Features
From the mailbox to the archives.
Mail, email, upload, app scan, and interfaces.
Scanned, recognized, and assigned before the day is over.
Invoices are ready for payment, and receipts are automatically sent to the target system.
Read, review, pay, search. Get the information you need in seconds instead of hours, 24/7, from anywhere.
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.
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.
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.
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.
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
Set up mail forwarding, invite people, connect your bank account. Get started in under an hour.
Brokers
Mail forwarding, rule set, integration with the broker’s CRM, training. Up and running in just one hour.
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
Experience peax with your own documents.