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dartera AI office assistant

Your AI office­assistant. It prepares, you decide.

It sorts every mail, prepares replies in your tone as a draft, recognises invoices and deadlines and files them in SharePoint. With add-ons, it also works in DeepBox, reconciles the bank and maintains Zoho. Nothing is sent, paid or deleted without you.

  • CHF 90per user and monthfrom 5 users, billed annually, excl. VAT
  • 12 add-onsDeepBox, AbaNinja, Zoho, bank, data location Switzerland/EU
  • Since July 2026in daily use at dartera
Configure now What remains with you
Letterscanned
New mailinbox
Transactionbank
Office clerk reads, assesses, logs
Draft readyin your tone
FiledSharePoint, DeepBox
CRM updatednote on the deal
Deadline notedbefore it expires
Daily reportevery day at 16:30
An invoice arrives: recognised, filed, the due date noted.

In use at dartera, every day since 30 July 2026.

Counted on 17 October 2026 in its own database. Every number is a row that exists there.

  • 5'700Mails processed and sorted
  • 3'300Decisions, each recorded with a reason
  • 5'100Documents read in DeepBox
  • 800Replies prepared as drafts
  • 550Contacts created in Zoho
  • 47Deadlines read from the mail
Configurator

Configure your AI office assistant.

Five steps, one after the other: mail system, systems, tasks, volume. In the end, you have your package with a price. Your enquiry reaches us with all your selections.

Base package CHF 90 per user and month, billed annually, from 5 users (a shared mailbox such as info@ counts as one user), plus VAT. Add-ons per user and month, for example DeepBox CHF 2 or AbaNinja CHF 4. Einrichtung nach Aufwand, im Angebot.

Enquire by email

Tools

Its home is Microsoft 365 or Google Workspace, everything else is its environment.

It reads in Outlook and SharePoint or in Gmail and Google Drive, performs bank reconciliation with Wise and UBS, posts entries in Zoho, AbaNinja or bexio, collects letters from ePost and runs on a server in Switzerland. Only what is actually connected today is listed here.

Always included

  • Microsoft 365
  • SharePoint
  • Google Workspace
  • Gmail
  • Google Drive
  • Google Kalender
  • OpenAI
  • Infomaniak
  • QR-Rechnung

As an add-on

  • DeepBox
  • AbaNinja
  • bexio
  • Zoho CRM
  • Zoho Bookings
  • Wise
  • UBS
  • ePost
  • ClickUp
  • HappyScribe
  • Smartlead
  • Akquire
  • UptimeRobot

On request

  • Azure OpenAI

Not built in: direct Abacus, other CRMs. Logos and names belong to the respective manufacturers and only show what the office assistant is connected to.

What remains with you

The last clicks stay with you.

Anything that moves money, goes outwards or removes something, it does not do on its own. That is not in an instruction to the model, but in the code.

  • Does not send anything on its ownReplies, follow-up questions and the fiduciary package are in Outlook as drafts. You send them.
  • Does not pay anythingIt prepares the payment file. The approval in e-banking stays with you.
  • Does not delete anythingWhat should go, it moves into a folder «_Delete after» with the date. You delete it.
  • Does not overwrite anything in the CRMIt only fills empty fields. It only replaces a phone number if the latest email shows the new one.
  • Does not guess on money mattersFixed rules decide amount, account and filing. The model may only correct what a hard document supports.
  • Does not shorten any contractIt only renews a recurring invoice, and rereads it after each message.
  • Sees only what you approveIn SharePoint it only writes to sites that you approve individually.
  • Does not postIt prepares things for your fiduciary office. Posting happens there.
Where your data is
  • Servers in SwitzerlandIt runs on a server at Infomaniak in Switzerland.
  • Stored with youIt files documents in your Microsoft 365 and your DeepBox, not with us.
  • Language model: USA or Switzerland/EUAs standard, the content it is currently assessing goes to OpenAI's interface in the USA; under OpenAI's own terms, it is not used for training. On request, the model runs via Azure OpenAI with data stored in Switzerland or the EU, and the price for this is shown in the quote.
  • Log and backupEvery decision is logged with its reason, the database is backed up daily in encrypted form.
Request order

Your choice, our quote. Reply within 24 hours on business days.

Put together what you need in the configurator. We will get back to you with a quote including set-up, or speak with Daniel Eskandar first.

To the configurator First, an initial consultation