Documents arrive loose
Invoices, statements and receipts come in by e-mail, on paper or as photos, with no common logic.
Fiduciaries and accounting firms
AI document management built for fiduciaries
Every receipt, statement and return filed by client and fiscal year in Microsoft 365, linked to your accounting software.
Do these situations sound familiar?
Loose documents, reminders, workload peaks and double entry: daily life at a fiduciary without the right DMS.
Endless reminders
Hours spent finding and chasing missing documents before every closing.
Workload peaks
Closings, VAT returns and tax returns pile the pressure onto a few weeks.
Double entry
The DMS and the accounting software live apart, so every piece of information is entered twice.
Financial data at risk
A third-party AI tool with no confidentiality guarantee puts your clients’ data at risk.
Ketl takes care of every step
Filing, search, confidentiality, deadlines and approvals: Ketl takes over what slows your fiduciary down.
Automatic filing
Every document reaches the right client, the right fiscal year and the right document type, automatically.
Instant search
Find an amount, a document or an exchange in seconds, with its source. OCR makes scanned documents searchable too.
AI hosted in Switzerland
Data, processing and AI models stay in Switzerland, under the control of a Swiss company. An architecture built for the confidentiality of your clients’ financial data.
Tax deadlines under control
Every deadline is tracked in Ketl and linked to its client.
Approvals and task tracking
Built-in approval workflows: every document goes to the right colleague at the right time.
Archiving time drops by 50 to 80%.Measured across Ketl’s entire client base.
Filing at a fiduciary: read our analysis of the 10 to 30 hours lost every month
No commitmentLocal support, in English and French
See Ketl on your own accounting documents
A personalised demo on your use cases, in 30 minutes.
Ketl connects to your accounting software
Your documents and your accounting tools work together. Every integration is included in the subscription, at no extra cost.
Abacus
The Swiss reference for business management and accounting, connected to Ketl.
Bexio
The online business software for Swiss SMEs, connected to Ketl.
Winbiz
The Swiss accounting and business software for SMEs, connected to Ketl.
Vertec
The CRM and ERP for service providers, for engagement and time tracking, connected to Ketl.
Forensys
The file management software used by many Swiss fiduciaries, connected to Ketl.
Counteo
The online accounting solution, connected to Ketl.
Day to day, Ketl works inside Microsoft 365: Outlook, OneDrive and SharePoint. See how
Audit-ready files, at any time
Legal retention
Structured archiving over 10 years, compliant with Art. 958f CO and the Swiss Accounting Records Ordinance.
Traceability
Complete audit trails, available at any time.
Data protection
Compliant with the revised FADP, hosted in Switzerland by Exoscale and Infomaniak, ISO 27001 certified.
Ketl helps fiduciaries manage their documents and e‑mails within their Microsoft 365 environment.
All linked, named, and filed automatically. Everything is searchable, secure, and ready when you need it.
Client e-mails filed to the folder from Outlook.
Documents named and dated to your convention.
Invoices linked to the client and the fiscal year.
VAT returns attached to their period.
Receipts grouped by closing.
Works where you do.
Seamlessly integrate with Outlook via our add-in, or imports your documents from your OneDrive or SharePoint, right out of the box.
Web app
Browser-based application.
Outlook Add-in
Integrated Ketl Plugin.Make every document relevant.
Leverage your documents and contacts information to auto-fill templates, find connections and speed up your work.
Personalized.
From clients and authorities communications to contracts, build personalized smart templates from your documents, without any hassle.
Fast.
Search through notes, e-mails and tasks and take actions at the speed of lightning with Ketl's search.
The typical impact for a mid-sized fiduciary
- saved per document
- 1 to 3 min
- recovered per month and per team on filing
- 10 to 30 h
- more productivity per employee
- 15 to 30%
Conservative estimates, measured at accounting and fiduciary firms.
Book a demoSimple and transparent
One all-inclusive plan for SMEs. A volume-based quote for enterprises.
No credit card for the demo · No commitment · Response within 24h
See full pricing detailsSME · Small firms
from
CHF 59
per user per month, all-inclusive, excluding VAT, from 15 users
All inclusive:
Sovereign Swiss hosting
All integrations included
Team training included
Support in French, English and Portuguese from Geneva
Continuous updates
Enterprise
Custom quote
volume-based pricing, prepared within 24h
Everything in SME, plus:
Full SME plan included
Enterprise SSO & MFA
Exportable FINMA audit trail
Dedicated Customer Success Manager
Custom SLA
Reply within 2hOur team in Geneva
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