Workspaces

A clean, separate workspace for every client

Swiss businesses and fiduciaries keep each client's receipts, members and exports fully separated, and decide exactly who can see what.

Helvetia Fiduciaire

Manager

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Bergmann GmbH

4 members

Alpina SA

6 members

Léman Conseil

3 members

Zürich Ops

2 members

New workspace

Each client stays sealed off

Each workspace is sealed off. Members only ever see the clients they're assigned to.

No more mixed-up books

Receipts, tickets and exports stay scoped to one client, never cross-contaminated.

Right people, right clients

Assign team members per workspace, so access maps to responsibility.

Set up once, each client stays separate

  1. 1

    Create a workspace per client

    Give each client its own space with a name and logo.

  2. 2

    Assign your team

    Add only the members who should work on that client.

  3. 3

    Everything stays scoped

    Tickets, uploads and exports are automatically limited to that workspace.

Switch clients in a click

One menu to move between every client you manage, each with its own receipts, members and usage.

Your workspaces

4 workspaces

Bergmann GmbH

4 members

Active

Alpina SA

6 members

Léman Conseil

3 members

Zürich Ops

2 members

Members see only their clients

Per-workspace assignment is the privacy boundary. A member added to Bergmann GmbH can't see Alpina SA, or any workspace they're not on.

Bergmann GmbH · Members

Julien C.

julien@bergmann.ch

Manager

Marie Lambert

marie@bergmann.ch

Member

Thomas Furrer

thomas@bergmann.ch

Member

Anna Schmid

anna@bergmann.ch

Member

Only assigned members can open this workspace.

What's scoped to a workspace

  • Receipts & tickets
  • Uploaded images
  • Member access
  • Roles & invites
  • Exports
  • Usage & quota
  • Company details
  • Bexio company

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Import by email

Every workspace gets its own email address. Forward an invoice, let a supplier send it there, or scan to it from the office printer: it lands in DemyTix with the fields already read.

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Field-perfect OCR

Reads merchant, VAT, totals, currency and date from any receipt, with no template setup and no fixed layouts.

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Native Bexio sync

Push reviewed expenses straight into Bexio with the right accounts and VAT codes already mapped.

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All features

Stop typing in receipts. Close your books.

Built in Vaud for Swiss businesses and fiduciaries, on the Swiss VAT rates and the Bexio chart of accounts you already use. Start on the free plan: 10 scans a month, no credit card.