01.
Growing document volumes
You handle several hundred to several thousand documents a month (invoices, contracts, client files, project deliverables) and searching for them now costs your teams time.
AI-powered document management
Document management (DMS) with AI built in, for Swiss companies
AI OCR that reads invoices and contracts, classification that learns from your documents and a link to your accounting, all in one system that does not depend on any platform. What used to be reserved for large enterprises is now practical for a Swiss company of 20 to 250 employees.
In brief
How does AI make document management (DMS) accessible to companies?
A document management system (DMS) files and secures company documents; AI now reads, classifies and links them automatically. Djtal, the operational AI specialist for Swiss companies, combines AI OCR, automatic classification and accounting integration on Zoho WorkDrive, Microsoft 365 or Google Drive, so your documents become usable without re-keying, within a defined and auditable scope.
Key figures and points
4 layers
Storage, workflows, accounting, AI OCR
4–6 weeks
Standard time to go live
European
hostingGDPR / Swiss FADP compliant
Platform
neutralWorkDrive · Microsoft 365 · Google Drive
Why now
Three shifts that put document management within your reach.
Electronic document management was long a large-enterprise project, too expensive, too complex and too slow for a mid-sized company. Over the past two years, AI has brought all three barriers down.
01
AI OCR reads invoices and contracts as they arrive.
Invoices, contracts, delivery notes and letters are all read automatically, even when unstructured, and uncertain cases are checked by a person. There is no template to maintain for each supplier.
02
Classification adapts to your business.
The system learns from your own cases. A few examples are enough to file documents and data according to your business logic. Instead of configuring every rule up front, you let the system keep learning.
03
The cost of a modern DMS has dropped sharply.
Document management deployments of the past (dedicated servers, heavy integration, long training) cost tens, sometimes hundreds, of thousands of Swiss francs. A native system on your existing suite, augmented by AI, can be set up in a few weeks, on capped time and materials. It is now within reach of a company with 20 to 250 employees.
A deployment that once cost tens, sometimes hundreds, of thousands of francs now fits into four to six weeks of capped time and materials.
2026 context
A wave of document digitalisation, with technical deadlines to plan for.
In 2026, e-invoicing between businesses remains optional in Switzerland. The market is moving all the same, on three fronts: technical changes to the Swiss payment infrastructure; catching up with Europe, where e-invoicing is becoming the de facto standard in B2B relations; and pressure for operational efficiency among companies that want to free up administrative time.
Three deadlines are worth knowing when you scope your document projects.
30 September 2026
Structured pain.001 addresses
Swiss banks reject pain.001 payment files with unstructured addresses. This directly affects companies' automated payment runs.
13 November 2026
SIC 5.3 release
It updates the Swiss interbank payment infrastructure, with technical adjustments to plan for in automated payment flows.
In force
Federal B2G > CHF 5,000
E-invoicing is mandatory for suppliers to the Swiss Confederation above this threshold. It determines access to federal public procurement.
E-invoicing between businesses remains optional in 2026. The payment deadlines of 30 September and 13 November 2026 are fixed, and a well-organised document system takes them in its stride.
Our document management approach
Four layers in one system, on the platform that suits you.
We bring together what most software vendors sell separately: native document management, custom workflows, accounting integration and AI extraction. Zoho is our preferred environment, but we also work on Microsoft 365, Google Drive or on-premises infrastructure, depending on your context. The AI layer works independently of the platform.
- 01WorkDrive recommended · Microsoft 365 / Google Drive / on-premises possible
Storage and folder structure
A native document management system with versioning, granular access rights, full-text search and team workspaces.
- 02Zoho Creator · or equivalent depending on platform
Workflows, indexing, metadata
Custom applications cover validation workflows, business-specific indexing and metadata tailored to your business.
- 03Zoho Books · or a connector to your existing accounting software
Accounting integration
Supplier invoices are recorded automatically and reconciled, with reliable audit trails.
- 04Djtal AI (multi-model)
AI OCR extraction and classification
The system reads invoices, contracts and delivery notes, including unstructured ones. It classifies them automatically according to your business rules, and keeps learning as it goes.
