bexio Platinum Partner · Fiduciary Zurich
Your bexio fiduciary in Zurich – automated accounting with AI
The leading Swiss business software, managed by an experienced fiduciary team in Zurich: AI-powered receipt capture, bank reconciliation, VAT and Swissdec-certified payroll – while you focus entirely on your day-to-day business.
- Accounting, VAT and payroll fully outsourced
- AI-powered receipt capture – no scanning, no typing
- Your data hosted securely in Switzerland
✓ Receipts booked automatically ✓ Bank reconciled daily ✓ VAT filed on time ✓ Payroll Swissdec-certified
Platinum
bexio partner tier, Zurich
100,000+
Swiss SMEs work with bexio
3 languages
German · English · Japanese
100% Switzerland
Data stored in Switzerland
Free initial consultation
Outsourcing your accounting? Talk to us
In a short initial call, we look at your current situation and show you concretely how to automate accounting, VAT and payroll with bexio and our fiduciary team – or outsource your accounting entirely. Afterwards, you receive a transparent, non-binding quote, without any obligation.
- Reply within one business day
- Personal contact instead of a ticketing system
- A clear cost estimate before any commitment
Prefer to talk directly? Tel: +41 44 552 49 30
Email: treuhand@consavo.com
Your non-binding quote
Tell us briefly about your company – we’ll get back to you within one business day.
🔒 Your data is treated confidentially and used solely to process your enquiry. No newsletter, no obligation.
Automated accounting with AI
Digital accounting in the age of artificial intelligence
Digitalisation and automation have long shaped the working world – and with artificial intelligence, accounting faces its next major shift. Accounting with AI is becoming ever more relevant: a service we offer together with our partner bexio – not only to make bookkeeping in your company easier, but to take it off your hands entirely.
Receipts are read in automatically, payments are reconciled with your bank accounts, and recurring processes run reliably in the background. Automated accounting puts an end to scanning documents and tediously typing in information – and with it a common source of errors.
- Up-to-date financial figures instead of surprises at month-end
- Noticeably less administration in day-to-day operations
- Professional review and closing by our fiduciary team
Your benefits
The benefits of digital accounting with AI
Hardly any area of work remains untouched by artificial intelligence – and accounting benefits in particular. Information is read in automatically, processes are significantly accelerated, and your working day becomes noticeably less bureaucratic.
Automatic receipt capture
Receipts and invoices are read in with AI support – no scanning marathon, no manual typing, one common source of errors fewer.
Swiss banking integrated
bexio is connected to the leading Swiss banks. Incoming payments are automatically matched with open invoices – including QR invoices.
Financial figures in real time
Quotes, invoices, liquidity and key figures – always up to date on one cloud platform, available wherever you are.
Fiduciary expertise included
As your bexio accountant, we review, book and close your accounts – automation combined with professional judgement.
Questions? We'll call you back.
Leave your number – a member of our fiduciary team will call you back within one business day. No obligation.
Our services in detail
This is what we take off your hands
Accounting & VAT
- AI-powered capture and booking of your receipts
- Automatic reconciliation with your Swiss bank accounts
- VAT registration and preparation of your VAT returns
- Monthly, quarterly and annual financial statements
- Preparation of the annual financial statements
- Meaningful reporting for your decisions
Payroll & HR with bexio
- Swissdec-certified payroll accounting (ELM)
- Punctual and correct salary payments to your team
- Payments and reports to social insurance and tax authorities
- Special payments: 13th month's salary, bonuses, profit-sharing
- Onboarding of new employees, maintenance of personnel data
- Time tracking incl. overtime, holidays and absences
Interfaces & digital workflows
- Synchronisation of bexio and Shopify on request
- Products, customers and orders flow directly into your accounting
- Interfaces to the leading Swiss banks
- Direct fiduciary access – we work in the same system as you
- Support migrating from your previous accounting software
- Setup, configuration and training for your team
Software + expertise
bexio alone is good.
bexio with a fiduciary is better!
bexio gives you an excellent platform. What the software cannot replace is professional judgement: the correct handling of special cases, deadlines and closings that are met, and financial statements that the auditor and tax authorities accept without discussion.
Option 1
bexio on your own
- You set up the chart of accounts, VAT and payroll yourself
- Bookings, special cases and closings remain your responsibility
- You have to keep an eye on compliance deadlines (VAT, social insurance) yourself
- Time flows into administration instead of your core business
- Software support only – without professional assessment
Option 2 · Recommended
bexio + CONSAVO fiduciary team
- We handle setup, migration and configuration
- AI capture plus professional review and correct booking
- VAT returns, payroll and closings completed on time
- One point of contact for accounting, taxes and law
- Full transparency in real time – in the same system
How we work together
Three steps to automated accounting
1
Initial consultation
We discuss your current situation, your requirements and goals – by phone, video call or in person at our office in Zurich. You receive a transparent, non-binding quote.
