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peax Hero Features-1

Features

From the mailbox to the archives.

Peax receives physical mail and digital documents and handles everything that comes next: scanning, approving, paying, delivering, and archiving. Five steps, one app.
Entrance
One mailbox for everything.

Mail, email, upload, app scan, and interfaces.

Processing
Processed on the delivery date.

Scanned, recognized, and assigned before the day is over.

Ready to Pay
Pay and book without having to type anything.

Invoices are ready for payment, and receipts are automatically sent to the target system.

Smartphone
Everything on your smartphone.

Read, review, pay, search. Get the information you need in seconds instead of hours, 24/7, from anywhere.

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Step 1: Receiving

Set up a mail forwarding service with the post office to the peax Scanning Center. Your mail is scanned Monday through Friday on the day of delivery and is available in peax by early afternoon at the latest. Registered mail is prioritized and is available in peax by 9:30 a.m. We physically forward cards, ID cards, and other non-scannable items at our expense. You’ll receive emails at your personal peax address, and uploads and scans made via the app arrive in the same inbox. Partners and systems deliver their documents via APIs.

Frame 2

Step 2: Recognition


Peax uses Delphi AI to identify what the document is: an invoice, insurance policy, contract, reminder, letter from a government agency, or pay stub. It extracts the sender, tax ID, amounts, due dates, payment information, policy numbers, claim numbers, and customer numbers. A PDF is transformed into a structured data set that knows where it belongs.
Visieren

Step 3: Approval

You define roles and permissions. The responsible person approves the document. Every action is assigned to a verified person and can be traced in the audit trail. Designated substitutes ensure that nothing falls through the cracks.

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Step 4: Pay and Submit

Peax prepares a payment file that is automatically sent to your bank after approval. Peax works with virtually all Swiss banks. Transaction records are fed into your accounting system (Accounto, bexio, and Topal), to your fiduciary, or – for brokers – via straight-through processing into the broker CRM BAYO and WinVS.

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Step 5: Archiving

Everything is stored in a GeBüV-compliant and searchable manner, encrypted, and hosted in an ISO 27001-certified cloud in Switzerland. Full-text search, tags, and retention for over ten years. Auditors are granted access as needed. Every incoming item – whether by mail, email, or upload – is permanently documented with the time stamp and all steps taken. This supports your internal control system (ICS).

How to Get Started

SMEs

SMEs

Set up mail forwarding, invite people, connect your bank account. Get started in under an hour.

Broker

Brokers

Mail forwarding, rule set, integration with the broker’s CRM, training. Up and running in just one hour.

Trustee

Trustees

Pilot program with 20 to 50 clients over 8 to 12 weeks. Afterward, you decide whether to fully roll out peax.

Frequently asked questions and answers

You can request that Swiss Post forward your business address to the peax Scanning Center. From then on, your mail will be scanned there on the day of delivery and made available in peax.
Mail is scanned on the day of delivery, Monday through Friday, and is available in peax by early afternoon at the latest. Digital documents are available immediately.
A document is recognized, assigned, and transferred to the target system without any human intervention. At peax, for example, this applies to customer documents from brokers, which are sent directly to the broker's CRM.
Registered mail is given priority and is available in peax by 9:30 a.m. You are the only person authorized to receive letters that you have registered in person. We will notify you of this and post the pickup slip in peax.
Only people to whom you grant access. Data is encrypted, access is protected by two-factor authentication, and postal and banking secrecy are maintained.

Experience peax with your own documents.

30 minutes, online or at your location. We'll walk you through the five steps using three of your documents and give you our honest opinion on where peax is a good fit for you and where it isn't.
Book a demo
Alanna Kolaj
Alanna Kolaj
Customer Support Manager