Deux façons d'intégrer des agents IA dans votre fiduciaire
Choose the solution that fits your needs: a turnkey AI agent or a direct connection to Claude, Codex or opencode.
GeniusCount AI Agent (OpenClaw)
Personal AI agent specialised for fiduciary firms, hosted and administered by GeniusCount. It acts autonomously within the platform, gradually learns from its environment and is designed to meet the requirements of the Swiss nFADP.
Connecteurs IA pour GeniusCount
Connectez directement Claude, Codex ou opencode à vos données GeniusCount. The assistant learns from its user and benefits from the full power of AI, while the user remains responsible for data processing and for the regulatory compliance associated with its use.
Concretely, what do you entrust to an AI agent?
Three real accounting-firm situations. The agent prepares, your team decides.
Monday morning: 40 bank statements to process
The agent analyses the imported statements, applies your existing accounting rules, proposes the entries and sets aside doubtful cases. Your staff member validates everything in a single review instead of entering it line by line.
Tax season: dozens of files to track
The agent checks, mandate by mandate, which documents are missing, prepares client reminders and summarises the progress of each file. Every morning you know where you stand, without opening 50 binders.
Before closing: quality control
The agent flags unusual entries, inconsistent balances and blocked mandates, then produces a checklist of points to verify. The reviewer spends their time on the real risks, not on finding them.
In all three cases, the agent proposes and prepares: validation remains human. The product is in its launch phase, and we support you in defining the right scope.
Which would you choose?
We help you choose.
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GeniusCount AI Agent
CHF 200.- / mois
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Connecteurs IA
CHF 9.- / mandat / mois
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| For whom? | You want a ready-to-use AI agent, configured by GeniusCount and designed to meet the requirements of the Swiss nLPD. | You want to build your own automations. |
| Pricing | ||
| Prix | CHF 200 / mois usable for all your mandates |
CHF 9 / mandat / mois |
| How it works | ||
| Principle | AI agent hosted, configured and maintained by GeniusCount | Connexion directe entre votre assistant IA (Claude, Codex ou opencode) et vos données GeniusCount |
| Configuration | Ready to use, set up by GeniusCount | Configured by the user according to their needs |
| Use cases | Autonomous execution of tasks in GeniusCount, assistance to staff, workflow management, accounting, invoicing, payroll and taxation. | General-purpose AI assistant connected to GeniusCount. The assistant can learn its user's habits and preferences over time. |
| Autonomy level | Very high: the agent can act within GeniusCount according to the rights granted and execute tasks autonomously. | The assistant assists the user but is not an autonomous GeniusCount agent. |
| Learning | A personal agent that improves over time by learning from its environment, its interactions and the firm's processes. | The assistant learns from its user's interactions but is not specialised by profession by default. |
| Customisation | High: each agent gradually builds knowledge of the firm's operations, clients and working habits. | Depends on the instructions and context provided by the user. |
| Data & compliance | ||
| Data controller | GeniusCount operates and secures the agent; you remain the data controller within the meaning of the nLPD. | The user |
| nLPD compliance | Solution designed to meet the requirements of the nLPD | The user must themselves ensure compliance with the nFADP and with their internal data-protection policy. |
| Data location | Data hosted in Switzerland and processed on Microsoft infrastructure located in Europe. | Requests sent to the assistant via GeniusCount are processed on infrastructure located in Europe. Other conditions depend on the contract concluded between the user and the chosen AI provider. |
| Security & governance | Configuration, supervision and controls ensured by GeniusCount. | Configuration and governance under the user's responsibility. |
| Operations | ||
| Hosting | Agent hosted and managed by GeniusCount | According to the contractual terms agreed between the user and the AI provider. |
| Maintenance | Ensured by GeniusCount. | According to the contractual terms agreed between the user and the AI provider. |
| Updates | Managed automatically by GeniusCount. | According to the contractual terms agreed between the user and the AI provider. |
| In summary | ||
| Ideal for | Accounting firms that want a turnkey, secure and compliant solution, with nothing to manage technically. | Accounting firms comfortable with AI, who want to connect Claude, Codex or opencode to their data and keep control of the configuration. |
We help you identify the AI solution best suited to your firm, in compliance with the Swiss nFADP.
Talk to an expertSee how a fiduciary expert uses these automations day to day (case study)