Technologie
Service Industry
«With the Abacus Financial Statements, we have an integrated tool without interfaces.»
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The path from manual work in Excel to an automated solution
How have you prepared the annual financial statements so far?
Marco Wettstein: Up to now, I have imported the data from Abacus Financial Accounting into Microsoft Excel and processed it there using pivot tables. This was very time-consuming and, depending on structural changes from year to year, also prone to errors.
What have been the biggest challenges in the process so far?
MW: In particular, if rows were hidden in the previous year and reactivated in the following year, the total was no longer correct. The inspection was extremely time-consuming, but necessary. The process was manual and error-prone.
What prompted you to introduce a new tool for the financial statements?
MW: We have been looking for a new solution for some time. When I learnt that Abacus was developing its own tool, I immediately knew that I wanted to try it out.
Why did you choose Abacus Financial Statements?
MW: Many competing products store the data abroad, which is out of the question for us. Abacus Financial Statements enables us to transfer the data directly from the financial software - without media discontinuity, securely and in compliance with data protection regulations.
«Abacus Financial Statements enables us to transfer the data directly from the financial software - without media discontinuity, securely and in compliance with data protection regulations.»
Marco Wettstein, owner of AMW Treuhand & Immobilien AG
Greater efficiency, fewer errors – the advantages in everyday life
What specific advantages does the solution offer you in your day-to-day work?
MW: The biggest advantage for me is the increase in quality. With the Abacus solution, we have an end-to-end tool without interfaces that takes over the data 1:1. This eliminates sources of error and allows us to work more efficiently. At the same time, the quality increases - without any additional effort. I can rely on the data being correct. Another advantage is the continuity: As soon as the Financial statements are created, I place them in the DeepBox of the relevant client and the client signs them digitally with DeepSign.
How did the changeover from the old to the new process go?
MW: At the beginning of 2025, I started working with one or two clients using Abacus Financial Statements. The tool is intuitive and allows you to start again at any time if something is wrong. Perfect for familiarising yourself with the solution and trying it out on your own. As part of the beta programme, I was also in close contact with Abacus, which was very valuable.
Which functions do you particularly appreciate?
MW: The possibility of individualisation. The annual financial statements are the calling card of a fiduciary company. The fact that I can adapt them to our CI/CD is a big plus. You can also see that the tool is constantly being further developed and that new customisation options are available all the time.
For how many clients do you already use the Abacus Financial Statements?
MW: I have currently created around ten annual financial statements with the solution. As almost all of my clients already use an Advanced Box from DeepBox; it can be used at no extra cost. The efficiency gain compared to Excel is clearly noticeable.
«We can handle the entire process digitally - from creation and document storage to digital signatures with DeepSign.»
Completely digital – from creation to signature
Were there any cases in which you had to resort to Excel?
MW: No, we were able to cover all requirements with Abacus Financial Statements. It was not necessary for any client to switch back to Excel.
What are the benefits for your clients?
MW: "We can handle the entire process digitally - from creation and document storage to digital signatures with DeepSign." This saves time and reduces effort, which our customers definitely notice.
How do you convince other fiduciary companies to use Abacus Financial Statements?
MW: With the Financial Statements solution, Abacus offers an efficient, structured and secure process that is fully integrated. The data comes directly from Abacus Financial Accounting, the finished document is stored in DeepBox and signed with DeepSign. This reduces errors to a minimum.
Are you planning to introduce further Abacus applications?
MW: Yes, we will introduce the Fiduciary Portal in the near future. In the property sector, we are currently converting our software to AbaRealEstate and are looking forward to the new Real Estate Portal. In principle, we are examining all tools that make collaboration with our clients even more efficient and transparent.
About AMW Treuhand & Immobilien AG
Founded as a one-man company in 2013, AMW Treuhand & Immobilien AG now employs four people. It is active in the fiduciary and property sectors.
About Marco Wettstein
Marco Wettstein is the owner and responsible for the fiduciary division. He supports customers with financial and HR issues and accompanies founders on their path to self-employment.
Abacus Annual Financial Statements
Discover the cloud solution for creating your annual financial statements. With Abacus, you can create annual financial statements regardless of legal form based on the data available in the ERP system.