Process and exception map
The document's real journey, not the one in the written procedure. With an inventory of the edge cases observed across a sample of your files, and how often each occurs.
Administrative automation
Automated document capture and reminders for Swiss accounting firms
Your files move forward while you do something else.
Dossivio receives your incoming documents, matches them to the right file, spots what is missing and prepares the booking or the chase-up. An authorised person signs off before anything leaves the building.
- Human sign-off at every step
- No automatic sending at the start
- Your software stays in place
- First flow live in six to eight weeks
Received
Supplier invoice
Identity document
Certificate
Prepared
Matched · file 2418
Amounts extracted
Missing document flagged
To approve
Booking ready
Chase-up drafted
Approved by an authorised person
- 01
Receive and match to the right file
- 02
Spot the missing documents
- 03
Sign off, then push to the line-of-business system
Who it is forAccounting firms, property managers and administrative departments handling files at volume.
In 30 seconds
What Dossivio does for you, and what it leaves to you
Documents arrive as they do today. Dossivio files them, prepares the work, and an authorised person signs off. Nothing leaves without them.
Incoming documents
Email, portal, scanned post: the channels do not change.
Dossivio
Matches to the right file, extracts the data, spots what is missing.
Human sign-off
A person corrects if needed, approves, and your software receives it.
Flow
One type of document that always follows the same path: the supplier invoice, the tenant file. We automate one flow at a time.
Exception
The file that breaks the rule. It is set aside with the reason, never handled at random.
Sign-off queue
The screen where your team sees what is ready, corrects and approves in one step.
Parallel run
Two weeks where the flow runs alongside your usual handling, to compare before switching over.
What actually changes on a single file
The same tenant file or the same supplier invoice, before and after. Nothing is removed from the process: what changes is who does what.
Today
- The document arrives by email, portal or scanned post
- Someone opens it to work out which file it belongs to
- They rename it and file it according to their own habits
- They retype the amounts, the date and the reference into the system
- Three days later they notice a document is missing
- They write an email to request it, then chase by hand
With Dossivio
- The document arrives through the same channels, unchanged
- It is matched to the file and its type is recognised
- The useful data is extracted and presented for sign-off
- The authorised person corrects if needed and approves in one step
- Missing documents are flagged on arrival, not three days later
- The chase-up is drafted, but sending stays a human choice
Useful automation stops short of the decision.
Most automation projects fail for the same reason: they target the perfect case and break on the exceptions, which are often one file in five. The team ends up rechecking everything, and the time saved disappears.
Dossivio takes the problem the other way round. The routine case is prepared automatically right up to the final step. The exception is detected, set aside and presented with what it lacks, rather than handled at random or slipped into the normal flow.
That has a direct consequence: the sign-off queue is the backbone of the system, not a comfort feature. It is also what makes the gain measurable, because you know exactly how many files pass untouched and how many need attention.
What you receive
Four deliverables on the first flow.
Connectors to your systems
Connection to the chosen tools after reviewing their interfaces, their licences and what those actually permit. Observed limitations are written down, not quietly worked around.
Filing rules and sign-off queue
The rules that match, name and route, and the screen where your team approves, corrects or returns. The thresholds above which human sign-off is mandatory are decided with you.
Operations log and onboarding
Every action is traced: who approved what, when, on which version of the document. Two hands-on sessions, plus a review after a month of real use.
What gets measured
Three numbers, taken before and after.
Time per file
End-to-end handling time, on a comparable sample and with the same people.
Manual fallback rate
The share of files that leave the automated path. It is the number that tells you whether the system holds, and the one we work to bring down.
Incomplete files caught early
The share of missing documents flagged on arrival rather than at the end of handling.
Estimate
What manual handling costs you
The number of files, the time per file and the hourly cost are enough to size the issue.
Indicative estimate. In practice a well-chosen flow lets 70 to 85% of files through untouched; the assessment measures your real figure.
Pricing
What an automated process costs
Indicative ranges excluding applicable taxes, for a first flow taken to production. They do not constitute an order.
01
Assessment
3'000 – 5'000 CHF
Two to three weeks. The document’s real journey, with the exceptions counted.
Request an assessment02
Pilot on one flow
8'000 – 15'000 CHF
One flow, representative documents, two weeks of parallel running.
Request an assessment03
Go-live
15'000 – 50'000 CHF
Then per month 2'000 – 5'000 CHF
Switch-over, review after a month of real use, monitoring and rule adjustments.
Request an assessmentPrice follows the number of systems to connect, not the number of files processed. A second flow over the same connectors costs considerably less than the first.
What Dossivio does not do
No sensitive decision is taken without sign-off by an authorised person: no payment, no sending to a third party, no final booking. Compatibility with your systems, volumes and interface costs are examined before any commitment. No figure for time saved is promised before it has been measured on your own files.
FAQ
Frequently asked questions
Can we start with a single process?
It is the only way we work. The pilot covers one flow, representative documents and acceptance criteria agreed in advance. Extending before measuring means multiplying a configuration nobody has validated yet.
Do emails go out automatically?
Not at the start. The early stages prepare drafts and leave sending to a person. Automatic sending is discussed afterwards, case by case, with written rules and a log.
What happens when a document is misrecognised?
It goes into the exception queue with the reason for the doubt. It is never matched at random. Recognition errors corrected by your team are used to adjust the rules.
Do we have to change our line-of-business software?
No. Dossivio connects to what you already use. If an interface is missing or too limited, we say so during the assessment rather than discovering it at go-live.
How many files a month does it take to be worthwhile?
The useful order of magnitude starts around two hundred files a month on a single flow. Below that, configuration time pays back poorly, and we will tell you so during the assessment.
Request an assessment
Describe a process, we will scope it
Tell us which flow costs you the most time, which software it touches, and how many files go through each month. We reply within two working days, in English, French or German.
- Swiss engineering
- Reply within two working days
Email Dossivio
Describe the flow that costs you the most time and we will tell you whether it is worth automating.
Email Dossivio