What we offer
Independent financial advice and practical AI, with scope and price fixed up front. Choose what fits for your business or for you.
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Who it’s for
For businesses
AI Starter Kit
One team, one everyday task, running with AI.
We find time-consuming processes your team does every day and get AI agents to handle them, using tools you already own, or assist you with buying ones. We set it up, train your team and provide free consultations for the next 30 days. Scope and prices are fixed in writing after free call.
What you walk away with
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Your everyday tasks running with AI agents
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A team that can run and extend them
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A small guidance document with best practices to maintain AI workflow
from ~CHF 4,800
audit + setup + training
In practice
Fiduciary
Property agency
Renovation firm
Notary office
The fiduciary drowning in supplier invoices
Challenge
A seven-person Geneva fiduciary keeps the books for around forty SME clients, mostly in Bexio and Abacus. Every month-end, two bookkeepers lose days typing supplier invoices by hand and matching them to bank statements.
Solution
We connected Mistral AI agent to the accounting tools they already use, hosted on Swiss infrastructure, to read each supplier invoice and draft the entry for a bookkeeper to check and approve.
Impact
Month-end invoice work drops from about four days to two, freeing time worth about CHF 12,000 a year for client advisory — and every client file stays on Swiss soil.
For businesses
AI Awareness Training
Train your team to use AI on real work — and to know its limits.
A hands-on half or full day on the basics of AI and AI agents, how to start using daily, knowing what is safe and not. We tailor each session to your business domain so that our AI expertise meets your business goals.
What you walk away with
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A team confident with the basics of AI agents, including how to create and manage AI skills
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Starter examples of how to use AI agents on your software
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Clear rules on what never to share
from CHF 1200
per training session
In practice
Wealth management
Real estate
The wealth-management team wary of AI and client confidentiality
Challenge
A Geneva based wealth-management firm whose advisers were tempted to paste client portfolios into ChatGPT to speed up reports, without knowing where that data goes, or what the regulator would say.
Solution
A half-day session on building personalised AI agents skills in MS365 Copilot Studio to decouple clients and portfolio data.
Impact
Advisers confident using AI for the safe part of their work, which helps to generate faster client reports, including “shareable” AI skill everyone use with confidential data.
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