Date: 28.11.2025 (2025-11-28)
Jörg Auf Der Maur (28.11.2025) • https://www.linkedin.com/in/j%C3%B6rgaufdermaur/ • Head of Finance / Group CFO • Pro Senectute (600ppl) • Pro Senectute is the largest and most significant specialist and service organization for older people and their relatives in Switzerland. • HSG - MBAish programs • Zurich • My message: • Ich bin auf Ihr Profil gestossen, da ich Ihren Post von vor zwei Monaten gesehen habe und Sie super viel Erfahrung im Bereich Finance haben. • Wir entwickeln proprietäre KI-Modelle für Controlling & Accounting, die auch für komplexe Fälle trainiert sind - etwa mehrere Purchase Orders auf einer Rechnung, Price-Variance-Tolerances bei Lieferanten etc. • Ziel ist eine ~80% Automatisierung in AP/AR und auch 50% weniger Aufwand beim Closing & Reporting - direkt integriert in bestehende Systeme und angepasst an aktuelle Prozesse. • Reply: • Sehr geehrter Herr Brandstätter • Besten Dank für Ihre Kontaktaufnahme. • Würde es Ihnen am Freitagnachmittag um 14 Uhr gehen?
Notes: • Automation: • AI in accounting is a topic -> Abacus and SAP etc. try to develop AI • Abacus person said they are not as far with AI as they should • He thinks that AI is not as powerful as it could be for accounting • Abacus have to invest 3 to 5 months to train the system • They say 5 to 10% will never be automated -> he seems to be disappointed • He wants automated booking -> save a lot of time with Verbuchung • He wants to invest resources more in analysis / FP&A • He would like to have more speed on the AI side • He thinks AP should be doable • Abacus is extremely expensive -> too expensive because they can not guarantee that they are more efficient • Better that AI is developed by new companies • They have an Austrian that is at ETH in Bachelors -> he is capable of AI • Did a gap year -> he can build a chatbot for the website -> Q&A • He built it within 2 to 3 months -> training phase • 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? • Accounting • Kreditoren -> Monatsabschluss, Quartalsabschluss -> same processes etc. • He wants to automate that • Stolpersteine: Aufwand zur Einführung; KI has to understand Buchhaltungsrechnung der Branche (e.g. NGO has other rules) • 90 to 95% of invoices come via mail • Montasabschluss: • Jedes monat gleiche Handgriffe: • Abschlussbuchungen generieren, Beträge korrigieren etc. • Einreichen von Belegen • Employees only have Spesen - other Rechnungen come to one email • Man muss offene Rechnungen melden -> Treuhänder hat Connection • He always thinks training is required -> counter / take this concern of him • Controlling • PowerAutomate they use • They want to do Datenanalyse • WTP: BI -> monatliche Auswertung -> then analyse number and compare over time -> talk to data -> chatbot style • You can send foundational data to management -> save back and forth • FP&A • Get detailed data of market, politics and competition • In their case: all NGOs have to publish data -> analyse it • Sometimes there is human discussions -> more data helps to educate the conversation with people -> human is more intelligent • Researcher Plan Feature is interesting • Demo: • AP: • He thinks it would help • Abacus is important • Essentially it helps -> he wishes such tools • How does it look • He is very interested • 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? • •