Business mail, invoices, receipts
Administration that takes care of itself.
Peax processes your documents on the day of delivery, prepares invoices for payment, and transfers documents to accounting, broker CRM, and other interfaces.
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Snail mail
Email
Smartphone app
Interfaces
One drop-off point for everything. All taken care of on delivery day.
Receive
Physical mail is rerouted and scanned on the day of delivery. Digital documents (whether via email, upload, or app scan) arrive in the same inbox.
Recognize
Peax uses Delphi AI to identify the type of document and extract sender information, amounts, due dates, policy numbers, and customer numbers.
Assign
Documents are automatically routed to the accounting department, to the trustee, or to the broker's CRM via batch processing.
Numbers
Peax prepares a payment file that is automatically sent to your bank after approval.
Archive
Everything is stored in a manner that complies with the GeBüV and is searchable, with hosting in Switzerland. The complete document history also supports the Internal Control System (IKS) in accordance with the Swiss Code of Obligations (OR).
Accounting
Trustee
Broker CRM
Bank
SMEs
Mail, invoices, and receipts are processed on the day of delivery. All you have to do is sign off on them – the rest is taken care of.
Brokers
Policies, invoices, and correspondence from all insurers in a single inbox. Customer documents go directly into the broker’s CRM.
Fiduciaries
Complete, structured documents for all clients, ready for posting in Accounto, bexio, or Topal.
