Digitam Invoice · For SMEs and fiduciary firms
Invoices come in, and the data goes straight where it belongs. The automation reads invoices and bank statements and posts everything to your accounting software, with as much control as you choose.
Connected to your accounting softwareWe reply within 1 working dayNo obligation
It connects to your accounting software and, once you’ve approved them, records amounts, VAT and the right accounts automatically. No double entry, no data to copy over.
Some of the accounting software we connect to
…and other software too, as long as it offers a direct connection or an import: we check this together before we start.
The same job, done three ways.
| By hand | With your accounting software |  With Digitam Invoiceconnected to your accounting software | |
|---|---|---|---|
| An invoice arrives | You open the document and type in the supplier, amounts, VAT and account by hand. | Some data can be read automatically, but checking and posting stay in the software. | It reads the invoice and suggests accounts, VAT and the entry, line by line. |
| The bank statement arrives | You check and match transactions one at a time. | The software can reconcile many transactions automatically. The doubtful ones are left for you to check. | It matches transactions with invoices and documents and shows you the ones to check. |
| Something doesn’t add up | You have to spot it during your checks. | You track down the problem across different entries. | It gathers the cases to check in a single list, before they’re posted. |
| It goes into the books | You enter and check the entry by hand. | You post and confirm directly in your accounting software. | You approve the proposal and Digitam Invoice posts it to the software you already use. |
| What’s left for you | All of it. | Anything that isn’t simple. | The decisions. The rest, if you like, runs by itself. |
You upload the PDF or a photo, or the invoice arrives straight in the connected mailbox. Digitam Invoice recognises it and makes sure the same document isn’t entered twice.
It recognises the supplier, amounts, VAT, due date, line items and payment references. Then it checks that the figures add up and flags anything unusual straight away.
For each item, the AI suggests the correct accounting entry and VAT and shows you why it made that choice. You see everything next to the original invoice and can check it before you approve.
If everything’s right, you approve with one click. Digitam Invoice posts the invoice directly to the accounting software you already use. If you want to change something, you correct the proposal before sending it.
Invoices to pay and invoices to collect, in one place. You see straight away what’s open, what’s overdue and what’s already been paid, without searching through different files and programs.
You download the statement from e-banking and upload it to Digitam Invoice, as camt.053, camt.054, Excel or CSV.
For each transaction, the AI looks for the matching invoice, checks the amount and references and shows you straight away how confident it is about the match.
No transaction gets lost: those already imported aren’t duplicated, and those still without a document stay visible until they’re resolved.
We start from your chart of accounts and the rules you already use. The AI suggests where to post each item on the invoice and learns from the corrections you approve, so over time its suggestions get closer and closer to the way you work.
It recognises VAT rates and amounts. It handles the Swiss rates of 8.1%, 2.6% and 3.8%. If it finds an unclear case, it flags it and waits for your confirmation.
CHF, EUR, USD and other currencies, in the same flow. The AI also reads invoices from foreign suppliers, recognises the currency automatically and prepares the right amounts for your accounts. If the value changes between the invoice and the payment, it flags the difference.
CHFEURUSDGBP and others“Put the toner on 6570 and the discount on its own line”: the AI updates the entry, you check it.
You always stay in control. At first you confirm every entry; once you know the system, you can decide which recurring cases to leave to the AI and which to keep checking yourself.
Every entry waits for your confirmation. You see what the AI suggests, correct it if needed and approve only when everything’s right. Digitam Invoice takes your choices into account next time.
You choose which cases can be handled automatically. For example recurring bank charges or regular subscriptions below a certain amount. Everything else still waits for your approval.
The cases you know follow the rules you’ve chosen. New suppliers, unusual amounts, unclear VAT or anything that doesn’t add up are left for you to check.
In every mode The AI checks the documents, avoids duplicates and keeps track of every step. If something doesn’t add up, it doesn’t go ahead automatically: it flags it and waits for your decision.
It reads supplier invoices, suggests accounts and VAT and shows you what still needs checking. Once you approve, it posts everything to the accounting software you already use and matches payments to invoices.
Book a demoEach client keeps its own chart of accounts, its own rules, and its invoices and bank transactions separate from the others. For each client you see straight away what’s ready to approve, what needs checking and which documents are missing.
Digitam Invoice prepares the entries and you step in where it really matters.
Book a demo for your firmWe show you Digitam Invoice on the way you work. If you’re interested, you get a clear quote with a set-up fee and a monthly fee. You know everything before you sign.
We reply within 1 working day. Prefer to talk? +41 91 946 16 11 · WhatsApp · info@digitam.ch
You talk to the people who built it
We show you Digitam Invoice at work and look together at how you handle invoices and bank statements today. At your office or online, with no obligation.
We connect your accounting software, adapt the chart of accounts and set up users and email inboxes. You don’t have to configure a thing.
From then on it works on your everyday invoices. At first you approve everything, then you decide what it can post on its own. We show you how to manage it and we’re there whenever you need us.
No. Digitam Invoice works alongside the software you already use. Once you approve, it sends the entry straight to your accounts, where the connection allows it.
We can connect, for example, to Abacus, bexio, Banana Accounting, HSI SIRIO, Sage, WinBIZ, Infoniqa, Klara, Business Central, SAP Business One and Xero. If you use other software, we check first how to connect it.
Yes. It reads Swiss and foreign invoices, as PDFs or photos, and automatically recognises the currency, amounts and supplier details.
It handles CHF, EUR, USD, GBP and other currencies. If it finds a case that needs attention, for example on VAT or the exchange rate, it flags it before posting.
No problem. Digitam Invoice can link a single payment to several invoices and keep track of how much has been paid and how much is still open on each.
It also works with partial payments. If it isn’t clear how to split the amount, it shows you the options and waits for your confirmation.
At first you approve every entry yourself, or someone on your team does.
Later you can choose which recurring cases to have posted automatically: for example a regular bank charge or an invoice from the same supplier below a certain amount. You set the rules and can change them whenever you like.
Before anything is posted, you always see what it read and what it suggests. If something doesn’t add up, you can correct it before approving.
Unclear cases are kept apart from the certain ones and left for you to check. The AI doesn’t have to guess: when it’s in doubt, it tells you.
Yes. Each client has its own accounts, its own chart of accounts, its own rules and its own documents, kept separate from your other clients.
You move from one client to another on the same platform and see straight away what’s ready to approve, what needs checking and which documents are missing. Access can also be assigned to the different people in your firm.
Before we start, we agree with you where documents are stored, which data is processed and who can access it.
Supporting documents stay linked to their entries and access is controlled. The system is set up in line with Swiss data protection law (FADP), with storage arrangements agreed before activation.
Can’t find your answer? Ask us. We usually reply the same day.
Our other products: Digitam Quote, AI-powered quotes · Digitam Voice, the AI phone assistant · all our AI automation
In the demo we show you Digitam Invoice on real cases: how it reads an invoice, suggests the entry, matches payments and sends everything to your accounting software. Then we look together at how it could work in your business.
Free demo · At your office or online · No obligation
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