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AI Sales Agent for fiduciary & accounting firms

Win engagements.As a team.Less admin.

Take your team from the engagement enquiry to the go-ahead. Saley AI creates the right proposal with customer and deal context. Clients choose the scope, Saley handles the defined follow-ups. With acceptance, the deal is won.

Start for free
  • 5 proposals a month free
  • No credit card required
Treuhand Rosenberg AGNo. 2026-041
Proposal · No. 2026-041

Fiduciary engagement 2027 – accounting & annual accounts

for Velo Huber GmbH, St.Gallen

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    Setup & takeover

    Chart of accounts, opening balance sheet, takeover from previous year

    Price690.00 CHFexcl. VAT
  2. 2

    Annual accounts

    Balance sheet, income statement, notes, closing meeting

    Price2,400.00 CHFexcl. VAT
3Please choose

Engagement scope (per month)

  1. 4Optional · monthly

    Payroll

    4 employees, payslips, social insurance, salary certificates

    Price120.00 CHF/ mo.
  2. 5Optional

    Corporate tax return

    incl. review of the assessment

    Price850.00 CHFexcl. VAT
  3. 6Optional

    Key figures meeting

    Twice a year, 60 min., with analysis

    Price380.00 CHFexcl. VAT
In the proposal
  • Cover page
  • Text + image
  • Table
  • FAQ
  • Optional items
  • E-signature
Total · excl. VATCHF 3,380.00+ CHF 120.00 / mo.

Example template · click throughView all templates

The reality

Engagement enquiry in. Scope open. Reply pending.

Volume of receipts, payroll, annual accounts: there is a lot to clarify before the go-ahead. Meeting notes sit with the adviser, questions in the inbox, the follow-up is waiting. With Saley your team keeps engagement scope, proposal and next step on the same deal.

Before / after

From enquiry to won deal.

Sales by handProposal_v3_final.pdf · 2.4 MB · Attachment Who follows up? Nobody has the overview.
Sales with Saley Live Opened · 2× · 6 min.

Sales by hand: Engagement enquiries are spread between advisers and management. It is unclear who continues which conversation.

Sales with Saley: Every engagement enquiry becomes contacts and a deal in the sales pipeline. You assign the adviser and keep meeting notes with the sales case.

Sales by hand: Volume of receipts, receivables and payables are asked for several times. When creating the proposal, the conversation context is missing.

Sales with Saley: Saley AI uses customer and deal context, service catalogue and engagement template. It asks follow-up questions and creates the proposal. You decide what is used.

Sales by hand: Tax return, VAT advice and payroll appear as remarks in the proposal. The desired scope takes more emails.

Sales with Saley: Clients choose Basic or Comfort and add payroll, for example, in the interactive proposal. The costs adjust to the chosen scope.

Sales by hand: While year-end work and payroll runs press, the open engagement enquiry waits for a reminder.

Sales with Saley: Follow-ups you define once automatically remind clients of the engagement proposal. Your team can pause or skip them before a meeting.

Sales by hand: The engagement go-ahead reaches the adviser, but in the overview the sales case stays open.

Sales with Saley: The client accepts or signs in the browser. The accepted proposal wins the deal – the close is visible to advisers and management.

Features

Less admin. More time for customers.

  • 01

    Engagement enquiries in view

    Sort enquiries about accounting, tax or company formation as deals in the sales pipeline. Owners, meeting notes and due tasks keep your team on the same page.

  • 02

    Saley AI knows the context

    Saley AI creates the proposal from client details, deal context and your engagement template. It asks targeted questions and suggests suitable catalogue services. You review the content.

  • 03

    Engagement scope to choose from

    Show accounting, annual accounts and additional advice with clear service descriptions. Your client chooses variants and options in the proposal and sees the adjusted costs.

  • 04

    From follow-up to go-ahead

    Saley reminds clients automatically about the open decision, including before the proposal expires. When the client accepts online, the deal is won.

From your day-to-day

How you sell with Saley.

Enquiry, deal, proposal, follow-up, close: this is how a sales case in your industry runs with Saley. You can try the example proposal yourself.

Treuhand Rosenberg AGNo. 2026-041
Proposal · No. 2026-041

Fiduciary engagement 2027 – accounting & annual accounts

for Velo Huber GmbH, St.Gallen

Thank you very much for the meeting. Here is our proposal for working together from January – choose the scope that suits your business.

