Swiss SMEs
From team chaos to a numbered file — without changing software
In an SME, several people drop files (Drive, email, photos) and one person recovers them. Cortex structures the batch, numbers supporting documents, proposes entries and flags uncertainty. You validate internally or with your fiduciary, then export to the ERP you already use.
Create an account See the demo
No commitment · 30 credits
Human validation is required before export.
Team chaos
Supplier emails, WhatsApp, a shared Drive, Scan001.pdf with twenty pages. Several depositors, one person who must find everything before closing.
The bottleneck is often not “knowing how to book”. It is absorbing volume before Crésus, WinBiz or Abacus can import anything.
This page is not for solo work or for a firm
Self-employed professional sending a binder to a bookkeeper: Independents page. Multi-mandate fiduciary: Fiduciaries page. Here the issue is operational — several people, one numbered file.
From the pile to an exportable file
You drop the batch. Cortex splits, renames and numbers. Entries are proposed; uncertain cases are flagged.
Internal validation, or with your fiduciary. Only then, export to the software you already have. No forced migration.
Keep your software
Cortex is the document upstream. If Bexio, KLARA or Abacus already holds your books, Cortex does not ask you to leave. It prepares the file for export.
Not a price rival of an SME ERP. It is the path from team chaos to the file your software can receive.
Stated limits
No year-end closing, no Swiss VAT return to the FTA, no payroll, no customer invoicing. Long legal filing stays with you.
The flows below are typical paths, not named client stories.
Typical paths (not testimonials)
Supplier batch before closing: a mixed PDF becomes numbered documents, with proposed entries to review.
Expense photos from the team: gather, classify, hand a coherent file to whoever validates the books.
Internal then fiduciary: admin flags and validates; the firm receives a file already structured — without taking its role.
FAQ
Must I leave Bexio?
No, if Bexio is where you keep the books. Cortex is upstream — the file, then export. See also Cortex and Bexio.
Can several people deposit?
Yes: that is the SME case — several depositors, one numbered file, validation before export.
Does Cortex close our accounts?
No. No closing, no FTA filing, no payroll. You export to your software.
Is there a time-saved percentage?
We do not publish a time-saved figure. Cortex reduces searching in the pile; judgement stays.
Next step
Create an account — 30 credits, then see the SME demo.
Create an account See the demo
No commitment · 30 credits
Human validation is required before export.