Clients deliver receipts without structure
Invoices arrive unordered, with missing fields, or as photo attachments. Every cleanup costs accounting hours that are billed back to the client.
For Accounting Firms and Trustees
Capture client invoices in a structured way and hand them off cleanly
Accounting firms manage bookkeeping for many clients at once. RolakInvoice standardizes invoice intake, checks mandatory fields, and delivers complete records — consistent and traceable for every client.
Different formats and quality per client
Every client has different suppliers and different filing habits. Without standardization, every client is an individual effort.
Validation and export logic must be consistent across clients
For comparability and quality assurance, accounting firms need a consistent baseline — not a different approach for every client.
The same validation logic across all clients
Mandatory fields, export format, and validation rules are defined once and apply to all clients. This reduces errors and creates comparability.
Fewer follow-up requests to clients
RolakInvoice identifies missing mandatory fields and flags incomplete invoices before export. Accountants resolve gaps before they appear in bookkeeping.
CSV and Bexio export for all clients
Validated invoice data is handed off in Bexio-compatible format or a configured CSV export. Consistent, complete, no post-processing needed.
FAQ
Can I use RolakInvoice for multiple clients at once?
Yes. Multiple mailboxes and upload channels can be configured per account. Client separation is done via separate mailboxes or upload folders with their own export profiles.
How are unclear or incomplete invoices handled?
Invoices with missing mandatory fields go to the manual review queue. There, fields can be added or the invoice rejected. This ensures no incomplete record reaches the export.
Is the export compatible with Swiss accounting standards?
The CSV export is configurable and can be adapted to the requirements of the accounting software in use. Bexio-compatible exports are available out of the box.
For Accounting Firms and Trustees
Capture client invoices in a structured way and hand them off cleanly