Background
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.
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.
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.