Odeo

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
See pricing Talk to us
  • Hosting and data in Switzerland1
  • Set up in under 30 minutes2
  • Website chatbot from CHF 41 per month3

Fiduciary Assistant

Odeo · AI assistant

Example

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.

Directly connected

Client management software

Check first-meeting slots

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 takes a long time 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.

Connected directly to your business system

Odeo connects directly to your client management software through its existing interfaces, with no detour via middleware such as n8n or Zapier. Prospects get free slots for a first meeting, and new mandates arrive complete in your system.

  • Via existing interfaces, for example REST API and webhooks
  • No middleware such as n8n or Zapier, data flows directly
  • If there is no interface, Sidora AG builds it
  • Direct integrations are quoted per project
Also connectable Document storage Calendar
How the direct integration works
Example

Website chat

Are you still taking on new mandates for the 2025 tax return?

Odeo
No middleware

Client management software

Check first-meeting slots

Yes, we are still taking on new mandates for private individuals. The next free first meeting is on Wednesday at 3:00 PM, at the office or by video. Shall I request it for you?

  • Check slots for first meetings

    Odeo reads free slots for first meetings directly from your system and takes the request together with the concern. No phone tag for your team.

  • Hand over new mandates

    Industry, legal form, headcount and requested service reach your system as a complete record.

  • Notify the specialist team

    Depending on the topic, Odeo informs the responsible team by email, from Professional also in Slack or Microsoft Teams.

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? If your calendar is connected directly, Odeo offers free slots and hands over the booking. Otherwise, Odeo points to your online booking.

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.

  • Swiss data residency available

    Hosted in Switzerland, FADP- and GDPR-compliant. Data stays in Switzerland as long as a local LLM is used; we run local LLMs such as Apertus, Llama or Mistral in the Enterprise plan on request at extra cost. 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). This requires lead detection (add-on, +CHF 49/month) and escalation rules (Enterprise).

  • 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. Slack is available from Professional, escalation rules and SMS from Enterprise.

Frequently asked questions

Answers on use cases, integration, data protection and pricing in your industry.

Get in touch +41 44 500 25 55
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 be connected to our client management software?

Yes. Odeo connects directly to your client management software through its existing interfaces, such as a REST API or webhooks, with no middleware such as n8n or Zapier. If there is no interface, Sidora AG develops it. Odeo then offers free slots for first meetings and hands over new mandates to your system in structured form. Without an integration, Odeo forwards qualified inquiries by email, from Professional also via webhook. Direct integrations are quoted per project and transparently in advance.

Can Odeo distinguish between standard and complex mandates?

Yes, via escalation rules (Enterprise plan). 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. Odeo is hosted in Switzerland. Data stays in Switzerland as long as a local LLM is used; we run local LLMs such as Apertus, Llama or Mistral in the Enterprise plan on request at extra cost. You retain full data sovereignty.

Can Odeo serve as an internal knowledge base for staff?

Yes. You can set up an additional internal agent (included in Enterprise, available for a fee from Professional) 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 industries

See all industries

More time for complex mandates

Let Odeo answer the standard questions of your firm — hosted in Switzerland, with answers drawn only from your knowledge base.

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Developed and operated by Sidora AG, Winterthur

Notes

  1. Data residency in Switzerland applies as long as a local LLM is used. We run local LLMs such as Apertus, Llama or Mistral in Switzerland in the Enterprise plan on request at extra cost.
  2. Typical set-up time for the website chatbot without connecting business applications.
  3. Starter plan, billed yearly. Billed monthly: CHF 49 per month.