Features › A workspace per client
WorkspacesA clean, separate workspace for every client
Fiduciaries and finance teams keep each client's receipts, members and exports fully separated — and decide exactly who can see what.
Helvetia Fiduciaire
Owner
Search workspaces…
Bergmann GmbH
4 members
Alpina SA
6 members
Léman Conseil
3 members
Zürich Ops
2 members
New workspace
A real privacy boundary
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, scoped forever
- 1
Create a workspace per client
Give each client its own space with a name and logo.
- 2
Assign your team
Add only the members who should work on that client.
- 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
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
Jeremy C.
jeremy@appogee.ch
Marie Lambert
marie@bergmann.ch
Thomas Furrer
thomas@bergmann.ch
Anna Schmid
anna@bergmann.ch
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
“The per-client separation is exactly how a fiduciary has to work — no one sees a client they shouldn't.”
Explore more
Field-perfect OCR
Reads merchant, VAT, totals, currency and date from any receipt — no template setup, no fixed layouts.
Learn moreNative Bexio sync
Push reviewed expenses straight into Bexio with the right accounts and VAT codes already mapped.
Learn moreBring your whole team
Add paid seats, invite colleagues, and manage roles — owners and members, per company.
Learn moreStop typing receipts. Start closing books.
Join Swiss finance teams who turned hours of expense entry into seconds. Free to start — no card required.