | Document |
|---|---|---|---|
| A. Perret | Rate change | 6’200.00 | Signed |
| S. Blanc | New entry | — | Signed |
| M. Favre | Exit | 5’400.00 | Missing |
Send the missing-document request to the client and hold payroll finalization until it returns?
Approved by Elena
Payroll changes checked. One missing document needs client confirmation.
Accounting is evolving fast
AI has moved into daily accounting work.
Time savings, client expectations, and advisory pressure are already visible. Fiduciaries that adopt well can shift capacity from preparation to judgment.
Karbon21h
Saved per employee every month
"Average savings increased to 60 minutes per day per employee, or approximately 21 hours per month."
ICAEW71%
Expect AI to move services upmarket
"71% of firms said that AI would enable them to move up the value chain."
Thomson Reuters81%
Tax and audit teams already use AI
"81% are now using AI tools at least several times a week."
Value prop
Flip the 80/20 of fiduciary work.
Before
80%tedious work
20%strategic and advisory work
After
20%tedious work under agent supervision
80%advising clients
- Filtering emailsClient invoices, payroll changes, tax questions, and missing documents arrive in the same inbox.
- Manual entriesTeams retype values across accounting, tax, document, and client management tools.
- Late error discoveryMissing evidence and inconsistent bookings surface during close, VAT filing, or audit prep.
- Context switchingThe expert has to jump between tools just to understand what needs a decision.
- AI leads the workThe agent collects, reconciles, drafts, and escalates.
- Human approval stays centralStaff review exceptions, decisions, filings, and client-facing messages.
- Errors surface earlierMissing documents and inconsistencies are routed before deadlines.
- Free up time for more valuable workYour teams now have time for more customer advisory or more customers.
Direct business value
Turn automation into operating leverage.
More advisory time
Move staff from production queues into interpretation, planning, and client conversations.
More customers
You can now feel free to accept more customers without worrying about your firm capacity.
Lower delivery cost
Reduce the cost base of repetitive work so you can protect margin or compete on price.
Better service
Catch missing documents and inconsistent records earlier, before they become deadline pressure.
Pricing
Pay only for agent work.
We don't charge for the consulting or implementation work. You pay only for work done by the agent.
Tool integrations
We integrate with your tools.
We take care of integrating with your existing stack, either from our existing library of connectors or new ones we build for you.
01
Accounting
AbacusBexioCresus
OdooWinBiz
XeroCustom
BexioCresusOdooWinBizXeroCustom02Outlook
GmailDriveSharePointCustom
Email and documents
OutlookGmailDriveSharePointCustom03Dr. TaxESTV
DocuSign
Custom APIsClient portals
Tax and client work
Dr. TaxESTVDocuSignCustom APIsClient portalsData security
Built for sensitive client data and Swiss obligations.
Data stays regionally controlled, encrypted, and auditable.
SOC 2 compliant
Security controls are documented, monitored, and aligned with SOC 2 expectations.
Swiss data hosting
Customer data is hosted in Switzerland, with client-level separation and controlled access paths.
Swiss privacy regulations
Aligned with Swiss data protection law, including FADP and related ordinances.
LLM EU processing
LLM calls are regionally restricted to the EU for maximum data privacy.
AES-256 encryption at rest
Stored files and operational data are protected with AES-256 encryption at rest.
Zero Retention Policy
Our LLM providers are bound by zero-retention contracts, so prompts and responses are not stored for training.
Our process
Start narrow. Prove value in weeks. Expand.
- Base campOne workflow
- The ridgeOne team
- SummitThe whole practice
01
We observe your 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.
02
Deploy the Ogment agent
1 week
We connect the agent to your approved systems, then start with narrow workflows that make daily work visibly lighter.
03
Support & coaching
Ongoing
Your team learns how to delegate, approve, and improve the agent so the operating model keeps compounding.