0:48Personal welcome

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    Setup & takeover

    Chart of accounts, opening balance sheet, takeover from previous year

    Price690.00 CHFexcl. VAT
  2. 2
    Annual accounts

    Balance sheet, income statement, notes, closing meeting

    Price2,400.00 CHFexcl. VAT
3Please choose
Engagement scope (per month)
  1. 4Optional · monthly
    Payroll

    4 employees, payslips, social insurance, salary certificates

    Price120.00 CHF/ mo.
  2. 5Optional
    Corporate tax return

    incl. review of the assessment

    Price850.00 CHFexcl. VAT
  3. 6Optional
    Key figures meeting

    Twice a year, 60 min., with analysis

    Price380.00 CHFexcl. VAT
In the proposal
  • Cover page
  • Text + image
  • Table
  • FAQ
  • Optional items
  • E-signature
Total · excl. VATCHF 3,380.00+ CHF 120.00 / mo.

  1. Create the enquiry about switching accounting firms as a deal. Assign the responsible adviser and record the desired engagement start and open questions about the handover with the sales case.

  2. Saley AI uses details on the company and volume of receipts, asks targeted questions and creates the proposal with engagement template and catalogue services. Your team checks the proposed scope before sending.

  3. In the interactive proposal, your client decides between Basic and Comfort and adds the tax return or payroll. One-off and ongoing costs stay transparent.

  4. Define a follow-up email with a personal greeting and a reference to the engagement proposal. Saley reminds at the set time. If a meeting is coming up, your team pauses the reminder.

  5. The client accepts the chosen scope of services or signs electronically. The accepted proposal wins the deal. Advisers and management see the acceptance in the activity history.

Testimonials

Built for teams that want to sell.

  • “Our proposals finally look modern.”

    Benjamin BechertEntrepreneur

  • “I can see exactly when and for how long a customer opens my proposal.”

    Martina SchmidOwner, cleaning company

  • “Customers understand our services better.”

    Claudia HuberMarketing Manager

PRICING

Sell more. Less admin.

Choose the plan that fits your sales process. Start for free – 5 proposals a month free. No credit card required.

  • Saley Free

    CHF0/ month

    Free forever No credit card needed

    Incl. 1 team member

    For companies that create up to five proposals a month.

    • Automatic start with Saley Free after sign-up
    • 10 Saley AI tokens per month, all AI tools included
    • Proposals from deal info, new texts, sections and images
    • Deal file, email drafts and transcripts from voice notes
    Start for free

  • Starter

    CHF99/ month

    Incl. 2 team members

    For companies that want to digitalise their sales and automate their first processes with AI.

    • Unlimited proposals
    • 1 CRM integration
    • Email follow-ups
    • Basic AI credits
    Choose Starter

  • Professional

    Popular

    CHF299/ month

    Incl. 3 team members

    For sales teams that want to automate their sales process comprehensively and use Saley as their central sales platform.

    • All Starter features
    • All available standard integrations
    • Omnichannel follow-up
    • More AI credits
    • Up to 3 more users can be added
    Choose Professional

  • Enterprise

    On request

    Incl. 6 team members

    For companies with individual requirements, more complex processes or their own system landscape.

    • All Professional features
    • Custom integrations
    • Dedicated support
    • Custom AI and usage quotas
    • Unlimited additional users
    Book an Enterprise demo

5 proposals a month free · No credit card required

Prices excl. VAT

Pricing

FAQ

Questions about Saley?

  • Yes. Each item has its type: fixed, optional or per month. The client sees one-off and ongoing costs separately.

  • The client can accept the proposal in the browser or sign electronically. The acceptance appears in the activity history and wins the associated deal.

  • Saley sends the follow-ups you define automatically at the set time. That keeps the engagement decision in view even during year-end season. Your team can pause, skip or control reminders manually.

  • Contacts and contact persons are synchronised between bexio and Saley in both directions. You can use products and prices from bexio in Saley for your engagement proposals.

More industries

Also for these industries.

Your next deal won’t wait.

Bring pipeline, proposals, follow-ups and AI together in one shared sales process.

Start for free Book a demo
  • 5 proposals a month free
  • No credit card required
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