Background
Plaschy Treuhand is a forward-thinking Swiss fiduciary firm with a team of 15. As the client load grew, Chris Plaschy realized his team was drowning in manual invoice sorting, receipt filing, and data entry in Bexio.
Chris wanted his team to focus on advising clients, where their true value lies, rather than wasting hours typing numbers into accounting software.
Challenge
Paperwork Overload: Managing hundreds of incoming client documents weekly led to administrative backlogs, delaying monthly statements and causing client friction.
Staff Burnout: Highly qualified fiduciary agents spent over 20 hours a week on mindless data transcription, leading to frustration and employee churn.
Manual Verification: Manually checking each document for Swiss MWST (VAT) compliance and matching it to general ledger accounts was extremely time-consuming and prone to human error.
Solution
We sat down with Chris and his team for a workshop to map out their exact paper flows. We then built a custom automated intake and processing engine using n8n and advanced AI-powered OCR.
Now, incoming receipts and invoices are read automatically, validation checks are run against Swiss VAT rules, and entries are staged for review. The system flags only anomalies, allowing the team to process a week's worth of paperwork in a fraction of the time. The collaboration saved the business over 20 hours a week, with Chris noting: *"Automation gave our team their expertise back. We are no longer data entry clerks; we are advisors."*