Counteo SA offers a software solution for fiduciaries and auditing firms in Switzerland. The company's core activity consists of developing and distributing a platform that offers various functions such as automated accounting, document exchange, task management, financial dashboards, and secure messaging. The goal is to help fiduciaries and auditing firms automate and streamline their work.
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Work platform for Swiss fiduciaries, with accounting automation, document exchange, financial dashboards, secure messaging and task management.
Automated accounting
Automatic entry of accounting postings and automated bank reconciliation via CAMT.053 files, PDF statements, card receipts and reconciliation with the accounting documents.
Document exchange platform
Bidirectional exchange of accounting documents, requests for missing documents, intelligent search via AI, and a white-label mobile app to upload and transmit documents.
Task management
Assignment and prioritization of tasks, progress tracking, comments, tracking of time spent and dashboards to manage workload.
Financial dashboards
Tracking of revenue, expenses, cash flow and charges, with interactive balance sheets and income statements accessible via the app.
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