For finance teams at Swiss companies

Spend your time on finance,
not admin.

Your Claude, connected to your bank and accounting. The repetitive work runs itself.

Book a 20-minute call

20 minutes, no preparation. Then a free one-month check of your books, if it fits.

For a London medtech start-up

13,000Xero lines checked in one run

≈ 2 weeksof manual review saved (our estimate)

How it works

Ask. Approve.
It runs.

  1. Connect your AI and your tools

    Keep the Claude or ChatGPT you already pay for. We connect it to your bank, accounting and files.

  2. Ask in plain words

    Your AI builds the workflow and shows you every step before anything runs.

  3. It runs, you approve

    It all shows in your dashboard. Every run is logged, and every payment waits for your OK.

An honest comparison

Keep your AI.
We add the finance plumbing.

Claude and ChatGPT already do a lot on their own. Here’s what they do out of the box, and what Soldane adds for a finance team.

For a finance teamClaudeweb & desktopClaude CodeAnthropicChatGPTBusinessCodexOpenAIWith Soldaneplus your Claude or ChatGPT
Xero, through its official connectorPartly, depends on setupPartly, depends on setupPartly, depends on setupPartly, depends on setupYes
Swiss banks, bexio, Revolut Business, AbacusCustom setupCustom setupCustom setupCustom setupYesWe set it up
Runs on a schedule while you’re awayBuilt inBuilt inBuilt inPartly, depends on setupYes
Real formulas and the same steps every run, not AI guessesBuilt inBuilt inPartly, depends on setupBuilt inYes
Your AI never sees your bank or accounting keysPartly, depends on setupPartly, depends on setupPartly, depends on setupPartly, depends on setupYes
Every payment a workflow prepares waits for your approvalPartly, depends on setupPartly, depends on setupPartly, depends on setupPartly, depends on setupYes
One run history for the finance lead, across every workflowPartly, depends on setupPartly, depends on setupBuilt inPartly, depends on setupYes
Someone keeps it working when your bank or software changesYouYouYouYouYesWe do

AI tools: based on vendor documentation, October 2026, for business plans (Claude Team and Enterprise, ChatGPT Business and Enterprise). They change fast; we re-check monthly. Soldane column: what we set up and commit to in your contract.

Your AI does the work.
It never holds the keys.

Everything runs in your own cloud account. The keys to your bank and accounting stay in a locked safe that only the gatekeeper can open.

Your AI writes the workflows. Only the gatekeeper uses the keys.

Names, not keys

Your AI and its workflows only handle names like “bexio key”. The gatekeeper swaps in the real one on the way out.

Only your own tools

Calls to anything not on your list are blocked. Every call is logged.

Nothing goes out without you

Payments wait for your OK, then for your usual signature in e-banking. Emails to anyone outside your company wait too, unless you decide otherwise for a given workflow.

Your cloud, your region

Workflows, safe and logs live in your own cloud account, in the region you choose.

In plain wordsYour AI does see the data it works on for a task, such as the ledger lines it checks. It never gets the keys to fetch more on its own. By default, Anthropic and OpenAI don’t use data from their business plans to train their models.

How we handle security and data

Done once, for real

13,000 ledger lines.
Every one checked.

A medtech start-up in London · Anonymous until they agree to be named.

Their head of finance already used Claude. But in their setup it couldn’t open the receipts in Xero, so checking the books still meant going through them line by line.

We set up one check that went through every line: is the right receipt attached, is the VAT code right, is the account right? It listed only what needed a human.

Read the case study

13,000
Xero lines checked for the right receipt, VAT code and account
2–3 h
to set up the check
≈ 2 weeks
of the head of finance’s work savedOur estimate of the manual checking it replaced.
One run on a backlog, not a monthly figure.
Tom Eberle

Who you’ll work with

“I build the workflows and I keep them running. Your finance lead and your fiduciaire keep the judgement calls. That split is the whole point.”

Tom EberleFounder · Swiss and French · HEC Paris

  • Built the books check, the automated month-end reports and the purchase-order flow for a London medtech start-up.
  • The person who scopes your workflows is the person who builds them and answers your emails.
  • Works in French, English and German. Calls by video, usually within the week.

More about Tom

To start

One month of your books,
checked for free.

Every line: receipt, VAT code, account. Under NDA, findings in 2 working days. It starts with a 20-minute call.

We take on 3 new companies per quarter.or write to tom@soldane.ch