Tax research, report generation, and regulatory lookups — grounded in Swiss accounting standards, your client portfolio, and your firm's own processes.
The Problem
Tax law changes every year. Local deductions, VAT rules, social insurance rates — your team needs instant access to current regulations without searching through PDFs and scattered resources.
Every quarter, you produce the same types of reports for dozens of clients. Annual tax summaries, financial statements, board presentations — all manually compiled from the same source data.
Balance sheets, tax returns, salary data — this is the most sensitive information your clients have. Sending it to ChatGPT means sending it to third-party servers outside your control, risking regulatory violations and client trust.
Use Cases
Upload a client's financial statements and ask: "What's the EBITDA trend over 3 years?" or "Flag any unusual expense categories." CookieAI reads the numbers and provides analysis grounded in the actual documents.
Upload tax returns and supporting documents. Ask CookieAI to summarize, identify deduction opportunities, or check for errors. Works with local and international tax formats.
Describe what you need: "Quarterly financial summary for Client X with revenue comparison to last year." CookieAI drafts it using the documents you've uploaded. Review, adjust, send.
Upload tax guides, VAT regulations, social insurance tables, and local tax rates. Your entire team can ask CookieAI about current rules instantly — no more searching through folders. Built for Swiss accounting — supports Swiss GAAP FER, Obligationenrecht (OR), and cantonal tax regulations.
Draft client communications in any language your clients speak. CookieAI adapts to the appropriate language and formal business tone automatically. Professional letters ready for review in seconds.
Comparison
On-Premise
For fiduciary firms handling sensitive financial data, on-premise is the ultimate protection. CookieAI installs directly on a server in your office. No cloud, no external servers, no data leaving your building.
Pricing
Cloud plans start at €49/month (Starter), €99/month (Team), and €149/month (Business). On-premise installations are tailored to your firm — contact us for pricing.
See all pricing