Fiduciary · Multi-client · Switzerland Live Schweiz
LIRENO for fiduciaries
LIRENO is the central operating platform for Swiss fiduciary firms: manage clients, request records, prepare VAT periods, monitor compliance, reconcile bank transactions and control approvals – within one continuous client context.
Serve more clients reliably – with clear processes, complete records and an always-visible processing status.
LIRENO connects firm management, specialists and clients on one shared data and process foundation. Instead of searching through emails, spreadsheets and isolated tools, your team immediately sees what is missing, who is responsible and what comes next. Connect AI assists preparation while professional responsibility and approvals remain with you.
Create capacity. Protect quality. Advise clients better.
Problem
Disconnected workflows consume margin and advisory time
Client data sits in several systems, documents arrive through different channels and deadlines are tracked separately. Follow-ups, status checks and handovers occupy qualified staff. As the client portfolio grows, search effort and error exposure often rise faster than revenue per engagement.
Solution
One operating platform for the entire engagement
LIRENO brings master data, documents, tasks, tax periods, compliance obligations, bank data and approvals together for each client. The team follows consistent status and control steps, management gains visibility into capacity and risks, and clients are involved precisely when records or decisions are required.
Overview
Why LIRENO for fiduciaries in Switzerland?
LIRENO for fiduciaries digitises more than isolated tasks: it connects the complete client workflow. From onboarding and document intake through period preparation, review, approval and documented completion, every item remains assigned to the right client, case and owner.
Daily operations are supported by portfolio-wide views, structured document and task workflows, tax and VAT, compliance, banking with Swiss QR and CAMT, plus controlled AI assistance. Teams can identify missing records, approaching deadlines and blocked approvals before they become operational bottlenecks.
Fiduciary software that grows with your firm and clients
Fiduciary firms can begin with their priority workflows and extend the scope step by step. Existing specialist systems remain in use or are connected where professionally appropriate. The goal is not an uncontrolled system replacement, but a dependable operating platform that supports standards, collaboration and growth.
Further official source: kmu.admin.ch
Features
What LIRENO handles in day-to-day fiduciary work
Multi-client cockpit
Manage clients in clearly separated workspaces with their own master data, documents, accounts, deadlines and responsibilities.
Tax and VAT
Structure and control VAT periods, tax-relevant documents, review steps and deadlines for every client.
Engagement compliance
Process obligations, evidence and control points transparently so open compliance work does not disappear into side lists.
Banking and reconciliation
Combine Swiss QR, CAMT.053/.054, open items and matching suggestions in a controlled reconciliation process.
Documents and receipts
Capture documents centrally, assign them to the correct client and link them with tasks, questions and approvals.
Roles and permissions
Assign roles and responsibilities so employees only process the clients and functions they need.
Deadline and task overview
Prioritise missing documents, deadlines, review status and next steps across all clients.
Connect AI with human oversight
Connect AI recognises context, summarises matters and proposes next steps. Critical actions still require your approval.
Fiduciary practice
From client onboarding to periodic completion
LIRENO creates a continuous workflow for recurring fiduciary tasks – with clear ownership, documented controls and an up-to-date status for every engagement.
Client onboarding and master data
Capture companies, contacts, roles, tax context, accounts and responsibilities in a structured way. The team starts from a shared, maintained information base rather than scattered handover files.
Document intake and completeness
Assign records to the correct client and case, expose missing details and trigger focused requests. Professional work no longer begins with a manual search for documents.
VAT and tax periods
Bring periods, relevant records, review steps, open issues and deadlines together per client. Preparation, control and approval remain connected in an auditable workflow.
Banking and reconciliation
Import CAMT.053/.054, use Swiss QR context and reconcile bank movements with open cases. Suggestions accelerate matching while exceptions remain visible for professional review.
Compliance and deadline control
Manage obligations, evidence, dates and owners centrally. Escalations and missing controls become visible early instead of surfacing in a side list shortly before a deadline.
Approvals and client communication
Link questions, decisions and approvals directly to the relevant case. Clients receive precise requests; the team sees what it is waiting for and continues without media breaks.
One platform, three perspectives
More oversight for management, more focus for teams, more clarity for clients
Each role receives the information and actions required for dependable collaboration.
Firm management
Identify capacity, deadlines, blocked engagements and open approvals across the portfolio. Embed standards in the team without personally tracking every case.
Specialists and processing teams
Work with complete context, clear priority and documented review steps. Colleagues can take over cases faster because status, records and next actions are transparent.
Clients
Receive focused requests instead of confusing email chains, provide records in the right context and complete required decisions or approvals transparently.
