arteFIN keeps the practice's clients, mandates, tax deadlines and documents in one place. Artificial intelligence reads the receipts, exchange with clients goes through a secure portal, and everything stays on infrastructure we own in Switzerland.
Documents arriving in every format and through every channel, different deadlines for each client, reminders for whatever is missing. The work clients value least is the work that takes the most hours.
From the moment a document arrives to delivery to the client, every step leaves its trace in the same place.
Master data, mandate type, contact persons and history for every client.
VAT, tax returns, year-end closings: every client's deadlines in one view.
Invoices and receipts read by AI: amounts, dates and suppliers extracted and ready to check.
Clients upload documents, see what is missing and receive results through a protected channel.
Document lists per mandate and automatic reminders to whoever has not sent them yet.
Time recorded per client and activity, billing of the practice's services.
Every document classified by client, year and type, found again in seconds.
Workload per staff member, late mandates, documents pending.
Everyone sees only the clients they handle. Every access is logged.
As across the whole aqumo platform, the numbers are not invented by the model: they are calculated by the code. AI reads and classifies; amounts and checks stay deterministic and verifiable, and every extracted value points back to its source document.
Invoices, receipts and statements in any format are read and classified: supplier, date, amount, VAT rate. Staff confirm or correct instead of retyping.
Before a closing or a return, arteFIN compares what has arrived with what is expected for that client and flags what is missing or does not add up.
«When does this client's lease expire?» or «which clients still have documents outstanding?»: answers in natural language, with the source shown.
arteFIN runs on the aqumo private cloud, on hardware we own in Switzerland. No foreign cloud provider between you and your clients' data: we know where every document is, and so can you.
Infrastructure we own, Swiss law, no foreign hyperscaler.
Permissions per client and per role, an access log you can consult.
Included in the service, not optional.
Software, workstations, network and security under a single contract.
How the practice works today: tools, flows, pain points.
Clients, mandates and deadlines moved into arteFIN.
You start with a group of clients, alongside our team.
Extended to every mandate, and the portal opened to clients.
An hour to understand how your practice works today and show you arteFIN on your own flows — not on a made-up example.