Multi-mandate workspace
All your mandates in one workspace. Switch from one client’s books to the next in seconds, with a single login instead of one file per dossier.
Mast for fiduciaries
Fiduciary software for Switzerland, built around your mandates
Run all your SME mandates in one workspace: work directly in each client’s live books, request missing documents in the app and sign off the close in Mast. No more files travelling back and forth.
Hosted in SwitzerlandCO & VAT compliantswiss made software
Built for fiduciary work
Your mandates, your clients and the close in one place
Work in your clients’ live books
Post, correct and review directly in each client’s accounting, in real time and with dedicated permissions per mandate. No exports, no re-imports, no version conflicts.
In-app document requests
A receipt is missing? Send the client a request from inside their books. They reply in Mast with the document attached, and nothing gets lost in email threads.
A close you sign off together
Prepare the fiscal-year close in the client’s books and sign it off there. Posted entries are immutable, corrections go through reversals, and the audit trail records every step.
Reports and dashboards per mandate
Balance sheet, income statement and cash flow in one click for every mandate, plus customizable dashboards. Mast AI answers questions about a client’s numbers in plain language.
Clients handle the day-to-day
Your clients issue QR-bill invoices and capture their receipts themselves, guided by the software. The technical accounting stays with you: a clear division of labour that saves time on both sides.
Mandate takeover
Bring a mandate onto Mast with its opening balances
Moving a mandate onto Mast is straightforward: you import its master data, opening balances and open items, and our team supports you whenever you need it.
Frequently asked questions
How does Mast organize work across multiple mandates?
Each mandate is a full set of books, and you reach them all from one workspace with a single login. You switch between clients in seconds and see every dossier exactly as the client sees it, live. Multi-entity structures are supported too.
How are permissions and roles handled per mandate?
Access is granted per mandate, with dedicated roles and granular permissions. For a client not yet on Mast, you create their account directly from the mandate. For a client already on Mast, you send an access request from the mandate that their administrator approves in one click, or they invite you themselves. Either way the client decides what you can see and post, and the audit trail records who did what.
How do our clients collaborate in Mast?
Your clients work in the same books you do: they issue invoices, capture receipts and follow their numbers while you handle the accounting. When a document is missing you send a request in the app, and the close is signed off in Mast.
Is the accounting compliant with the Swiss Code of Obligations?
Yes. Mast applies double-entry bookkeeping in line with art. 957 ff. of the Swiss Code of Obligations, with a Swiss SME chart of accounts, full journals and a proper fiscal-year close. Posted entries are immutable: corrections go through reversals, and every step is recorded in the audit trail.
Can we migrate mandates from bexio, Abacus, WinBIZ, Banana or Crésus?
Yes. You import a mandate’s master data, opening balances and open items from a CSV or Excel export of these tools, and our team supports you throughout the takeover.
Where is our clients’ data hosted?
In Switzerland, backups included. Bills received by email pass through Ireland while they are processed: usually a few minutes, 7 days at most. They are then stored in Switzerland. Mast is built in Lausanne, certified swiss made software, and processes data in line with the FADP. Data remains exportable at any time, for you and for your clients.
How much does Mast cost?
Mast runs on a per-company subscription, monthly or annual. Book a demo and we will show you the plan that fits the way you work.
Do our clients need accounting knowledge?
No. Day-to-day work is guided: invoicing, receipt capture and bank reconciliation. Mast AI answers their questions in plain language, and the technical accounting stays with you, in the same tool.
Ready to start?
See Mast from the fiduciary side
Book a 30-minute demo: someone from our team will present the software in detail and answer your questions.