An offer suited to your fiduciary.
All connectors are included in every plan. The plan depends on the size of your engagement portfolio, and set-up can vary with the accounting software you use.
Essentiel
- All accounting connectors
- Up to 50 engagements
- All key indicators for every engagement
- Comparison with Swiss public data (soon)
- Email support
Cabinet
- All accounting connectors
- Up to 500 engagements
- Comparison of your engagements by sector
- Comparison with Swiss public data (soon)
- AI summary assistant (soon)
- PDF export
- Priority support
Group
- All features of the Cabinet offer
- Multiple installations
- Bulk onboarding
- Dedicated set-up support
- Shared roadmap
We set the price with you in a conversation. No commitment.
Frequently asked questions
How much does Preciso cost?
There is no standard price. We set it with you in a conversation, based on your situation. Any set-up costs are announced before signing.
How do I choose my plan?
By the number of engagements you follow. Essentiel suits small firms up to 50 engagements, Cabinet suits most fiduciary firms up to 500, and Group suits groups and multi-site structures. Pricing is tailored to your portfolio.
What happens if I exceed the engagement limit?
Engagements already tracked remain accessible. New engagements are no longer added until you move to the next plan. A message warns you as you approach the limit.
Does the accounting software used change the offer?
No. Bexio, Odoo, Abacus and file import are available in all offers. Only set-up may vary depending on the software and its technical environment. Any fees are communicated before signing.
Is hardware included?
You can install Preciso on your own server or use a pre-configured mini-server supplied with the kit.
What does the subscription cover?
The subscription covers connector maintenance when vendors change their APIs, updates to the model and dashboards, and support.
Can the publisher access our data?
No. Preciso is installed on your side. At most, an anonymous health signal may be sent if you agree.
Discover Preciso in a demo.
See concretely how Preciso can help you analyse your clients, compare their performance and prepare your advice.