Meet @O.

Online Workshop on 14 October: Survive The AI EraOnline Workshop: Survive The AI EraRegister
Free 30-min AI audit
AI case study

How a Swiss fiduciary cut the time per mandate by 48% with an AI agent

Measured at a French-speaking Swiss fiduciary in 2026: what happens to an accountant's time, the client's price and the firm's revenue once an AI agent takes over bookkeeping data entry.

Cover of the Ogment case study on AI accounting
−48%
time per mandate
−25%
client price
~2×
mandates per accountant
+44%
revenue per accountant

Get the case study by email

We send the link to the PDF to your work address.

Company size

We use your details to send you the case study and to follow up about Ogment. See our privacy policy.

What’s inside

  1. Where an accountant’s time goes today

    Measured on a typical mandate: 60% goes to data entry, document collection and chasing clients, 40% to closing, financial statements and advice.

  2. The agent at the core of operations

    It ingests invoices and statements, reconciles every bank line, flags exceptions, chases the missing document and delivers a file ready to import into WinBiz, Abacus or Bexio. Your team keeps every approval.

  3. Seven workflows mapped with fiduciaries

    Bookkeeping and bank reconciliation, year-end closing, VAT returns, tax returns, payroll, audit and the transparency register.

  4. From hourly billing to a flat fee

    The numbers behind a CHF 720 flat fee instead of CHF 960 by the hour, and CHF 69’120 in revenue per accountant instead of CHF 48’000.

  5. Where to start

    Two weeks of validation on 100 of your past mandates, at our cost, under NDA, with data hosted in Switzerland (Zurich).

Teo BorschbergCEO, Ogment

Book your free 30-min AI audit

  • Where your team’s hours go, mandate by mandate
  • Which workflows an AI agent can take over first
  • A clear AI ROI estimate for your firm
Company size