Multichannel intake
Dedicated email, portal upload, photo, scan: everything lands in one place, matched to the right client and period.
Dossivio Capture
The document arrives, the booking is already drafted.
Billed by client-file tier, not per page. A firm with 100 client files pays 690 francs a month, whatever the document volume.
Who it is forAccounting firms and finance departments that receive documents by email, portal and scan, and retype them.
What is included
Dossivio Capture
Prepared booking
Amounts, VAT, date, supplier and reference extracted and proposed to Bexio, WinBIZ, Abacus or Crésus. The accountant approves.
Duplicates flagged
An invoice received twice through two channels is spotted before being booked twice.
Status of expected documents
Per client, continuously, with chase-ups drafted.
The tiers of this line
| Tier | What you get | Price |
|---|---|---|
| Up to 30 files | One accounting connector, multichannel intake, email support. | CHF 149 per month |
| Up to 100 files | Two connectors, drafted chase-ups, quarterly review. | CHF 390 per month |
| Up to 300 files | Unlimited connectors, upload portal included, monthly review. | CHF 890 per month |
Hosted platform subscriptions carry an initial twelve-month term, then three months’ notice, indexed at 3% per year. No hidden per-user cost: what is per seat is written per seat.
FAQ
Frequently asked questions
Which accounting software is connected?
Bexio and WinBIZ first, Abacus and Crésus next. Software not on the list is handled at the assessment.
What stays with the accountant?
Allocation, deductibility, tax cases and closing. Dossivio prepares, it does not book.
What if a document is misrecognised?
It goes into the exception queue with the reason, never matched at random.
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