Fiduciary & Tax · Knowledge-based

The AI assistant that supports your firm through every season

Odeo answers recurring client questions on VAT, payroll, year-end closing, and deadlines — based on your knowledge base and brochures. More time for complex mandates.

Answers exclusively from your knowledge base
Structured lead capture for first-time mandates
Hosting and data residency in Switzerland
FADP- and GDPR-compliant, Made in Switzerland
Built in-house by Sidora AG, Winterthur

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Fiduciary Assistant

Online · Fiduciary & Tax

Hello, I have a restaurant in Zurich, newly founded GmbH. Do I need to register for VAT?

Hello. A Swiss GmbH becomes VAT-liable when annual turnover exceeds CHF 100,000 (Art. 10 VAT Act). For a new restaurant, voluntary registration is often worthwhile due to input VAT deduction. Would you like a 20-minute first meeting with our VAT specialist?

Yes please. What does it cost?

The first meeting is free for restaurant start-ups. I will offer three slots from our specialist's calendar. If you can briefly describe the type of operation (take-away, restaurant, catering?), I can prepare the meeting optimally.

Type a message…

Sample conversation — real responses are based on your content.

–55%

routine inquiries

no longer reaching senior team

24/7

first contact

even Sunday at 10 PM

+ 3.4 h

per team member

freed per week, on average

hallucinations

thanks to RAG architecture

What slows down Swiss fiduciary firms

Peak season in March, year-end in summer, VAT quarter all year — and the same questions every time.

Standard questions block senior hours

VAT rates, registration obligation, deadlines, withholding tax — clients ask daily, senior fiduciaries answer — instead of working on complex cases.

First-time mandates arrive unstructured

Inquiries via contact form without industry, legal form, headcount. The first call lasts 30 minutes before you can assess whether it is a mandate.

Knowledge scattered across heads and PDFs

Every team member has their own Excel of VAT rates, AHV thresholds, hourly rates. Junior staff constantly need to ask.

Clients expect 24/7 service

A restaurant owner writes Sunday at 10 PM about a withholding tax deadline — Monday morning is too late. If you do not respond, you lose trust.

What Odeo handles in your firm

Odeo learns from your brochures, client information, internal knowledge bases, and firm content — and answers in your house style.

Client inquiries around the clock

VAT registration, quarterly deadlines, salary statements, withholding tax, AHV thresholds — Odeo knows the answers and points to the right action.

First-mandate pre-qualification

Odeo asks structured: industry, legal form, headcount, accounting scope, desired service. Only then does the request reach you, fully structured.

Internal knowledge portal

Your team can also use Odeo — as an internal knowledge base for hourly rates, client standards, processes, and templates.

VAT and seasonal calendar

Quarterly deadlines, extensions, VAT rates from 2024, flat-rate vs. effective method — Odeo explains it clearly to clients.

Routing by specialty

Payroll question to the payroll team, GmbH formation to business advisory, real estate to the real estate department — Odeo escalates by specialty.

Appointment proposals for first meetings

Qualified lead? Odeo offers free slots from your calendar (via Calenso, Microsoft Bookings, Calendly) and confirms automatically.

Built specifically for Swiss fiduciary firms

Fiduciary knowledge is a matter of trust. Odeo is trained with your content — your style, your standards, your positions.

Client files stay in Switzerland

Hosting in Switzerland, no US cloud risk, no third-country transfer. Client confidentiality is respected, conversation data serves exclusively your own bot.

Answers exclusively from your source

Odeo does not hallucinate. If the answer is not in your knowledge base, the bot says so honestly and refers to the team. No wrong VAT rate, no half-knowledge.

Lead scoring by mandate value

Odeo recognizes from the answers whether it is a standard or complex mandate — and prioritizes escalation accordingly (e.g. SMB > 10 staff to senior).

Escalation via email, SMS, Slack

Define per inquiry type who is notified: payroll team via email, tax senior via SMS for urgent deadlines, office manager via Slack for first-time mandates.

+ Made in Switzerland

Built in-house by Sidora AG, Winterthur

Odeo is not a white-label ChatGPT. Odeo was built by Sidora AG in Winterthur — with Swiss data residency, RAG architecture against hallucinations, and 7 roles that respond like humans. Configured specifically to your industry, your tone, your standards.

Hosting, processing, and backups in Swiss data centres
RAG architecture: answers exclusively from your knowledge base
7 roles: sales, advisor, support, customer service, knowledge, booking, concierge
Customizable design templates, colors, icons, position on the site
Escalation rules via email, SMS, phone, Slack, Teams
Automated lead capture with structured CRM push

Swiss servers

Data never leaves Switzerland. Backup, processing, hosting — all in CH.

RAG architecture

No hallucinations. Answers only from your own content.

30+ languages

Auto-detection of visitor language. DE, FR, IT, EN, and more.

7 roles

Configurable to your industry and use case.

Common questions in Fiduciary & Tax Advisory

Answers to the questions you are asking right now.

How is it ensured that Odeo does not give wrong tax advice?

Odeo uses RAG (Retrieval-Augmented Generation): answers are based exclusively on your own brochures, knowledge base, and content. If Odeo does not find a matching source, the bot honestly says so and refers to the client advisor. This protects your firm from incorrect statements.

Can Odeo distinguish between standard and complex mandates?

Yes, via escalation rules. You define keywords and inquiry patterns that automatically escalate to the senior team (e.g. "international holding", "real estate", "inheritance"). Standard inquiries like VAT rates, AHV thresholds, or payroll Odeo answers directly.

Is client data used to train AI models?

No. Conversations are used exclusively to improve your own bot, never to train third-party models. Hosting and processing happen in Switzerland. You retain full data sovereignty.

Can Odeo integrate with fiduciary software like Abacus, Bexio, or Sage?

Direct API integrations with accounting software are possible from Enterprise. By default, Odeo forwards qualified inquiries in structured form via email, SMS, or webhook to your team, where processing continues in your existing software.

Can Odeo serve as an internal knowledge base for staff?

Yes. You can set up a separate internal Odeo instance trained on internal templates, hourly rates, client standards, and process documentation. Junior staff find answers in seconds instead of asking around.

How is Odeo updated when tax rates or laws change?

For VAT changes, AHV threshold updates, or new brochures, simply restart the crawler in the Client Portal — Odeo immediately picks up the current content. For structured changes, the Sidora team supports the knowledge-base update.

More time for complex mandates

Let Odeo answer the standard questions of your firm — with data hosted in Switzerland and zero hallucinations.

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