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Try it now

More clients. Less data entry and correction effort.

Docpier separates mixed client files, recognizes and validates Swiss invoices, and prepares booking suggestions for the respective Accounting system. Your team only needs to review the exceptions.

Test your own invoice

Learn more

Designed for fiduciary firms handling 5,000 or more documents per year.

Designed for fiduciary firms handling 5,000 or more documents per year.

Swiss Document Logic: QR, VAT, UID, and References

Existing software remains: Docpier operates upstream

Professionals for exceptions, not for every document

For multi-entity systems: One process, different destinations

More clients. Less data entry and correction effort.

Docpier separates mixed client files, recognizes and validates Swiss invoices, and prepares booking suggestions for the respective Accounting system. Your team only needs to review the exceptions.

Test your own invoice

Learn more

Designed for fiduciary firms handling 5,000 or more documents per year.

Zero effort for manual data entry

Existing software remains: Docpier operates upstream

Professionals for exceptions, not for every document

For multi-entity systems: One process, different destinations

The reality of fiduciary practice

Data capture is automated, yet the need for manual corrections remains.

Many systems extract data from receipts. The bottleneck occurs afterward: during splitting, verifying, correcting, and transferring data into different client systems.

One PDF, Seven Documents

Client mail arrives in batches: invoices, delivery notes, credit notes, reminders. Sorting is done manually before anything is even read.

One PDF, Seven Documents

Client mail arrives in batches: invoices, delivery notes, credit notes, reminders. Sorting is done manually before anything is even read.

One PDF, Seven Documents

Client mail arrives in batches: invoices, delivery notes, credit notes, reminders. Sorting is done manually before anything is even read.

Recognized does not mean posted

The data is right there. Yet, someone is still manually assigning the account, cost center, VAT code, and deferrals – for every single document, for every single client.

Recognized does not mean posted

The data is right there. Yet, someone is still manually assigning the account, cost center, VAT code, and deferrals – for every single document, for every single client.

Recognized does not mean posted

The data is right there. Yet, someone is still manually assigning the account, cost center, VAT code, and deferrals – for every single document, for every single client.

Growth stops at data capture

New client mandates mean more receipts, and more receipts mean more data entry positions. If you can't fill these roles, you'll eventually have to turn down clients.

Growth stops at data capture

New client mandates mean more receipts, and more receipts mean more data entry positions. If you can't fill these roles, you'll eventually have to turn down clients.

Growth stops at data capture

New client mandates mean more receipts, and more receipts mean more data entry positions. If you can't fill these roles, you'll eventually have to turn down clients.

Every client, a different target system

Every client works differently. Data must be transferred into different Accounting, ERP, or DMS environments.

Every client, a different target system

Every client works differently. Data must be transferred into different Accounting, ERP, or DMS environments.

Every client, a different target system

Every client works differently. Data must be transferred into different Accounting, ERP, or DMS environments.

If your team is still making corrections after automatic capture, the issue isn't the process. It's the underlying recognition quality.

A seamless end-to-end process

One client file. Three steps. One verified booking.

No new portal, no system migration. Docpier integrates seamlessly into your existing chain, delivering ready-to-go bookings instead of raw data.

01

Split & Classify

The mixed batch is converted into clean, individual documents with recognized document types.

02

Extract & validate

Header and line-item data, VAT, QR reference, creditor. Verified against your rules, not just extracted.

03

Post & Submit

Completed booking with account and VAT code – directly in the client's Accounting system.

A standardized document process across all client accounts. Even with varying sets of rules and different Accounting systems.

A seamless end-to-end process

One client file. Three steps. One verified booking.

No new portal, no system migration. Docpier integrates seamlessly into your existing chain, delivering ready-to-go bookings instead of raw data.

01

Split & Classify

The mixed batch is converted into clean, individual documents with recognized document types.

02

Extract & validate

Header and line-item data, VAT, QR reference, creditor. Verified against your rules, not just extracted.

03

Post & Submit

Completed booking with account and VAT code – directly in the client's Accounting system.

A standardized document process across all client accounts. Even with varying sets of rules and different Accounting systems.

Only the cases where professional judgment matters

Automated where rules apply. By your side where experience counts.

Docpier does not post blindly. Anything that deviates from your ruleset ends up in a verification list—with a clear reason, not as an anonymous error.

You set the rules.

01

Basics such as CO, Swiss GAAP FER, etc.

02

Cross-client settings

03

Individual settings such as chart of accounts, VAT, etc.

04

Individual posting instructions and rules
Checklist

Omega11 AG · TODAY

126 out of 128 documents posted without verification
Creditor · Alpina Bau GmbH

Account and cost center missing · CHF 1,240.00

Review

VAT rate 2.6% instead of 8.1%

Bergli Gastro AG · Document 2026-0417

Review

Client data, professional secrecy, compliance

Technically precise. Securely processed.

Docpier takes into account the relevant details of Swiss invoices and protects test and client data throughout the defined processing workflow.

Security is not a feature. It is standard.

  • Swiss Hosting

    Processing and storage in Switzerland. Swiss provider, Swiss law.

  • Swiss Hosting

    Processing and storage in Switzerland. Swiss provider, Swiss law.

  • Client separation

    Access and rule sets are separated per client. No cross-client visibility.

  • Client separation

    Access and rule sets are separated per client. No cross-client visibility.

  • No model training on your data

    Client documents are not used for training general models.

  • No model training on your data

    Client documents are not used for training general models.

  • No model training on your data

    Client documents are not used for training general models.

  • Deletion rules and retention

    Deletion rules and retention periods are fully configurable – including the ten-year retention period under the Swiss Code of Obligations (OR).

  • Deletion rules and retention

    Deletion rules and retention periods are fully configurable – including the ten-year retention period under the Swiss Code of Obligations (OR).

Fits seamlessly into your system landscape

One document logic. Different Accounting systems.

One document logic. Different Accounting systems.

Your clients work with different systems – Docpier doesn't change that. Document processing is centralized, while the transfer remains client-specific. Your existing system remains the leading system.

Bexio

Booking Import

Infoniqa

Booking Import

Topal

Booking Import

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Proprietary system
Proprietary system

REST API and webhooks

Not just a matter of document capture

What this means for management
and IT.

Management

More client accounts without additional data entry staff

Junior capacity shifts from data entry to consulting

Predictable costs per document instead of hourly effort – View pricing model

Quality becomes independent of individuals

IT and Integration

API-based, no system change, no additional portal

Seamless integration with your existing Accounting and DMS

Time to value: [insert benchmark]

Test environment without production data for evaluation

What fiduciary companies want to know before getting started.

Which documents can Docmind and Docbooks process?

Do I need Docmind for Docbooks?

How customized can booking rules be?

Which accounting software integrations are available?

How accurate are the bookings?

Why don't I see any fixed prices?

Are there any minimum volumes?

Test Docpier where it really matters: on a real supplier invoice.

See which details are recognized and prepared for your next workflow step. For other document types, we can discuss your use case directly.

Test your own invoice