Documents that collect
themselves.
Document collection & workflow automation · Built in Zug, Switzerland
A two-founder studio.
Hands-on by both.
SwissFlow was founded in 2026 in Zug, on the lake in Kanton Zug. It started with a simple question:
Why are Swiss businesses still chasing the same PDF through three email threads?
The answer was boring: because no one had built the system that does it for them. Not in Switzerland. Not with the precision local firms expect. So we did.
We design, deploy, and maintain document-collection systems for small businesses everywhere — accounting firms, engineering studios, construction GUs, small clinics, law offices, hotels, agencies. Built in Switzerland, run on infrastructure you control, in any country you operate. Our systems integrate n8n, Google Workspace, and tailored AI models into something that feels less like software and more like a diligent colleague who never forgets, never escalates too early, and never lets a deadline slip.
The work is quiet. The work is precise.
The work is Swiss.
Five opportunities
in the document economy.
These are the gaps we watch closely — and the reasons SwissFlow exists. Pick your industry below to see how each one applies to you. The work is built and hosted in Switzerland — but every word here applies wherever your business runs.
-
I 4–6 h
The follow-up tax.
Small businesses bleed 4–6 hours per employee per week chasing paperwork.
- Quarterly reports, contracts, safety certificates, intake forms
- Real salary money paid for reminders, not work
- The market accepts this as the price of business. We don't.
Accounting firms lose 4–6 hours per employee per week to the receipt chase.
- VAT receipts, payroll, year-end packages, expense records
- Tax season is one long chase
- Hundreds of thousands in partner time spent on reminders, not fees
Construction firms lose hours weekly chasing subcontractors for compliance documents.
- Insurance, safety training, social-insurance, work permits
- A missing certificate halts the site
- PMs reminding by hand instead of running the build
Law firms lose 3–4 hours per lawyer per week to document chase.
- Engagement letters, ID copies, signatures, court documents
- Billable time spent in inboxes
- One missed deadline undoes a full week's work
Practice managers lose hours weekly chasing patient documents.
- Referrals, lab results, insurance forms, prior-treatment records
- 15-minute prep stretches across days
- Consults run late because half the file is missing
-
II CH only
Data sovereignty.
The leading document platforms live on US infrastructure.
- FileInvite, Content Snare, Clustdoc, TaxDome — all US-hosted
- Structural problem for regulated industries
- We deploy on infrastructure you control — Swiss, yours, or hybrid
FileInvite, TaxDome, Karbon — the tools your peers use sit on US servers.
- Regulated mandates make foreign hosting a structural problem
- Partners answer to clients about where their books live
- We deploy Swiss-hosted or in your chosen cloud
Most document platforms ship project files through US clouds.
- Owners write data-residency into the contract
- Audits ask where records live
- We deploy Swiss-hosted by default
Legal document platforms are foreign-hosted.
- FileInvite, Clio, MyCase — all US-jurisdiction
- Attorney-client privilege sits awkwardly on foreign servers
- Swiss-hosted by default — privilege never crosses a border
Patient-document platforms route through foreign clouds.
- Data-protection duty means keeping patient data under your jurisdiction
- Foreign hosting is a structural problem for any clinic
- Swiss-hosted, or in your country's cloud of choice
-
III 2026
The AI follow-up shift.
LLMs crossed a threshold in 2025 — reminders with real tact are now automatable.
- Gentle, firm, urgent escalation — on demand
- Any language your clients speak
- First movers compound a weekly edge into a structural one
Escalating a receipt reminder — gently, firmly, urgently — is now LLM-native.
- Season-appropriate tone, automatically
- In your client's language, always
- First-mover firms compound weekly wins all year
Certificate reminders — 30 days gentle, 7 days firm, 0 days urgent.
- LLMs now outperform stressed project managers
- Time saved becomes a real bidding advantage
- First contractors to automate win capacity
Deadline and document reminders with matter-appropriate tone.
- LLMs outperform rushed paralegals on precision
- Capacity edge without hiring
- Structural, not cosmetic
Pre-consult reminders in clear, clinically-careful language.
- More empathy than a tired manager at 17:30
- Consult throughput rises without hiring
- First-movers widen the gap
-
IV +71%
Zero-friction workflows.
Magic links replace logins — and lift return rates 50–71% (FileInvite 2024).
- No portal, no account, no password
- Link → drag → drop → done
- The future of B2B is no software at all
Your clients don't want a portal. They want a link in an email.
- Especially the 65-year-old founders who still print emails
- Drag, drop, done — no login screen
- Magic links recover rates that portals destroy
Subcontractors will not log into a portal from a building site.
