Finitas - straightforward and efficient

Efficient and standardized annual financial statementsfor trustees

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Our customers

Quality assurance in the team when preparing the annual financial statements

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OBT AG uses Spectas

The OBT AG with over 1'000 customers and the #5 audit company in Switzerland is successfully executing their audits with Spectas for several years.

Forvis Mazars uses Spectas:

Forvis Mazars, number 10 in the market and a strong representative of French-speaking Switzerland, uses Spectas' multilingualism to carry out its revisions.

web-er-09-10-2023

Learn more about the benefits of Finitas

Why Finitas

Your benefits at a glance

Reduction of the effort

  • Automatic quality assurance through the standardized process
  • Use individual templates to create the annual financial statements
  • All functions for closing in one package
  • At a glance you have an overview and control of your clients and annual financial statements
  • Electronic document exchange with your client
  • The closing procedures according to standards and best practice
  • Work unrestrictedly in a team from anywhere with all documents.

Trust Finitas

What our customers say

We chose Spectas because we believe the software is currently the most advanced audit solution. The interactivity in the tool, the red thread through the audit as well as the direct exchange with the customer in the secure area convinced us completely.

Andrea Cuka

licensed audit expert
Partner Thalmann Treuhand AG, Weinfelden

HLS & Partner SA, fiduciaire de taille moyenne, a commencé à utiliser Spectas pour les audits ordinaires des exercices clôturés le 31.12.2020. Nous avons choisi Spectas pour: sa démarche d’audit complète et intuitive tout au long de la mission, incluant tous les aspects de l’audit (SCI, système IT, reporting). L’interface qui permet au client de télécharger les documents sur Spectas est très pratique, cela nous permet d’être réactif et facilite le travail à distance. L’outil est à jour concernant les recommandations ExpertSuisse. Nous apprécions également la réactivité de l’équipe Spectas qui est à l’écoute de nos demandes.

Jérôme Veau

licensed audit expert
HLS & Partner SA,
Vevey

We use Spectas for our ordinary audits. It's simple, workable and has everything you ask for. We also appreciate the qualified and fast support of Spectas as well as their ability to integrate new optimization ideas.

Dieter Baumann

licensed audit expert lic. oec. HSG
Chairman Urs Baumann + Partner AG, Reinach BL

Unico Treuhand AG has introduced Spectas step by step and now more than 12 employees, from different locations, are working with Spectas. With Spectas we do have an audit tool on the highest level, pragmatically implemented also for the SME audit.

Michel Nyffenegger

licensed audit expert, certified public accountant, lic. rer. pol., partner and member of VR + GL Unico Treuhand AG, Burgdorf

With Spectas, we have largely digitized our audit process and have significantly increased our efficiency. Our new employee was able to work directly with Spectas without training.

Urs Niederer

licensed audit expert,
Alder Treuhand,
Heiden

Our Service

Annual Statement Digital

Digitization

  • Automatic preparation of the annual financial statement / annual report
  • Integrated, electronic document storage

  • Direct document exchange with your client

  • Simple work in a team (location-independent, targeted access)

  • Immediately available, as no installations / hardware (server) necessary

Simple & efficient annual statement

  • Immediate overview of all clients and the current annual financial statements

  • Transparent and flexible preparation of the annual financial statements

    • Import of figures from accounting system / ERP
    • Accounting standards
    • Individual templates

  • Impressive reduction in administration effort

  • Formatting and printing the annual financial statements

Finitas featured

  • Individual design of the annual financial statement / sample templates

  • Data import of financial statements

  • Closing checklist

  • Cash flow statement / Hidden reserves / Appropriation of profit
  • Appendix (comprehensive functionality)
  • Formatting and printing of the annual financial statements

  • German, French, English

Accounting standards

  • SME

  • Swiss GAAP FER

  • GAAP FER 26 (BVG)

Security

  • Secure access from anywhere
  • 2-factor authentication
  • Data backup and store Switzerland according to Swiss Ebanking Standards (Swisscom)
  • Central storage of all mandate data
  • Geo-redundant document storage

For an efficient audit

You can now test Spectas for 30 days free of charge and without obligation.

Test it 30 days for free

For efficient annual financial statements

You can now test Finitas for 30 days free of charge and without obligation.

Test it 30 days for free

or book a demo

50 +
Zufriedene Kunden
5 %
Effizienz­steigerung
15 Tage
Kostenlos testen