Cut Admin Time by 3 | AI Agent Case Study

Context: a growing fiduciary

An 8-person accounting firm in Lausanne, Fiduciaire Léman SA managed 120 client files. Time spent on repetitive administrative tasks was becoming a barrier to growth.

Initial audit

Our analysis revealed that 65% of administrative time was devoted to:

• Email sorting and classification (3h/day)
• Client reminders and follow-ups (2h/day)
• Accounting document entry (4h/day)
• Appointment scheduling (1h/day)

The deployed solution

We implemented a specialized AI agent:

• Email assistant: Automatic classification, personalized standard responses, intelligent escalation
• Reminder agent: Payment tracking, gradual reminders, deadline negotiation
• Intelligent OCR: Automatic extraction of invoice and statement data
• Scheduler: Calendar management in natural language

Results after 3 months

The numbers speak for themselves:

• Administrative time: from 10h to 3h per day
• Average client payment time: -40%
• Data entry errors: -95%
• Employee satisfaction: +60%

The economic calculation

Initial investment: CHF 8,500
Monthly savings: CHF 12,000 (equivalent time saved)
ROI achieved in 3 weeks