- Tap a link from the phone
- Photo the certificate, send
- The only UX that survives construction reality
Older clients refuse portals. Younger clients forget the password.
- A magic link at the right moment works across the whole base
- Less inbox, more billable hours
- The only UX that holds across an entire client list
Patients won't create an account for a single referral.
- Tap a link, photo the document, done
- Same UX pattern as ride-sharing apps
- Quietly fixes patient document collection
-
V n = 10+
Vertical specialisation.
Generic tools force every industry into the same template. We don't.
- Each vertical has its own rhythm, deadlines, compliance posture
- Room in the market for 10+ specialised variants
- We are building them
Generic tools treat an accounting mandate like an e-commerce ticket.
- Quarterly cycles, year-end crush, VAT deadlines
- SwissFlow speaks accounting fluently
- A fit, not a template
Generic tools don't understand a building site.
- Cert renewals, owner handovers, mid-project sub changes
- SwissFlow speaks construction fluently
- A fit, not a template
Generic tools don't understand a legal matter.
- Deadline discipline, document chaos, client onboarding
- SwissFlow speaks law fluently
- A fit, not a template
Generic tools don't understand a consultation.
- Pre-anamnesis, referral flow, data-protection pressure
- SwissFlow speaks medical practice fluently
- A fit, not an EMR template
Five nodes.
One quiet machine.
Every SwissFlow installation reduces to these five building blocks. Read them at rest below, or tap any card for the full detail.
- N1 · Trigger Webhook The entrypoint — a form, a CSV, a Softr click. Tap for detail →
- N2 · Logic AI Agent Reads context, writes the next message, sets the tone. Tap for detail →
- N3 · Ledger Google Sheets Every worker, every deadline, every status. Tap for detail →
- N4 · Action Gmail Three tiers of reminder, personalised, calmly escalating. Tap for detail →
- N5 · Archive Google Drive The archive — versioned, organised, accessible. Tap for detail →
Built for your vertical.
Four production-grade workflows we deploy for small businesses — drawn from real installations for accounting, construction, legal and medical clients. Each one is dozens of nodes deep. Each one removes hours of weekly admin. Built in Switzerland, deployable wherever you operate.
View example workflows →What runs in Switzerland.
What doesn't. Why that's okay.
We're transparent about where every byte lives. Most clients run on the Standard tier. Regulated clients (clinics, law firms, FINMA-touched entities) run on the Regulated tier where no data ever leaves Switzerland. Pick the column that matches your risk profile.
The honest summary: every byte of Client workflow data stays inside the Swiss perimeter on both tiers — including the LLM call. The Standard tier covers accounting and construction firms under revFADP. The Regulated tier adds the Article 321 SCC professional-secrecy (Hilfsperson) framework required by law firms, clinics, dental practices, and other Berufsgeheimnis-bound Clients. SwissFlow offers its service exclusively to Swiss-established firms.
First five firms.
What we commit to.
We're early — SwissFlow launched commercially in 2026. Rather than fabricate testimonials we don't have, here's what we put in writing for every one of the next five firms we onboard:
- 5+ h Hours saved per FTE per week Measured by us, monthly. If we miss the target by month two, the next month is free.
- +25% Document-return rate improvement Baseline measured during the audit, re-measured every 30 days against the same client cohort.
- 7 d To first reminder fired From kickoff to the first AI-personalised reminder leaving your domain. Most pilots are live by day 5.
- 30 d Money-back window If we don't hit the numbers above by day 30, you get the setup fee back. No questions, no contract gymnastics.
Not slides.
A real engine, already running.
In plain language: here is what changes for your firm after we switch this on.
Six hours a week chasing clients for paperwork. Your partner writes reminders by hand, follows up by phone, and remembers which deadline is next.
This runs itself. Reminders go out on time, escalate gently, and only ping a human when a client needs a real conversation. Your partner opens one weekly digest on Monday.
For the technically curious Show the engine diagram Hide the engine diagram
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Things we've written.
For when you want the long version.
-
Accounting
Automating quarterly document collection
The technical and human design behind a workflow that chases 200+ clients without sounding like a robot.
-
Compliance
Data residency for clinics: what revFADP actually requires
The Swiss data-protection rules every practice manager should know before signing a US-hosted document tool.
-
Migration
From FileInvite to self-hosted in two weeks
A practical migration playbook: data export, client communication, workflow rebuild, parallel running, cut-over.
We believe that precision is kindness —
that software should feel like a colleague, not a system —
that every business deserves precision tools —
and that the quiet work of not forgetting
is one of the last great frontiers of automation.