Take digitilization and automation one step further by connecting Treuhand.ai to bexio. In a few clicks, you will have access to an advanced artificial intelligence that will allow you to process the accounting documents of your customers extremely quickly.
With Treuhand.ai, go from 30 entries to 150 entries per hour! up to '70%' reduction in costs of the accounting process. The accounting documents processed are archived on treuhand.ai, in accordance with Swiss legal requirements.
All processing carried out on accounting documents is carried out in Switzerland.
Treuhand.ai is fully integrated with bexio. The software can directly access the parts accountants that are in the bexio inbox once the elements have been processed, they are exported again to the corresponding modules on bexio.
1. capture and enrich information - automatically! The information contained in tickets and invoices is automatically extracted, recognized and completed. To facilitate the scanning work, Treuhand.ai takes care of separating the documents by client (mandate) and by invoice. Accounting documents no longer need to be scanned individually or separated by mandate!
2. prepare the accounting entry and possibly the payment - automatically! The system prepares the accounting entry. Artificial intelligence is at work - indagia keeps remembers previously used accounts. Treuhand.ai can also prepare a payment order for the bexio creditor module, based on the payment slip (BV, BVR, QR-Invoice) or the information contained on the invoice. The writings related to creditors and payments prepared with treuhand.ai are related to contacts bexio which can be created directly on Treuhand.ai. Treuhand.ai also allows you to reconcile bank account statements (CAMT.053) or even credit card extracts with the various related accounting documents.
3. check and complete the information – your control, if you wish! You have the possibility to check and if necessary adapt the information prepared by indagia
4. send the information to bexio and archive - automatic! The information is sent to bexio, directly in the appropriate modules (purchases + creditors, banking, accounting, inbox). The processed parts are archived according to the requirements of Swiss law.
Treuhand.ai can also integrate with Microsoft Teams. Receive relevant information on the different statuses of the parts (to be processed, to be validated, processed) directly in Microsoft Teams.
features are included in the prices mentioned below: