Focus on your clients. Valory handles the paperwork.
Automate real estate documents, apply tax rules, share instantly. Free for trustees.
What is Valory?
Real estate paperwork automation for Swiss taxes.
Valory is a Swiss platform that simplifies real estate tax management. It collects invoices, applies canton-specific tax rules, and generates clean, exportable reports. Clients pay for their accounts, trustees use it for free.
Why Valory is the perfect complement to your fiduciary services
Serve more clients
Automation and batch processing let you scale client intake without adding staff.
Save time
No more chasing or manually sorting receipts — Valory extracts and organizes for you.
Accurate deductions
Canton rules are applied automatically and expenses are pre-categorised for fast trustee validation.
One-click exports
Generate tax‑ready reports in Excel or PDF so trustees can file or review instantly.
Differentiate at the age of AI
Deliver a modern, digital-first experience that improves transparency and satisfaction.
Free for trustees
Trustees can use Valory at no cost — clients subscribe, you gain productivity and value.
How it works
1
Your customers upload documents
Invoices, receipts, and contracts are organized automatically.
2
Valory does the smart paperwork
AI extracts tax-relevant data and prepares everything.
3
Your trustee added value
As a partner trustee, you access all of your customer records, ready for tax and compliance.