What aumico.ch does

aumico AG is a Swiss SaaS company founded in 2021 and headquartered at Grubenstrasse 6, Zürich, that sells an annual financial statement preparation platform to fiduciary and trust companies (Treuhänder) and to small and medium enterprises across the DACH region. The platform centralizes mandate management, automates the year-end closing process, and generates standardized annual financial statements (balance sheet, income statement, cash flow, notes, proposed profit allocation, equity changes, and fixed-asset schedules), with native support for Swiss Code of Obligations, Swiss GAAP FER, IFRS, and HGB reporting. The General Manager, Chris Zurbrügg, also serves as the company's Data Protection Officer, and a sister company, Modeso AG, handles platform development and operations.

The product is delivered as a cloud-based platform at app.aumico.io, with three named modules: Mandate and Task Management, Closing Process, and Financial Reporting. It integrates via API or Excel import with the leading Swiss and German accounting systems — bexio, Abacus, Microsoft Dynamics 365 Business Central, Topal, Infoniqa, DATEV (Premium Partner), Proffix, and Xero — and falls back to Excel import for any system that can export a trial balance. The company markets 42% faster annual closings, 67% faster report generation, and 100+ hours saved per year replacing Excel-based workflows. Security and compliance posture is anchored by ISO/IEC 27001:2022 certification (Proks), GDPR/DSGVO compliance, Swiss data residency (Zurich for Swiss customers, Frankfurt for German customers), two-factor authentication, encryption in transit and at rest, and an explicit policy against using customer data to train public AI models.

Revenue comes from annual subscription licenses sold per managed client/company (not per seat), with 12-month terms and automatic renewal. Fiduciary customers buy license packages (starting at 20 licenses), while SMEs purchase individual company licenses. A 10-day free trial functions as a self-serve entry point, with sales-assisted discovery calls as the primary conversion mechanism for fiduciary and enterprise buyers. The company holds a Best of Swiss Web 2023 award (Productivity), Innosuisse certification, and DATEV Premium Partner status, and is operating in Switzerland with explicit expansion into Germany.

Name

aumico.ch

Legal name

aumico AG

Website

https://aumico.ch

Company type

Private

Founded year

2021

Operating status

Operating

Short description

aumico AG

Ownership category

akta.pro rank

Product category

Fiduciary Accounting Software

NAICS

Software Publishers (513210), 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 industry

Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF)

Keywords

• Fiduciary accounting software
• Annual financial statements
• Closing process automation
• Financial reporting software
• Trust company software

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Annual Software Licenses (Subscription): Subscription-based licensing model where customers purchase license packages valid for 12 months, auto-renewing for subsequent 12-month periods unless cancelled 30 days prior. For fiduciaries, licenses are sold in packages (e.g., 20-license package); for SMEs, individual per-company licenses are sold. Per-customer licensing — the number of team members using the platform does not affect pricing. This is the primary revenue stream.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

aumico provides a cloud-based SaaS platform for managing the annual financial statement process for fiduciary/trust companies (Treuhänder) and SMEs. The platform centralizes client mandate and task management, automates the year-end closing workflow, and generates standardized financial reports (balance sheet, income statement, cash flow, notes, profit allocation) compliant with Swiss Code of Obligations, Swiss GAAP FER, IFRS, and HGB. It integrates via API or Excel import with leading accounting software (bexio, Abacus, DATEV, Microsoft Business Central, Topal, Infoniqa, Proffix, Xero).

Product overview

aumico is a Swiss all-in-one annual financial statement platform. The core aumico Plattform integrates three modules: Mandats- und Aufgabenmanagement (Mandate and Task Management) for centralizing client collaboration and task management; Abschlussprozess (Closing Process) for structured automated workflows replacing Excel checklists; and Berichterstellung (Financial Reporting) for generating standardized annual financial statements. The platform is independent of the user's existing accounting software and supports multi-year comparisons, multiple accounting standards (Code of Obligations, Swiss GAAP FER, IFRS, HGB), and customizable layouts aligned with the user's brand identity. Pricing is per-client license with a 12-month subscription model.

Differentiator

Problem solved

Functional benefit

Products and services

• aumico Platform (Annual Financial Statement SaaS) A Swiss all-in-one SaaS platform for annual financial statement preparation. It centralizes client mandate and task management, automates the closing process, and generates standardized financial reports (balance sheet, income statement, cash flow, notes, profit allocation) compliant with Swiss Code of Obligations, Swiss GAAP FER, IFRS, and HGB. Integrates with major accounting software via API or Excel import. Built for fiduciary/trust companies and SMEs in the DACH region.

