Pilot Help & FAQ
A guide for Swiss trustees on using Lokbox, data security and automation — clear answers to the most frequent questions in the pilot phase.
Our fiduciary tasks: what Lokbox handles for you
What does the ‘Get commercial register extract’ task do?
Lokbox searches Switzerland’s Central Business Name Index (ZEFIX) for the company you need, retrieves the official ZEFIX register data and provides it to you in a structured format that can also be saved as a PDF.
What does the ‘Create a client from the commercial register’ task do?
Lokbox reads the official core data (company name, legal form, address, UID and authorised signatories) from the commercial register and creates a structured client profile for you to review and confirm before saving. You do not have to type the data in manually.
What does the ‘Open client invoices (bexio)’ task do?
Through the official interface, Lokbox retrieves all unpaid invoices for a client from your bexio account and lists them clearly with invoice number, customer, amount and due date.
What does the ‘Read a QR invoice’ task do?
Lokbox reads the QR code and payment section of a Swiss QR invoice and extracts the payment details (recipient, IBAN, amount, reference and additional information) in a structured format — ready for your review and further processing.
What is the status of deadline extensions?
A controlled pilot phase for deadline extensions is being prepared.
Integrations & connections
How do I connect bexio to Lokbox?
You can set up the connection on the ‘Connectors’ page with one click. You are redirected securely to bexio to grant access through the official interface. You can revoke this permission in bexio at any time.
What is ZEFIX and do I need a login?
ZEFIX is Switzerland’s official Central Business Name Index. Because it is a public register, you do not need a login of your own. A lookup counts like any other task; saving its result into a client costs nothing extra. Refreshing a client costs 1 credit.
Data security & login security level
Are my client data secure with Lokbox?
Each workspace is enforced separately on the server and monitored by CI checks; additional database policies are in progress. Lokbox works through the interfaces of connected applications and in the browser on the sites a task opens. Hosting in Switzerland, database in Zurich, AI processing in the EU. Email notifications are sent by Plus Five Five, Inc. (Resend) (USA; sending via the EU region (Ireland) according to the account configuration, account and main processing in the USA). SOC 2 certification is not part of the current pilot.
What happens with login barriers or two-factor authentication (2FA)?
Lokbox automatically pauses execution and asks you for help through the dashboard (‘Takeover’).
When do I need to confirm a task manually?
Whatever you start here, Lokbox submits only after your yes: forms, messages and changes on other sites. Lokbox does not initiate payments.