Our signature: the AI layer. It reads your documents, classifies them and feeds your accounting automatically. An invoice dropped into your DMS becomes a proposed journal entry in your accounting software, complete with OCR, classification and reconciliation, whatever storage platform you choose.
What we deliver
Six deliverables and a system that runs.
- 01
Document map of your company
An inventory of your document families, volumes, incoming and outgoing flows, and current pain points.
- 02
WorkDrive folder structure and access rights
A folder structure built around your business, an access rights matrix by team and role, and document governance.
- 03
Custom Zoho Creator application
It covers validation workflows, indexing forms, business metadata, views and dashboards.
- 04
OCR and AI pipeline for supplier invoices
Automatic capture, extraction of key fields, and classification that feeds Zoho Books, with human checks on uncertain cases.
- 05
Training and support for your key users
Coaching for the people who will run the system day to day, so that they build their skills by using it.
- 06
Documentation and handover
A user guide, governance procedures and the terms for taking the system over, so that you stay in control of it.
The exact scope is adjusted to your document volume and your level of Zoho maturity. The system remains your property, and you can develop it in-house, with Djtal or with another integrator.
Who it is for
Four situations where this pack makes sense.
02.
Time-consuming supplier accounting
Entering supplier invoices takes up a large share of your administrative team's time. You want to make recording more reliable and free that time for higher-value tasks.
03.
Traceability requirements
Your sector or your clients require reliable audit trails, structured retention and controlled access rights. You want a clean system, with no makeshift workarounds.
04.
Zoho ecosystem in place or on its way
You are already in the Zoho ecosystem, or you are about to join it. Document management integrates natively with your CRM, your accounting and your business applications.
Pricing and model
CHF 160/hour
or CHF 1,280/day
excl. VAT · 8.1% Swiss VAT added
- Capped time and materials. A budget cap is agreed up front, and you pay for the hours used.
- Agile method. You get regular reporting, progress reviews and adjustments as we go.
- A pack of four to six weeks, depending on your document volume and the functional scope chosen.
- Initial document management audit · CHF 800 excl. VAT (4 hours = half a day). It assesses volume, complexity, target platform and priorities, and a tailored quote for the pack follows.
- Post-go-live support comes as a block of hours to draw on, at the same rate, and you pay only for the hours you use.
Frequently asked questions
Your questions about AI-powered document management.
What is AI-powered document management?
AI-powered document management is a conventional electronic document management system (storage, access rights, versioning) complemented by a layer of artificial intelligence, made up of OCR that reads invoices, contracts and delivery notes without rigid templates, classification that learns from your own cases and automatic accounting integration. Djtal deploys it on Zoho WorkDrive, Microsoft 365 or Google Drive.
How much does document management cost for a Swiss company?
Document management deployments of the past cost tens, sometimes hundreds, of thousands of Swiss francs. A native system on your existing suite, augmented by AI, is set up in four to six weeks on capped time and materials (CHF 1,280 a day excl. VAT), after an initial half-day audit at CHF 800 excl. VAT. It is now within reach of a company with 20 to 250 employees.
Do we need to use Zoho for this document management?
No. WorkDrive is our recommendation when the Zoho ecosystem is in place or on its way, but the same approach can be deployed on Microsoft 365, Google Drive or an on-premises infrastructure. The application and AI layer adapts to the document base you already have.
How does the system process supplier invoices?
Through an OCR and AI pipeline. The document is captured automatically, its key fields are extracted, it is classified according to your business rules, and the result feeds your accounting (Zoho Books or a connector to your own tool). Uncertain cases go through a human check before any entry is made.
Which Swiss deadlines in 2026 affect the document chain?
Three dates matter, announced by SIX (Swiss Payment Standards) and passed on by Swiss banks: from 30 September 2026, Swiss banks reject pain.001 payment files with unstructured addresses; on 13 November 2026, the SIC 5.3 release updates the interbank payment infrastructure; and e-invoicing is already mandatory for suppliers to the Confederation above CHF 5,000.
How much time do your teams spend looking for a document?
Tell us about your volumes, the tools you already use and your pain points. We check together whether the pack suits your situation, and you decide afterwards.
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