What it does
Retrieves defined monthly data from approved client systems and prepares it for review.
Lokbox for fiduciaries
Collect client data without starting from scratch every month.
Heterogeneous client systems make the start of each month repetitive and hard to evidence. Lokbox runs the task you described again, stops on drift and prepares the data for review.
The run in four inputs
A monthly run with clear limits.
Four facts show what Lokbox retrieves, when the run starts and what it must not do.
When it runs
At the chosen monthly cut-off — for example, the second business day at 07:30.
What it must never do
Do not submit to government authorities; you make those submissions yourself.
What it did
An issued signed log shows outcome, approval decision and checksum.
The frame
WHAT / WHEN / NEVER / EVIDENCED
Four inputs keep the recurring run understandable and verifiable.
The problem
Many systems. The same duty every month.
One client provides data through a portal, the next through another interface, a third with its own export logic. Manual collection consumes attention; a changed screen increases the risk of missing a step.
The controlled run
One run for each defined routine.
You describe the data pull once. Lokbox runs the task again at the chosen time, prepares the monthly data for your review and tries to issue a signed run log for the completed run; if none is issued, Lokbox shows that.
Run log
An issued log makes a run traceable.
This example shows the outcome, approval decision and checksum in a signed log.
Lokbox · Signed audit protocol
Run log
- Issued
- 02.08.2026 · 07:34:09 CEST
- Run completed
- 02.08.2026 · 07:34:09 CEST
- Outcome
- Completed
- Human approval
- Approved
External action
Released · 1 logged entry
Checksum · shortened example
SHA-256 · 67c9 2a10 4f71 8b25 … d18b
FAQ
Three practical questions.
Do I need to integrate the client systems technically?
No, not for work in the browser. You describe the recurring task once and set its schedule and boundaries; Lokbox runs it in the approved interfaces. For bexio you connect your account.
What happens when a screen changes or a field is missing?
Lokbox stops the run at the point of drift instead of guessing. You decide how to continue.
How is client data protected?
Hosting is in Switzerland and the database is in Zurich. Details are in the privacy policy.
Your first run