Accounting and fiduciary firms

Less data entry, better figures, data that stays in Switzerland

Zelif helps accounting and fiduciary firms in French-speaking Switzerland automate repetitive tasks, manage their firm and use AI on their clients' documents, with solutions hosted in Switzerland that meet their confidentiality requirements.

Your challenges

  • Large volumes of receipts and client documents to process, often by hand.
  • Confidential financial and personal data.
  • SME clients who increasingly expect advice and figures, not just bookkeeping.

What Zelif can do for you

Document AI

Sorting, information extraction and search across client files.

Business tool

Mandate tracking, deadlines, a portal for clients to upload documents.

Management dashboard

For your firm (profitability per mandate, staff workload) or for your clients.

Working together for your clients

Are your SME clients asking for better figures? Zelif can set up and run dashboards for them, alongside your work. Let's talk.

Frequently asked questions

Does our accounting data stay in Switzerland?

Yes. Hosting with Infomaniak, in Switzerland, and AI running in Switzerland.

Do we need to change our accounting software?

No. Zelif connects to your existing tools when they allow data export or offer an API.

Let's talk about your firm

A one-hour call, free and without obligation, to see whether Zelif can help you or your clients.