Finance & Accounting Automation

Your Finance Team Deserves Better Tools Than Spreadsheets

Whether you need a one-off analysis, a custom-built tool, or end-to-end process automation — with or without AI — swissCFO delivers it for Swiss finance and accounting teams.

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Automation That Fits Your Reality

Not every team needs AI. Not every problem needs a big system. We meet you where you are.

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Ad Hoc Analysis

One-off data analysis, financial modelling, or reconciliation work — delivered fast, with clear outputs your team can act on.

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Custom Tool Development

Bespoke web tools, scripts, or integrations built specifically for your workflow — not off-the-shelf software that almost fits.

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AI-Assisted Workflows

Where AI genuinely adds value — document extraction, anomaly detection, invoice processing — we integrate it pragmatically.

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Process Automation

Eliminate repetitive manual tasks: payment file generation, bank reconciliation, report scheduling, and more.

What We Build for Finance Teams

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Ad Hoc Analysis

Data → Insight → Decision

Ad Hoc Analysis On Demand

Your accounting system produces data. But when you need a specific answer — a cash flow projection, a supplier cost breakdown, a variance analysis — you often end up rebuilding it in Excel from scratch.

We step in, extract, clean, and analyse your data, and deliver a clear output: a model, a dashboard, or a report — whatever your stakeholders need.

  • Cash flow modelling and scenario analysis
  • Cost centre and variance analysis
  • Supplier payment pattern analysis
  • Month-end reconciliation support
  • One-off regulatory or audit data preparation
Request an Analysis
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Custom Tools

Built for your exact workflow

Custom Tool Development Bespoke

Off-the-shelf software solves generic problems. Your workflow has specific constraints: your bank's format, your ERP's export, your chart of accounts. A custom tool removes the friction exactly where it exists.

We build lightweight web tools, scripts, and automations — from a simple file converter to a full approval workflow — deployed and ready to use.

  • Payment file generators and bank format converters
  • Invoice extraction and data capture tools
  • ERP-to-bank bridging scripts
  • Reporting dashboards from accounting exports
  • Internal finance portals for your team or clients
Discuss Your Project See Our Tools
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AI Automation

Where AI earns its place

AI-Assisted Automation When It Makes Sense

AI is powerful — but it's not always the right tool. We apply it where it genuinely reduces manual effort: extracting data from unstructured documents, flagging anomalies, or processing high-volume repetitive tasks.

We do not add AI to look modern. We add it when it measurably beats the alternative.

  • Invoice data extraction from PDFs (QR-bill and non-QR)
  • Bank statement classification and categorisation
  • Anomaly detection in payment data
  • AI-assisted account reconciliation
  • Natural language queries over your financial data
Explore AI Use Cases

From Brief to Delivered in Weeks, Not Months

No long procurement cycles, no bloated project plans. We move fast and ship working solutions.

1

Discovery Call

30 minutes to understand your problem and confirm we're the right fit.

2

Scoping

We define the deliverable, timeline, and price. No hidden scope creep.

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Build & Iterate

We build, you test, we refine. Short feedback loops.

4

Handover

You receive the tool, analysis, or workflow — ready to use on day one.

Free Tools for Swiss Finance Teams

These tools were built for our clients — now available to every Swiss finance team, free to start.

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PAIN.001 Generator

Free · No login

Upload Swiss QR-bill invoices and generate a ready-to-upload ISO 20022 PAIN.001.001.03 payment file. Works with every Swiss bank. Batch processing supported. Invoice data never leaves your browser.

Open tool →
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CAMT.053 to OFX Converter

Partner tool

Convert Swiss bank statements (CAMT.053) to OFX format for direct import into Xero, QuickBooks, and other accounting software. Supports all major Swiss banks. Powered by yesbusiness.

Open tool →
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Swiss Invoice Generator

Partner tool

Create professional Swiss invoices with a compliant QR payment slip in minutes. Generate PDF invoices ready to send to clients — with the correct QR-IBAN and reference formats. Powered by ezyinvoice.

Open tool →

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Let's Solve Your Finance Automation Problem

Tell us what's slowing your team down. We'll scope a solution — or point you to the right tool if it already exists. No obligation.

Book a Free Discovery Call

Or email us: contact@swisscfo.ch