aumico
aumico AG is a Zurich-based SaaS provider of an all-in-one platform that automates annual financial statement preparation, mandate management, and closing workflows for fiduciary/trust companies and SMEs across Switzerland, Germany, and Austria, sold via per-mandate annual subscriptions.
- Company typePrivate
- Founded2021
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What aumico does
aumico AG is a Zurich-based B2B SaaS company that provides a cloud-based platform for automating the annual financial statement (Jahresabschluss) workflow of fiduciary and trust companies (Treuhänder) and small-to-medium enterprises in Switzerland, Germany, and Austria. Its platform unifies three modules: mandate and task management (centralized client, task, document, and notes administration), the closing process (structured annual closing checklists with real-time status tracking replacing Excel-based workflows), and financial reporting (automated generation of balance sheet, income statement, cash flow statement, notes, and profit appropriation with built-in completeness and consistency checks and customizable branding). The technology operates as a templated, rule-based automation layer over Swiss-compliant accounting standards rather than an AI-driven engine; the platform is ISO 27001 certified and DSGVO/GDPR compliant with strict Swiss data residency.
The company was founded in 2021 by Chris Zurbrügg (CEO) and Samuel Schmid (CTO) and is privately held. Revenue is generated through annual license-based subscriptions: fiduciary customers purchase packages ranging from 20 to 150+ licenses (one per client mandate), while SMEs purchase individual licenses, each with a 12-month term and a separate onboarding fee. A 14-day free trial auto-converts into a paid license package. A revised three-tier pricing structure — Light (reporting only), Standard (full all-in-one suite), and Pro (Standard plus custom templates, training, and dedicated Customer Success Manager) — takes effect January 1, 2026. Go-to-market is sales-led and partnership-driven: direct sales via discovery calls target mid-market fiduciaries, self-serve trial and online purchase supports the SME/SMB segment, and a channel partnership with Germany's DATEV accounting software ecosystem provides distribution into the German market. Investors include Business Angels Switzerland, which led the approximately CHF 1 million seed round announced in May 2024.
aumico firmographics
Firmographics- Name
- aumico
- Legal name
- aumico AG
- Website
- https://aumico.io
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- aumico AG is a Zurich-based SaaS provider of an all-in-one platform that automates annual financial statement preparation, mandate management, and closing workflows for fiduciary/trust companies and SMEs across Switzerland, Germany, and Austria, sold via per-mandate annual subscriptions.
- Ownership category
- akta.pro rank
aumico industry classification
Industry- Product category
- Financial Reporting & Closing Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)
- akta.pro secondary industries
- Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF), Order-to-Cash (O2C) Operations (Order Admin, Credit, Invoicing, Collections Handoff) (BPAAAGAK)
Keywords
Where aumico is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
aumico business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Licenses (Subscription): Annual subscription model with 12-month license terms. Treuhänders (fiduciaries) purchase license packages for their clients (mandates). Each license covers one client/mandate. KMUs purchase individual licenses for their own use. Pricing varies by package tier (Light, Standard, Pro) and number of licenses.
- Professional Services: Onboarding fees charged for initial setup. Additional services may be offered including employee training (included in Pro tier).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Light tier - reporting module only |
| Subscription | Annual | Standard tier - all modules including mandate management, task management, closing process, reporting, interim financial statements |
| Subscription | Annual | Pro tier - Standard plus individual report templates, employee training, dedicated Customer Success Manager |
| Subscription | Annual | Fiduciary License Packages - 20 to 150+ licenses |
| Subscription | Annual | SME/KMU License - starting from 1 license |
| Freemium | Pay-as-you-go | Free Trial - 14-day test package |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
aumico product offering
Product offeringCore offering
aumico provides a cloud-based SaaS platform that automates the creation of annual financial statements (balance sheet, income statement, cash flow statement, notes, and profit appropriation) and streamlines the end-to-end annual closing process for fiduciary/trust companies and SMEs. The platform integrates mandate management, structured closing workflows with checklists and real-time error checking, automated financial reporting, and interim financial statements into one workspace.
Product overview
aumico is an All-in-One platform for fiduciary/trust companies and SMEs, comprising three integrated modules: Mandate & Task Management (centralized client and task administration), Closing Process (standardized annual closing workflows with checklists), and Financial Reporting (automated annual financial statement generation). The platform is offered in three tiers: Light (reporting only), Standard (all modules including interim statements), and Pro (Standard plus custom templates, training, and dedicated CSM). The new Standard version, launching November 27, 2025, consolidates these previously separate capabilities into a unified platform. Clients purchase licenses per mandate (trust firms) or per company (SMEs), with an annual subscription model.
