Experia

Project Overview: Experia AI Transformation

Experia, a premier Swiss fiduciary agency, has been dedicated to providing comprehensive management services for taxes, HR, and payroll. Our collaboration with Experia began with a focus on streamlining business processes through automation, and it has since evolved into a transformative journey towards becoming an AI-first fiduciary.

Business Process Automation & Integration
We initiated our partnership by consulting on business process automation, integrating work management tools—such as Monday.com—across the organization. This phase also saw the automation of key operations, including client quotation processes and presentation generation. These enhancements optimized internal workflows, increased efficiency, and set a strong foundation for further technological advancements.

Transition to an AI-First Fiduciary
Building on the success of our initial efforts, we are now driving Experia’s transformation into an AI-first organization. Our current initiatives include:

• AI-Powered Invoice Processing: We are developing intelligent agents that parse and analyze invoices, enabling automated reasoning to detect discrepancies and optimize financial workflows.

• Client Portal Innovation: An approach towards AI-first client portal proactively identifies issues in invoices, automating the internal document upload process to streamline resolution and enhance data accuracy.

• Additional Automations: Beyond invoice processing, we are continuously integrating further automations to ensure a seamless, data-driven fiduciary service experience.

Outcome
Our strategic automation and AI integration efforts are positioning Experia at the forefront of fiduciary innovation. By enhancing internal efficiencies and empowering clients with intelligent, responsive tools, Experia is set to redefine traditional fiduciary services, ensuring precision, transparency, and proactive management for the future.