The AI accountant is the assistant in Saldora that answers questions on accounts, VAT and figures from your accounting and prepares entries – each one only after your confirmation. It knows your chart of accounts, your open items and your VAT status, and answers from your real data.
Answers from your figures · Books only with confirmation · Your permissions, your data · Data in Switzerland
Five stations, one flow: you ask, it answers from your data, prepares – and waits for your yes.
Open it with ⌘ J (Windows: Ctrl J) and ask in your own words: Which account for office supplies? What do we owe the FTA for Q3? It looks things up in your accounting and answers with the account and amount from your figures.
Tell it “Book the October rent: CHF 2'000 incl. 8.1 % VAT.” It prepares the entry with the correct VAT split and shows every line on a confirmation card. Nothing is booked until you confirm.
Balance sheet, income statement, account ledger, open items, VAT status with deadline and open bank transactions – it pulls them from your real data in seconds, without you having to put a report together.
It also creates tasks, tickets and customers, tracks time and prepares drafts of quotes, orders and invoices. After every step the result is there with “Open” and “Undo”.
It can only do what you are allowed to do. Sending, deleting and reversing always go through a confirmation card – for deleting and reversing, “Confirm” is red. You can undo newly created items for 24 hours. Your data stays in Switzerland.
Four things you would otherwise do by hand – with a confirmation card where it matters.
It explains your chart of accounts, suggests the right account for every expense and creates missing accounts on request.
It prepares entries with the correct VAT split, as well as reversals – you check every line on a confirmation card.
Balance sheet, income statement, account ledger, open items, VAT status with deadline and open bank transactions – in seconds, from your real data.
It can only do what you are allowed to do, and it never carries out anything sensitive without your confirmation. Your data stays in Switzerland.
The assistant in Saldora that answers questions about your accounts, your VAT and your figures, opens the right pages and prepares entries, drafts and records. It works with your real data and only with the permissions you have yourself.
No. It prepares the entry with the VAT split and shows every line on a confirmation card. Nothing is booked until you click “Confirm”. With “Reject”, nothing happens.
Only the data of your company, and only as far as your permissions reach. If you lack a permission, it tells you. Your data stays in Switzerland.
The AI accountant is a module of the Saldora Business Suite; which plans include it and how many AI credits come with them is shown on the pricing page. A simple question uses about 1 AI credit, a detailed analysis a few more. You can see your balance under “Settings → Subscription and invoices”; if you need more, you buy an extra package.
Via “Assistant” in the top bar or with ⌘ J (Windows: Ctrl J) – anywhere in Saldora. In the search (⌘ K), the entry “Ask AI …” opens it too. On an invoice, a customer or a project, it refers to that record.
Newly created items such as tasks, tickets or drafts can be undone with “Undo” for 24 hours, as long as they have not been processed further. Sending, deleting and reversing cannot be undone – that is why they always go through a confirmation card.
No. It prepares and explains – you and your fiduciary decide. What it prepares stays traceable for your fiduciary, because nothing is booked without your confirmation.
Ask, book, explain – try the AI accountant free for 30 days.