2
Setup & migration
We set up bexio for your company, configure the chart of accounts, bank interfaces and payroll, and migrate your existing data – carefully and with minimal disruption to your operations.
3
Ongoing support
From day-to-day bookkeeping through VAT returns and payroll to the annual financial statements: we keep your accounting running – and you retain full visibility at all times.
Client testimonials
What our clients say
Companies from the most diverse industries entrust CONSAVO with their accounting, taxes and payroll administration. Here, some of them report on working with us.
Contact us
We bring your accounting into the digital world with AI
We’re happy to advise you comprehensively on our digital accounting, tell you about the bexio costs and explain how, as your bexio fiduciary, we can lead your company into an automated future.
Tel: +41 44 552 49 30 · Email: treuhand@consavo.com
Where we support you
Your bexio fiduciary in Zurich –
throughout Switzerland and in Japan
Our fiduciary team is at home in Zurich – with our own locations in Zug and Kobe. Because bexio is cloud-based, we support companies across Switzerland just as efficiently from a distance: from Winterthur to Basel, from Lucerne to St. Gallen. On site where it makes sense, digital where it’s practical.
Zurich · Headquarters
In-person advice on Tödistrasse – this is where our fiduciary team is at home.
Zug · Location
Our office on Baarerstrasse: fiduciary services for trading, holding and crypto companies in the canton of Zug.
Kobe · Japan location
CONSAVO Japan, Inc.: we support Japanese companies entering Switzerland – advice in Japanese.
Winterthur
Tax advice and digital accounting for SMEs in Winterthur and the surrounding area.
Lucerne
bexio accounting and fiduciary services for companies in Central Switzerland.
Basel
bexio fiduciary for companies in Basel and north-western Switzerland.
Bern
bexio fiduciary in Bern: digital accounting and payroll for SMEs in the capital region.
St. Gallen
bexio fiduciary and payroll administration for companies in Eastern Switzerland.
Good to know
Frequently asked questions
bexio is a cloud-based Swiss business software for SMEs, the self-employed and start-ups. It combines accounting, invoicing, banking, payroll and time tracking on one platform, supports QR invoices as well as Swiss VAT requirements – and stores your data in Switzerland. Over 100,000 Swiss companies work with bexio.
The cost depends on the scope of services, the volume of receipts and the size of your team. After an initial consultation, we’ll be happy to prepare a transparent, non-binding quote – including information on the bexio costs and licence fees involved. You only pay for what you actually need.
bexio ranks its fiduciary partners in tiers according to experience and the number of clients supported together. As a Platinum partner in Zurich, we work with bexio every day and know the platform’s capabilities – and its limits – from extensive practice.
Yes. We support you in switching from your previous accounting software, set up the chart of accounts, bank interfaces and payroll in bexio, and ensure a clean transition – ideally at the start of a new financial year.
With a standard setup, you are usually ready to go within a few weeks – depending on the complexity of your migration and the time of year. In the initial consultation, we outline a realistic timeline for your specific situation.
Less than you might expect. We coordinate the handover with your previous fiduciary, take over the existing data and ensure continuity for deadlines and filings. The easiest time to switch is at the end of the financial year – we’re happy to guide you through the individual steps.
Your bexio data is hosted in Switzerland. You decide who in your company has access; our team works with its own fiduciary login in the same system. You retain full visibility of your figures at all times – nothing happens in a black box.
As a rule, a company in Switzerland becomes liable for VAT once it reaches a worldwide turnover of 100,000 francs per year. We review your situation, handle the VAT registration with the Federal Tax Administration and then take care of your ongoing VAT returns – directly from bexio.
No. AI takes over repetitive tasks such as receipt capture and payment reconciliation. The professional review, the correct booking of special cases, the closings and advice on tax and legal questions remain in the hands of our experienced team.
Yes. bexio is particularly well suited to start-ups, the self-employed and growing SMEs. We scale our services with your development – from a lean setup with quarterly support to fully outsourcing your accounting. We’re also happy to assist with company formation in Switzerland.
We advise and correspond in German, English and Japanese – a particular strength for internationally active companies and for firms with ties to Japan.
Free initial consultation
What happens after you submit the form
1
We review your enquiry
Within one business day, the right specialist for your topic looks at your situation.
2
Short initial consultation
In 20–30 minutes we clarify your starting position, requirements and open questions – by phone or video call.
3
Transparent quote
You receive a non-binding quote with clearly described services and costs. You decide.
Prefer to talk right away? +41 44 552 49 30 · treuhand@consavo.com
Tell us what you need
Two short details help us prepare the right specialist and a meaningful initial assessment for you.
🔒 Confidential. No newsletter, no obligation.