FAQ - hotdok Document Processing

FAQ'S

Frequently asked questions

How does hotdok's AI-supported document recognition work?

hotdok uses artificial intelligence to automatically analyze and classify incoming documents and extract relevant data. The AI recognizes document types such as invoices, delivery notes or receipts and automatically assigns them to the appropriate workflows. This reduces manual steps and minimizes sources of error.

Where is my data stored and how is its security ensured?

All data is stored in data centers in Switzerland and is subject to strict Swiss data protection guidelines. The infrastructure complies with international standards such as ISO 27001 and ISAE 3000 Type 2 and meets the requirements of the FINMA outsourcing regulation. The data is transmitted and stored in encrypted form — access is only possible via secure authentication procedures.

Which systems can be integrated into hotdok?

hotdok offers open API interfaces for integration into existing systems such as ERP, CRM or accounting software. Typical integration partners include Cash Ctrl, Exxas, and other integrations will be added soon. This allows hotdok to be seamlessly integrated into existing business processes without the need to change existing structures.

Which modules are available and how do they differ?

hotdok is modular and currently offers several core modules:

- Document management and classification of all business documents
- invoices Automated processing and tracking of invoices
- Expenses Digital recording, review and approval of expenditure

Each module can be used individually or in combination, depending on the needs and scope of the processes within the company.

How does the pricing model work and which features are included in the free version?

hotdok offers a modular pricing model. The basic version is free and includes key core features such as document capture and limited workflow automation. Advanced modules, additional users, or integrations can be added individually. As a result, the platform remains scalable — from small businesses to large organizations.

How does Hotdok support collaboration between teams?

With role-based access rights, comment functions and transparent approval processes, hotdok enables secure and structured collaboration. All team members can view the current processing status in real time, which avoids duplication and delays. In this way, processes remain comprehensible and decisions are documented.

What services does hotdok offer?

hotdok is a premium solution for document management that specializes in AI-driven automation. We offer a comprehensive platform for digitizing receipts and documents with AI-based tagging, multi-client functions and secure cloud storage in Switzerland. Our services are designed to optimize workflows for both freelancers and large companies.

Can I integrate hotdoks solutions into my existing systems?

Definitely! hotdok is designed for connectivity. Starting with our Professional plan, we offer API access that allows you to build seamless integration solutions. This ensures that hotdok is efficiently connected to your existing ERP or accounting software and ensures a uniform workflow.

What type of customer support does Hotdok offer?

We are committed to your success. All users have access to our extensive help section and instructions, but our paid plans also include dedicated live support. Our team is available via chat and email to ensure that your document management runs smoothly.

How do I stay up to date about hotdoks' services and offers?

Stay up to date by subscribing to our newsletter and following us on social media. You'll get the latest information on new features — such as our upcoming Workflows and Expense Management modules — as well as exclusive insights straight from the HotDok team.

What types of companies and industries does hotdok serve with its services?

hotdok serves a wide range of industries, including finance, healthcare, retail, and technology. Our flexible solutions — from a free starter version to a powerful enterprise package — are specifically tailored to the unique document security and automation requirements of companies of all sizes.

How can I request advice or an offer for my project with hotdok?

To find the perfect plan for your business or request a custom quote for large-scale deployments, simply fill out the contact form on our website or email our sales team. We are happy to help you adapt hotdok to your specific requirements.

Frequently asked questions

Frequently asked questions

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