Every Beleg lands in the books — and open questions become a list, not a pile.
Receipts arrive by email, photo, post and portal. By law they must be kept for ten years, on paper or electronically — and the Treuhand sector still handles 46 % of its mandates on paper. Source: OR Art. 958f ↗ Source: EXPERTsuisse / OBT 2023 ↗
- Collect One mailbox, one photo share and one Drive folder feed a single inbox. Nothing is retyped. E-Mail · Foto · Drive
- Extract & check Date, supplier, amount, MWST and account are read out and matched to your chart of accounts. Anything unclear is flagged, not guessed. OCR + Regeln
- Book & follow up Clean items are booked in bexio or Abacus with the original attached. Problem items go into a queue: contact → waiting → answered. bexio · Abacus
What changes
- Belege are in the system within a day of arriving, original attached — the ten-year archive builds itself.
- Your Treuhänder gets complete months, not a shoebox in January.
- Every open question has an owner and a status. Nothing waits silently.


