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
Capture, find and approve invoices and documents with workflows – from the Swiss cloud. The Swiss cloud platform for invoices, receipts and documents: capture, search, assign and approve with workflows.
Powerful features
Workflows
Design processes in the visual designer: approvals, deadlines, assignments and email notifications – matched to roles and document types.
Invoices
Receive invoices by upload or email, take payment data from the QR code and approve them through a workflow.
Documents
All business documents in one place: folders, tags, correspondents and projects, plus full-text search across every document.
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 free Starter version covers the core features: capture by upload and email, filing and full-text search. Workflows, more users and more storage come with the paid plans from Professional.
What services does hotdok offer?
hotdok is a Swiss cloud solution for invoices, receipts and documents: capture, organise, search and approve with workflows – multi-tenant and stored in Switzerland. It suits freelancers as well as larger teams.
What customer support does hotdok offer?
All plans include support by email and the documentation at docs.hotdok.io. The Enterprise plan also includes priority support.
How do I stay informed about new features and offers?
We announce new features in the changelog, on the blog and on our social media channels.
Who is hotdok for?
hotdok is made for SMEs, associations and freelancers – wherever many invoices and receipts pile up. It scales from the free Starter plan to the 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 help with capturing documents?
The text of every document is recognised and searchable. For QR bills, hotdok takes over the amount, reference and additional information. Workflow rules assign new documents to correspondents, document types, tags and folders. Full AI reading of invoices is in development.
Which systems does hotdok integrate with?
For your own connections there is a documented API. Direct hand-off to accounting and ERP systems such as CashCtrl and Exxas is in development.
Which modules are available, and how do they differ?
Today hotdok covers documents and invoices: capture, filing, search and approval workflows. A module for expense reports is in development.
How does hotdok support collaboration between teams?
Role-based access rights, comments and approval workflows make secure collaboration possible. The dashboard shows everyone which documents have just arrived and who owns them.
Can I integrate hotdok into my existing systems?
Yes. From the Professional plan, API access is available; you'll find the documentation at docs.hotdok.io.
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 – for high standards of data protection, physical security and availability, under Swiss 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 FINMA requirements for bank outsourcing (RS 2018/3).
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.