01
Client data under control
Clients’ documents, entries and financial information are hosted in Monaco or on a private European cloud, partitioned by file, and never used to train a third-party model, in line with law n°1.565.
Sector · Accounting
AI for accountingfirms in Monaco.
Bookkeeping, document collection, tax deadlines, review: AI takes on a large share of production work and frees up time for advice, which your clients increasingly expect.
Less data entry, more advice
In an accounting firm, AI reads invoices and statements, proposes postings, chases clients for missing documents and prepares review checks. The accountant validates and advises. For a team of ten, our estimator puts the time freed up in the first year at between 1,620 and 2,430 hours, on the sector’s three most common tasks.
Monaco has its specificities: VAT aligned with the French system, profits tax for certain companies, an international clientele and files in several languages. A generic tool does not know them; a tool configured on your files and your posting rules does.
The profession is governed by law n°1.231 of 12 July 2000 and by its Order. Accounting documents and client data are hosted in Monaco or on a private European cloud, under your control.
Five tasks
What AI takes on.
Our estimator’s deliberately cautious assumptions: each task is weighted by the share of staff who actually perform it.
| Task | Weekly time | Automatable share | Staff involved |
|---|---|---|---|
| Bookkeeping & data entry | 7 h | 75% | 70% |
| Collecting client documents | 5 h | 70% | 80% |
| Tax filings & deadlines | 4 h | 60% | 50% |
| Review & year-end closing | 5 h | 50% | 50% |
| Client reporting | 4 h | 65% | 40% |
Weekly time measured for a staff member who actually performs the task. An audit replaces these averages with your figures.
What stays human. Signing off the accounts, judgement on an unusual entry, tax and wealth advice, the relationship with the business owner. AI prepares and checks; the accountant validates and signs.
The framework
What the framework requiresof your project.
02
Every proposal is traceable
A posting proposed by AI links to its document and to the rule applied. The team member accepts or corrects it, and those corrections enrich the firm’s rules.
03
Documented AML due diligence
Accountants are subject to law n°1.362 on anti-money laundering. AI helps build and update due diligence files; the decision remains the professional’s.
Frequently asked questions
Your questions,our answers.
Twelve weeks at most from immersion to production, with a prototype on your real cases from week four. See the method.
Can AI keep the books for us?
No, and that is not the goal. It reads documents, proposes postings and flags anomalies; the team member validates. Production goes faster, responsibility does not change hands.
Does it work with our accounting software?
We start from your existing tools and connect AI to their imports and exports. Custom development is only proposed if the audit demonstrates its value.
How does AI help collect missing documents?
It spots missing receipts against the statements, prepares graduated reminders in the client’s language and keeps the status of each file up to date. Your teams no longer keep these lists by hand.
Where is our data hosted?
In Monaco or on a private European cloud, as agreed at the diagnostic stage. The data is never used to train a third-party model, and every access is logged.
How soon do we see a first result?
A first prototype runs on your real cases within four weeks. The full cycle, from immersion to production, takes no more than twelve weeks, with a monthly review of measured gains.
The eight sectors
Eight sectors,one standard.
- 01Family offices & wealthMulti-entity KYC onboarding, consolidated reporting
- 02Private bankingAML compliance, credit file summaries
- 03Law firmsMulti-jurisdiction research, drafting deeds
- 04Prime real estateMandates and documents, buyer qualification
- 05Building managers & conciergeGeneral meetings, replies to residents
- 06YachtingPort formalities, crew schedules
- 07Accounting firmsBookkeeping and client documents, tax deadlines
- 08Business servicesInvoicing and reminders, activity reporting
Contact
What if we auditedyour potential?
A 30-minute conversation to identify a first high-impact use case. Confidential, with a non-disclosure agreement from the first conversation.
Book a meeting