AI makes finance precisely simple
Modern financial automation without compromising security. Your sensitive data never leaves Switzerland.
Your Results
The SFAI Middleware Core controls document management, expense workflows, accounting, and treasury – seamlessly integrated into your ERP, CRM, and banking systems.
Up to 80% less time spent on document processes
GDPR & DSG/nDSG compliant – processing exclusively on Swiss servers or on-premise
100% data sovereignty – no vendor lock-in, optional AI integrations upon approval
For Finance, Accounting & Legal Teams seeking:
Automated document capture and AI categorization
AI-based expense management and accounting automation
Auditable compliance, seamless system integration, and fast ROI (payback <6 months)
Lost focus in daily finances?
Many Swiss SMEs struggle with the same challenges.
Do you spend more time on administration than strategy?
Are your financial processes complex and error-prone?
Do you lack clear oversight for important decisions?
Do you want to finally leverage AI's potential properly?
Your Partner for Financial Clarity and Growth
We translate the potential of artificial intelligence into measurable success for your Swiss SME. Discover the true value of AI – for clearer insights, more efficient processes, and informed decisions.
More Time for Strategy
Automate recurring tasks and focus on your business.
Less Risk
Ensure compliance with Swiss law through intelligent checks.
Clear Reporting
Transform complex data into actionable insights.
Seamless Integration
Connect your existing tools (ERP, Banking, Shop) into an intelligent system.
How we help Swiss SMEs
Our consulting and AI workflows save you time, money and stress – whether you're just starting or want to grow.
Automatically post invoices & receipts
End paperwork: We digitize and automate your document flow directly in Bexio.
(Beta testers save 20+ hours per month)
Tax preparation without stress
AI-supported workflows for your accounting and tax returns. Fewer errors, less effort.
(Always DSG/GDPR compliant)
Automate email & document workflows
Automatically process and file emails, quotes and contracts – with SwissFinanceAI and Bexio.
Personal consulting for all financial processes
From tool selection to automation: We provide individual advice and accompany you step by step.
Workshops for your team
Learn how to simplify your work with AI – practical and directly with your own example.
Integration of Bexio & existing systems
Connect your software landscape (ERP, Banking, E-Commerce) – everything from one source, without IT chaos.
Proven Expertise & Results
Specialized in Swiss ERP systems
Certified Bexio & Abacus integration
Measurable efficiency gains
FINMA-compliant & GDPR-secure solutions
Practice-oriented SME consulting
Local LLM – securely integrated
Ready to transform your financial operations?
Automate your accounting, keep your data secure, and save real time while always following Swiss and GDPR regulations.
SwissFinanceAI is built and led by Lukas Huber, your independent Swiss SME automation expert. No banks. No large corporations. Just real results.
SwissFinanceAI FAQ: Frequently Asked Questions
Frequently asked questions about Swiss AI Financial Automation - Expert knowledge for Swiss SMEs
What makes SwissFinanceAI different from other Finance AI providers?
SwissFinanceAI stands for genuine Swiss AI expertise in accounting, tax and workflow automation. We specialize in SMEs, fiduciaries and financial service providers who want secure and efficient digitalization. Our solutions integrate seamlessly with Bexio, Abacus, Shopware and other Swiss ERP systems. Data always remains in Switzerland – DSG/nDSG compliant. SwissFinanceAI offers individual automation, practical know-how and personal support – no mass products.
How does SwissFinanceAI ensure data protection for financial institutions?
SwissFinanceAI guarantees the highest data security: All data is stored and processed exclusively on Swiss servers. We meet the requirements of DSG, nDSG and FINMA. Access is only possible for authorized persons, everything is encrypted and continuously monitored. For banks and SMEs, we rely on ISO27001-compliant infrastructure. Our customers always retain full control and data sovereignty.
Is SwissFinanceAI suitable for small companies or only for major banks?
SwissFinanceAI is built for Swiss SMEs, self-employed and fiduciary offices. You don't need an IT department to use our tools – everything works immediately, individually customizable and scalable. Our solutions bring efficiency to banks and large companies – but the core focus remains on SMEs, startups and consulting.
How can SwissFinanceAI automate my Bexio ERP integration with AI accounting?
SwissFinanceAI connects Bexio and other Swiss ERP systems directly via API. Documents, invoices and payments run fully automatically – from document recognition through posting to handover to accounting. AI checks and categorizes everything, saves time, reduces errors and ensures 100% compliance. Ideal for SMEs who want to digitalize and streamline accounting and taxes.
Do you need more information?
Our Swiss AI experts are available for a free consultation
Book Free Consultation