Automate the paperwork.
Stay in control.
AI agents, automations and custom tools for fiduciary firms and SMEs in French-speaking Switzerland. The AI prepares, your team approves.
Plugs into your tools
Outlook
Gmail
Infomaniak
bexio
Abacus
Excel
Google Sheets
OneDrive
SharePoint
Google Drive
Dropbox
Teams
Slack
WhatsApp
Google Calendar
HubSpot
Pipedrive
Notion
Airtable
DocuSign
Skribble
Stripe
Local AI by default, data in Switzerland or on your premises
From the repetitive task to a tool that runs on its own.
Reminders, email triage, document filing, reconciliations: each repetitive task is prepared automatically, your team approves.
Read more, in FrenchAn agent reads requests, checks the history, prepares replies, minutes and files, then submits them to you before anything is sent.
Read more, in FrenchFiles, cash, deadlines: a dashboard that updates itself every morning from your tools, with no exports and no copy-paste.
Read more, in FrenchClient portal, business tool or CRM built around the way you work, with a testable version every week. The code is yours.
Read more, in French
In practice, how does it work?
A fiduciary firm bills its hours every quarter. Today: printed lists, an invoice retyped in Word, a number added by hand.
Hours are logged as usual
Each employee keeps their time-tracking tool. Nothing changes for them.
Time sheet, Atelier Rochat SA
The invoice prepares itself
The quarter’s hours are pulled in, abbreviations are rewritten for the client, internal time is left out.
Draft invoice 2026-0412
You adjust, you approve
An amount to review? You correct it. Only then is the invoice sent and the work in progress reset to zero.
To approve
A service SME receives quote requests in the evening and at weekends.
A prospect writes at 9 pm
Through the website form or by email.
Form, 21:14
Durand SA, 12 people
We are looking for a fiduciary firm for VAT and payroll from January.
The agent qualifies and prepares
It reads the request, checks your calendar and drafts a personal reply.
Agent, incoming request
You approve, the meeting is booked
One click the next morning: the reply goes out and the invitation is sent.
To approve
A firm wants its clients to drop their documents in one place, instead of ten emails.
A portal in your name
Each client has their own space and the list of what is expected from them.
Rochat Menuiserie portal
The upload is checked and filed
Format, date and duplicates are checked on arrival.
Upload check
Your team sees the progress
One glance shows which files are complete.
October files
An SME manager wants their key figures every morning without opening three applications.
The data is collected
Every night, from accounting, the bank and email.
Sync at 06:00
The indicators are calculated
Cash, overdue invoices, open files, on a single screen.
This morning’s dashboard
An alert warns you
Only when something needs your attention.
Alert
Illustrative examples, fictitious data
How do we work together?
The foundation, in practice: an internal platform installed on your server or with a Swiss host. Your teams log in from their browser. The AI running on it plugs into your tools, keeps a record of every action and lets no data out. Each module (invoicing, deadlines, AI agent, dashboards) adds a screen to it.
- 01
The diagnosis
Free
30 minutes on your repetitive tasks, then within 48 hours a costed action plan: the process that costs you the most and what can be done about it.
- 02
The foundation The core
Connections to your tools, access management, an action log, and a local AI installed on your premises: your data stays within your walls. Essential to add modules without rebuilding everything.
- 03
The first module
We automate the process identified during the diagnosis by plugging it into the foundation.
- 04
The next modules
One after another, we identify and automate time-consuming workflows and free up time for your staff.
The modules we set up most often.
Four tools already delivered.
- Fintech, under NDA~90 daysfrom the first line to production
Fintech platform
Onboarding, identity verification, e-signature. Under NDA.
Confidential URL 
Flipagora800+listings aggregated in real timeFlipagora
Automatic collection and normalisation of listings from multiple sources.
flipagora.com
391programmatic SEO pagesPanosolaire
Online shop, sizing simulator and local pages.
panosolaire.fr
1’552sites auditedSeAudit
Automated SEO and GEO audit, from data collection to report.
seaudit.fr
Your data stays with you.
Here is the path a piece of data follows, from your inbox to the final action. At each step, a specific guarantee.
- Step 1
Your tools
Nothing to migrateData stays in your email, your accounting and your storage.
- Step 2
The foundation
Switzerland or your premisesHosted in Switzerland or on your premises, every action is logged.
- Step 3
The AI model
Local AI by defaultThe model runs on your premises: your data goes to no AI provider.
- Step 4
You
Nothing goes out without youThe AI prepares, someone on your team approves before anything is sent.
Swiss FADP and GDPRLog of every actionCode handed over at the end, no lock-inPrivacy policy ↗
AI software, agency or studio?
Three ways to automate admin work. Here is what changes for your data, your budget and your day-to-day.
| Criterion | Online AI software | Agency or IT firm | Tesseract Studio |
|---|---|---|---|
| Your data | With the vendor, often outside Switzerland | Depends on the project | Local AI by default, on your premises or in Switzerland |
| Your processes | You adapt to the tool | Covered, after a long specification phase | We start from your current tools and habits |
| First result | Immediate, for a generic use | Several months | A first module live in two to three weeks |
| Cost | Per-user subscription | Time and materials, open quote | Fixed price agreed upfront, no extra cost per added user |
| The code | Stays with the vendor | Depends on the contract | Delivered: it belongs to you |
| Your contact | Customer support | A project manager | The founder, who does the building |
Trained in accounting. A developer by trade.
I know what a year-end close, a missing receipt or a tax deadline means. I take on three projects at most, so that I build every tool myself.
- Master’s in Accounting, Audit and AdvisoryDegree
- Business administration, St. Edward’s UniversityExchange
- PRINCE2 Practitioner, Scrum MasterCertifications
My LinkedIn profile
Your questions, our answers.
Another question? I reply personally, usually within the day.
Write to MaximeWe already use ChatGPT. What do you add?
ChatGPT answers when someone asks it a question. I build systems that run on their own, connected to your tools and your data, on specific processes: a request comes in, it is handled, a person approves.
Why start with a foundation?
The foundation connects your tools, manages access and keeps a record of every action. Each module then plugs into it: without it, every automation would be an isolated tool to rebuild from scratch.
What is in the action plan delivered after the diagnosis?
The process that costs you the most time, what it costs you today, what I suggest doing about it and the measurable goal. You can use it with or without me.
Do we need to change our software?
No. I plug into what you already use: email, CRM, accounting, telephony, Slack or Teams.
Where does our data go? Does the AI run locally?
Yes, that is the approach I favour: it is what keeps your data with you. The foundation runs the AI locally, on your infrastructure or with a Swiss host. Your data does not leave it and trains no model. If a specific task needed an online model, I tell you beforehand and you decide. Swiss FADP and GDPR compliant.
How long before we see a result?
A first automated process is live within two to three weeks.
What if it does not work as planned?
Scope and success criteria are set before we start. Weekly deliveries make it possible to correct early, not at the end.
Do you work outside Geneva?
Yes, across French-speaking Switzerland and neighbouring France, remotely or on site. I work in French and in English.
Thirty minutes to find out what can run on its own.
Within 48 hours, a costed action plan: the process that costs you the most and what can be done about it. If AI is not the right lever, I will tell you.