The challenge:
Excel templates that don't scale
Before aumico, Dominik prepared the annual financial statements traditionally in Excel. He used his own templates, but there were always hitches. “You constantly have to add accounts, then the reference is off. Then you're back to looking for the discrepancy.” recalls Dominik Müller, CFO of Ullrich Enterprise Group and Partner at Ullrich Treuhand.
The firm's growth also brought the reality of clients using a wide variety of accounting systems: Abacus, Bexio, and various third-party ERPs. With every new client acquisition, the same question arose: How do we accurately integrate the trial balance into the financial statements? And with each team member working in Excel, the risk of errors increased.
The solution:
System-independent, flexible, standardized
The decision for aumico was made early and for clear reasons: “As long as the system outputs any balance sheet, you can import it into aumico. That's the biggest added value for us.”
Instead of searching for a separate solution for each ERP, you need one platform for all mandates, without sacrificing individuality: “With aumico, you can reclassify, you're flexible, you can standardize it, and still adapt it as needed.”
What was particularly important for Dominik: no more unnecessary rebookings. “With other solutions, you have to re-post everything just to make it look good. With aumico, you can reclassify without having to post everything every time.”
CONCRETE RESULTS:
Less effort, more quality
✔ Approximately 30% time savings per year-end closing
✔ A unified platform for all ERP systems: Abacus, bexio, and third-party systems
✔ Eliminate Excel-related errors and wasted effort from incorrect references
✔ Seamlessly onboard new clients, regardless of the previous system
“With aumico, it's much harder for mistakes to happen. Standards are set, and everything always looks consistent. That was crucial for me.”
Dominik Müller,
CFO Ullrich Enterprise Group & Partner Ullrich Treuhand
The result:
Who Dominik recommends aumico to
For anyone who uses different systems. And for all who value individuality and want to take a pragmatic approach without having to meticulously re-enter every single detail. If you want to work in a modern way, aumico is the right choice.
COMPANY
Ullrich Treuhand GmbH (Teil der Ullrich Enterprise Group)
Industry
Fiduciary & Tax Consulting
Location
Arlesheim, Switzerland
Employees
12
