ALM

Billable time shouldn't be spent on busywork.

AI tools for fiduciary, trust, and accounting firms — configured and rolled out so your team can focus on what clients actually pay for.

Swiss company

Advisory in German, French & English

The problem

01

Too many hours lost to manual, repetitive tasks

02

Skilled staff blocked by low-value administrative work

03

AI tools exist — but no one has time to evaluate, configure, or roll them out

The problem isn't a lack of tools. It's a lack of time to deploy them properly.

How we work

01

Workflow audit

Identify the biggest time-sinks in your business.

02

Implementation

Configure and deploy the right AI tools for your team.

03

Continuous improvement

Optimise over time as your needs evolve.

What we automate

Practical use cases from daily fiduciary work — delivered with proven tools.

Bookkeeping

  • Source document processing
  • Invoice and receipt data extraction
  • Payroll data preparation

Tax

  • Tax document sorting
  • Completeness checks on client files
  • Summaries of documents

Fiduciary & Advisory

  • Financial reporting
  • Minutes
  • Anonymisation

Analyse first. Decide second.

We'll show you in a personal conversation where AI offers the biggest leverage in your firm — with a clear plan for next steps.

Services

01

Audit & recommendations

We map your workflows and pinpoint your biggest efficiency gains. You receive a written report with clear next steps.

02

Implementation project

We select, configure, and set up the right solutions — and train your team for lasting adoption.

03

Ongoing support

Ongoing optimisation, new features, onboarding for new staff, and quarterly reviews.

Swiss made

Why ALM

Basel, Switzerland

Consulting delivered in English, German and French

Local presence — in-person meetings in your office

Tailored solutions, not off-the-shelf playbooks

Your data stays under your control — processed in your systems or on Swiss infrastructure, no foreign cloud services.

About us

About us

ALM is a Basel-based consultancy for the practical use of AI in fiduciary, trust, and accounting firms. We analyse your processes, configure proven tools, and train your team — in German, French, or English. No experiments, no detours: we only recommend what works in daily practice.

Frequently asked questions

We work with fiduciary (Treuhand), trust, and accounting firms — from sole practitioners to teams of 30 — that want to reduce manual work without building software or hiring IT staff.

Do more in less time – find your biggest efficiency lever

30 minutes to understand your setup and agree on a time for your audit.

Or write us: info@almind.ch