Evaluation — map of roles
Your need determines the right tool.
Preparing documents, keeping the books and deciding how to treat each item are three complementary needs.
- Cortex preparesSwisscom · 247.00 CHF
- The software keeps the booksAfter your decision
- The fiduciary advisesFounder
Three roles around the same document. No client firm is quoted.
Check the QR
Florian Stauffer-Rudaz FounderStart from what is actually holding you back.
Starting point: time goes into clutter, not into bookkeeping. Cortex prepares. The software keeps the books. The fiduciary advises. One person validates.
Observable result: a numbered file, fields to reread, an export file. Not a score against an ERP. If all management already lives in Bexio, read Cortex and Bexio first.
- Keep the books: your accounting software.
- Prepare the documents: the Cortex path.
- Choose and declare: you or your fiduciary according to the mandate.
- Limit: no competitor accuracy benchmark.
A chain, not a match
Starting point: a pile of PDFs, photos and statements. Cortex prepares the file. The software keeps the journal. The fiduciary advises and files. One person validates before export.
- Start: mixed documents, time lost searching
- Cortex: split, check, propose, block unvalidated export
- Software: official journal, invoicing, sometimes payroll
- Fiduciary: mandate, advice, FTA return
- Human decision: accounts, VAT, exceptions
- Observable result: numbered file, points to reread, export file
- Limits: no competitor score, no replacement of ERP or practice
Different roles
Software: keep the books. Fiduciary: review and advise. Cortex: prepare the file.
The right choice depends on the bottleneck
If the problem is documentary clutter, a preparation layer may be enough. If all management already lives in a suite, read Cortex and Bexio first.
FAQ
Does Cortex replace a fiduciary?
No. It reduces repetitive preparation and leaves the relationship and advice with the fiduciary.
Does Cortex replace Bexio?
No. Cortex and Bexio can have different roles. Detail: /vs-bexio.
Next step
Read the Organized category.