CFOAgent takes over your finance routines step by step: posting documents, preparing closings and reports, analysing your figures. You stay in control as the human in the loop and approve every step. Agentic AI, trained on 20 years of hands-on finance practice.
The agent reads your documents: invoices, CAMT files, expense or credit card statements. It codes them according to your rules and presents the finished journal entries. You review and approve. And posting is just the beginning: the agent supports accruals and closings, runs analyses, answers questions about your figures, prepares management reports, automates. You always stay in the loop.
Documents and data
Invoices, CAMT files, expenses, credit card statements, ERP and subsystem exports: the AI agent takes your data as it comes (MCP, API, Pacioli, files).
AI processes
The agent codes entries, detects patterns and anomalies and prepares postings. It works with the most advanced agentic AI models.
You approve
You review, correct, confirm. Control stays with you. You set the degree of autonomy and automation. The agent relieves you, it does not replace you.
State-of-the-art agentic AI models · clear guardrails · human in the loop · every entry waits for your approval
At the core, AI agents automate your accounting, built on the Pacioli data foundation. Around it: the people and the experience that carry the transformation.
From posting documents through accruals and closing entries to analyses and management reports: CFOAgent handles accounting and controlling tasks. In its skills: 20 years of practice from 80+ mandates, across accounting standards and industries.
CFOAgent · the core productTranslates ERP data into a standardised form that AI agents understand and interpret: a concentrate of all relevant fields. The basis from which agents build dashboards, analyses and insights. And the foundation of a powerful analytics and reporting engine.
Data layer & analyticsAI is on the agenda of every CFO department. We come to your company and work through your concrete use cases: from the accounting engine through closing and cost accounting to analyses and reports. No slides, no theoretical debates, straight into practice.
On site · use cases & pilotsFor 20 years we have placed finance professionals on a temporary basis. We quickly identify what your company needs and bring in the right interim manager. Today, naturally, with a focus on the shift to the AI-native finance department.
Karoka AG · experts on timeMajor decisions, transformations, leadership conflicts? Honest feedback without consequences: confidential sparring for CEOs and board members at eye level, from someone who spent 20 years in your position.
Amormind · sparring & coachingOur fiduciary company that runs your bookkeeping with our AI agents: agents handle the routine, experienced professionals review and advise. Up-to-date figures, clean closings, AI-native. But always with a fiduciary expert in the loop.
AI Finance Solutions, ZugYour company’s most valuable data lives in the ERP. But AI can hardly read it there. Pacioli translates your financial data from SAP, Abacus & co. into a standardised, AI-readable form: all relevant accounting and controlling structures are pre-built in the Pacioli data model, so AI can deliver its maximum value. Built on 20 years of controlling experience.
Developed as a BI solution for ERP systems. Today the ideal foundation for AI. Agents access structured financial data directly in the Pacioli database, without weeks of preparation. AI often works far better on a database than directly in the ERP.
One layer for all systems: Pacioli sits as an intelligent database between ERP and AI model. You use new AI capabilities on your accounting and controlling data immediately, without a major ERP or BI project.
Analyses by product and margin constellation, answers to your questions, powerful management reports generated quickly with AI. Precisely aligned to your specific setup, your industry and your products.
Ask your figures: „Why did the margin collapse in March?“ Answers in seconds, and the AI detects anomalies on its own.
Drill down to products, locations, markets and brands. See instantly where you earn and where you do not. Analytical, visual and AI-powered.
Every question answered instantly: filter, combine, slice in the familiar Excel pivot, without any IT project, with multidimensional pivots and AI.
Pre-installed IBCS reports that refresh automatically with every data upload, or new reports built directly with AI in seconds.
Actuals versus prior year, budget or forecast, across all dimensions down to the single entry with its PDF document.
The income statement account by account against prior month, prior year and budget. Anomalies visible at once. The new way of bookkeeping.
In 1494, Luca Pacioli gave numbers two sides: debit and credit.
We give them all.
For Abacus AbaBau, Pacioli delivers real actual contribution margins per project and automated surcharge calculations: continuously, not only once the project has been invoiced.
Real Pacioli report · contribution margin statement
Posting with AI is the baseline, now comes the masterpiece: your source systems turn into standardised data, meaningful reports and answers to management’s questions.
ERP, payroll or industry solution: you export from your source systems, Pacioli transforms: accounts, cost centres and dimensions are standardised, ready for analysis and readable by AI.
Classically strong: Power BI with Zebra BI reports following the IBCS standard. Or fast and dynamic: reports the AI develops for your specific question in minutes.
Ask the AI questions about your data, run fraud scripts, discover correlations: the AI draws on figures that are systematically prepared in Pacioli.
Control and confidentiality: the AI works with the most advanced agentic models, within clear guardrails. You decide what it accesses, and your financial data stays confidential.
In person and on site, no off-the-shelf workshop.
Together we identify the processes where AI genuinely supports your finance function: measurably, at your pain points, not in theory.
Starting from your concrete use cases in finance and accounting, we develop practical approaches for implementing AI in your company, on site with you. We lay the groundwork for meaningful AI pilot projects with a sustainable ROI.
