One PDF, Seven Documents
Client mail arrives in batches: invoices, delivery notes, credit notes, reminders. Sorting is done manually before anything is even read.
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.
If your team is still making corrections after automatic capture, the issue isn't the process. It's the underlying recognition quality.
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
Client data, professional secrecy, compliance
Technically precise. Securely processed.
Fits seamlessly into your system landscape
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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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?
These include accounts payable documents, invoices, bank statements, bank receipts, contracts, insurance policies, salary certificates, tax returns, and delivery notes. Up to 200 pages per document.
Do I need Docmind for Docbooks?
No, you do not need a separate Docmind license. Docbooks uses Docmind technology in the background to read your receipts, providing you with completed accounting records.
How customized can booking rules be?
As customized as your company or your mandates. But you don't need them for Docbooks to work: the AI understands receipts in context and posts them automatically. Rules are your fine-tuning. You define them per client wherever you deliberately want to set your own specifications. From simple mapping "Supplier X → Account Y" to multi-level logic with VAT and cost centers. Standards run on their own, specifics are determined by you.
Which accounting software integrations are available?
Docbooks is connected to your accounting software via API – either directly by your team or through an integration partner.
How accurate are the bookings?
Docbooks understands receipts instead of just processing rules. The AI recognizes context, supplier, VAT, and account assignment. It books clear cases fully automatically, even new ones. You only need rules where you deliberately want to set your own specifications. If the system is ever unsure, it presents the case to you for review. Nothing is quietly booked incorrectly. The AI does the work, you stay in control.
Why don't I see any fixed prices?
Because automation is not an off-the-shelf product. Price and setup depend on document types, volume, integrations, and the desired level of support. You get a proposal tailored to your processes, not a standard package.
Are there any minimum volumes?
Volumes of 25,000 pages or more per year are ideal. Smaller volumes are also possible – we will work together to assess whether the implementation is worthwhile.
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.