Organisation

Mandate management at the core of the software, not an add-on

GeniusCount organises your whole firm by mandate: each client has its file, its documents, its accounting rules, its payroll and its tracking. Your team moves from one file to another without friction, processes are the same everywhere, and you see at a glance which mandates are progressing and which are stuck, even in the middle of a closing period. A mandate isn't just a binder: it's the unit that carries the accounting, the DMS, payroll, tax, access rights, billing and progress tracking. Everything your firm does is attached to a mandate, which makes each file self-contained, comparable and manageable.

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A complete file per client

The whole mandate in one place

  • Comptabilité, factures, salaires, fiscalité
  • DMS: documents filed and dated
  • Shared client space (portal, e-mail, ePost)

Portfolio steering

  • État d'avancement par mandat
  • Blocked files and missing documents visible
  • Client reminders prepared by AI agents

An aligned business model

  • Prix par mandat, pas par utilisateur
  • Automatic tier based on the mandate's volume
  • Coût rattaché à chaque dossier, refacturable
Per-mandate pricing changes how you grow: add staff freely, and only pay for what your portfolio actually contains.

Steering a portfolio, step by step

Each mandate shows its status in real time Bank imported or not, entries pending, VAT to prepare, payroll to process, missing documents: a file's status can be read without opening it.
You sort by deadline and by owner Filter the portfolio by staff member, by period or by type of work, and focus the team where the month is really decided.
AI agents prepare, your team validates Supervised AI agents summarise a mandate, prepare the entries and reminders for missing documents; the accountant keeps validation and advice.
La facturation suit le mandat, automatiquement Le palier S, M ou L de chaque mandat détermine son prix ; le coût est rattaché à chaque dossier et refacturable au client, dossier par dossier.

A concrete case: a 120-mandate firm at closing

Take a six-person French-speaking Swiss firm that handles 120 mandates. At the end of January, around thirty closings fall due at the same time. Without an overview, the team flies blind: no one knows which file is waiting for a document, which is ready to review, which is already running late.

In GeniusCount, the portfolio is sorted on a single screen: ready mandates go to review, those waiting for supporting documents trigger reminders prepared by the AI agents, and blocked cases rise to the top of the list. Each partner sees the progress of their mandates without asking for a status update. Data entry, meanwhile, is already largely absorbed upstream: up to 90 % of entries are prepared automatically from the bank and the rules, leaving the team time for review and advice rather than re-keying.

The result isn't “working faster under pressure”, but seeing things coming: mandate-based steering turns a pile of files into a clear, prioritised, shared work queue.

Frequently asked questions

It's software that organises an accounting firm's work by client file (mandate): accounting, documents, payroll, tax and progress tracking, with rules and rights specific to each mandate.

There's no limit: billing simply follows the number of active mandates, from CHF 9.90/mandate/month with a firm minimum of CHF 200/month.

Yes: each mandate can have a shared client space to upload documents (portal, e-mail, ePost) and view what you choose to share.

The dashboard shows the status of each mandate (bank imported, entries pending, VAT, payroll), and AI agents can summarise files and prepare reminders for missing documents.

Yes: each mandate can be assigned to one or more staff members, with rights specific to the file. Since pricing stays per mandate, you add users without a per-seat surcharge.

The dashboard sorts mandates by progress status and deadline: you immediately see which are ready, waiting for documents or blocked, and AI agents prepare reminders for missing documents.

Yes: billing follows the mandate, with its S, M or L tier. You know each file's cost in advance and can re-bill it to your client transparently.

Take back control of your mandate portfolio

In a demo, we rebuild your typical portfolio and you see the steering under real conditions.

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Go further: logiciel comptable pour fiduciaires · automating accounting data entry · logiciel de paie Swissdec · agents IA