Time pressure. Deadlines.
Manual checks.
TreuFlow frees up more room for your clients.
Scattered inboxes
Email, portal, paper: documents arrive from everywhere.
One inbox for every channel. AI recognises, names and sorts automatically.Deadlines
VAT, payroll, year-end closing: nothing can slip through.
Checklists and deadlines in view, for every client.Separate systems
Every client uses a different tool, every process runs differently.
Import into TreuFlow, export to your accounting software, one workflow for all clients.More volume, larger clients. Less routine.
Fiduciary software in which the AI takes care of the tedious work. You decide.
Documents straight from your clients
Clients submit documents via a personal link, the app or email. The AI recognises, names and files everything neatly.
Learn more (in German)The AI splits batch scans
One large PDF with lots of invoices? It is split automatically into individual documents, each one recognised, named and coded to an account.
AI memory per client
Included in the AI assistantWhatever you correct once, TreuFlow remembers: account coding, cost centre, supplier quirks. With the next document from the same client, the suggestion is already right. The memory is kept separate for each client, nothing gets mixed up.
Chat with your client data
Included in the AI assistantAsk in plain language instead of searching: “All SBB invoices 2025”, “How high were material costs in Q3?”, “Show me the tenancy agreement”. The answer comes with the document as its source, so you can check it.
Learn more (in German)From the hour you record to the invoice
Time is recorded directly against the client while you work on it. At the end of the month you see for each client what is still open and billable, and turn the recorded services into a finished invoice in a few clicks. No Excel list in between.
Bank reconciliation
Bank transactions and documents are matched automatically. Where TreuFlow is certain, the suggestion is ready; where it is not, you see straight away what needs checking. You confirm instead of comparing line by line.
Deadlines and TreuFlows
VAT, payroll, year-end closing: every type of service has a template with a checklist and deadlines. For each client, TreuFlow shows what is coming up, what is in progress and what is about to become overdue. You do the professional work, the system keeps track.
Learn more (in German)An app for you and your clients
Scanning, chats, filing and time tracking right on your phone. Your clients photograph documents on the go, and you record time between two appointments.
Learn more (in German)Client chat
Simpler communication. You share documents directly in the chat, right where the client file already is.
Journal and entries
All of a client’s entries in one view, with date, debit, credit, amount, VAT and the document behind each one. Filter by period and account, search the entry text, and jump from any line straight to the original document.
Quotes and client pipeline
From first contact to signed engagement, all in one place. Record enquiries, create and send quotes, follow up on acceptance. A won engagement turns straight into a client file, without retyping master data.
Knowledge base and AI agents
Included in the AI assistantStore your own documents, information sheets and work instructions. The AI answers from them, not from the open internet. For recurring tasks you set up your own agents that always work the same way.
Support right in the platform
Help where you work, without a ticket system and without detours. The support AI answers questions about using TreuFlow straight away. If that is not enough, your question goes directly to our team. For recurring workflows there are step-by-step guides to follow.
Your data is stored securely in Switzerland
The TreuFlow app for fiduciaries, with on-the-go features.
The fiduciary software that connects your existing systems and adds an AI layer on top.
Connected with:
Business Central
AbaNinja
See where the AI does the work
Four processes, step by step. At every step it is clear who does it: the AI, you, or it all happens automatically.
Would you rather see live how it works day to day?
Join a free webinar„TreuFlow ist spürbar aus dem Alltag heraus entwickelt und entlastet uns durch KI genau an den richtigen Stellen. Am Ende konnten wir mehrere unserer Prozesse in einem Tool zusammenführen und unsere Ressourcen besser einsetzen.“
„Ich habe lange ein Tool gesucht, das gut mit meinen anderen Tools verbunden ist. In TreuFlow habe ich es gefunden. Wir haben bereits mit ein paar Kunden von bexio gewechselt, und ich bin positiv überrascht, wie gut es funktioniert. Ausserdem erhält jeder Kunde kostenlos Zugang zum Kundenportal, bei Bedarf auch die Premium-Version. Er erstellt seine Rechnungen und Offerten selbst, und alles ist sauber mit unserem TreuFlow verbunden.“
„Die Anbindung von TreuFlow an Infoniqa ist für uns ein riesiger Schritt. Belege vom Kunden werden jetzt per KI analysiert, vorkontiert und direkt in Infoniqa übermittelt. Kein manuelles Abtippen mehr. Genau mit diesem Ansatz arbeiten wir jetzt gemeinsam daran, weitere Prozesse für uns und den Kunden radikal zu vereinfachen.“
„Wir sind von Anfang an dabei. TreuFlow verbindet unsere Teamführung, die Mandatsorganisation und den Austausch mit unseren Kunden auf einer zentralen Plattform. Zusammen mit der Anbindung an Topal vereinfacht das unsere Abläufe und schafft mehr Zeit für die persönliche Beratung.“
A look inside the software
The areas you work in every day. Swipe or click through.
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Your clients benefit too
Scanning app
Your clients scan documents with the app, directly connected to your TreuFlow.
Filed correctly
Every document lands in the right folder structure, correctly named.
Chat & sharing
Simpler communication: share documents right in the chat.
Understand TreuFlow in 45 minutes
We show you live how TreuFlow works in everyday fiduciary work. With real documents, real clients and time for your questions. Free of charge and without obligation.
Our webinars are held in German.
See dates (in German)Fair pricing, designed per client
Flat and predictable, from CHF 2 per client. All connectors and unlimited staff are included in every plan.
AI assistant: talk to your data
Ask about your clients in plain language and get figures and documents instantly, without search paths and without leafing through files yourself.
All prices in CHF, excl. VAT · Unlimited staff in every plan · No jumps: above the included allowance you simply keep paying per client. From around 500 clients, we can talk about enterprise terms.
Up and running in 3 steps
Secure your place
Sign up for the next batch. Places are limited.
30-minute onboarding
We do the setup together with you and connect your systems.
Get going
Cut administrative overhead and save time from day one.
Data in Switzerland
Data is stored exclusively on Swiss servers. No compromises on confidentiality or on compliance with the revised Swiss Data Protection Act (revDSG).
Kept for 10 years
Documents remain accessible for 10 years, exactly as the statutory retention obligation requires. The filing system enables audit-proof archiving in line with the Swiss Ordinance on Accounting Records (GeBüV).
AI processing in Europe
No black box somewhere in the world. All models run exclusively on European servers to GDPR standards.
Enterprise: a fully Swiss-sovereign architecture is available on request.
You approve
Human in the loop: the AI prepares and suggests. You make the decisions and give the approval.
Good to know
Do I have to implement AI myself?
Does TreuFlow replace my accounting software?
Which systems are supported?
Does TreuFlow post directly into my software?
What happens to batch scans, i.e. one PDF containing many documents?
Does TreuFlow also cover payroll, VAT and financial accounting?
Do I stay in control of the AI?
Where is my data stored?
Up and running in minutes
Create an account, choose a plan, confirm your email, and your firm is working in TreuFlow. No credit card required. Would you rather talk first? Book an appointment or join a free webinar.
No cost, no commitment.
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