Connect AI
AI assistance with client context and control
Connect AI works within the selected client context. It structures documents, summarises matters, flags missing information, prioritises open cases and prepares reviewable drafts. Your team moves faster from unstructured information to a professional decision. Entries, filings, payments and external communication remain governed by roles, controls and explicit approvals.
✦ AI suggestion — you approve
Practical use cases
How LIRENO supports recurring situations in everyday practice
The platform connects information, tasks and responsibility precisely where fragmented tools and repeated follow-ups arise today.
Monthly and quarterly preparation
For each client, the team sees which records and bank data are available, what is missing and which review is next. Open issues are resolved early rather than collected at period end.
VAT deadline with missing records
Missing evidence is linked to the specific case, requested from the client and tracked until received. Owners immediately see which engagements put the deadline at risk.
Bank reconciliation with exceptions
CAMT data and open cases are brought together. Clear matches can be reviewed efficiently while ambiguous transactions remain visible in exception processing.
Cover and team handover
During holidays, illness or staff changes, processing status, recent decisions and next actions remain documented on the engagement. Knowledge stays in the process rather than a personal inbox.
Workflow
From client setup to controlled approval
- 1Set up the client, master data, roles and required modules in a structured way.
- 2Collect documents and bank data, use assisted assignment and identify missing information.
- 3Professionally review tax, compliance and tasks; send focused questions to the client.
- 4Approve results in a controlled process, document status and prepare upcoming deadlines.
Product
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Benefits
Tangible operational value – without empty automation promises
Standardised workflows
Every engagement follows clear status, review and approval steps. This simplifies cover arrangements and reduces internal queries.
More deadline security
Missing documents, tasks and deadlines become visible early. The team prioritises by urgency rather than inbox order.
Better collaboration
Clients receive clear requests and approvals. The current processing status is easier to communicate.
Scalable client service
Recurring preparation is automated while professional decisions remain with the fiduciary. The firm can grow without proportionally increasing administration.
FAQ
FAQ – Frequently asked questions about LIRENO for fiduciaries
Which fiduciary firms is LIRENO suitable for?
LIRENO is designed for independent fiduciaries, small and medium-sized fiduciary companies and growing firms in Switzerland. Its modular structure supports a gradual start and adapts to client volume, team size and service portfolio.
Can I manage multiple clients separately?
Yes. Each client is managed in a separate workspace with their own master data, documents, accounts, deadlines and permissions. Staff can switch between engagements in a controlled manner without mixing data or tasks.
How does LIRENO support VAT and tax work?
LIRENO brings tax-relevant documents, periods, review steps and deadlines together in each client context. Connect AI can highlight anomalies and missing information, while professional review and filing approval remain with the responsible person.
Which tasks does Connect AI handle?
Connect AI helps classify documents, summarise matters, detect open points and draft working documents. It works within the client context and does not perform a critical posting, filing or message without approval.
How does collaboration with clients work?
Documents, questions, tasks and approvals are managed in one traceable process. This reduces the effort spent on email attachments, separate spreadsheets and repeated status enquiries.
Does LIRENO support Swiss bank data and QR invoices?
Yes. The banking module supports Swiss QR and CAMT.053/.054 for structured account reconciliation. Matching suggestions accelerate allocation, while unclear cases remain visible for controlled approval.
How are deadlines and outstanding work made visible?
The cockpit and module views consolidate open tasks, missing documents, review status and relevant dates for each client. The team can therefore prioritise before deadlines become critical.
Are roles and permissions available?
Yes. Access is assigned by task and responsibility so that employees only see the clients and functions they need. Approvals and processing steps remain traceable.
Does the firm need to introduce every module at once?
No. LIRENO is modular and can start with the most important workflows. Additional modules can be added as required without maintaining master data again in isolated systems.
Can LIRENO immediately replace every existing professional system?
That depends on your firm’s processes, interfaces and regulatory requirements. A structured implementation determines which workflows can move immediately and where a transition phase or integration is more appropriate.
How is sensitive client data protected?
Client separation, role-based access and traceable approvals are core parts of the platform. Private and on-premise operating models are available as individual options for enhanced requirements.
How do I get started with LIRENO for fiduciaries?
In a non-binding demo, we record your client volume, team, core processes and required modules. You then receive a suitable implementation path instead of an unnecessary big-bang project.
See LIRENO applied to your own fiduciary workflows
In a focused demo, we map your key workflows: client onboarding, records, VAT, deadlines, bank reconciliation, roles and approvals. You receive a concrete recommendation for scope, rollout and suitable modules.