bexio Platinum Partner · Fiduciary Services Zurich
AI-Powered Accounting with bexio – managed end to end
The leading Swiss business software, run by an experienced fiduciary team in Zurich: automated document capture, bank reconciliation, VAT and Swissdec-certified payroll – while you focus entirely on your business.
- Bookkeeping, VAT (MWST) and payroll taken over completely
- AI-supported document capture – no scanning, no typing
- Your data hosted securely in Switzerland
✓ Receipts posted automatically ✓ Bank reconciled daily ✓ VAT filed on time ✓ Payroll Swissdec-certified
Platinum
bexio partner level, Zurich
100’000+
Swiss SMEs work with bexio
3 languages
German · English · Japanese
100% Swiss
Data hosted in Switzerland
Free initial consultation
Talk to us about your accounting
In a short initial conversation we look at your current setup and show you specifically how bexio and our fiduciary team can automate your bookkeeping, VAT and payroll. You then receive a transparent, non-binding offer (Offerte) – with no obligation on your part.
- Response within one business day
- Personal contact instead of a ticket system
- Clear cost estimate before any commitment
Prefer to talk? Tel: +41 44 552 49 30
E-mail: treuhand@consavo.com
Get your non-binding offer
Tell us briefly about your company – we will respond 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 bookkeeping in the age of artificial intelligence
Digitalisation and automation have long shaped the way companies work – and artificial intelligence is now taking accounting a decisive step further. AI-supported accounting is a service we provide together with our partner bexio: not merely to simplify the bookkeeping in your company, but to take it off your hands entirely.
Receipts are captured automatically, payments are reconciled with your bank accounts, and recurring processes run reliably in the background. This puts an end to scanning documents and typing in figures by hand – and with it, to one of the most common sources of error.
- Up to date financial data instead of month-end surprises
- Noticeably less administration in your daily business
- Professional review and closing by our fiduciary team
Your advantages
Why AI-supported accounting pays off
Hardly any area of work remains untouched by artificial intelligence – and accounting benefits in particular. Information is read in automatically, processes are accelerated considerably, and your day-to-day operations become noticeably less bureaucratic.
Automated document capture
Receipts and invoices are read in with AI support – no scanning marathons, no manual typing, one frequent source of error eliminated.
Integrated Swiss banking
bexio connects to the leading Swiss banks. Incoming payments are automatically reconciled with open invoices – including QR-bills.
Financials in real time
Quotes, invoices, liquidity and key figures – always up to date in one cloud platform, accessible wherever you are.
Fiduciary expertise included
As your bexio fiduciary we review, post and close your books – combining automation with professional judgement.
Questions? We will 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
What we take off your plate
Accounting & VAT
- AI-supported capture and posting of receipts
- Automatic reconciliation with your Swiss bank accounts
- Preparation of your VAT returns (MWST)
- Monthly, quarterly and annual closings
- Preparation of the annual financial statements
- Meaningful reporting for your management decisions
Payroll & HR with bexio
- Swissdec-certified payroll accounting (ELM)
- Punctual and correct salary payments to your team
- Payments and reporting to social insurances and tax authorities
- Special payments: 13th month salary, bonuses, profit participations
- Onboarding of new employees, updates to personnel data
- Time tracking incl. overtime, holidays and absences
Integrations & 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 with migrating from your existing solution
- Setup, configuration and training for your team
Software + expertise
bexio alone is good.
bexio with a fiduciary team is better!
bexio gives you an excellent platform. What it cannot replace is professional judgement: correct treatment of special cases, deadlines kept, and closings your auditor and the tax authorities will accept without discussion.
Option 1
bexio on your own
- You set up chart of accounts, VAT and payroll yourself
- Postings, special cases and closings remain your responsibility
- Compliance deadlines (MWST, social insurances) need your attention
- Time spent on administration instead of your core business
- Software support only – no professional judgement included
Option 2 · Recommended
bexio + CONSAVO fiduciary team
- Setup, migration and configuration done for you
- AI capture plus professional review and correct posting
- VAT returns, payroll and closings handled on time
- One contact for accounting, tax and legal questions
- You keep full, real-time visibility in the same system
How we work together
Your path to automated accounting in three steps
1
Initial consultation
We discuss your current setup, your requirements and your goals – by phone, video call or in person at our office in Zurich. You receive a transparent, non-binding offer.
2
Setup & migration
We set up bexio for your company, configure the chart of accounts, banking interfaces and payroll, and migrate your existing data – carefully and with minimal disruption to your operations.
3
Ongoing support
From day-to-day bookkeeping to VAT returns, payroll and annual financial statements: we keep your accounting running – and you keep full visibility at all times.
Client feedback
What our clients say
Companies from a wide range of industries trust CONSAVO with their accounting, taxes and payroll. Here is what some of them say about working with us.
Contact us today
Let us bring your accounting into the digital world
We are happy to advise you comprehensively on our digital accounting services, provide information on bexio pricing and explain exactly how we, as your bexio fiduciary, will guide your company into an automated future.
Tel: +41 44 552 49 30 · E-mail: treuhand@consavo.com
Where we support you
Your bexio fiduciary in Zurich – and across Switzerland
Zurich · Head office
Personal consultations at our office – the home of our fiduciary team.
Zug
Support for trading, holding and crypto-related companies in the canton of Zug.
Bern
Digital accounting and payroll for SMEs in the capital region.
Lucerne
Fiduciary services for businesses in Central Switzerland.
St. Gallen
Accounting support 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 in one platform, supports Swiss QR-bills and VAT requirements, and stores your data in Switzerland. Over 100’000 Swiss companies work with bexio.
The costs depend on the scope of services, the volume of transactions and the size of your team. Following an initial consultation, we will gladly provide you with a transparent, non-binding offer – including information on the applicable bexio licence fees. You only pay for what you actually need.
bexio classifies its fiduciary partners in levels based on experience and the number of jointly managed clients. As a Platinum partner in Zurich, we work with bexio on a daily basis and know the platform’s possibilities – and its limits – from extensive practice.
Yes. We support you in migrating from your existing accounting solution, set up your chart of accounts, banking interfaces and payroll in bexio, and ensure a clean transition – ideally at the start of a new financial year.
For a standard setup, we can usually get you up and running within a few weeks – depending on the complexity of your migration and the time of year. In the initial consultation we will outline a realistic timeline for your specific situation.
Less than you might expect. We coordinate the handover with your current fiduciary, take over the existing data and ensure continuity in deadlines and filings. A change is usually easiest at the turn of the financial year – we will gladly walk you through the steps.
Your bexio data is hosted in Switzerland. You define who in your company has access; our team works with its own fiduciary access in the same system. You retain full visibility of your figures at all times – nothing happens in a black box.
No. AI takes over repetitive tasks such as document capture and payment reconciliation. The professional review, correct posting of special cases, 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 to your stage – from a lean setup with quarterly support to complete outsourcing of your finance function.
We advise and correspond in German, English and Japanese – a particular strength for internationally active companies and for businesses with a Swiss–Japanese background.
Free initial consultation
What happens after you send the form
1
We review your enquiry
Within one business day, the right specialist for your topic looks at your situation.
2
Short initial call
In 20–30 minutes we clarify your setup, requirements and open questions – by phone or video call.
3
Transparent offer
You receive a non-binding offer (Offerte) 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 quick selections help us prepare the right specialist and a meaningful first assessment for you.
🔒 Confidential. No newsletter, no obligation.