AI assistant for accounting
firms in Geneva.
Nawa Corps, a Geneva studio, sets up for Geneva accounting firms (fiduciaries) an AI assistant that already knows their trade. It can draft requests for missing documents, sort what comes in and tell you every Monday which files are still waiting. It never commits on your behalf: you approve.
Chasing
documents.
The missing documents.
The salary certificate, the pillar 3a statement, the bank statements: there's always one missing.
Chasing by hand.
One email, then another, then a call. Client by client.
Evening emails.
Clients write when they have time: in the evening, on Sunday.
Deadlines.
VAT, year-end closing, tax returns: it all depends on what the client sends, and when.
Geneva has 1,041 accounting and fiduciary establishments (OCSTAT 2024).
It prepares,
you approve.
Chasing documents.
For each client, it drafts the exact list of what is missing, in the firm's tone. You approve before it goes out.
Sorting what comes in.
It recognises the document received, files it in the right folder and ticks it off the list.
Following up.
The client hasn't replied? The follow-up is ready. You read it, you send it.
Acknowledging.
“Did you get my document?”: the acknowledgement you approved once replies. The rest waits for your approval.
The Monday report.
Client by client, what has arrived and what is still missing.
Start with the task that takes up most of your evenings. The others come later, depending on your tier.
One enquiry,
from start to finish.
- 01Channel: Email
The enquiry arrives
“Hello, I'm missing my salary certificate, my employer hasn't sent it yet. Shall I send you the rest?”
- 02
What the assistant does
The acknowledgement approved once replies and lists what is still missing from the file. Documents received are filed and ticked off the list.
- 03
What you see in the evening
The client's file, up to date: what has arrived, what is missing (the salary certificate). A follow-up ready for next week, to approve.
- 04
The Monday report
“Tax file: salary certificate still awaited, follow-up approved. Other documents: received and filed.”
It never commits
on your behalf.
No figure, no advice and no real reply goes to a client without your approval. It chases the documents; the file stays yours.
Your enquiries first,
your signature after.
The demo runs on enquiries from your trade, a two-week trial on your real enquiries, with a report every Monday: nothing to pay before. If the report suits you, the set-up costs 1'500.–, no VAT (business not VAT-registered), once; then the subscription at your tier, no commitment, cancellable every month.
Frequently asked questions for this trade
Does it write to my clients without me?+
Only one message goes out on its own: the acknowledgement you approved once. Document requests and follow-ups wait for your approval.
What about the confidentiality of files?+
Your assistant's data is hosted in Switzerland, under the nFADP. For the demo, you have nothing to send us: it runs on fictitious requests. What the assistant sees of your files is set with you, before the trial.
Does it work with our accounting software?+
What the assistant can read in your tools is checked tool by tool, with you. We do not promise a connection before we have tested it.
Does it also sort client emails?+
Yes: it files what comes in (document, question, appointment request) and drafts the simple replies. You approve every real reply.
Related trades: Architects and engineering firms · Property managers · Estate agents · The assistant in detail →