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Autumn 2026 edition

New: troopio Cloud is built in. Your employees keep working with your computer switched off. About troopio Cloud

Your industry

A team preconfigured for your industry.

Choose your industry: we show you the starting team, the connected tools and the three tasks it takes on from day one. And what it won’t do.

A team for your fiduciary firm

Reconciliations, reminders, tax monitoring, year-end files: the repetitive work of a Swiss fiduciary firm, taken on from the first week. You keep the signature, the bookkeeping entries and the client relationship.

The starting team

4 roles

Connected tools

5 tools
  • BexioAPI key
  • Abacusfiles
  • camt.053 statementsfiles
  • OutlookAPI key
  • Infomaniak kDrivefiles

API key: entered once in the vault, never seen by the employee. Files: your exports dropped into its inbox. Planned: native connector on the roadmap, not yet delivered. No third-party logo is loaded on this page.

What it does from the first week

3 scheduled tasks
  1. Portrait of Rose, troopio virtual accountant, wooden stamp in handRose

    every morning at 07:00

    Rose reconciles the previous day’s camt.053 entries with each client’s open invoices and flags the discrepancies to you, line by line.

  2. Portrait of Elsa, troopio virtual research officer, watchmaker’s loupe in handElsa

    every working day at 08:00

    Elsa follows publications from the Swiss Federal Tax Administration (FTA) and the cantonal administrations and sums up what changes for your clients, sourced and dated.

  3. Portrait of Nora, troopio virtual executive assistant, leather diary held against her chestNora

    every Monday at 08:30

    Nora prepares the month’s year-end files and drafts reminders to clients who haven’t sent their documents: you approve, they go out.

Objections and limits, no sugar-coating

5 points
Always needs your go-aheadRose doesn’t touch e-banking

She prepares payments, reminders and statements. Logging in to e-banking, signing and making the transfer stay with you, always.

Out of scope at launchNo tax advice

Elsa documents what changes and cites her source. Advising a client remains the job of the chartered accountant.

Technical constraintAbacus via exports

With no native connector at launch, Rose works from your Abacus exports (CSV, PDF) dropped into her inbox. Bexio connects with an API key.

Always needs your go-aheadNothing goes out without you

Every email, text message or document for a third party, every payment and every deletion outside the workspace comes to you first, whatever the autonomy level. The employee prepares, you approve, it executes.

Technical constraintOn your premises, or in troopio Cloud

troopio installs on a computer in your company: your files stay with you. With troopio Cloud, your employees also work with your computer switched off, in an isolated space in Europe, but without access to the files on your computer. Hosting in Switzerland is not offered yet; we say so here rather than promise it.

Hire this teamFull page: Fiduciary

All industries

Eight industries, eight pages.

Every page can be shared and reads without JavaScript. Can’t find your sector? Write to us: the team is set up from a short description.