Document Intelligence

Every detail from your documents, captured. Nothing typed by hand.

Supplier invoices, receipts, and bank statements, extracted in full. The contact identified, the document categorised, the entry posted.

No credit card. No commitment.

Built by Swiss accountants

100'000+ documents processed

Available in DE, FR, IT & EN

At the desk or on the go: drag and drop, or snap a photo from your phone.
Any common format, one file or many: PDFs and images for any document, plus CAMT.053 for direct bank exports.
Invoices, receipts, and bank statements: each classified by type and extracted in full.
Tax documents: recognised on arrival and filed in your Documents library.

Purchase invoices: supplier, recipient, dates, totals, line items, VAT per line, QR reference, IBAN.
Receipts: merchant, dates, totals, line items with their own expense categories, tax breakdown, payment method.
Bank statements: date, type, who you paid or were paid by, amount, currency. SoloDesk sets a category and writes a short description for each transaction.
Over 70 fields across the three document types, every one rated for confidence before it touches your books.

Four ways to find a contact: by UID, IBAN, name and postal code, or a close name match. New senders are flagged for review.
Clear match: linked on arrival. Close match: one click to confirm in the feed. New sender: the contact form opens pre-filled to review and confirm.
Swiss UIDs checked for validity. For any Swiss company, SoloDesk pulls the name, address, and legal form from Zefix, so there's no typing
SoloDesk sets each contact's role from the document itself (supplier, client, or bank), so one tidy record covers every side of the relationship.

High: posts straight to your books.
Medium: waits in the Resolution Feed, pre-filled and ready for a one-click confirm.
Low: also in the feed, with anything SoloDesk couldn't read clearly left for you to fill in

You confirm the contact, and the document is linked with the right role set.
A bookkeeping entry is posted from the document, so your books update from the same upload.
The matching bank line is found by amount, date, and contact, then paired with the document.
The bill is marked paid automatically when the matching bank transaction appears on your statement.

VAT

VAT read per line, not per document, so multi-rate invoices add up correctly.
Retention

Every figure traces to its source document, kept for 10 years in a Swiss data centre.
Foreign currency

Foreign-currency documents converted at the official exchange rates.

Your business

Every supplier invoice, receipt, and bank statement: fields captured, contact linked, the right category applied. What SoloDesk reads with high confidence posts straight to your books; only the uncertain ones need a quick look. One upload updates your documents, your books, and your bank at once.
Your suppliers

A new supplier's first document pre-fills the contact form, with name, address, and legal form pulled from Zefix for any Swiss company. You review and confirm. Documents from regular suppliers come in captured, categorised, and posted with high confidence; review optional.
Your accountant

Every figure on a report traces back to its source document, with VAT read per line and foreign currency converted at the official exchange rates. Clean records throughout the year rather than a backlog at filing time, kept for 10 years in a Swiss data centre. Invite your accountant to edit your books directly, from September 2026 on the Mid and Full plans.
Your team

Multi-user access with a full audit trail per document. Every confirmation, edit, and correction traced to a team member.
Available from September 2026

Capture a document the moment you receive it. SoloDesk takes it from there