Automated bookkeeping capture for accounting firms
Your files move forward while you do something else.
Dossivio receives incoming documents, files them, prepares the work, and an authorised person signs off. Nothing leaves without them. A first flow in production in six to eight weeks, billed by client-file tier rather than per page.
Who it is for
- Accounting firms with 30 to 300 client files
- Property managers and HR departments that build files
- Firms that pile up repetitive tasks between two systems
What sets it apart
- No committing decision without human sign-off.
- Two weeks of parallel running before any switch-over.
- Bexio, WinBIZ, Abacus and Crésus connectors.
- Price follows the connectors, not the volumes.
Dossivio
The five lines
| Line | What the client gets | Indicative price |
|---|---|---|
| Dossivio Capture | Multichannel intake and prepared bookings into accounting software. | CHF 149 – 890 per month by number of files |
| Dossivio Portal | The white-label upload space, with drafted reminders. | CHF 149 – 390 per month |
| Dossivio Flows | Custom automations on a monthly retainer. | CHF 2,200 – 3,900 per month |
| Dossivio Cloud | Managed automation hosting in Switzerland. | CHF 149 – 450 per month |
| Dossivio Signature | Swiss electronic signature built into the flows. | from CHF 90 per month, or CHF 390 as a package |
Frequent questions
Dossivio
Do emails go out automatically?
Not at the start. The early stages prepare drafts and leave sending to a person. Automatic sending is decided later, per flow type.
Do we have to change accounting software?
No. Dossivio connects to what you use. If an interface is missing, we say so at the assessment.
How many files to be worthwhile?
The useful order of magnitude starts around two hundred files a month on a single flow.
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