Arcarius for fiduciary firms: manage 100+ clients at scale.
Multi-client, multi-user – Arcarius standardizes the closing process across your entire team and supports you with high-quality advisory services.
Trusted by forward-thinking fiduciaries.
Growth without proportional team growth
More clients bring more revenue – but qualified professionals are scarce, and closing season becomes a bottleneck.
Skilled labor shortage
An open position for 4 months – not a single qualified application. Your existing staff is at their limit, and finding new talent is nearly impossible.
Senior time spent on routine work
Instead of interpretation and advisory, experienced professionals are busy with reconciliations, rebookings, and recurring closing entries. It is expensive, demotivating – and only scales with more headcount.
Bottleneck: closing season
100–200 overtime hours per employee by end of March that somehow need to be compensated in Q3. Valuable time missing from client service.
Multi-client, multi-user – built for firms
One-on-One – AI assistant for accounting
Questions about OR, taxes, and accounting answered in seconds. Data analysis with charts and tables. Complex audit requests via PDF upload. Offer your clients more – without more effort on your end.
Standardized closings for all clients
Same process for every client – regardless of who handles it. Staff are relieved and more satisfied.
Consistent reporting
Balance sheet, income statement, and cash flow statement in a consistent format – a quality hallmark of your firm. No more Excel sprawl.
87 % faster
From tool sprawl to a standardized process
Three steps from individual workflows to a scalable fiduciary firm.
Connect clients
Connect your clients' bexio accounts centrally. All team members work in the same system – easy client switching, no double entry.
Team works in parallel
Every team member uses Arcarius for their own clients. No more time wasted on Excel workarounds.
Validate and approve
Your team's focus shifts from execution to validation. Standardized output, consistent reports – ready for clients and auditors.
100+ clients: manual vs. with Arcarius
Without Arcarius
Manual & fragmented
- 2 hours for 12 closing steps
- Everyone has their own Excel templates and methods
- Media breaks between bexio and reporting
- Every client request handled manually
With Arcarius
Standardized & scalable
- Completed in 20 minutes per client
- One process for everyone, same quality
- Seamless bexio integration without exports
- Arcarius handles even complex client requests in One-on-One
Built for the Swiss fiduciary market
Swiss data residency
All data is stored exclusively in Switzerland.
OR-compliant
Closings and reports comply with the Swiss Code of Obligations.
bexio-native
Direct integration – no data exports, no double entry, no media breaks.
Built by experts
Arcarius is designed and built in Switzerland by professionals with fiduciary and finance backgrounds.
Frequently asked questions from fiduciary firms
Can all 8 team members work simultaneously?
How do I switch between clients?
Does it work with 120+ clients?
How long does team onboarding take?
Ready to scale your fiduciary firm?
Don't let Q1 dictate your pace. Scale effortlessly without additional headcount. Start with a demo to discover your possibilities.
Personal demo – no commitment, flexible scheduling