For Solo Fiduciaries

More clients. Less routine work.

Arcarius automates closings and financial statements based on bexio – OR-compliant, in 20 minutes instead of 2.5 hours. So you can focus on what matters: your clients.

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Trusted by forward-thinking fiduciaries.

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The challenge

50 clients, one fiduciary

Closing season means overtime, time pressure, and the risk that quality suffers with volume.

Time pressure during closings

2.5 hours per client for a closing – with 50 clients, that is over 125 hours per season that are missing for advisory work.

Error-prone under pressure

Manual accruals, copy-paste between tools, and time pressure lead to errors – that only surface during the audit.

Scaling is nearly impossible

Growing your business is limited because your effort scales linearly with the number of clients.

The solution

How Arcarius helps fiduciaries

Closing – Comprehensive closing process

Monthly, quarterly, semi-annual, and annual closings in under 10 minutes instead of 2 hours. From interest calculations to accruals – fully automated and OR-compliant.

Reporting – Financial statements generated automatically

Balance sheet, income statement, notes, and profit appropriation directly from your bexio data. Editable, customizable, and exportable as PDF.

One-on-One – AI assistant for accounting

Questions about OR, taxes, and accounting answered in seconds. Data analyses with charts and tables. Complex audit queries via PDF upload. Offer your clients more – without more effort for you.

Time saved per client
From 2h to 10 min.

87 % faster

How it works – Focus: Closing

From login to validated closing

In three steps from login to validated closing – no Excel, no media breaks.

1

Connect bexio

Connect your bexio account with a single click. Arcarius reads your accounting data automatically – no export needed.

2

Start closing

Arcarius handles reconciliations, accruals, value adjustments, and entry preparation. You can intervene at any time and adjust positions.

3

Validate and approve

Review the result, adjust details if needed, and approve the closing. All reports are available as PDF, and the entries are automatically posted to bexio.

Comparison – Focus: Closing season

2.5 hours vs. 20 minutes

Without Arcarius

Manual & error-prone

  • Closing and reporting take 2.5 hours per client
  • Manual reconciliation in Excel
  • Media breaks between bexio and reporting
  • OR research in legal texts
  • High risk of errors under time pressure

With Arcarius

Automated & OR-compliant

  • Completed in 20 minutes per client
  • Live editing
  • Seamless bexio integration without exports
  • AI expert assistant answers OR questions instantly
  • Unified process
Trust

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.

FAQ

Frequently asked questions from fiduciaries

Are the closings and financial statements OR-compliant?
Yes. All closings and financial statements are prepared in accordance with the Swiss Code of Obligations. You retain full control at all times and can review and adjust everything before approval. In One-on-One, Arcarius references Swiss legislation.
Where is my client data stored?
Your data is stored exclusively in Switzerland. Your client data is encrypted in transit and at rest and is never used for training purposes.
What if the AI makes a mistake?
Arcarius never posts anything without your approval. We always provide as much transparency as possible so you can review the results and adjust them if needed. You always have full control.
Will my profession become obsolete because of AI?
No – quite the opposite. Arcarius automates routine work so you have more time for what clients truly value: advisory, strategic planning, and personal support. Demand for fiduciaries is rising, the skills shortage is real. Arcarius makes you more efficient, not obsolete.

Ready for your most efficient closing season?

Reclaim over 100 hours per season. First closing in under one hour – with self-onboarding, no subscription.

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