Private AI for Swiss Treuhand Firms
Your clients’ financial data deserves the same protection as a Swiss bank vault.
The problem fiduciary firms face with AI
Client financial data cannot leave Switzerland
Balance sheets, tax returns, salary data — this is the most sensitive information your clients have. Sending it to ChatGPT means sending it to Microsoft’s US servers. Under FADP, you could face personal fines up to CHF 250,000.
Report generation is repetitive and time-consuming
Every quarter, you produce the same types of reports for dozens of clients. Annual tax summaries, financial statements, board presentations — all manually compiled from the same source data.
Regulatory knowledge is hard to keep current
Swiss tax law changes every year. Canton-specific deductions, MWST rules, social insurance rates — your team needs instant access to current regulations without searching through PDFs.
How CookieAI helps your firm
Financial statement analysis
Upload a client’s financial statements and ask: “What’s the EBITDA trend over 3 years?” or “Flag any unusual expense categories.” CookieAI reads the numbers and provides analysis grounded in the actual documents.
Tax document processing
Upload tax returns, Steuererklärungen, and supporting documents. Ask CookieAI to summarize, identify deduction opportunities, or check for errors. Works with cantonal and federal formats.
Client report generation
Describe what you need: “Quarterly financial summary for Client X with revenue comparison to last year.” CookieAI drafts it using the documents you’ve uploaded. Review, adjust, send.
Regulatory knowledge base
Upload Swiss tax guides, MWST regulations, social insurance tables, and cantonal tax rates. Your entire team can ask CookieAI about current rules instantly — no more searching through folders.
Multilingual client correspondence
Draft client communications in German, French, or Italian. CookieAI adapts to the client’s language and formal Swiss business tone automatically. Professional letters ready for review in seconds.
Why not just use ChatGPT?
On-Premise: AI that stays in your office
For fiduciary firms handling sensitive financial data, on-premise is the ultimate protection. CookieAI installs directly on a server in your office. No cloud, no external servers, no data leaving your building.
Pricing for Treuhand firms
On-premise installations start at CHF 1,500 (installation on your existing hardware) or CHF 3,500 for a complete package with hardware included. Cloud plans start at CHF 99/month.
See all pricing →