TRUST AND ADMINISTRATION
Documents come in bulk, by email, by photo, by post. And always at the end of the quarter.
You manage your clients' accounts. Who manages the logistics of your documents?
In a trust or administrative service, time is not spent on accounting: it is spent searching, sorting, renaming and re-entering documents. LYVIA sets up a process where each document arrives at the right place, is read by the machine, and files itself, so that you spend your time advising rather than classifying. Remotely, from Fribourg. The diagnosis is offered.
The journey of a supplier invoice today
It arrives by email to the client, who transfers it, photographs it, or brings it at the end of the quarter in a binder. Then someone reads it, enters it, and files it.
With LYVIA every document comes in under a common name, and the slots still empty flag themselves before the closing.
Where things break down in an accounting firm
The end-of-quarter rush
Everything arrives at once, in all formats. Data entry is done under pressure, and so are the errors.
The document you're looking for
It's in an email, under a name that doesn't mean anything. Finding it takes more time than entering it.
Manual follow-ups
Asking the client for missing documents, one by one, via email, and repeating the process the following month.
The software only one colleague understands
Specific settings, closing procedures, exports: knowledge that resides in one person's head and leaves with them.
You bill for consulting services. You spend your days managing paper logistics.
What we connect first
One deposit address per client, where everything arrives. The machine reads each document, extracts the supplier, date, amount, VAT, proposes it for entry, and files it under a consistently constructed name. You validate; you do not retype.
The machine reads, you decide. What it is not sure of reading, it shows to you instead of guessing.
What it changes in practice
No more mess
Documents arrive as they come, organized, readable, and retrievable in two words.
Reminders go out automatically
The client receives the list of what is missing without having to write it. It stops when the document arrives.
Knowledge stays within the company
Closing, exports, specific settings: filmed in short capsules, stored for you, accessible to your replacement.
Your clients see you as a consultant
Because you finally have the time to be one. And a website that answers their questions before they ask them.
Frequently asked questions
What accountants ask us
Our clients will never send their documents by any other means than email.
They continue via email: one address per client is enough, the process takes care of the rest. We don't change the clients, we change what happens after.
Does automatic reading make mistakes?
Sometimes, and that's why you validate it. What it isn't sure about reading, it shows. The gain is in the 90% of ordinary documents, not in the tricky cases.
We work with Abacus, WinBIZ or Crésus.
Great, they stay. The process feeds the tool you have; it doesn't replace it.
Take a client file, we count the actions
The diagnosis is free. We follow a month of documents from one of your clients and count how many times each has been opened, read, renamed, and re-entered.
Where to go next
- Swissdec certificationWhat the register guarantees, and what it does not say
- Changing softwareWhat a data migration really costs, and in what order
- Swiss complianceQR-bill, eBill, Swissdec and VAT, what the law asks today
- Automating what recursThe weekly tasks that run without you
- Choosing management softwareSix questions that rule out three quarters of the candidates
The sources for this page
- Swissdec, the certified softwareThe official register of certified payroll software, with each entry’s level and ELM standard, read on 25.08.2026
- Swiss Federal Tax Administration, Swiss VAT ratesThe three rates in force, 8.1%, 2.6% and 3.8%, checked on 25.08.2026