Plaschy Treuhand
Revolutionizing fiduciary services in Switzerland by automating high-volume document processing and client data management.
Introduction
Plaschy Treuhand is a forward-thinking Swiss fiduciary firm that recognized the growing burden of manual document handling.
They needed a way to ingest client documents, extract key financial data, and sync it with their fiduciary software without manual intervention.
The Challenge
Paperwork Overload
Managing hundreds of client documents weekly led to significant administrative friction.
Data Integrity
Manual data entry was prone to human error, requiring constant auditing.
The Solution
We deployed a custom n8n orchestration layer integrated with advanced OCR engines. The system automatically monitors client portals, extracts data from invoices, and validates it against Swiss tax rules.
The Result
"Automation gave our team their expertise back. We are no longer data entry clerks; we are advisors."
— Chris Plaschy, Inhaber