For accounting firms
Run your practice without chasing paperwork or re-keying it all.
Kibernai helps accounting firms in Geneva and across French-speaking Switzerland spend less time collecting documents, chasing clients and keying in figures. Clients upload their paperwork in one place, each document is filed, amounts, dates and VAT are picked up, and you track every file, starting from your current software. You keep the final say, and confidentiality is dealt with from day one.
30 minutes. No commitment.
Step by step
What runs by itself once the right tools are connected.
- 1 Documents
Your clients upload their paperwork online.
- 2 Filing
Each document is put in the right folder.
- 3 Extraction
Amounts, dates and VAT are picked up automatically.
- 4 Analysis
Anything missing or wrong is flagged to you.
- 5 Tracking
You see where each file stands.
What we often hear.
- Every spring, I spend weeks asking the same clients for the same documents.
- Receipts turn up by email, on WhatsApp, on a USB stick or in an envelope.
- My team re-keys figures instead of advising clients.
- I can never tell at a glance which files are complete.
- Everyone talks about AI, but with professional secrecy at stake, I daren’t touch it.
What you get
What we do for you.
- One place for every document
Clients send their receipts and statements from their phone or computer. Each one lands with the right client and the right year, clearly named.
- Missing documents, chased for you
Each client receives a list of what is still missing, then a polite reminder if nothing arrives. You only step in for the special cases.
- Figures to check, not to re-key
Amounts, dates and VAT are picked up from each document, and anything odd, such as a duplicate or an unreadable scan, is flagged. Your team checks instead of copying.
- Seasonal questions, already answered
“Which documents do I need for my tax return?” A clear answer you have approved goes out on its own, and everything else reaches the right person, already sorted.
- Every file at a glance
Complete, waiting for a document, ready to process: you see where each client stands and which deadlines are coming up.
- New clients who find you
A complete Google profile and a clear website about your services, so that small businesses and individuals nearby find you when they look for an accountant, on Google and in AI assistants.
Examples
Three common starting points.
- 01When documents arrive from everywhere
Email, WhatsApp, envelopes, USB sticks: we bring it all together in one place, and each document is filed with the right client as soon as it arrives.
- 02When tax season is approaching
We prepare a list of documents for each client, and the reminders go out on their own, in your words. You keep your time for the files that need it.
- 03If AI appeals, but professional secrecy holds you back
We start with confidentiality: which data, who can see it, what stays under your control. Only then do we pick a first useful task, such as sorting documents or emails.
How it works
Four steps, no surprises.
- 1We take stock together
30 minutes, free and with no commitment. Tell us what takes up your time, or what is missing.
- 2You receive a written proposal
What we will do, by when, and a fixed price. You decide in your own time.
- 3We set it up
You carry on with your work in the meantime. Nothing to pay before going live.
- 4You see the difference
We follow the results with you. Everything belongs to you, with no commitment.
Questions
What people often ask us
Does it work with my accounting software?
We start from your current software, which we check during the free call: you then know what can connect to it directly and what will need an extra step. You don’t have to switch software to get started.
What about professional secrecy?
It is the first thing we cover, before anything is set up. Your clients’ documents are never sold or used to train an AI, we tell you in writing where they are hosted, and you decide with us who sees what.
Can the AI get an amount wrong?
Yes, just as someone keying it in by hand can. That is why nothing goes into the accounts without your check: every figure picked up remains to be verified, and anything doubtful is flagged to you first.
Will my clients manage to upload their documents?
That is the whole point: it has to be easy for them. Depending on your clients, a photo taken on their phone, an email or an online upload. Those who prefer paper can carry on: once scanned, their documents follow the same path.
How long does it take to set up?
It depends on the number of clients and on your tools. We usually start with a few clients, then extend it to everyone. The exact timeline is in the written proposal, and it is better to start before tax season than in the middle of it.
How much does it cost?
It depends on where you are starting from. After the free 30-minute call, you receive a fixed price in writing, and there is nothing to pay before going live.
See what could run by itself in your firm.
In 30 minutes, we look at how documents reach you today, what takes up most of your team’s time and what your current software allows, together with you. Free and with no commitment, in person or by video call.
- Free and with no commitment
- Call back within 2 working days
- Your answers are never sold