Ogment

AI agents that handle bookkeeping and VAT prep for Swiss fiduciaries

Intermediate
Screenshot of Ogment, AI agents that handle bookkeeping and VAT prep for Swiss fiduciaries

What is Ogment?

Ogment is an accounting tool. Ogment supplies AI agents to Swiss fiduciary firms that automate bookkeeping, bank reconciliation, VAT, tax, audit prep and payroll checks. Humans approve every entry and client message, and the agents plug into Swiss accounting software.

Ogment builds AI agents for Swiss fiduciary firms, the accounting and trustee practices that handle bookkeeping, VAT, tax and audit work for small businesses. The agents take the first pass on repetitive production work: reading incoming invoices, receipts and bank statements, matching them to each other, and preparing draft entries for a human reviewer. Staff stay in charge of approvals, filings and anything sent to a client. In practice, the agent works inside the tools a firm already uses. Documents are pulled in from mailboxes, shared folders and bank exports (CAMT, CSV, PDF). Each bank movement is matched to a receipt, and anything that does not match is flagged rather than forced, including duplicates, missing receipts and unexplained balances. The agent then drafts a reminder naming the exact missing documents, proposes entries with label, account and VAT rate based on the mandate's chart of accounts, and produces a file ready to import into WinBiz, Abacus or Bexio. The homepage walks through a restaurant mandate where reviewer time drops from about six hours to about 45 minutes. Requests can be made in a chat style, for example asking the agent to prepare a month-end close pack, a VAT review pack, tax working papers, audit sample support or a payroll change check, with approve and reject steps before anything proceeds. The product targets fiduciary partners and accounting teams who want more capacity without adding headcount. Connectors cover Abacus, Bexio, Cresus, Odoo, WinBiz and Xero, plus Outlook, Gmail, Drive, SharePoint, Dr. Tax, ESTV, DocuSign and client portals, with custom ones built on request. Security claims include SOC 2 compliance, Swiss data hosting, EU-restricted LLM processing, AES-256 encryption at rest and zero-retention contracts with model providers. Compared with general-purpose accounting automation or horizontal AI assistants, Ogment is a narrow, locally specialized service. Adoption starts with a free 30-minute AI audit, then one workflow, one team and eventually the whole practice, with billing based on the agent's completed work.

How do you use Ogment?

  1. 1Book the free AI audit
    Schedule the free 30-minute online session to review where your team's hours go and which workflows an agent could take first.
    Ogment — Book the free AI audit
  2. 2Review the case study
    Read the AI case study to see how a mandate runs from document intake through reconciliation to an import-ready file.
    Ogment — Review the case study
  3. 3Check document accuracy
    Read the benchmark on how accurately the AI reads accounting documents and where client data is processed.
    Ogment — Check document accuracy
  4. 4Map your process and connect tools
    Ogment observes your intake and closing routines, then connects your accounting, email and document tools, building custom connectors if needed.
  5. 5Start with one workflow
    Begin with a single workflow such as bank reconciliation, review the agent's proposals, and approve entries before importing.

Pros and cons

Pros

  • Purpose-built for Swiss fiduciary work, including VAT rates, ESTV forms and local accounting softwareAI
  • Human approval stays central: the agent proposes entries and drafts, staff sign offAI
  • Connectors for WinBiz, Abacus, Bexio, Cresus, Odoo and Xero, with custom integrations built on requestAI
  • Security posture stated clearly: SOC 2, Swiss hosting, EU-only LLM calls, zero-retention providersAI
  • Phased rollout starting with one workflow, plus a free no-commitment 30-minute AI auditAI

Cons

  • Narrowly aimed at Swiss fiduciaries, so firms elsewhere may find little relevanceAI
  • No public price list; billing is per completed agent work and details are not stated on the homepageAI
  • Onboarding involves process observation and integration work rather than instant self-serve signupAI
  • Time-saving and cost claims (6x to 18x cheaper, 45 minutes versus 6 hours) are vendor figures from a demo exampleAI

How much does Ogment cost?

Free trial

No free trial is listed, but a free 30-minute online AI audit is offered with no commitment, covering time use and an AI ROI estimate.

Learn more

Pricing

Billing covers only the agent's completed work. The homepage claims tasks cost 6x to 18x less than manual processing on average, but it lists no plan tiers or prices.

Learn more

Support

The homepage describes handling integration for you and a phased rollout from one workflow to the whole practice. No dedicated support channel or help centre is stated.

Integrations

Accounting: Abacus, Bexio, Cresus, Odoo, WinBiz, Xero. Email and documents: Outlook, Gmail, Drive, SharePoint. Tax and client work: Dr. Tax, ESTV, DocuSign, client portals. Custom connectors and APIs are available.

Features

Document ingestion from mail, folders and bank exports, bank-to-receipt matching, exception flagging, drafted client reminders, proposed entries with accounts and VAT, import-ready journals, plus close packs, tax papers, VAT review, audit prep and payroll checks.

Frequently asked questions about Ogment

  • How much does Ogment cost?
    Billing covers only the agent's completed work. The homepage claims tasks cost 6x to 18x less than manual processing on average, but it lists no plan tiers or prices.
  • Does Ogment offer a free trial?
    No free trial is listed, but a free 30-minute online AI audit is offered with no commitment, covering time use and an AI ROI estimate.
  • How do you use Ogment?
    The walkthrough on this page covers 5 steps: 1. Book the free AI audit 2. Review the case study 3. Check document accuracy 4. Map your process and connect tools 5. Start with one workflow.
  • What platforms does Ogment support?
    Ogment is available on Web App.
  • What does Ogment integrate with?
    Accounting: Abacus, Bexio, Cresus, Odoo, WinBiz, Xero. Email and documents: Outlook, Gmail, Drive, SharePoint. Tax and client work: Dr. Tax, ESTV, DocuSign, client portals. Custom connectors and APIs are available.
  • What are the limitations of Ogment?
    Narrowly aimed at Swiss fiduciaries, so firms elsewhere may find little relevance. No public price list; billing is per completed agent work and details are not stated on the homepage. Onboarding involves process observation and integration work rather than instant self-serve signup.

Status

StatusActive
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Added10/7/2026

Platforms

Web App

Pricing

Paid