More client accounts.
Same team.
Preliminary bookkeeping eats the same hours in every client account. HuusFlow takes over that routine across all of them and gives you back the capacity you need for new customers.
Individual rules per client. Terms for multiple client accounts. Processing route disclosed.
Observations from pilot businesses and test client accounts. Actual savings depend on your document mix and your workflows.
Preliminary work does not scale.
Today an additional client account means additional hours of manual work. That is exactly why growth is a staffing question rather than a customer question for many practices.
- Documents organised differently at every client, often incomplete
- The same downloading, renaming, typing and categorising for every client account
- Queries about missing documents only at closing, when time is short
- New employees first have to learn the quirks of every client
One workflow that
grows with every client.
HuusFlow works with a separate set of rules per client account. What you correct once applies to that client permanently, without affecting any other.
- Every client account has its own booking rules, accounts and supplier mappings
- Documents arrive automatically from the client’s bexio inbox and mailbox
- Your corrections are learned, so the review effort drops month by month
- Missing documents and bank fees show up continuously instead of at closing
Built for many clients.
- Client accounts cleanly separated
- Every client account with its own bexio account, its own rules and its own supplier mapping. No mixing, no mental switch when moving between them.
- Rules instead of onboarding time
- The knowledge about a client sits in the rules, not only in one person’s head. New employees become productive faster.
- You keep control
- HuusFlow prepares, you approve. Uncertain cases go to the review list, everything else runs through.
- Credit card as one clean entry
- Card statements are not broken up into dozens of individual invoices but transferred to bexio as one entry, with the statement and all documents attached as PDFs. That saves you the clean-up work at closing.
- Excel export for closing
- All processed documents of a client account as Excel at any time, cleanly named and traceable.
- Requests delivered in days
- At the request of a fiduciary we shipped a new function within one week. Your requirements shape the roadmap.
Fiduciaries who have tested HuusFlow so far save around 80% of the time spent on preliminary bookkeeping in normal operation. The time freed up goes straight into looking after additional client accounts.
For practices with
multiple client accounts.
HuusFlow is a managed service. We set up every client account together with you and match scope and price to your document volume. Because we run the entire processing ourselves and pass on no per-document licence fees to third parties, the price per document drops sharply with volume. For document-heavy practices we reach terms that per-document billing models structurally cannot match.
- We handle the setup per client account, including the bexio connection and rules
- The price per document drops with volume, without tier limits kicking in mid-month
- Terms are fixed in the contract, and during the pilot phase there is no price increase in the first year
- No setup fee, no minimum term, cancel monthly
- At least 50% time savings, or your money back
For fiduciary practices
Can we use HuusFlow for all our clients?
Yes. Every client account is run as its own unit with its own bexio account, rules and filing. You work in one interface while the data stays cleanly separated.
What if a client organises documents completely differently?
That is exactly what the per-client rules are for. We set them up together during onboarding, and HuusFlow keeps learning from your corrections.
Do we keep control over the entries?
Completely. HuusFlow prepares and suggests account, tax rate and booking text. Only what you approve is transferred. Uncertain documents go to the review list automatically.
Who sets up the client accounts?
We do. During the launch phase we handle the setup per client account personally: bexio connection, input channels, rules and a test run with real documents.
How quickly is a new client account productive?
Usually within a day. The more similar a new client is to an existing one, the faster, because proven rules can be reused.
Where is the data processed?
Storage is encrypted on Swiss servers in Geneva. For text recognition documents go to a data centre in the Netherlands and come back; nothing goes to the US. We set out the full route step by step on the transparency page so you can meet your duty to check under Article 9 FADP. On request we set your client account up on processing that runs entirely on Swiss servers.
Let us work it out for your practice.
30 minutes. We look at a typical client account and record how much time the preliminary work costs there today.
Arrange a conversation