Sector: Fiduciary and accounting
Project Limmat
- Problem
- Clients send receipts and invoices by email, WhatsApp or in an envelope at quarter end. The firm sorts and books them by hand and chases deadlines by phone.
- Solution
- A client portal for uploading documents, straight from a phone. AI reads receipts and invoices and proposes the booking entry, which the accountant checks and confirms.
Goal
Less typing, more advice: the accountant reviews instead of retyping.
- Client portal
- AI document reading
- Accounting integration
- Deadline reminders