Our product for fiduciaries
AI where it makes sense. For fiduciaries.
The fiduciary software, built by and for fiduciaries. Receipts, time, invoices and deadlines in one place, connected to your existing systems. Developed and operated by Connect AI.
Live at Swiss fiduciaries
What it looks like
A look inside TreuFlow
The views switch automatically. You can click them too.
TreuFlowOpen client …
Personal
- My day
- Absences
- Expenses
Administration
- TreuFlows
- Sales
- Accounting setup
- Connectors
Platform
- AI Chat
Organization
TreuFlowTreuhand Brunner AG
What needs attention today
13 active clients · 24 TreuFlows running
13
Total clients
24
Open TreuFlows
8
Documents to review
4
Deadlines ≤ 30 days
Muster Bau GmbH
3 notes
AccountingYear-end closingVAT
6 TreuFlows2 Documents
Café Sonne GmbH
1 deadline
AccountingTaxes
4 TreuFlows1 Documents
Everyday today
Too much routine. Too little time. Too many tools that don't fit together.
Connect AI makes more room for what employees really need.
Too much routine
Retyping receipts, writing invoices, answering the same customer questions, every day.
The AI takes over the routine, your team decides.
Scattered knowledge and data
Information sits in emails, PDFs, various systems and people's heads.
Curated knowledge and connected systems: one source for your team and your customers.
AI that doesn't fit
General-purpose tools guess, make up answers and don't fit your daily work.
Specialized solutions, developed from practice and built for your field.
What TreuFlow takes over
Four things that save the most time in everyday fiduciary work.
- 1
Read receipts, don't retype them
Clients upload via portal, email or drag and drop. The AI detects the fields, names the document and suggests the account. The fiduciary approves, not the machine.
- 2
Time becomes the invoice
Start the timer and the service is recorded per engagement and employee. The invoice follows directly from it. No digging things up at month-end.
- 3
Client portal and communication, free for your clients
Your clients get free access to the client portal and the app. They upload receipts, chat with you and share documents, all directly in TreuFlow. A premium version is available if needed.
- 4
Connects what's already there
TreuFlow connects to bexio, AbaNinja, Abacus, Topal, Banana, Infoniqa ONE 50 and Business Central. TreuFlow prepares and hands over; booking continues in the existing system.
What customers say
„You can tell TreuFlow was developed out of day-to-day practice, and its AI takes work off our plate at exactly the right points. In the end, we were able to bring several of our processes together in one tool and put our resources to better use.“
Damian Studer
Management, Studer Treuhand
Frequently asked questions
Good to know
Who is TreuFlow for?
For Swiss fiduciaries and their clients. Fiduciaries manage their engagements in it. Clients upload receipts, chat and share documents through the client portal.
Do I have to switch my accounting software?
No. TreuFlow connects to bexio, AbaNinja, Abacus, Topal, Banana, Infoniqa ONE 50 and Business Central. TreuFlow prepares and hands over; booking continues in the existing system.
Does the AI book on its own?
No. The AI detects the fields, names the document and suggests the account. The fiduciary approves, not the machine.
What does the client portal cost for my clients?
Nothing. Your clients get free access to the client portal and the app. A premium version is available if needed.
Where is the data stored?
TreuFlow stores all data exclusively on Swiss servers, in line with the FADP. AI processing runs on European servers, GDPR-compliant. Your data is not used to train models.
Where do I find pricing and demo dates?
On treuflow.ch. There you'll find features, pricing, webinars and demo dates.
Everything about TreuFlow
You'll find features, pricing, webinars and demo dates on the product page.