AI in Expense Management Workflows
Understand the impact on digitising receipts, enforcing spending policies in real time, and speeding up the reimbursement cycle for modern businesses.
hotdok
4 min read hotdok —
AI document processing
on autopilot
The AI-powered platform that automates your document and receipt process from start to finish. The AI-powered, cloud-native platform that automates your entire process for documents and receipts from start to finish.
Powerful features
Expenses
Capture and track expenses with clear status updates — from the app to the back-office desktop.
Invoices
Track invoices across the entire workflow — from draft to payment — with full transparency.
Documents
Manage every business document in one place with smart tags and fast search. Seamless connection to your ERP or accounting software.
Frequently asked questions
The key questions and answers about hotdok.
About hotdok
Where is my data stored, and how is its security ensured?
All data is stored in Swiss data centers and is subject to strict data protection regulations. The infrastructure meets ISO 27001, ISAE 3000 Type 2, and FINMA outsourcing requirements. Transmission is encrypted, and access is only possible through secure authentication.
How does the pricing model work, and what's included in the free version?
The pricing model is modular. The free basic version includes document capture and limited workflow automation. Additional modules, users, and integrations can be added at any time, growing with your needs.
What services does hotdok offer?
hotdok is a premium solution for AI-powered document management automation — with AI tagging, multi-tenancy, and secure Swiss cloud storage. It's suited for freelancers and large enterprises alike.
What customer support does hotdok offer?
All users get access to detailed help articles and guides. Paid plans additionally include dedicated live support via chat and email.
How do I stay informed about new features and offers?
hotdok's social media channels and blog keep you up to date on new features like workflows and expense management.
Which industries does hotdok serve?
hotdok is used in industries including finance, healthcare, retail, and technology. The solution scales from a free starter plan to an enterprise plan.
How do I request a consultation or a quote?
Send us an email via the contact page, or reach out directly to our sales team. For larger implementations, we'll put together a custom quote.
About the features
How does hotdok's AI-powered document recognition work?
hotdok uses artificial intelligence to automatically analyze and classify documents and extract the relevant data. The AI recognizes document types such as invoices, delivery notes, or receipts and routes them to the right workflow automatically — removing manual steps and minimizing sources of error.
Which systems does hotdok integrate with?
hotdok offers open API interfaces for ERP, CRM, and accounting software. CashCtrl and Exxas are supported today, with further integrations to follow.
Which modules are available, and how do they differ?
There are three core modules: document management with classification, invoices with automated processing, and expenses with digital capture and approval. The modules can be used individually or combined.
How does hotdok support collaboration between teams?
Role-based access rights, commenting, and transparent approval workflows enable secure collaboration. Every document's status is visible in real time, avoiding duplicate work.
Can I integrate hotdok into my existing systems?
Yes. From the Professional plan onward, API access is available, enabling seamless integration with ERP or accounting software.
Infrastructure security at the highest level
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Developed in Switzerland
The entire app is developed in Switzerland, backed by a team of experienced software engineers.
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Data centre location
The infrastructure is located exclusively in Switzerland. This lets us guarantee the highest standards of data protection, physical security and digital availability – local, transparent and compliant with the law.
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Security and compliance standards
The underlying infrastructure is certified to ISO/IEC 27001 and ISAE 3000 Type 2 and meets the FINMA requirements for bank outsourcing (Circ. 2018/3). These international standards guarantee the highest level of information security.
Certified infrastructure
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4 min read Let's talk about what you need
The first conversation is free and non-binding. From the first message to delivery, our team is with you every step of the way.
Let's talk about what you need
The first conversation is free and non-binding. From the first message to delivery, our team is with you every step of the way.