Quantifiable outcome

• 42% faster annual financial closings
• +2 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature6 records

Partnerships

Ten partnerships are on record, tiered core.

• DATEVcoreTechnology or IntegrationDATEV Premium Partner. aumico has a certified integration partnership with DATEV, Germany's largest accounting software provider for fiduciaries, tax consultants, and accountants. The partnership provides native integration with DATEV accounting systems and positions aumico within the DATEV partner ecosystem for the German market.
• bexio AGcoreTechnology or IntegrationSub-processor and accounting software integration partner. bexio AG (Alte Jonastrasse 24, 8640 Rapperswil SG, Switzerland) provides accounting software integration and is also used by aumico for invoicing/billing purposes. Integration enables import of trial balance data from bexio into aumico for annual statement preparation.
• Modeso AGcoreTechnology or IntegrationModeso AG (Seestrasse 44, 8596 Scherzingen, Switzerland) is a sister company (Schwestergesellschaft) of aumico. It handles the operation (including maintenance, support) and further development of the aumico software/platform. As a sub-processor, it processes Vorname/Name, business address, email, phone, language, and country data.
• AbacuscoreTechnology or IntegrationAccounting software integration partner. Native API integration enables import of trial balance data from Abacus accounting software into aumico for annual financial statement preparation.
• Microsoft Dynamics 365 Business CentralcoreTechnology or IntegrationAccounting software integration partner. Native API integration enables import of trial balance data from Microsoft Dynamics 365 Business Central into aumico.
• TopalcoreTechnology or IntegrationAccounting software integration partner. Native integration enables import of trial balance data from Topal (Swiss accounting software) into aumico.
• InfoniqacoreTechnology or IntegrationAccounting software integration partner. Native integration enables import of trial balance data from Infoniqa (Swiss accounting/HR software) into aumico.
• ProffixcoreTechnology or IntegrationAccounting software integration partner. Native integration enables import of trial balance data from Proffix (Swiss accounting software) into aumico.
• XerocoreTechnology or IntegrationAccounting software integration partner. Native integration enables import of trial balance data from Xero (cloud accounting platform) into aumico.
• Google Cloud EMEA LimitedcoreTechnology or IntegrationCloud infrastructure sub-processor. Google Cloud EMEA Limited (Velasco, Clanwilliam Place, Dublin 2, Ireland) provides cloud storage and customer data storage services under a Cloud Data Processing Agreement. Swiss customer data is stored in Zurich; German customer data is stored in Frankfurt.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• bexio AG: Swiss cloud accounting platform for SMEs and small fiduciaries. Both serve the DACH SME/fiduciary market with cloud software; aumico is integrated with bexio as a downstream closing tool, but bexio could plausibly build or acquire competing closing functionality.
• KLARA AG: Swiss cloud business management software for SMEs including accounting modules. Targets a similar SME customer base in Switzerland and offers comparable cloud delivery, making it a partial substitute for aumico's SME segment.
• Topal Solutions AG: Swiss accounting and wealth management software for fiduciaries and trustees. Directly comparable target customer (Treuhänder), Swiss-market focus, and overlapping functionality in trial balance processing and reporting.
• Proffix AG: Swiss business software for SMEs, fiduciaries, and service providers. Serves overlapping Swiss fiduciary and SME customers with comparable accounting and reporting capabilities; aumico integrates with Proffix today.
• runmyaccounts AG: Swiss online accounting and fiduciary outsourcing service for SMEs and startups. Targets the same Swiss SME segment with similar cloud delivery and financial reporting outputs.

Broad incumbents

• DATEV eG: Germany's dominant accounting and tax software provider for fiduciaries and tax consultants. aumico holds DATEV Premium Partner status and integrates into its ecosystem, but DATEV offers a far broader suite (tax, payroll, audit) that could absorb closing functionality.
• Infoniqa AG: Swiss/German HR and accounting software provider. Comparable enterprise customer base, Swiss data residency, and overlapping accounting/closing capabilities for SMEs and fiduciary firms.
• Abacus Research AG: Established Swiss ERP vendor for SMEs and fiduciaries with deep market penetration. aumico integrates with Abacus, but Abacus offers a broader suite including full accounting, payroll, and financial planning that could compete.

Emerging players

• Finway AG: Swiss fintech offering digital bookkeeping, payroll and financial administration for SMEs and startups. Overlaps with aumico's SME segment on reporting and financial close workflows.

Regional players

• sevDesk GmbH: German cloud accounting and invoicing platform for SMEs and small accountants. Serves the broader DACH region with comparable cloud delivery and financial reporting functionality, though primarily focused on Germany rather than Switzerland.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about aumico.ch