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Pilot programFor fiduciary firms in SwitzerlandFor fiduciary firms

Show it once.
Lokbox repeats it.

Show Lokbox a routine task once in your browser and approve the workflow. From then on, Lokbox runs the workflow again when you click and keeps every run in your history.

No commitment. You talk directly to the founders.No commitment. Straight to the founders.

Sending needs your yes

You set the workflow up once and approve it. Lokbox submits forms, messages and changes on other sites only after your yes.

Signed protocol

The signed log records the outcome, approval decision and checksum.

Swiss hosting

Database in Zurich, AI processing in the EU. Details

  • Sending needs your yes
  • Signed protocol
  • Swiss hosting
Another industry? Staffing agencies, insurance brokers, property management
Schematic illustration · sample data

Check open items

Described and set up once in week 36 · starts every Monday; sent only after your yes

Every Monday, 07:00Mon, 07:00
  1. Open bexioDebtors, open items
  2. Filter overdue itemsDue for more than 30 days
  3. Invoice per client3 invoices created
  4. Send invoices from bexio by e-mail
Run ready, week 40

3 invoices ready to send

  • Bäckerei Keller GmbH4 itemsCHF 12'480.00
  • Architekturbüro Frei2 itemsCHF 3'150.00
  • Praxis Dr. Meier7 itemsCHF 18'920.40
Signed protocolLB-2026-0040 · 07:03View protocolView
HistoryWk 36 described · approvedRun 2Run 3Run 4Run 5

How it works

Three steps. You approve the workflow.

  1. Show it once

    You do the task once in the browser. Lokbox records the steps.

  2. Approve the workflow

    You review the workflow and approve it. Scheduled runs too submit forms, messages and changes on other sites only after your yes.

  3. Lokbox repeats it

    From then on, Lokbox runs the workflow again when you click and keeps every run in your history.

From fiduciary practice

What Lokbox can do for your firm.

  • Example

    Check open items in bexio

  • Example

    Create and send invoices in bexio

  • Example

    Look up company data in the commercial register (ZEFIX)

Security

You stay in control.

  • You approve the workflow; Lokbox submits forms, messages and changes on other sites only after your yes, scheduled runs included
  • Signed logs document the approval decision and outcome
  • Hosting in Switzerland, database in Zurich, AI processing in the EU

Provider: Kubilé IT, Chratzernstrasse 2b, 4803 Vordemwald, Schweiz

Data processing agreement (DPA)PrivacySubprocessorsImprint

Log

Sample
Run completed
02.08.2026 · 07:34:09 CEST
Outcome
Completed
Human approval
Approved
Checksum · shortened example
SHA-256 · 67c9 2a10 4f71 8b25 … d18b
Sample data – not a real client.
View sample protocol

Pricing

A fixed monthly price. No fee per run.

You approve, Lokbox does the work and keeps the run in your history.

Starter

CHF29

/ month, excl. VAT, cancel monthly

  • Up to 20 runs per month
  • 1 user
  • Approval of the workflow
  • Issued signed logs show the outcome and approval decision
  • bexio: read, create and send invoices
  • Hosting in Switzerland

Praxis

Recommended

CHF99

/ month, excl. VAT, cancel monthly

  • Up to 100 runs per month
  • 3 users
  • Everything in Starter

Kanzlei

CHF299

/ month, excl. VAT, cancel monthly

  • Up to 400 runs per month
  • Unlimited users
  • Everything in Praxis

We never charge beyond the booked quota: once it is reached, further runs pause until an upgrade or the next billing period.

Questions

Frequently asked questions.

What exactly does Lokbox do?

Lokbox repeats recurring work in the web applications you already use, for example in bexio. You show the task once in the browser, Lokbox repeats it when you start the run and keeps every run in your history. Scheduled tasks that you describe run at the time you set. Lokbox is currently in beta.

When does Lokbox ask for my approval?

Lokbox submits forms, messages and changes on other sites only after your yes – scheduled tasks too. Without your yes, that step is not carried out. That includes a submission to an authority. If a step does not match what was expected, Lokbox stops.

Do I need to connect my systems technically?

No. Lokbox works in the browser, in the same applications you use. No separate interface is needed.

Does Lokbox also operate government portals?

Lokbox does not operate government portals that require identity verification. Lokbox submits to an authority only after your yes.

Where is my data?

Hosting is in Switzerland and the database is in Zurich. AI processing takes place in the EU (Frankfurt). Lokbox is a Swiss company under Swiss law. Processors and retention are described in the DPA and the privacy policy.

Can I try Lokbox first?

Yes, as a pilot. Request one via “Request a pilot” and we will get back to you with the details.

Show Lokbox your next piece of routine work – once.

From then on, Lokbox runs the workflow again when you click and keeps every run in your history.