Fiduciary closing files: spend less time chasing missing client vouchers.
Every fiscal closing requires mandate managers to chase clients for missing receipts and incomplete records. Cytria configures a workflow that analyzes incoming files, flags missing items and prepares the accounting review file, under your direct control.
No confidential data required for the first conversation.
Three concrete workflows designed for your sector
Each workflow builds on your existing tools and methods to prepare outputs your team directly verifies.
Find what is missing before a client file is ready
Documents arrive through emails, folders and the firm's existing tools. Together, we define which sources the workflow may use and what counts as a complete file. The resulting solution could prepare a list of missing items and a draft follow-up; the fiduciary checks both before contacting the client.
Prepare document triage and flag accounting exceptions
During periodic closings, team members spend significant time checking receipts for mandatory details and format compliance. Together, we define validation rules and export formats suited to your accounting software. The workflow could extract key figures, highlight VAT or amount discrepancies and assemble an exception list; the accountant in charge reviews every flagged item before any final posting.
Retrieve tax directives and firm practices for a specific mandate
Cantonal tax circulars, practice memos and previous firm opinions are often difficult to locate when an urgent client question arises. We define the approved reference library and user access boundaries together. The workflow could surface relevant passages with exact citations; the fiduciary advisor interprets the guidance and validates any recommendation given to the client.
How your team stays in control
For each selected workflow, we define together the permitted sources, access boundaries and human review checkpoint. No final decision or external communication happens without explicit sign-off from your team.
Other workflows for your team
Concrete applications sharing the same principle of human review before any decision or communication.
Corporate registry and beneficial ownership check
Verify corporate register, beneficial ownership and publishing status before client onboarding.
Review: Mandate partner confirms AML compliance and due diligence files.
Statutory gazette and registry changes tracking
Identify corporate transformations, statutory notices and capital adjustments from official publications.
Review: Review by legal counsel or mandate lead before notifying client.
Inbound accounting and tax inquiry triage
Screen inbound accounting and tax consultation requests and map service scope.
Review: Partner checks conflicts of interest and validates engagement scope.
Tax reminders and filing deadlines notices
Prepare structured deadline alerts and documentation checklists for tax return cycles.
Review: Account manager confirms client deadline schedules.
Recurring fiscal query drafting
Draft standard answers to common VAT and deduction queries based on published cantonal practice.
Review: Tax specialist reviews and signs all technical notes.
Engagement letter and mandate drafting
Generate draft engagement contracts mapping agreed accounting and payroll services.
Review: Partner reviews legal terms and edits custom clauses.
Accounting staff procedure assistant
Quick semantic access to firm accounting guidelines, chart of accounts and closing steps.
Review: Audit manager supervises new staff file execution.
Swiss tax code and corporate law assistant
Contextual semantic retrieval across cantonal tax laws, federal direct tax and corporate code.
Review: Chartered accountant verifies source context and case relevance.
Mandate intake journey clarification
Structure first-contact forms to collect necessary accounting parameters smoothly.
Review: Review of confidentiality and professional secrecy terms.
Your business applications are the starting point.
Your accounting, document management and client relationship tools are part of the workflow we examine. Together, we check the available functions, data formats and possible connections for one specific task. Any integration is assessed before it is included in scope.
How we could proceed
We first agree what needs to change and what is already known. We test a workflow when that will help us decide; if the scope is already clear, we can propose delivery directly.
Scope the work
Review the task, existing tools, available information and the decision to make next.
See the starting options →Test if needed
Try one agreed workflow, review the results with your team and decide whether to continue, adjust or stop.
See the focused test →Put it into use
If the scope or test supports it, agree the production work, responsibilities and support before implementation.
See deployment →Discuss a concrete workflow for your organisation
Describe where checking, data preparation or information requests repeat. We help define an initial test and practical evaluation metric.
We define the information the workflow may use, who can access it and which actions need review. Hosting, external services and handover conditions are specified for the selected deployment. The first conversation does not require confidential client, employee or beneficiary files.