Draft mandate reports
Use case
AI drafts status reports and year-end summaries for clients.
Risk
Risk: wrong figures or confidential mandate details in the draft — approval and confidentiality stay mandatory.
Industry lander for HR · Fiduciary / Treuhand
AI training for Treuhand teams
Mandate work, year-end close and client communication use generative AI. AI Kompetenz shows five Treuhand use cases with risks — plus a sample evidence pack and an offer for 25 people.
AI use cases and risks for Treuhand
Five Treuhand-specific uses of generative AI. Each names the risk that stays under human control.
Prepare vouchers
Use case
AI suggests account coding and voucher text from scanned receipts.
Risk
Risk: wrong accounts or out-of-period postings — the professional checks numbers before close.
Structure tax research
Use case
AI organises sources and summarises known rule texts for internal research.
Risk
Risk: outdated or unfit rules presented as advice — no automatic tax answers to clients.
Payroll and HR copy
Use case
AI drafts onboarding mail, internal payroll notes and firm job ads.
Risk
Risk: personal data and pay amounts in prompts or drafts — nDSG and internal approval apply.
Prepare client mail
Use case
AI supplies drafts for deadline reminders and client follow-ups.
Risk
Risk: wrong deadlines or disclosure to the wrong recipient — sender and address stay human-controlled.
Sample evidence pack
See the public Art. 4 / nDSG sample Nachweis (seeded demo) — the same shape employers download after training.
Role examples — tasks AI changes
Three typical roles in this industry. Each shows a daily task and how generative AI changes the work — human oversight stays required.
Mandate lead
Task today
Draft client reports and status updates
What AI changes
AI drafts speed wording; facts, deadlines and mandate confidentiality stay under human approval.
Bookkeeper
Task today
Classify vouchers and write closing notes
What AI changes
AI suggests coding and text drafts; number checks and sign-off stay with the professional.
HR / office in the firm
Task today
Job ads, onboarding mail, internal notes
What AI changes
AI supplies first drafts; personal data and binding commitments need verified human oversight.
Team package
CHF 9,900
Fixed package for 25 people with Art. 4 evidence — details on the prices page.