Fiduciary
Fiduciary office with Abacus focus · CH
From a minimal briefing to a precise fee quote in the first 15-minute meeting.
Sales PortalBusiness CopilotEdition for complex fiduciary quotes
Bookkeeping Mandate request in. Quote out.
Bookkeeping
Mandate request in. Quote out.Fixed prices instead of phone ping-pong — the portal becomes the entry point for Bexio & Abacus.
Zero-touch sales for standard mandates: customers configure their base quote themselves, the portal instantly delivers a fixed-price quote. Stop giving away free advice — and win time for real advisory work. Amortization: often with just 2–3 small mandates per month.
- 30 days free
- Swiss Made Software
- Data stays in Switzerland
- FADP & GDPR compliant
- Setup in 1–2 weeks
What the Copilot delivers today
Three real results from Swiss pilot engagements
Cleaning Company
Cleaning service provider · CH
20–30 hours per salesperson per month recovered.
Building Technology
Building technology company · CH
Small project quotes in minutes instead of hours.
References available on request during the sales conversation. Figures come from ongoing conversations and documented customer data, not from marketing estimates.
Speed & Efficiency
Less effort per lead – more mandates per month
Small fiduciary services lose time to preliminary clarifications and price discussions. The portal standardizes acquisition: the customer configures, the fixed price comes instantly, the data flows on as a lead + service structure to Bexio/Abacus.
Free advice & price ping-pong
Today: 1 hour freeFirst meeting becomes free advice
1 hour of effort before it's clear whether the mandate fits
Fixed prices are hard to standardize
Accounting, VAT, taxes: the scope is explained anew every time
Rework in the software
Bexio/Abacus only gets cleanly structured after the conversation
Fixed price & clean data
With portal: 0 touchCustomer configures the base quote themselves
Standard modules, volume and cadence as structured fields
Instant fixed-price quote
Flat rates and add-ons are calculated automatically — transparent and reproducible
Entry point for Bexio & Abacus
Lead + price structure are there instantly — without retyping, without Excel
ROI within a few months
Often automating just 2–3 small mandates per month is enough
How the zero-touch acquisition runs
Let them configure. Deliver the fixed price. Just review.
Standard mandates are offered without advisory loops. You focus on exceptions and real advisory work.
01
Customer captures key data
Scope of mandate, voucher volume, VAT, payroll, financial statements/taxes — as structured input instead of free text.
02
Fixed price & scope are calculated
Flat rates, modules and add-ons are calculated automatically — consistent with your quote logic.
03
Lead goes into your system
The portal is the entry point: it creates the lead and price structure for Bexio/Abacus (or CRM).
04
You do the reality check
Quickly review, grant approval, send the quote — and advise specifically where needed.
Before you buy — see the proof
Your own quote generator, in 1 day. Free of charge.
Instead of slides, we show you your quote. We build a working prototype of the Copilot — with your customer requests, your catalog and your pricing logic.
You provide us
Your documents
- 2–3 sample quotes (as you send them today)
- Service catalog with the services you offer
- Price contributions of the services for the calculation
- 2–3 sample customer requests (email, phone note, or similar)
Treated confidentially · deleted after the demo if you don't want to proceed.
We build
Quote logic & prototype
- We model your quote logic from the sample data
- We configure a generator on your catalog and your prices
- We test the prototype with your real customer requests
- Total time on our side: 1 day
No effort on your side between briefing and demo.
You see
The demo — 15 min
- We enter your customer request into the Copilot
- You see the Quote Editor with your real line items
- You receive the generated PDF quote to take with you
- Joint Q&A: is this a fit for us?
No slides. No buying pressure. Your data, your result.
Request a free prototype
No obligation · demo usually within 5 working days · 30 days free after go-live
Pricing
Three tiers — one product
Base
Sales PortalBusiness Copilot
CHF 0one-time setup+ CHF 299 / month
Your entry point with the quote logic from the free prototype demo. You adjust prices and services in self-service. 30 days of operation free after go-live.
- 1 quote generator with your quote logic (from the prototype demo)
- Price and service adjustments in self-service
- 30 days of operation free after go-live
- Max. 5 employee logins
- Unlimited quotes (fair use) · no transaction fee
- Cancel monthly · hosting in Switzerland · FADP and GDPR compliant
Most chosen
Plus
Sales PortalBusiness Copilot
CHF 1'999one-time setup+ CHF 299 / month
Three quote generators for three service types. In addition to the prototype quote logic, Quatico models two more quote logics once as a consulting service.
- Everything in Base, plus:
- 2 additional quote generators (3 in total)
- Guided setup: 2 quote logics once as a consulting service
- PDF layout in your corporate identity
Growth
Sales PortalBusiness Copilot
CHF 9'999one-time setup+ CHF 299 / month
Up to ten quote generators for your entire service portfolio. Quatico models up to seven more quote logics once as a consulting service.
- Everything in Plus, plus:
- Up to 7 more quote generators (up to 10 in total)
- Extended guided setup: up to 7 quote logics once as a consulting service
Upgrade anytime without data loss. On upgrade, only the difference is charged — for example Base → Plus = CHF 1'999, Plus → Growth = CHF 8'000.
Still have questions?
Frequently asked questions
Business Copilot
Let's talk
Michael
CEO, Quatico
30 days free after go-live. Want to see how Sales Portal Business works in your context? We build a prototype with your data within a day — free and without obligation.