Standard rules
What is true for almost every file: data extraction, filing, entry, reconciliation.
Fiduciaries · Our vision
The Fidtech:
the work moves forward, you supervise.
A Fidtech is a fiduciary firm whose execution relies on sequences of automated tasks, chained within a general context. The professional, at the top, supervises and steps in where their expertise matters.
The principle
Chained task sequences
- Standard rules
- Exceptions and client
- Professional supervision
A majority share of execution is handled; the firm keeps control.
Nested rules, like Russian dolls
Every situation passes through several layers of rules. Some encompass one another, some intersect, others live inside a more general rule.
The layers of rules
Exceptions
What falls outside the usual framework: a new case is handled with care, approved, then learned.
What depends on the client
Document frequency, tools, accounting method, approval thresholds: specific to each mandate.
What depends on the sector
Hospitality, healthcare, construction, education: business rules that do not apply to everyone.
A chain of sequences
One sequence triggers the next, within the authorised scope and under your approval thresholds.
- 1
An event
A document arrives, a deadline falls due, a client replies.
- 2
A task sequence
The necessary modules and capabilities are chained together according to the rules that apply.
- 3
An exception, or not
What is known moves forward; what falls outside the framework is submitted to you.
- 4
Learning
The approved treatment enriches the rules: next time, it is simpler.
Measure to steer: the counters
Activity counters
Documents processed by type (routing, supplier invoices, reconciliations, expense reports), per mandate and for the whole firm.
See the cockpitA contract that follows the measure
Pricing is measured on what is actually done, mandate by mandate.
See pricingAn ambition, a direction
The target is for between 85 and 90% of execution work to be automatable once the rules have been learned. This is an ambition of the Fidtech vision, which we help you work towards file by file: it is not promised as an immediate result. The professional keeps what matters: processes, rules, exceptions and advice.
Frequently asked questions
What is a Fidtech?
A fiduciary firm whose execution relies on automated, chained and learned task sequences, with a professional supervising. It is our vision for the future of the profession.
What share of the work can be automated?
The target is 85 to 90% of execution work once the rules have been learned. This is an ambition, reached progressively, file by file; it is not a guaranteed result from day one.
Who remains responsible?
The professional. They define the rules, supervise exceptions, approve what is sensitive and provide advice. Pinnokio prepares and executes within the authorised scope.
Are my firm's rules mixed with those of others?
No. Rules are specific to your firm and to each of your mandates; they nest within one another without ever mixing with those of other firms.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
Go further
How it works
Context, capabilities, rules and approvals: what makes it possible to do almost anything.
Use cases
Concrete scenarios, from the document to the journal entry.
Modules
What is available, country by country.
Pricing
Pay for what you use, in credits.
Blog
Guides and analysis for fiduciaries and SMEs.
Other journeys
Your firm shares in the value it creates
With the partner programme, your fiduciary firm receives a share of the AI consumption of its mandates, on top of its fees.