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+ How to start

Three steps. One week.

From setup to a productive day-to-day. No implementation project, no consultants, no weeks of workshops.

Connect. Let it learn. Approve.

Hegyon doesn't need an implementation partner. You can do it yourself, or we'll help on a 30-minute call.

01

Connect

Bring your data and your bank. We import from Excel, CSV or directly from your current tool, accounts, customers, suppliers, stock.

  • Import your chart of accounts or use the Swiss standard
  • Connect banking via CAMT.053/054
  • Load master data from Excel or your existing tool
≈ 30 minutes
02

Let it learn

Hegyon reads your first documents and proposes bookings. You correct what doesn't fit, the AI learns from every click.

  • Import or forward the first 20–50 documents
  • Review and correct the proposed bookings
  • Define approval thresholds and workflows
≈ 1–2 days
03

Approve

From now on, work arrives in your inbox already prepared. You review and approve – booked, in the audit log, VAT clean. Above your threshold, with an additional approval.

  • Documents are classified and prepared automatically
  • Reminders prepared, bank reconciliation automatic, expenses by photo
  • VAT and GeBüV audit are always up to date
From day 3

Four examples, every day.

Concrete tasks Hegyon prepares for you, and how much manual work disappears per case.

Supplier invoice

Müller AG · CHF 4'820.50

PDF arrives by email. AI reads the QR, proposes account 4200 and 8.1% VAT. You approve in one click.

Bank reconciliation

CAMT.053 · 47 entries

QR references are matched to open invoices automatically. You review only the 3 edge cases, not all 47.

Expenses

SBB train ticket

Employee snaps a photo of the receipt. AI extracts date, amount, VAT. Prepared for approval, you only see the proposal.

Dunning

Stage 2 · 12 customers

Hegyon flags overdue invoices and prepares the second dunning stage. You approve the send, or hold individual cases.

From your current setup.

You're not starting from zero. Hegyon reads most tools directly, you keep your data, your accounts, your history.

  • Opening balances from your last balance sheet
  • Open items (receivables / payables) at a cut-off date
  • Multi-year history importable as CSV or PDF
  • Export options for your tax advisor stay open
CSV / Excel → Master data
Excel · lists → Hegyon accounts
PDF receipts → AI capture
Tax-advisor export → DATEV / Abacus

Your data stays in Switzerland.

Every prompt passes through our Sensitive Data Guard before any external AI model sees it. Personal, contract and financial data are masked or blocked; only released content is forwarded, under no-training agreements.

  • Hosted in Switzerland under Swiss law
  • Sensitive Data Guard masks before forwarding
  • EU model providers preferred, US for non-sensitive only
  • Every action sealed in the GeBüV audit chain
See the full data-flow on the Trust Center →
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Swiss-hosted
Guard masks
EU first
Audit chain
Ready for day 1?

Let's do the first booking live.

30-minute demo, one of your real documents, a concrete proposal. No slides.

See pricing