01
Practice over theory
What we recommend we use ourselves first. Aeberli Treuhand is our pilot — we know the pitfalls before you encounter them.
The Aeberli Method
Digitalisation that actually lands.
With the Aeberli method we accompany SMEs efficiently, sustainably and pragmatically into the digital future. No buzzword bingo, no software that ends up gathering dust after go-live — but solutions your employees actually use.
Our approach combines years of fiduciary experience with modern technology and follows a clearly structured process — five steps that we tested internally before recommending them to our clients. Aeberli Treuhand is our test lab. Not yours.
Three principles
Why our own method?
Because many digitalisation projects fail — not because of the technology, but because of unclear processes, lack of acceptance and missing support. We developed the Aeberli method to do this differently. Three principles are not negotiable.
02
People over tools
Software is only as good as its users. We deliberately invest in training, change management and support — so your team carries the change.
03
Long-term over fast
A successful go-live is not the end. We stay your partner — for updates, adjustments, new modules and everyday support.
The difference
Why most projects fail.
Without a method
What usually happens
- ✕A tool gets bought before anyone really understood the process.
- ✕Two-hour training — afterwards no one remembers a thing.
- ✕Migration goes sideways because no one checked the data first.
- ✕Support becomes a ticket carousel — answer in two weeks.
- ✕After 6 months half the team is back in Excel. Quiet defeat.
With the Aeberli method
What happens with us
- ✓We test the tool ourselves first — you only get what works in everyday use.
- ✓Training with hypercare. We stay until your team is confident.
- ✓Test migration with sanity checks — we know what happens at go-live.
- ✓A fixed contact who knows your setup. No hotline roulette.
- ✓After 6 months the tool is part of daily life — and your reporting is halved.
Step 1 / 5
Test
First test it ourselves.
Before we recommend new tools, we use them internally at Aeberli Treuhand. Only what proves itself in practice goes to our clients.
There's a simple reason: in fiduciary daily practice many requirements collide — accounting obligations, VAT rules, GDPR compliance, client communication, deadline pressure. A solution that passes that stress test is also ready for your company. So we know not just what software can do in theory — but where it creaks in everyday use and how to configure it cleanly.
What that means for you
- Practice-tested tools instead of marketing promises
- We know the workarounds and best practices before you do
- Configurations are battle-tested
- Realistic time estimates from our own experience
Step 2 / 5
Ideas
Develop tailor-made solutions.
We think creatively and tech-agnostically. Whether AI, automation or smart Abacus workflows — we develop strategies that fit your company, not our favourite tool.
Instead of arriving with a finished solution, we listen first. Where are your biggest time sinks? Which processes are manual today but could be automated? Which data lies unused? We combine Abacus modules, Microsoft 365 features, AI tools and bespoke interfaces so you end up with clear added value — not another tool stack.
What that means for you
- The solution follows your process — not the other way around
- Tech-agnostic: Abacus, Microsoft, AI & more
- Concrete use cases instead of abstract strategies
- Quick wins first, big rebuilds later
Step 3 / 5
Consulting
Tailor-made consulting.
We analyse your business processes, identify efficiency potential and select the right modules and tools together with you.
In this phase things get concrete: we create a target/actual comparison of your processes, document interfaces and data flows and define a clear target picture. You get a traceable roadmap with milestones, effort and benefit — before we start the implementation. Together we decide which modules make sense and which ones you might introduce later.
What that means for you
- Structured process analysis with documented current state
- Clear roadmap with phases, effort and milestones
- Module selection with reasoning — no up-sell at any cost
- Risks and alternatives discussed openly
Step 4 / 5
Implementation
Implementation & integration.
Clean installation, thoughtful system integration and smooth data migration — precisely executed, together with you.
Now things get serious: configuring the chosen modules, building the interfaces to existing systems, migrating your master data and opening balances. We work in clear iterations and test every component before it goes live. You receive regular status updates and can ask anytime — no vendor mystery, no black-box software.
What that means for you
- Configuration exactly per the roadmap from step 3
- Data migration with sanity checks and a test migration up front
- Interfaces to your existing systems (bank, CRM, industry)
- Supported go-live with hypercare in the first weeks
Step 5 / 5
Operation
Support that stays.
We train your team, support you long-term and continuously adapt your systems to new requirements — relaxed in everyday use.
Go-live is the endpoint for many vendors. For us it's the starting point of the actual relationship. You get a fixed contact who knows your setup — no rotating hotline, no faceless ticket numbers. We train new employees, roll out updates in a controlled way, extend modules as your company grows and are reachable within hours in an emergency.
What that means for you
- Fixed contact who knows your setup
- Structured training for new team members
- Controlled updates, no surprises
- Scaling your modules with your company's growth
Real-world effects
The result.
When the five steps work, many everyday problems disappear — and new opportunities emerge. Four effects our clients name most often after rollout.
−40%
Manual effort in accounting and reporting
100%
Data integrity through end-to-end interfaces
2–4 wks
Typical timeframe for a single module rollout
1×
One fixed contact, no hotline carousel
Ready for the first step?
Let's talk about your starting point.
First conversation free, directly with someone from the team. We start where it makes the most sense for you — usually at step 1, sometimes mid-process.