Minutes per document
Time between receiving a receipt and having a booking ready to approve.
Sector
The document arrives, the booking is already drafted.
An accounting firm's work is not retyping a legible figure from a PDF. It is deciding how that figure is booked. Dossivio handles the first, never the second.
The situation
Documents arrive from everywhere: client email, portal, a photo taken on a phone, an envelope scanned at month end. Above all they arrive late and in batches, which concentrates the workload into the days before a deadline.
The time spent does not go into analysis but into logistics: identifying the client, identifying the period, renaming, retyping, checking that the same invoice received twice through two channels has not been booked twice.
Then there is chasing. Asking a client who does not reply for a missing document is work with no added value, that nobody enjoys and everybody postpones.
What Dossivio takes on
- 01
Match and de-duplicate
The client, the period and the document type are recognised on arrival, whatever the channel. An invoice received twice is flagged as a probable duplicate instead of being booked twice.
- 02
Prepare the booking
Amounts, VAT, date, supplier and reference are extracted and proposed. The accountant sees the document and the proposal side by side, corrects what needs correcting and approves. The allocation stays their profession.
- 03
Track missing documents
The status of expected documents per client is kept current continuously. Chase-ups are drafted, grouped by client, with the exact list of what is missing. Sending is still triggered by a person.
What stays with the accountant
Allocation, judging deductibility, handling special tax cases and closing the books. Dossivio produces neither tax advice nor a final booking, and does not replace review by a qualified professional.
What you will be able to measure
Documents chased in time
The share of missing documents detected within the week of arrival rather than at closing.
Workload spread
How work is distributed across the month, compared with the usual peak before deadlines.
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