Check everything yourself, or sign on trust
Five offers come back, none of them on the same basis. An invoice arrives and the contract is in another file. A hire has to be decided against a runway that lives in one person’s head.
You have two ways through. Look at all of it yourself, and become the bottleneck. Or sign it on trust, and carry whatever was missed.
Most firms do half of each, and the half that gets checked is the half there was time for. The knowledge is in the house. It is waiting on two or three people.
The work is done before it reaches you
A system built to work the way your firm works, briefed on your finished projects and your corrections, and extended when you want more.
- It prepares. Offers laid on one sheet on your cost structure, figures pulled from the documents they came in, the workbook filled in and ready.
- It drafts. The clarification email, the reminder, the covering note, in your words, for you to send, or sent directly once you approve that after the learning period.
- It files and sorts. Documents named and filed where your office keeps them, the inbox ordered by project, nothing left to find later.
- It monitors. Dates, retentions, guarantees, changed bank details, and anything that does not match what was agreed.
- It checks. What is paid against what you signed, by something that did not produce the number and does not bill you.
- It remembers. Correct it once, and the correction holds. Your way of deciding, written down and kept.
You are called on the exceptions. The routine does not wait for you.
Six rules that decide what we will and will not build
- We build around you. No migration. Your process and your tools stay yours. Exports in, workbook out, nothing installed.
- We only build where we understand the work. Finance, cost control and the documents around a contract, in sectors where Oliver has stood on the owner’s side. We do not build what we could not check ourselves.
- You stay in control. Nothing goes out in your name that you have not approved, enforced in the code rather than promised in a policy.
- Every number has a clear source. If a figure did not come from a document or a computed cell, it does not get written. The calculation stays in a spreadsheet you own, formulas visible. Where the system cannot find a source, it says so and asks you.
- The check is independent. What is paid is checked against what you signed, by a system that did not book it and does not bill you. Not an audit, not a Revision. A second reading of the contract, every time.
- Your way of doing things, learned and kept. We write down how your firm decides, from your own finished projects and the corrections you make. Your documents, your corrections and your way of deciding stay in your firm.
What it will not do. It does not move money. Nothing reaches anyone outside your firm unless you send it. It does not replace your Treuhänder, your architect or your tools, but it saves you many hours of work and a lot of headaches.
The room to take the next one
Carry the same work with less on your desk. Or take the next project at your own standard, with the people you have. Or spend the time where the next opportunity actually comes from: outside, with clients, on the work only you can do.
I am an entrepreneur before I am a finance person. I have built companies and carried them, built the teams inside them, and built the processes from nothing rather than inheriting them. Then I signed for the numbers those processes produced. What is unusual is not any one of those, it is the combination: an owner-operator, twenty years of finance under it, and a working, current command of agentic AI. All of it points at one thing, which is more value created in your company.
- An entrepreneur first. Companies built and carried personally, one recently sold, and still on the board of another.
- Twenty years in finance, nine as a CFO and owner-operator, with the finance function built from nothing three times rather than inherited.
- The sole finance leader at KetoSwiss, a venture-capital funded Swiss life-sciences startup, leading a completed CHF 3.5m financing round end to end.
- Investment and forecasting at a Swiss asset manager, with CHF 6.5m saved on a co-led CHF 200m+ development.
Built inside physical goods and subscription businesses, capital-intensive assets and real estate, R&D-heavy companies, international trade and food processing. We build custom, for one company at a time, in the sectors we actually know.
What I am not: a software engineer, and I do not hold a Fachausweis. I am experienced with AI and with corporate finance. If a Fachausweis is a must-have for you, I am not the right person, and I would rather you knew that now than after a call.
Or pick a slot in the calendar yourself.
Open for interim or fractional CFO roles at startups and SMEs
If what you need first is a finance leader rather than a system, that is on the table as well. Interim or fractional, at a startup or an SME, on site in Switzerland or remote. The finance function built from nothing three times, and the systems under it built the same way. Bring it up on the call and we will talk about the role rather than about a build.
Questions we get asked
What does Clarity Finance Studio actually do?
We build the way your firm works into a system that runs inside the tools you already use, across contracts, budgets and payments. It prepares, drafts, files and checks before anything reaches you, shows the source of every number, and leaves the decision and the approval with you. Today for property developers, architects and construction managers (ArchiSuite) and for startup founders (FounderFinance); other owner-led firms start with one closed month.
Is this automation?
Not in the usual sense. Automation does the same step faster and measures itself in hours saved. This does the work the way your firm does it, on every project, from your own finished cases and your corrections, and it improves how the work runs as it goes. What you are billed is checked by something that did not produce the bill. We measure it in one thing: whether the module passes the test you wrote.
How is this different from the AI features in the software we already have?
Those features live inside one tool and work its way. This works your way, across the tools you already use, and it can be extended when you want it to do more. It is briefed on how your firm decides in the same way you would brief someone joining your office, and what it learns stays with you.
Why can we not do this ourselves with a spreadsheet or a chat tool?
Because the work has to be done the same way every time, on the day the offer or the invoice arrives, by something that has read your contracts, your past decisions and your corrections. A spreadsheet holds your numbers, and a chat window can compare two offers; many firms do that. Neither has your contracts, neither is independent of the tool that produced the number, neither says “I don’t know” when it cannot find a source, and neither leaves a record a bank or a buyer can follow.
Do you replace our Treuhänder, our architect or our bookkeeper?
Your Treuhänder stays: the year end and the statutory work are theirs, as before. Your architect’s judgement is the template the system applies. The bookkeeping is different: most of it, the sorting, the booking, the matching and the checking, the system can carry, and what is left is review.
Where does our data go?
We are a Swiss company, owned and operated here. Your data sits on servers used only by Clarity Finance Studio AG, located in the EU, never a consumer subscription and never a shared gateway, and all of it is treated as strictly confidential. No model provider trains on your data: that is a contractual term of the tier we buy. Swiss hosting is available on request. The language models themselves run in the United States, and this is therefore not Swiss hosting by default. Nothing goes out in your name that you have not approved, and every step is traceable. Your documents, your corrections and your way of deciding stay in your firm.
What happens if we stop?
You can cancel any module at the end of a month. Your documents and your workbooks are yours, with the formulas visible, and they stay with you. The system that runs them stays ours, and your data is deleted on request.
In which languages do you work?
English, German and French, and the call can be held in Swiss German. Reports and documents are delivered in the language you choose.
Something not answered here? Ask it on the call, or ring +41 44 798 55 85.
Start with a conversation, not a proposal.
Thirty minutes, free and without obligation. Ask whatever you like about AI and about the processes in your firm. If nothing is worth building, you will hear it on this call.
Speak to Oliver to find out morePick a slot in the calendar, or say when suits you and I will work around it.
Or ring +41 44 798 55 85. References on request.