Private AI for
accountants & trust companies
The trust and accounting sector in Luxembourg is one of the most demanding in terms of confidentiality. Between professional secrecy, GDPR obligations, CSSF regulations and the complexity of cross-border taxation, firms juggle considerable volumes of sensitive documents daily.
Professional secrecy threatened
Professional secrecy enshrined in Luxembourg law (Article 458 of the Penal Code) requires protecting information entrusted by clients. Sending this data to a public AI may constitute a violation.
GDPR non-compliance
The GDPR requires strict control of data transfers outside the EU, and these transfers to American servers pose a real compliance issue.
Liability engaged
The firm's liability is engaged if client data leaks through an unsecured AI tool.
A private and sovereign AI eliminates these risks while offering the productivity gains your teams are looking for.
Why trust companies need private AI
A member of your firm is probably already using ChatGPT. Perhaps to draft an email, summarize a document or look up a technical answer on intra-community VAT. The problem: with each use, information potentially covered by professional secrecy leaves your infrastructure to feed American servers.
For an accounting firm or trust company in Luxembourg, this is a multi-level risk.
Concrete use cases
Tax and regulatory research
Your firm has hundreds of pages of internal documentation: administrative circulars, technical notes, tax interpretations, declaration templates. A junior employee looking for an answer on the tax treatment of a real estate capital gain for a non-resident easily spends 30 to 45 minutes searching through these documents.
Client document analysis
Each new client brings a batch of documents to analyze: balance sheets, annual accounts, contracts, company articles. The AI can analyze these documents in minutes, extract key information, identify points of attention and produce a structured summary.
Tax return preparation
AI doesn't replace the accountant's judgment, but it accelerates information collection and verification. By querying client documents and the firm's knowledge base, it can pre-fill forms, check data consistency and flag potential anomalies.
Cas d'usage services
Client support chatbot
Your clients regularly contact you for recurring questions: filing deadlines, required supporting documents, case status. An AI chatbot on your website, trained on your FAQ and procedures, can answer these questions 24/7 without mobilizing your staff.
Phone reception
LetzAgents' AI phone agent can handle your firm's incoming calls, qualify the request (new client, question about an ongoing case, tax emergency), book an appointment or transfer the call to the right employee.
The problem of professional secrecy with public AI
When an employee copy-pastes a client balance sheet excerpt into ChatGPT to summarize it, that data leaves your infrastructure. It is sent to OpenAI's servers, processed by a shared model, and can potentially be retained or used for training (depending on the version and settings).
For a Luxembourg trust company, this is problematic on three levels:
- Professional secrecy is a legal obligation, not just a best practice.
- The CSSF can require proof of data protection measures.
- Professional clients (investment funds, holding companies) increasingly demand confidentiality guarantees in their service contracts.
LetzAgents solves this problem by architecture: your data never leaves Europe, your instance is isolated, and no shared model has access to your information.
How LetzAgents works for trust companies
Ingest your document base
You provide your reference documents: internal procedures, tax circulars, declaration templates, technical notes, client FAQs. LetzAgents indexes them in your private knowledge base.
Configure agents
Based on your needs, you activate one or more agents: internal assistant for your staff, web chatbot for your clients, phone agent for reception.
Daily use
Your staff query the AI via the web interface or integration with your tools. Every answer cites its sources. Your clients benefit from 24/7 automated support via the chatbot or phone.
Continuous improvement
You enrich the document base over time. The AI improves with each new document added, without ever sharing this knowledge with anyone else.
Measurable benefits
Research time divided by 5
Technical questions that took 30-45 minutes get answered in seconds.
Faster onboarding
New employees become autonomous more quickly thanks to instant access to the firm's knowledge base.
Zero missed calls
The AI phone agent ensures 24/7 coverage, even during peak periods (closings, filings).
Fewer recurring questions
The client chatbot absorbs simple requests and frees up time for high-value advisory.
Compliance preserved
No client data ever leaves the European infrastructure.
Up to €17,500 in grants
Luxembourg offers government grants for implementing AI solutions in SMEs. We can discuss this during our call.
Book a meeting
Let's discuss your needs and see how LetzAgents can help you.
Frequently asked questions
Everything accounting and trust firms ask us.
Can AI fill in tax returns on its own?
+
No, and that's not its role. AI is an assistant that accelerates information research, document analysis and file preparation. Professional judgment and validation remain the responsibility of the accountant or auditor. AI saves time on low-value tasks to free up time for advisory.
How do you guarantee professional secrecy?
+
By architecture: your instance is isolated and hosted in Europe on ISO 27001 certified servers. No data passes through third-party servers. No shared model has access to your documents. The entire processing chain remains under European jurisdiction.
Does the AI understand Luxembourg tax vocabulary?
+
Yes. In addition to its general knowledge, the AI relies on your own technical documents to respond with your firm's vocabulary and precision. The more you enrich the document base with your circulars and internal notes, the more relevant and specific the answers become.
How long does it take to deploy LetzAgents in a firm?
+
Initial deployment takes a few days. Document base ingestion depends on volume, but first results are visible within a week. The phone agent and web chatbot can be operational in parallel.
Is the price accessible for a small trust company?
+
LetzAgents offers plans adapted to all firm sizes. The cost is a company flat rate, not a per-user price - making it particularly advantageous for firms where several employees use AI.
Want your firm to benefit from AI without compromising professional secrecy?
Discover our other industry solutions
Insurance Brokers
Private AI for insurance brokers. Product comparison, general conditions analysis, claims management and augmented client reception.
Real estate agencies
AI Chatbot and AI Phone Agent to qualify prospects 24/7, answer calls during viewings and leverage your property portfolio in real-time.
Spas & Beauty Salons
Private AI for spas and beauty salons. Automated appointment booking, personalized recommendations, client follow-up and 24/7 phone reception.