Free 30-min AI auditFree AI audit
Book your free AI Operations Audit.
In 30 minutes with Teo, we map your workflows, show your AI automation opportunities and estimate the ROI for your firm.
What you get
Three answers, from one call.
- 01
Your workflows, mapped
Mandate by mandate, we trace where your team’s hours go: collecting documents, data entry, reconciliation, VAT and closing.
- 02
AI automation opportunities
We show which of your workflows an AI agent can take over first, and what your team keeps approving.
- 03
A clear ROI estimate
What the hours saved are worth in francs for your firm, so you can decide on numbers, not on a promise.
Why it is free
We are confident in our value proposition.
Once you see what an agent can do with your mandates, we expect you will want to work with us. So the audit is free: no fee, no sales deck and no catch.
What fiduciaries say
In their own words.
“I expected a sales pitch. It was 30 minutes of someone actually looking at how we work.”
“Teo asked how our month-end runs, then showed me exactly where an agent would step in. It finally made sense.”
“Half an hour, and I knew where my team’s hours were going. I had never seen it laid out like that.”
“I came in sceptical about AI. I left with one workflow to start with and a clear idea of what it would save.”
“No slides, no jargon. He showed me how Ogment handles invoices and the bank reconciliation on a real example.”
“What I liked most was the honesty. He told me what the agent can take over and what should stay with us.”
“My main worry was client data. We spent ten minutes on that alone, and I got straight answers.”
“It was relaxed and to the point. I did not have to prepare anything, and I still walked away with a plan.”
“I booked it out of curiosity. By the end I had an ROI estimate for my own firm, not a generic number.”
“Thirty minutes well spent. Even if we had not continued, I would have learned something about my own practice.”
Measured at a Swiss fiduciary
What an agent changed in our case study.
- time per mandate
- −48%
- client price
- −25%
- mandates per accountant
- ~2×
- revenue per accountant
- +44%
Where we help
Workflows we’ve already mapped.
Ogment takes the first pass on financial data entry, closing, taxes, VAT, audit prep, and payroll, then routes the right decisions back to your team.
@O process the new invoices for Bistro Leman.
On it. I am reading the inbox, extracting invoice fields, and matching vendors before creating draft entries.
OutlookInvoice PDFs
BexioBistro Leman - journal draft, October
| Date | Vendor | CHF | Account |
|---|---|---|---|
| 04.10 | Gastro Service Genève | 1’240.00 | 4000 Goods |
| 07.10 | SIG Électricité | 386.55 | 6500 Energy |
| 11.10 | Migros Pro | 212.40 | 4000 Goods |
✅18 invoices extracted
✅15 vendors matched to the chart of accounts
✅3 missing receipts routed to the client
@O prepare the month-end close pack for Alpin Atelier.
On it. I am reconciling bank movements, checking open accruals, and assembling the close checklist.
Bexio
DriveClose checklistAlpin Atelier - October close checklist
| Close step | Owner | Diff CHF | State |
|---|---|---|---|
| Bank reconciliation | O | 0.00 | Matched |
| Accruals review | O | 4’820.00 | Posted |
| Payroll journal | Laura | — | Waiting |
Mark the close pack ready and send the two exception questions to the partner?
Close pack ready. Two items need partner judgment.
@O prepare the tax review file for Carouge Design.
On it. I am collecting client inputs, checking prior-year notes, and drafting the working-paper summary.
Dr. TaxClient filesOutlookCarouge Design - tax working papers, 2024
| Position | Prior year | This year | Note |
|---|---|---|---|
| Depreciation | 38’400.00 | 41’200.00 | Traced |
| Provisions | 12’000.00 | 9’500.00 | Query |
| Deductions | 6’740.00 | 7’110.00 | Traced |
✅Prior-year adjustments summarized
✅Open deductions listed for review
✅Client questionnaire drafted
@O prepare the VAT review pack for the quarter.
On it. I am reconciling source records, checking input VAT evidence, and tracing entries back to vouchers.
BexioESTV returnVouchersESTV form 0200 - Q3 draft
| Ref | Position | CHF | Status |
|---|---|---|---|
| 200 | Total turnover | 482’310.00 | Traced |
| 302 | Standard rate 8.1% | 39’067.11 | Traced |
| 312 | Reduced rate 2.6% | 1’884.20 | Traced |
Send the exception list to the client and mark the VAT file ready for review?
VAT pack ready. Two evidence gaps need approval before filing.
@O assemble support for the auditor sample request.
On it. I am mapping each sample to vouchers, ledger entries, approvals, and the explanation draft.
Audit folderBexioSample requestAudit file 2024 - sample mapping
| Sample | Voucher | Approved by | Evidence |
|---|---|---|---|
| #04 | BLG-2291 | L. Meier | Complete |
| #11 | BLG-2347 | — | Missing |
| #17 | BLG-2402 | A. Roth | Complete |
✅22 sample items mapped
✅4 missing approvals flagged
✅Auditor response draft prepared
@O check payroll changes before we close salaries.
On it. I am reviewing employee changes, matching supporting documents, and listing approvals before payroll is finalized.
OutlookPayroll fileContractsOctober payroll - change list
| Employee | Change | From CHF | Document |
|---|---|---|---|
| A. Perret | Rate change | 6’200.00 | Signed |
| S. Blanc | New entry | — | Signed |
| M. Favre | Exit | 5’400.00 | Missing |
Send the missing-document request to the client and hold payroll finalization until it returns?
Payroll changes checked. One missing document needs client confirmation.
Built for fiduciaries
Careful with your clients’ data, by design.
Nothing is posted without your approval. Data is stored in Switzerland, and the AI runs on European servers under zero-retention contracts.
SOC 2 Type II
Independent audit, 12 August 2026