20 years as CEO, CFO, head of controlling and trouble-shooter in finance and accounting. More than 10 years of AI, BI and ERP practice. Certified business coach for executives. Lecturer on AI at renowned finance and accounting institutions.
I connect what is usually offered separately: the accounting, the technology and the person who carries the change. Others deliver software or consulting or interim or coaching: I bring it all together, with one clear focus:
30 minutes, direct and concrete: where does AI deliver the fastest measurable value in your accounting? You leave the conversation with a clear assessment, not a sales pitch.
We are building CFOAgent with a limited number of pioneer clients, with early adopter terms and direct influence on the product’s development.
Book an intro callRoman has outstanding accounting expertise and is one of the few people who know both SAP and the accounting and controlling work very well, and can bring them together. He is truly „outstanding“! […] because he knows SAP really, really well, he is an excellent integrator. He can also run large closings independently and you can rely on him 100%. […] I would „put both hands in the fire“ for him.
CEO · international financial companyYou are simply the greatest, impossible to top!! I would almost claim that without you the SAP FI module at […] would never have taken off. […] Thank you for your work and your help.
CEO · international industrial companyThank you for your valuable work, your feedback gives us stability and confidence. […] We greatly appreciate that you get involved and share such critical views, and we ask you to keep these critical thoughts coming. We WANT to improve and operate sustainably, and your rigorous, flawless controlling work is part of that.
Executive board · Swiss SMEAnd I thank Roman for the professional preparation and groundwork. You are a true professional and incredibly valuable. It made things easy for us.
CFO / Deputy CEO · international industrial companyI really like your style and maybe our paths will cross again. If I ever have a finance AI topic, I now know someone I trust 100% and value highly, both professionally and personally.
CFO · Swiss consulting firmYou truly earned that champagne, I greatly appreciate your commitment and competence. I am very glad that thanks to you we are finally getting the books under control.
Managing director · Swiss SMEI want to thank you for being open to our approach despite the short-notice, somewhat turbulent start to the project, for fighting your way into the topics the way you did, and for how well we work together. I can also tell you that my colleagues enjoy it a lot, experience the sessions with you as very positive and goal-oriented […] and are delighted that we secured the SAP go-live together.
Head of Accounting & Controlling · international industrial companyThat is amazing! You are and remain THE BEST!!!! A thousand thanks for your work.
Head of Finance · Swiss SMEYou are a force of nature, to put it plainly. Many thanks for this excellent work, which is an incredibly great support. I appreciate it enormously.
CFO · international companyI would also like to thank you for the great collaboration. You are always a pillar of support, and without your competence I would sometimes be a little lost. Thank you for that, and for your patience.
Managing director · Swiss SMEThank you for your great commitment and your competent work.
Subject lead / client · Swiss financial services providerBravo!! Bravo!! THANK YOU!! The cash flow statement finally reconciles.
CFO · Swiss industrial companyMany thanks for the consistently excellent and pleasant collaboration. I valued you highly as a professional and above all as a person.
Finance executive · international software companyThank you very much for sending the AI presentation for […]. The presentation turned out excellently.
Professional training organisationYour input so far has already moved and triggered a great deal here 😊 I wish you happy holidays and thank you for everything we have gained from you so far.
CFO · Swiss consulting/engineering firmAs discussed, I looked at the introduction to AI in finance and accounting. The structured overview of the fundamentals is very clear and easy to follow. I find the perspective on how AI can be concretely integrated into controlling and reporting processes particularly exciting.
Course participant · professional trainingThank you for your commitment!! I don’t know how I would have solved this without you.
CFO · Swiss SMEI would like to take this opportunity to once again sincerely thank you for your superb work!
CEO · SMEOnce again, many thanks for your help. I am so glad I can always rely on you. […]
CFO · SMEBest regards and thank you, I could not have done this without you!
CFO · Swiss financial services providerThe client is completely satisfied and expressed thanks for the great collaboration. You were a competent speaker and the participants were very pleased.
Seminar organiser · professional trainingHello Roman, thanks for the reconciliations…. once again it shows who the Excel wizard is… I should attend one of your courses ;-))
Professional peer · Swiss training providerYou are a true genius, many thousand thanks!!
Professional user (Excel) · Swiss SME[…] that I am glad to have a doer like you at my side.
CFO · Swiss consulting/engineering firmFirst of all, thank you very much for your Excel tips. I look forward to every new issue and have already learned a lot. I also save the tips every time and now have a nice Excel know-how archive going back to 2013.
Professional user (Excel) · international NGOFirst of all, a heartfelt thank you for your work. The management board was very impressed and is now eager for me to roll out the Zebra licence to everyone. It is genuinely great fun!
Head of Finance & Services · Swiss SMEYou mastered these highly demanding tasks with flying colours and we sincerely congratulate you on this success. Naturally, your excellent business plan was a key foundation for our positive internal credit assessment.
Corporate account manager · Swiss bankOriginal quotes, translated from German. Names withheld for confidentiality.
The questions that come up most often in intro calls, answered clearly.
Your question not covered? Ask it directly.
Book an intro call