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FIDUCIARY & FINANCE · DOCUMENT CAPTURE

From the inbox to the ledger entry, without retyping

Invoices, medical reports, contracts, delivery notes — by e-mail, by post, as a photo from the building site. Our system reads them in seconds, pulls out the values, checks them against your rules and files them. What is unambiguous goes straight through. What is not lands on a desk, with the reason right beside it.

Discuss a projectFurther down: How a document runs through
In service — dashboard and processing are running in production.
Document CaptureFiduciary & Finance
Document CaptureInvoices, delivery notes & contracts directly in your ERP. No more manual data entry.
Schweiz

How a document runs through

Eight steps from arrival to filing — in a single pass, not in five separate tools. What is unambiguous goes straight through and lands where you already work: in the ERP, the CRM, the accounting system. Where judgement is needed — an amount above the threshold, a contradiction in the document, medicine or insurance — the system stops and puts the case forward, with a reason instead of a percentage. Every step goes into the log.

Explanatory animation
  1. Arrival
  2. Text recognition
  3. Identified
  4. Fields read
  5. Decided
  6. Waiting for release
  7. Handover
  8. Filed
Invoice recognised0 %German
Invoice numberSYN-2026-0108Invoice date16.07.2026RecipientErika MusterAmountCHF 480.00Due15.08.2026
Proposal ready
Waiting for release
Released by T. WeberHandover to accounting, document number assignedFiledCustomer file Muster AG · CRM

A document arrives — as an upload or as an e-mail attachment.

The document on the left is synthetic. As it is read, the line the value came from lights up — that is exactly what we mean by traceable. In the case shown, the system stops before release because a rule applies. If a document runs through cleanly, that stop does not happen. It is filed either way — in the customer file of your CRM, in the folder on the drive or in the spreadsheet you work with.

Who it is for

Who works with it

Fiduciaries and accountingYou earn your money on advice, not on data entry. The less time the documents eat up, the more is left for the work your clients are actually paying you for.
Insurers and health insurersChecking quality that does not depend on the day. The thousandth invoice is checked by the same rules as the first.
Medical practices and clinicsValues arrive in the record in structured form, without anyone retyping them. Fewer transfer errors — and practice staff go back to practice work.
Public administrationRetention periods and the duty to give information, without paper chaos. Whoever asks gets an answer with the document attached, even years later.

In practice

Four industries, Four outcomes

The same system, four different documents — and four different outcomes. Accounting is one of them, not the purpose.

Findings and values from the medical report

The report arrives as a PDF or a fax, and the values have to go into the record. Today somebody retypes them — and retyping is where the errors come from that nobody ever finds again.

befund_laborwerte.pdfLabor Zentrum · today, 07:41
Patient
M. B., *14.03.1968
Examination
Full blood count
Haemoglobin
104 g/l
Leukocytes
6.8 G/l
Date of findings
28.07.2026
Stop — medical assessmentHaemoglobin below the reference range. The system never decides medical cases on its own.

More products

We do more than this

Knowledge Assistants

Instant discovery: Verified answers across 10,000 document pages in seconds.

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Inbox & automation

The shared inbox that triages itself and reliably tracks every statutory deadline.

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Decision Engine

Rule-based approvals without mistakes: expenses, compliance & business policies.

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Bespoke systems

Tailored enterprise software when off-the-shelf products fall short.

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THIS PRODUCT ALSO STORES ENCRYPTED.

What does that mean?

Separate keysEvery client has their own. Access to one set of records opens no other.
Roles, not trustPermissions are granted and withdrawn at any time. Withdrawal takes effect immediately.
Proof, not promiseWhat we claim here you can read in the log — case by case.

Data and processing stay in Switzerland. The legal basis is the revised Swiss Data Protection Act, and for personal data from the EU the GDPR applies in addition.