Reference · FAQ

Frequently asked questions.

What is SwissFlow?

SwissFlow is a founder-led Swiss automation studio based in Zug. It designs document-collection and workflow-automation systems for small professional-services firms in Switzerland — Treuhand (fiduciary and accounting), law firms, clinics, and construction offices. The studio is in pilot phase as of 2026.

Who is SwissFlow for?

Exclusively professional-services firms established in Switzerland. Typical profiles: Treuhand firms doing quarterly tax document collection, law firms managing client intake and deadline-bound filings, clinics handling patient document pipelines, and construction offices collecting permits and certificates. SwissFlow does not onboard firms established outside Switzerland.

Where is customer data stored?

The workflow engine runs on Exoscale in Geneva. Document storage depends on the firm's sector: Clients without a Swiss-territory requirement may store documents in their own Google Workspace tenant with the data-residency region they have chosen in their Workspace admin console; for law firms, healthcare providers, and other Berufsgeheimnis-bound sectors, storage uses Nextcloud hosted by Infomaniak in Geneva — this is mandatory and not substitutable. Emails are sent from the firm's own Gmail or Outlook domain.

What does SwissFlow actually do?

It sends AI-personalised reminder emails that reference the specific client, document, and deadline; it escalates through tiers when deadlines approach; it provides a magic-link upload portal where clients drop files without creating an account; and it delivers a weekly digest of open requests to the partner or firm owner.

Do my clients have to create an account or install an app?

No. Clients receive an email from your firm and click a magic link to upload. There is no sign-up, no password, and no app to install.

What's the stack?

n8n for workflow orchestration (hosted on Exoscale in Geneva), Softr for the client-facing upload portal, Google Workspace / Gmail for email delivery from the firm's own domain, Swisscom AI Service (Zurich) for reminder copy generation, and either the firm's own Google Workspace tenant or Nextcloud on Infomaniak (Geneva) for document storage depending on sector requirements.

How does the pilot programme work?

It is performance-based. SwissFlow agrees a target metric with the firm — typically an improvement in document-return rate, measured against a baseline captured during audit — and refunds the setup fee if that target is not reached by day 30.

How long does setup take?

The design target is approximately five days from kickoff to the first live reminder leaving the firm's domain.

Is SwissFlow a SaaS I can sign up for?

No. SwissFlow is a studio that deploys a tailored system per firm. There is no self-serve sign-up. Firms contact the studio by email to start a pilot.

What languages are supported?

Reminder emails and portal copy can be configured in any language the firm uses with clients — typically Deutsch, English, or Français for Swiss firms. The SwissFlow website is currently English-only.

How do I get in touch?

By email at [email protected]. The founder replies within 48 hours.