For Solo Fiduciaries

More clients. Less routine work.

Arcarius automates routine work, closings, and financial statements based on bexio. So you can focus on what matters: your clients.

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.

No support

You do not have employees and do not want any, but support would still be welcome, especially because you place great value on the quality of your 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 and controlling

Tax questions answered simply. Accruals prepared and posted. Liquidity planning exported to Excel. Complex audit queries via PDF upload. Offer your clients more – without more effort for you.

Scaling without headcount
1 assistant

Unlimited use cases

How it works

From login to delegation in seconds

Three steps to your personal assistant.

1

Delegate the task

Formulate your request in natural language. Arcarius understands the context and accesses the relevant sources and data.

2

Receive the answer

Receive structured answers with documents, bookings, charts, tables, or detailed evaluations.

3

Work more efficiently

Confirm postings, export documents, ask follow-up questions, or assign the next task.

Comparison

Doing everything alone vs. support on your terms

Without Arcarius

Manual & not scalable

  • Closing and reporting take 2.5 hours per client
  • High advisory quality means high ongoing effort
  • You handle all daily tasks yourself
  • Media breaks between bexio and reporting
  • OR research in legal texts
  • High risk of errors under time pressure

With Arcarius

Automated & informed

  • Completed in 20 minutes per client
  • Dive deep into the data with Arcarius One-on-One
  • Delegate work to Arcarius, exactly the way you want it
  • Seamless bexio integration without exports
  • AI expert assistant answers OR questions instantly
  • Unified process
Trust

Built for the Swiss fiduciary market

Swiss data residency

Your accounting data is stored 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

Do I lose touch with accounting by using AI?

No, quite the opposite. You can delegate tedious work and invest more time in client proximity. At the same time, our One-on-One is designed so you can dive deep into the accounting in the shortest possible time with Arcarius. You essentially gain on two fronts.

Fiduciaries use Arcarius, for example, to:

  • Prepare closing meetings
  • Review accounting quality
  • Deliver CFOaaS services
  • Keep an eye on business development
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 accounting data is stored 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 AI assistant?

Postings, analyses, and professional research – in seconds instead of hours. Start now and see for yourself.