Book without receipts with nextesy Smart Attach

How much time do you lose while bookkeeping because you are still waiting for receipts? With nextesy Smart Attach, you can book the transaction anyway. When the receipt arrives later, nextesy automatically assigns it to the correct booking. You no longer need to search for anything or attach it manually.

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No more downtime due to missing receipts

You're right in the middle of your bookkeeping, but half the receipts are missing. So you stop, wait, and pick it up again later. When the receipts finally arrive, you have to track down the matching transactions one by one. This wastes valuable time and is extremely prone to errors—especially when multiple receipts are missing at once. nextesy Smart Attach turns the process around: you simply carry on booking despite missing receipts, and nextesy takes care of the matching as soon as they arrive.

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Automatically linked

Bank transactions and documents match up automatically, even if the receipt arrives weeks later.

Also for transactions that have already been posted

Smart Attach even assigns the matching receipt to transactions that have already been posted after the fact.

You stay in control

nextesy suggests the assignment, you check and confirm.

In bulk mode

Instead of handling each transaction individually, you can apply suggestions to multiple transactions at once.

No more downtime due to missing receipts

Learn more

Automatically linked

Bank transactions and documents match up automatically, even if the receipt arrives weeks later.

Also for transactions that have already been posted

Smart Attach even assigns the matching receipt to transactions that have already been posted after the fact.

You stay in control

nextesy suggests the assignment, you check and confirm.

In bulk mode

Instead of handling each transaction individually, you can apply suggestions to multiple transactions at once.

How nextesy Smart Attach works

Book: You record your transactions, even if a receipt is still missing.
Receipt arrives: As soon as the missing receipt arrives in nextesy, Smart Attach matches it to the correct transaction within seconds.
Review: You check the suggestions and accept them, either individually or in bulk mode.
Done: The entry is complete, and the receipt is stored audit-proof in the document management system.

How nextesy Smart Attach works

Book: You record your transactions, even if a receipt is still missing.
Receipt arrives: As soon as the missing receipt arrives in nextesy, Smart Attach matches it to the correct transaction within seconds.
Review: You check the suggestions and accept them, either individually or in bulk mode.
Done: The entry is complete, and the receipt is stored audit-proof in the document management system.

nextesy Smart Attach for fiduciary offices: process every mandate in a single go

Built for fiduciary offices

The more mandates you manage, the more receipts are missing at the same time, and the more time-consuming the back-and-forth between booking, waiting, and chasing up becomes. With nextesy Smart Attach, you work through each mandate in one go instead of handling it three times. Once the receipts eventually arrive, all you have to do is accept the allocation suggestions from nextesy Smart Attach. SMEs handling their own accounting also save themselves the hassle of chasing after missing receipts.

Built for fiduciary offices

Chosen by leading and forward-thinking companies & partners

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Try nextesy now for free for 14 days and experience the new Swiss AI standard for administration live

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Frequently Asked Questions

Here you will find the most important questions and answers regarding nextesy. If you have any further questions or need additional information, please feel free to contact us at any time.