We are your reliable partner in Switzerland, offering tailor-made solutions for insurance, financial planning, and retirement provision.
Churerstrasse 158
8808 Pfäffikon SZ
Europa-Strasse 15
8152 Opfikon ZH
Writing quotes, issuing invoices, executing payments, sending reminders, filing mail: administrative work eats up several hours a week in many SMEs, hours that are then missing from the core business. Finaro takes over your back office in full or in part, reliably and discreetly.
You decide what you want to hand off. Some clients only outsource dunning, others the complete administration including payment processing. We adapt to your business, not the other way round.
Together we analyse which administrative tasks come up in your business and where the pressure is greatest.
You decide which areas Finaro takes over. We put responsibilities and processes down in writing.
We complete the agreed tasks on time and proactively inform you of anything requiring your decision.
At fixed intervals we discuss what is working well and where we can further simplify the process.
Yes. You determine the approval process. Typically we prepare payments and you approve them with one click. On request we define limits for direct execution.
Discretion is at the core of our profession. All employees are subject to strict confidentiality obligations and your data is processed exclusively in Switzerland.
Yes, that is in fact the most common case. When invoicing, payment processing and bookkeeping come from a single source, interfaces and duplicate work disappear.
Discuss with us, without obligation, which tasks Finaro can take over for you.
