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Automate your invoicing, keep control

The job finished a while ago and the invoice is still in someone's head. The reminder that should have gone out never did, and you are financing a client who simply forgot to pay you.

Cal. WM33-12Invoicing Automation
FunctionIssues invoices, chases payment, matches receipts
Typical build2–4 weeks
Works withYour CRM, your timesheets or delivery notes, Swiss QR-invoice output, your bank's camt.053 file and your accounting software
Pricefrom CHF 3'000 · CHF 690 diagnostic, credited

What's costing you hours

01

Late invoices

Manual issuing from scattered quotes or timesheets, often late, never standardised.

02

Forgotten reminders

Reminders drag on or go out irregularly: your cash flow suffers entirely avoidable payment delays.

03

Double entry

Between your invoicing tool and your accounting: a source of errors and painful month-end reconciliation.


The full cycle, end to end

1 · Trigger

The invoice is triggered automatically from your CRM, your timesheets or an approved delivery note.

2 · Generation

A compliant document (PDF, correct VAT, Swiss QR-invoice) is generated and sent to the right contact.

3 · Reminders

Staggered reminders (day 10, day 30 and day 45), adjustable tone, automatically stopped as soon as payment is received.

4 · Reconciliation

Reading of the camt.053 file, payment-to-invoice matching, entries prepared for your accounting.

5 · Human validation

For ambiguous cases (partial amount, dispute), a human validation step happens before any sensitive action.



Your data, your infrastructure

Swiss-hosted

Your invoicing data stays on your infrastructure, hosted in Switzerland. We host nothing on our side.

nLPD / GDPR-compliant

By design: no transfer of customer data to third-party platforms you don't control.

Full ownership

Workflows and access belong to you. You stay autonomous, even without us. Managed follow-up is optional.


Frequently asked questions

How quickly is it up and running?

After the diagnostic, an invoicing build usually takes 2 to 4 weeks depending on your tools and volume.

How much does it cost?

The diagnostic is CHF 690 (credited towards the next steps). An automation build typically ranges between CHF 2'900 and 8'000. The Starter Pack is CHF 3'900. Optional "AutoPilot" follow-up from CHF 690/month.

Is my financial data secure?

Yes: everything runs on your own infrastructure hosted in Switzerland, nLPD-compliant. No sensitive data passes through services you don't control.

Who owns the automation?

You do. Workflows, access and documentation are fully yours. Managed follow-up is optional, never a dependency.

Book your invoicing diagnostic · CHF 690

Credited towards your project if you proceed.


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