01
Time-consuming entry
Hundreds of clicks per month to enter what agents can extract and propose automatically.
Compta.Agent · Accounting AI agents
Swiss accounting. Almost on its own — you validate.
Connect your bank and send your invoices. Agents classify, book, reconcile, control VAT and prepare the close. You and your fiduciary only validate exceptions — hosted in Switzerland, Swiss data compliance.
−14 h entry / month
92% entries pre-qualified
VAT in 3 min
Human validation
app.comptaagent.ch
Exception queue
Agents activeSupplier entry proposed
Approve
Account 4200, VAT 8.1%, known supplier — 96% confidence.
Bank reconciliation OK
Done
CHF 1,240 payment matched with invoice #2026-084.
VAT return prepared
Review
Q1 period — 2 anomalies flagged for review.
92%pre-qualified
14 hsaved / month
100%docs traced
The challenge
Your accounting should not depend on hundreds of clicks.
SMEs and fiduciaries still lose time downloading invoices, renaming documents, entering amounts, chasing missing files and reconciling the bank. Compta.Agent turns this repetitive work into a supervised process.
02
Scattered documents
Invoices by email, photo, PDF or mail — without a centralized inbox or duplicate detection.
03
Stressful close
Every month-end: missing documents, incomplete reconciliations and VAT prepared under pressure.
The PG Management difference
AI agents that execute. Not another system to type into.
Compta.Agent is built by PG Management for Swiss accounting: VAT rules, QR invoices, local chart of accounts and human validation on every sensitive action.
Before
×Manual entry of every invoice and bank movement.
×Reconciliations rebuilt by hand, unexplained gaps.
×VAT prepared at period end under pressure.
×Fiduciary drowning in document triage.
With Compta.Agent
✓92% of entries pre-qualified by agents.
✓Automatic reconciliation with gap explanation.
✓VAT return prepared in minutes.
✓Multi-mandate fiduciary cockpit with full audit trail.
Features
Full automation of the accounting process.
From document collection to monthly close, each step is handled by a specialized agent — built for Swiss SMEs and their fiduciaries.
01
Smart document intake
Invoices, receipts, emails and PDFs in one accounting inbox. Duplicate detection.
02
AI-assisted booking
Explainable account, VAT code and entry proposals based on your company rules.
03
Bank reconciliation
Match payments, invoices and entries with gap explanation.
04
Supplier invoices & payments
Invoice validation and controlled payment preparation.
05
Client invoicing
QR invoices, due date tracking and prepared reminders.
06
Swiss VAT control
Inconsistency detection and return preparation for validation.
07
Assisted monthly close
Automatic checklist, missing documents and consistency checks.
08
Cash flow forecasting
View inflows, outflows, due dates and liquidity risks.
09
Fiduciary cockpit
Multiple mandates, centralized exceptions and full audit trail per entry.
AI agents
A team of specialized agents — one supervised process.
Each agent masters one step of the accounting flow. You choose the autonomy level: suggestion, controlled automation or autopilot on high-confidence operations.
📥
Intake & extraction agent
Centralizes incoming documents, extracts supplier, amount, VAT, due date, QR-IBAN and references — detects duplicates.
§
Booking & VAT agent
Proposes accounts, VAT codes and entries with confidence level and applied rule — every decision is traceable.
🏦
Reconciliation & close agent
Reconciles the bank, flags gaps, prepares the VAT return and monthly close file.
Human guardrails
AI acts within limits you define.
Payments, payroll, VAT filings and sensitive entries can always require human validation — regardless of the chosen autonomy level.
✓
3 autonomy levels
Suggestion (validate all), controlled automation (exceptions only) or autopilot (ambiguous cases escalated).
🔍
Full audit trail
Per entry: source document, extracted data, account, VAT, rule, confidence and validation history.
⚿
Data in Switzerland
Swiss hosting, compliant with local data law. Full export anytime — your data belongs to you.
Accounting workflow
From received invoice to close-ready file.
Intake
Email, PDF, photo or manual upload — centralization and duplicate detection.
Understanding
Extract supplier, date, amount, VAT, due date and references.
Booking
Proposed account, VAT code and adapted entry.
Reconciliation
Invoices and entries matched with bank movements.
Validation
Safe operations automated; ambiguous cases in the exception queue.
FAQ
Questions SMEs and fiduciaries ask before automating.
Do agents replace my accountant?
No. They remove data entry and prepare the work; your accountant or fiduciary validates and remains responsible for the accounts.
Can I migrate existing accounting?
Yes. Import chart of accounts, entries, balances, contacts and documents from Abacus, Bexio or standard files.
Can the agent book without validation?
Yes, only for categories and thresholds you authorize. Sensitive operations always require human validation.
Next step
Move from accounting to enter to accounting to supervise.
Discover how many operations could be handled automatically in your company or fiduciary firm.