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Features

Everything you need to process documents, invoices, and expenses automatically — from text recognition to multi-level approval.

Documents Invoices Expenses

Document processing

Text recognition

Runs OCR on your documents and adds searchable, selectable text — even for documents that were only scanned as images.

Document support

Documents are stored in the PDF/A format, designed for long-term archiving.

Intelligent tagging

Organise and index your scanned documents with tags, correspondents, types, and more.

AI support

Uses artificial intelligence to automatically add tags, correspondents, and document types to your documents.

Invoice processing

Multi-level approval

Multi-level approval workflows with customisable user roles and permissions for controlled, transparent, and efficient sign-off.

Mobile app

Upload and manage invoices on the go — capture, submit, and track them straight from your mobile device.

Project assignment

Tag invoices or assign them to folders and projects.

Integration-ready

An integration-ready architecture for ERP or accounting tools.

Expense management

Multi-level approval

Multi-level approval workflows with user roles and permissions.

Travel & projects

Manage your team's travel expenses and assign spending to individual projects.

Mobile app

Scan receipts and categorise expenses — app access to capture and manage spending on the go.

Simple and intuitive

Our user-friendly interface keeps the experience seamless, so you can focus on what matters.

Effortless integration solutions

At hotdok, we specialise in building integration solutions that bring all your tools and platforms into one unified system. Our seamless integration services keep your software, applications, and data working together in harmony.

Discover integrations

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.

Start your transformation with hotdok today!

We digitise your document overload — for faster processes, less effort, and more focus on what matters.

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