peax Hero Trust-1

Peax for Trustees

Posting instead of sorting.

Your clients' mail is scanned, recognized, and filed on the day of delivery. You can post entries in Accounto, bexio, or Topal without having to sort, label, or request additional information. And you remain free to choose your own systems.

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All supporting documents are available in full.

Your clients' mail arrives in an organized manner on the day of delivery.

Ready for posting in your system.

The payer, amount, due date, and account are automatically populated; all you have to do is post the transaction.

An additional service for your clients.

They provide the administration solution right away, without requiring a separate project.

More cases per employee.

You'll save six to eight minutes per document.

Where you're wasting time today

Receipts arrive incomplete – on paper, as photos, or as email attachments. Someone has to sort, scan, name, enter, upload, document, and follow up. A lot of time is lost before the transaction can be posted. And accounting platforms can only help once the receipt is available as a file in an error-free, machine-readable format. In other words: the envelope must first be opened and the document scanned. At the same time, the industry is facing a shortage of skilled workers. Today, more clients mean more staff. With peax, this challenge is solved in the blink of an eye.

1

One inbox per client. The client's mail is redirected and scanned on the day of delivery. Emails, uploads, and app scans all go to the same inbox.

2

Recognition. Peax recognizes invoices, credit memos, contracts, and letters from government agencies, and extracts the sender, amount, due date, and payment information.

3

Roles per client. The client uses peax and grants you access and editing rights. You see complete, structured documents and all you have to do is post them.

4

Directly into your system. Documents are imported directly into Accounto, bexio, or Topal. With Accounto, over 90 percent of journal entries are processed automatically.

5

Audit without folders. All documents are stored in Switzerland in compliance with GeBüV regulations. Auditors are granted access as needed, and the audit can be conducted from any location.

What customers say

“Less time spent searching for receipts, fewer clarifications, less paperwork: that’s exactly where digitization is meant to make our clients’ daily lives easier. With peax, small and medium-sized businesses have access to their business mail and documents at any time. At the same time, as their fiduciary, we can import the relevant documents directly into our digital accounting process. This reduces the administrative burden and simplifies collaboration for both sides.”

Adrian Tschanz, CEO, Tschanz Treuhand AG

How do fiduciaries work with peax?

Your client has their own peax account and grants you access and editing rights. You work directly in their account: You see complete, structured documents and can add comments directly on the document together with the client. You can also see what has been done with the document, such as when it was posted in the accounting application.

Our clients are too small for that. Is peax still worth it?

That's exactly when. A microbusiness's mail volume is manageable, but every inquiry takes you the same amount of time.

We already have a document entry system. What does peax change?

Document capture remains part of the process. However, it doesn’t begin until the document is available as a file. Before that, clients collect letters, take photos, send emails, and follow up. Peax handles this part: Your clients’ mail is scanned, recognized, and sorted on the day of delivery.

Our cases are already being managed in a system. Do we need to switch?

No. Peax is software-agnostic and bank-neutral. Existing mandates are imported into your system via an interface. Small mandates are handled largely automatically through Accounto.

Which accounting systems are integrated?

Accounto, bexio, and Topal. A total of 21 standard interfaces are available.

Can the auditor access peax?

Yes. Auditors are granted temporary or permanent access and editing rights. The documents are compiled in the portal with just a few clicks.

What does this mean for the annual financial statements?

Because all supporting documents are consistently available and posted in a timely manner, the annual financial statements can be prepared approximately three to four weeks after the end of the fiscal year. And because the workload per client decreases, your margin increases.

How does a trustee get started with peax?

Start with a pilot program involving 20 to 50 cases over 8 to 12 weeks. After that, you can decide whether to roll out peax fully.

How much does peax cost for trustees?

The price is based on the volume of documents. For trust companies with multiple clients, we provide a quote with partner rates.