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Industries · Fiduciary and accounting firms
AI and software for fiduciary and accounting firms.
Uliasti builds AI agents for Swiss fiduciary and accounting firms (Treuhand): bookkeeping, closings, payroll questions and client correspondence, with an audit trail for every action and a person signing off on what goes out. Built by a team that has delivered under audit before.
Where the work is
Where fiduciary work piles up.
Fifty clients, the same month-end, the same questions.
Bookkeeping and receipts
Receipts arrive by mail, photo and portal. An agent reads, matches to the bank line, proposes the booking, and flags what does not fit.
Closings and reporting
Year-end and VAT runs that repeat per client with small variations. Agents prepare the schedules and checks so the fiduciary reviews instead of assembles.
Client questions
Payroll, deadlines, document requests. An agent answers from the client file and the current rules, and the responsible person approves.
How we help
What we build for fiduciaries.
Agents that fit the software you already run, with a trail your auditor can follow.
AI agents
Agents for the recurring work
Receipt capture, matching, closing preparation and correspondence, connected to your accounting and payroll software.
Hours per client back, every month.
Audit trail
Every action logged
Who proposed what, what was approved, what changed. Defensible after the fact for the firm and for the client.
Nothing happens unseen.
Integration
Works with Swiss accounting stacks
Built against the accounting, payroll and document tools common in Swiss fiduciary firms, not against a generic model of them.
No migration to start.
Scale
From one client to all of them
Start with one client type, measure, then roll the same agent across the portfolio with the firm's own rules.
One operating model for the firm.
What it has to survive
The conditions this work has held up under.
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Tools we integrate
Works with the platform you already run.
We build inside the tools your teams already use and in the systems behind them. We are an official Claude partner and neutral on everything else.
Google Workspace
Gemini Enterprise
Microsoft 365 and Copilot
Claude
SAP
Salesforce
HubSpot
ServiceNow
Oracle
Atlassian
Slack
NotionRelevant services
Where to start.
Relevant thoughts
Read before you decide.
What to Automate First
Frequency beats drama. A simple rule for picking automations that pay for themselves in weeks.
Read →How to Measure the ROI of AI, Honestly
Baseline first, expect the J-curve, count reallocated capacity instead of claimed time savings.
Read →AI Agents in Production: What Survives?
What happens when agents meet real processes, and what it takes to build ones that last.
Read →Questions
Fiduciary firms, answered.
Can a fiduciary firm use AI for bookkeeping without losing control?
Yes. The agent proposes bookings, matches and drafts; a person approves, and every step is logged. Control stays with the fiduciary, and the firm gains hours because the preparation is done when the review starts.
Which fiduciary tasks should be automated first?
Receipt capture and matching, standard client correspondence, and closing preparation. They are frequent, mostly rule-based and measurable, so a first agent can go live within a quarter and show its value in hours saved per client.
Does it work with our accounting and payroll software?
Uliasti integrates with the accounting, payroll and document tools common in Swiss fiduciary firms through their interfaces. The agent sits next to the software you already run; no migration is needed to start.
How is client confidentiality protected?
Client data stays in Switzerland or an approved location, access is limited by role, nothing is used to train vendor models, and every access is logged. The setup is documented so the firm can show it to clients and auditors.
