Your benefits
Proven tools that relieve your clients of recurring tasks and provide you with clean data for your accounting and tax work.
Collaboration with your clients
Your clients record and invoice in MAgentic ERP; you work on the same data without re-importing or exchanging files.
Accounting and VAT mastered
Chart of accounts, entries, VAT returns, and closing procedures within a framework compliant with Swiss requirements.
AI agents that prepare the work
Reconciliations, entry proposals, and reminders are prepared by AI agents; validation remains with you.
Multi-client
Manage multiple client files from a single environment, with access rights per mandate.
Less repetitive entry
Documents and records arrive structured, which reduces recurring administrative tasks for both parties.
Data hosted in Switzerland
Swiss hosting and a confidentiality framework tailored to fiduciary mandates.
How the collaboration works
Your clients work on a daily basis
Quotes, invoices, payments, and supporting documents are entered directly into the platform.
AI agents prepare
Bank reconciliations, document filing, and entry proposals are prepared continuously.
You validate and close
You review, correct, and finalize, with a complete audit trail for every decision.
Become a fiduciary partner
Join the network of fiduciaries supporting their clients on MAgentic ERP, with a training framework and a dedicated contact person.
- MAgentic fiduciary partner status
- Training and platform onboarding
- Multi-client access and rights management
- Dedicated contact at Mediasoft
- Visibility to SMEs seeking support