Peax and Accounto realize seamless integration
The digital transformation in the fiduciary sector is progressing. The new development of a seamless connection between the Peax and Accounto platforms through API integration fits in with this. This development should enable companies and trustees to increase the efficiency of their work processes.
By connecting the Peax digital mailbox to the Accounto system, the time-consuming manual recording of documents and receipts is no longer necessary. All incoming channels are bundled - above all the physical mail, which is professionally scanned and posted. The documents are made readable and searchable, relevant data fields - for payment or booking - are read out and automatically transferred to Accounto. In Accounto, 90% then carries out the bookings automatically, which should result in massive time savings.
The seamless connection of the two systems saves time, reduces errors and should enable trust companies to concentrate on advising their clients. Last but not least, new business models can be developed that should be equally attractive for clients and trustees.
"The combination of Peax and Accounto is a real breakthrough," says Kilian Perrin, CEO of Accounto. "By seamlessly integrating our platforms, we offer our customers an even more efficient solution for their accounting and ensure that searching for documents is a thing of the past." Stefan Hermann, Managing Director of Peax, is also enthusiastic: "The automated posting of documents saves our customers time and allows them to complete their bookkeeping on a daily basis."
Since December 2023, around 20 customers are said to have already used the interface, confirming the benefits of the combined solution. "Thanks to the interface between Peax and Accounto and the automated transmission and posting of documents, we have achieved a major efficiency gain. The time saved enables us to advise our clients better and create added value for all sides," says Pascal Ingold, CEO of the fiduciary company Fistra AG.
"The collaboration between Peax and Accounto is a real game changer," adds Deniz Sengül (fiduciary company in formation). "It enables us to offer a service that works completely digitally and is based on an interesting business model. We can optimize our processes and offer our customers a better service."
The app integration of Peax and Accounto is a further step towards fully digital accounting and underlines both companies' commitment to continuous innovation and customer satisfaction.
Source: www.peax.ch / www.accounto.ch
