Nothing leaves your Excel.
Documents are stored inside the workbook. No upload, no server, no telemetry.
SwissSnip
Drag a box around a figure. It lands in the cell, linked to the page it came from. The document never leaves your Excel.
Built in Zurich
What this changes
Your labels are respected.
The workbook carries your bank’s own classification. Who can open it is decided by your rules, not ours.
AI that stays in Switzerland.
When you want it, extraction runs on a model we host in Zurich or inside your own network. Never a foreign cloud.
How it works
One drag
per figure.
-
01
Import the documents
Drop PDFs into the task pane. They are stored in the workbook and every word is indexed with its position.
-
02
Select a cell, drag a box
The text inside the box is written to the cell. Swiss formats are read correctly: 1'234.55, 1.234,55, 12.–.
-
03
Or record your judgement
A validation snip marks the cell as agreed to the document. An exception snip marks it as not agreed.
-
04
Click the cell, months later
The pane reopens the document at that page and rectangle. The link survives saving, closing and sharing the workbook.
Snip types
Each snip writes its own colour.
A reviewer can read the state of a sheet before reading any of the numbers.
| Procedure | Per document | Result | |
|---|---|---|---|
| 8 | Opening balance | 12'905.55 | |
| 9 | Rent, January | 2'180.00 | |
| 10 | Payment services | 1'234.55 | |
| 11 | Agreed to statement | ✓ | |
| 12 | Agreed to invoice | ✓ | |
| 13 | Health insurance | 489.30 | |
| 14 | Not agreed, see note 4 | ✗ | |
| 15 | Closing balance | 10'224.25 |
- Text snip: the document’s own value
- Validation snip: agreed
- Exception snip: not agreed