Date: 19.11.2025 (2025-11-19)
Marcel Rohrer (19.11.2025) Context: • https://www.linkedin.com/in/marcel-rohrer-05bbb560/ • Leiter Treuhand & Beratung, Mitglied der Geschäftsleitung, Partner bei BDO Schweiz • Audit | Accounting | Tax | Consulting • 1300 Leute • Company and he is in ZUR • My message: • Ich bin auf Ihr Profil gestossen, da Sie auch an der HSG waren und in der Geschäftsleitung von BDO sind. • • Wir haben in den letzten Monaten KI-Modelle entwickelt, die die Vorkontierung und Belegverarbeitung in der Buchhaltung automatisieren - z.B. Belegprüfung, Buchungsvorschläge oder AP/AR-Abgleiche - direkt integriert in DATEV und andere Systeme. • • Jetzt prüfen wir, inwiefern dieser Ansatz in Zukunft auch für Steuerberater nützlich sein könnte. • Reply: •
Notes: • General: • Vorkontierung mit KI is standard • They build something internally -> past Buchungsdaten etc. incl. Kostenstelle etc. • Market is saturated • Current state of Vorkontierung: • He says the Lücke is closing -> Abacus -> new release -> it is solved now - also at Kontera its done • They achieve matching Zahlung & Buchung mit Zahlung at 95% • It is self improving -> start at 70% - after a few months it is at 95% • 70 to 75% Belegerkennung -> they shift provider regularly • Automation: • Accounting: • Splitbuchungen -> ein Beleg mehrere Dinge • Steuerberater: • He agrees that they want to do consulting; 70% technology and 30% Beratung • They have a company with 20 devs themselves • They bought a tool for internal revisions • They build everything for the masses they build themselves • They built a Jahresabschlusstool with some AI elements - will get more • -> finds data in all relevant folders • Lohnbereich: • Nothing is done yet there - but he thinks it will start here soon • They start developing it themselves atm • Mostly: Email between client and tax advisor -> not standardised • Provision, expenses, etc. • He is always open to collaborate -> keep him updated • Biggest objections / challenges in his daily life? • • Most valuable flows for him? • • Context: team setup? internal and external? • • Which tasks are the biggest pain? With magic wand -> what would he solve? • • Which tasks would he focus on? • • Do they already have automations? Which ones? How well do they work? • • Which companies would he target? • • General feedback to pitch? •