AI Workspace for Accounting Firms and Client Financials.
Reconcile the year-end ledger for ⟨ORG_1⟩.
Pay the VAT balance from ⟨IBAN_1⟩ this week.
Send the audit request to ⟨EMAIL_1⟩ today.
Add the AHV number ⟨AHV_1⟩ to the payroll file.
Call ⟨PERSON_1⟩ about the missing receipts.
Eighty-hour weeks from January to April, and the client data arrives late. The one place an AI would pay for itself is the one place it may not look.
Professional secrecy at risk
An auditor and a tax adviser owe secrecy under Art. 321 and § 203, and a client’s ledger pasted into a consumer AI tool is a disclosure to a third party.
Data used for training
What your team pastes into a free chatbot may be retained, and at year end that is thousands of pages of client ledgers, payroll and returns.
Zero process visibility
No record of what left the firm, which model received it, what was masked, or under which rule. Nothing to show the partner, or the client, who asks.
Every leading model, behind privacy infrastructure built in Switzerland for client ledgers and returns
Mask sensitive client, financial and tax data before it leaves. Client names, tax IDs, AHV numbers, IBANs, account details and other confidential information are replaced before the request reaches the AI model, then restored in the answer.
Every model, one subscription. GPT, Claude, Gemini and Mistral in one workspace. Use the model you want, or let Auto pick the best one for reconciliation, review, research on a ruling and everyday work.
AI that works with you. Hand Cedreon a piece of work, not only a question. Reconcile a year-end file, compare two tax rulings or summarise a set of workpapers, behind the same vault.
The whole firm on one account, under rules the partners set, before busy season starts
Custom Guardrails
Set rules for what the firm may share with a model. Mark a client number, a company or a payroll reference once and it stays hidden in every later chat. No member can loosen the firm’s rules.
Regions locked
One switch restricts the whole firm to models built and run in Europe, for the client who asks where their books are processed.
Check the list, then send
Attach a ledger export, a payroll file or a return and Cedreon lists every value it will hide. Add any it missed, then send.
Organisation account
One admin console for the whole firm: add partners, auditors and assistants, set the rules and the models once, and share the workpapers everyone works from. Conversations stay each member’s own.
Seats on one invoice
Buy seats once. Invite the firm with a personal link; access activates on first sign-in. No IT project, no rollout, nothing to set up before busy season.
Secrecy agreements, countersigned
Professional secrecy is national law, so we sign it with you where you practise: CH, DE, FR and more across Europe.
Which AI models can I use?
GPT, Claude, Gemini and Mistral, on one subscription and one invoice. Choose per conversation, or let Cedreon choose for you.
What exactly gets masked?
Names, organisations, tax IDs, AHV numbers, IBANs, card and client numbers, addresses and references, plus anything your own rules add. Values are replaced before the request leaves us and restored in your answer. Detection is layered and best-effort: checksum patterns first, then a name recogniser that runs on our own servers.
Is our data used for training?
No. Every request carries an explicit no-training instruction, and the obligation is contractually binding on each provider we route to. How long a provider holds a request in its own operational logs is a separate question and varies by model.
Where is our data stored?
Your conversations, documents and audit chain are stored encrypted by Cedreon and never leave it in the clear. For the model itself, an organisation can lock its workspace to models built and processed in the EU.
How does billing work?
Seats, once, on one invoice for the whole firm. Every model is included, and new ones join your subscription as they ship. You start on a free allowance.
Can we see what the model actually received?
Yes. Every exchange lands on an append-only ledger: what was sent, what was hidden, and by which rule. When a client or a regulator asks what happened to the books, that is the answer.
How do we get started?
Create a free account and confirm your email address, then try it on a real client file: reconcile a ledger, summarise a ruling or draft a review note. When you are ready, your admin buys seats and hands out access with a personal invitation link.
Is Cedreon only for accounting firms?
No. Cedreon is built for anyone working with sensitive information, and in this field that includes audit and tax firms, fiduciaries, payroll teams and in-house finance.
Ready to use AI on a real client file?
Join firms across Switzerland and Europe using Cedreon to work with the leading models without exposing client data. Free to start.