Differentiator
Problem solved
Functional benefit
Products and services
- aumico All-in-One Platform (Standardversion) Unified SaaS platform for fiduciary companies combining mandate management, task management, structured closing workflows, automated financial reporting, and interim financial statements in one workspace. Replaces Excel-based annual closing processes with standardized, audit-ready workflows and professional report layouts.
- Mandate & Task Management (Mandats- und Aufgabenmanagement) Centralized workspace for managing clients (mandates), tasks, notes, and documents across multiple mandates. Features intelligent workflows, task assignment and tracking, and one-click export of tasks and documents; enables trust companies to collaborate with clients without switching between tools.
- Closing Process (Abschlussprozess)
Quantifiable outcome
- 42% faster annual closing process
- +3 more outcomes
Companies that use aumico
Customer profileNamed customers9 records
Segments2 records
Ideal customer profiles2 records
aumico technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
aumico partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- DATEVcorePartnership with Germany's DATEV, a major accounting software ecosystem, to access larger markets in German-speaking regions. DATEV serves thousands of accounting firms and SMEs in Germany, providing a significant distribution channel for aumico's automated financial statement software.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
aumico competitors and assessment
Company assessmentBroad incumbents
- DATEV: DATEV is Germany's dominant accounting software ecosystem serving tens of thousands of fiduciary firms and SMEs. It is comparable as both a direct distribution partner and as an incumbent that could expand its native closing/reporting functionality to overlap with aumico's product.
- Caseware: Caseware is an established accounting and audit workflow/financial reporting platform used by accounting firms globally. It is comparable because it solves adjacent engagement, working paper, and structured financial reporting problems for the same fiduciary/audit firm buyer persona aumico addresses.
Direct peers
- Abacus Research: Abacus is a major Swiss ERP and financial reporting software vendor widely used by fiduciary and SME customers in Switzerland. It is comparable as the closest domestic incumbent offering overlapping accounting, closing, and financial statement workflows within the same Swiss data-residency environment aumico targets.
- Bexio: Bexio is a leading Swiss cloud accounting platform for SMEs and small fiduciary practices. It is comparable because it directly addresses the same Swiss SME accounting and reporting workflows aumico targets, though it lacks aumico's deeper closing-workflow specialization.
- sevDesk: sevDesk is a German cloud accounting and invoicing platform for SMEs and small tax advisors. It is comparable as a DACH-region cloud accounting competitor serving the same SME/tax-advisor segment aumico reaches through its DATEV channel.
- LucaNet: LucaNet provides financial consolidation, closing and reporting software used by accounting and finance teams. It is comparable as a vendor in the adjacent financial closing/reporting automation space, targeting similar CFO/controlling workflows that overlap with aumico's reporting module.
Emerging players
- Runecast (KPMG/AVS): AVS (Teil von Runecast) is a German vendor offering financial reporting and consolidation tools for the mid-market and fiduciary sector. It is comparable as a regional DACH player in the closing/reporting automation category that competes for the same fiduciary firm software budget.
- FastReport: FastReport provides report generation and visualization tools that integrate with ERP/accounting systems to produce customized financial statements. It is comparable as an enabling report-generation technology that could substitute for some of aumico's reporting automation functionality.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
aumico social profiles
Digital presenceaumico compliance and trust
Trust signalCompliance2 records
aumico financial estimates
Financial estimateRevenue estimate
Valuation estimate
aumico leadership team
Management profileNumber of profiles
Profiles4 records
aumico funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
aumico M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about aumico
What does aumico do?
aumico provides a cloud-based SaaS platform that automates the creation of annual financial statements (balance sheet, income statement, cash flow statement, notes, and profit appropriation) and streamlines the end-to-end annual closing process for fiduciary/trust companies and SMEs. The platform integrates mandate management, structured closing workflows with checklists and real-time error checking, automated financial reporting, and interim financial statements into one workspace.
Is aumico a public or private company?
aumico is a private company. It is classified as venture growth investor backed and is currently operating.
When was aumico founded?
aumico was founded in 2021. It employs 11 to 50 people.
Where is aumico based?
aumico is headquartered in Zürich, Switzerland, in the Europe region.
How does aumico make money?
Two revenue lines are on record. Software Licenses (Subscription) is the primary driver. The others are professional Services.
Who are aumico's main competitors?
Broad incumbents on record are DATEV and Caseware. Direct peers are Abacus Research, Bexio, sevDesk and LucaNet. Emerging players are Runecast (KPMG/AVS) and FastReport.
Does aumico have an API?
No public API is recorded for aumico.
What industry is aumico in?
aumico's product category is Financial Reporting & Closing Software. Its primary akta.pro industry code is BPAAAGAC, General Ledger & Close (Journal Entries, Month-End Close, Reconciliations), with a secondary code of BPAAAGAF, Fixed Assets Accounting (Capitalization, Depreciation, Asset Register). Its NAICS code is 518 and its SIC code is 7372.