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One-on-One: Functionality

What the agent can do, what it has access to, and what you can have it create.

What is One-on-One for?

One-on-One is your personal assistant for accounting and controlling – a chat where you ask Arcarius questions and give it tasks, and it carries them out with direct access to your accounting.

An example: Ask “How liquid are we over the next 8 weeks?” – Arcarius pulls your figures, does the math, and drops a liquidity plan as an Excel file into the chat. Or: “Review last month’s expenses for accruals and prepare the entries.” You give the assignment, Arcarius executes it.

We believe the market already has enough tools. What it needs is a true assistant that adapts flexibly to your requirements and supports you with everything around accounting and controlling – the first of its kind on the Swiss market. If you’d like to find out how Arcarius can support your specific situation, book a call with us.

Do I need any prior knowledge?

None. The chat interface adapts to you – just ask Arcarius to take your level of knowledge into account, or to walk you through a topic step by step. Beginner or expert: you can ask anything here.

What does Arcarius have access to?

  • Your accounting – general ledger, subledgers, and documents. These are updated every night; if you need fresher data, you can reload it any time, free of charge.
  • Internal knowledge base – more than 500 Switzerland-relevant legal texts, circulars, etc., plus your own company documents. Arcarius always checks these sources first and shows the sources used (Swiss Law or Company Document).
  • Web search – complementary, when needed; Arcarius tells you when it uses it.
  • Your uploaded files – upload PDF, Word, Excel, CSV, or images directly into the chat.

Arcarius always works with the current conversation. If Memory is enabled for your company, Arcarius can also use selected durable context from Company Memory. Within a project, Project Memory and relevant project files are added. Arcarius does not indiscriminately receive the complete history of your other chats. A new chat is still useful for a clearly separate topic.

What can you have it create?

  • Answers with source citations – transparently backed up.
  • Charts – interactive, refinable in natural language (“show top 5”, “sort by date”) and exportable as PNG.
  • Tables – copy directly as CSV.
  • Files – Excel, Word, PDF, PNG, or CSV, downloadable directly or opened in Microsoft Office.
  • Bookings – Arcarius prepares journal entries as well as accounts-payable and accounts-receivable invoices. Nothing is posted until you approve it (approve, reject, reverse). Target systems: bexio and Run My Accounts.

You see what Arcarius is doing, live

While it works, Arcarius shows its progress and the individual steps (e.g. “searching journal entries”, “calculating KPIs”, “web search”) along with the sources it used. So it stays clear how an answer came about.

Straight from the chat

  • Turn an answer into a recurring scheduled task.
  • Reload transactions when you need a fresher data state.
  • Your organization’s own templates appear directly in the chat (more).
  • Use Slash Commands to start frequent actions such as rename, new conversation, history, Projects, or attachments (command reference).
  • Assign an eligible chat to a Project, making it available to internal employees of the company within a shared project context (more about Projects).

Please note: Arcarius can make mistakes – verify important information. The answers do not constitute professional advice.

Read more: How do I work with Arcarius? · When you’re not happy with the answer.

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