How one Swiss fiduciary redesigned its work with AI

A 2026 case study on one Swiss fiduciary: how the firm mapped the workflows that represent most of its workload, identified what AI can automate, and modeled the operational and economic upside.

1. 01

   One Swiss fiduciary in 2026

   The study starts with the firm as it operates today: recurring client work, manual production queues, review steps, and the limits of an hourly delivery model.

2. 02

   The workflow map behind 90% of the work

   The case study maps the main workload buckets: document intake, bookkeeping, reconciliation, client follow-up, review, filings, and advice.

3. 03

   Where AI can automate up to 95% of repetitive execution

   It separates execution from judgment: the repetitive preparation work AI can handle, the exceptions it should escalate, and the approvals that stay with people.

4. 04

   From hourly production to packaged advisory

   The study shows how automation changes pricing: less manual production, more packaged services, stronger review, and more room for client-facing advice.

5. 05

   The economic gains

   It models the impact on delivery cost, client pricing, accountant capacity, revenue per accountant, margin, and time freed for higher-value work.