Atelier Sarine is a four-person architecture studio in Fribourg. Here is its October in Atlas.
Atelier Sarine is a fictional company. The figures are illustrative.
Marc uploads the month's supplier bills and receipts as PDFs. Atlas reads the text in each PDF with fixed rules, sorts it by type, and files a supplier bill under supplier invoices when it can tell which supplier sent it. Someone then confirms or corrects the amount and the due date it read.
Which October supplier bills are not confirmed yet?
Ask your AI assistant, once Atlas is connected. We set it up with you.
| File | Received | Verdict | Next |
|---|---|---|---|
| swisscom-2026-10.pdf | 02.10.2026 | Supplier invoice | Needs review |
| groupe-e-q3.pdf | 05.10.2026 | Supplier invoice | Open |
| coop-bau-hobby.pdf | 09.10.2026 | Receipt | Kept |
| cff-fribourg-bern.pdf | 14.10.2026 | Receipt | Kept |
Each person records their work sessions, with the start, the end and what they worked on. Marc validates them, and later marks them paid.
How many validated hours did the studio record in October?
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| Date | Person | Duration | Status |
|---|---|---|---|
| 05.10.2026 | Léa Rochat | 6h 30 | Validated |
| 06.10.2026 | Nina Bapst | 4h 00 | Validated |
| 07.10.2026 | Léa Rochat | 7h 15 | Submitted |
| 08.10.2026 | Tom Clerc | 3h 45 | Submitted |
Léa files her train ticket to a site visit with its VAT, and picks the receipt that is already in Documents. Marc approves the claim and marks it paid once the money has gone out.
Which expense claims are approved but not paid yet?
Ask your AI assistant, once Atlas is connected. We set it up with you.
| Description | Amount | VAT | Status |
|---|---|---|---|
| Train Fribourg to Bern, site visit | CHF 64.80 | 8.1% | Approved |
| Plotter paper | CHF 46.80 | 8.1% | Paid |
| Parking, Givisiez | CHF 12.00 | 8.1% | Submitted |
| Model-making foam | CHF 38.50 | 8.1% | Draft |
The studio invoices the Dupraz family for the design phase of their house. Atlas applies the Swiss VAT rate in force on the invoice date and refuses a rate that is not, and once the payment is matched the invoice lists it.
Which invoices are still open?
Ask your AI assistant, once Atlas is connected. We set it up with you.
| Number | Client | Total | Status |
|---|---|---|---|
| 2026-031 | Dupraz family | CHF 12'450.00 | Sent |
| 2026-030 | Brodard family | CHF 3'780.00 | Paid |
| 2026-029 | Gremaud family | CHF 8'920.50 | Paid |
| 2026-032 | Brodard family | CHF 2'150.00 | Draft |
At the end of the month Marc imports the studio's CAMT.053 statement from its bank. Atlas lists every line that is not matched to an invoice or a bill yet.
Show me the bank lines nobody has matched.
Ask your AI assistant, once Atlas is connected. We set it up with you.
| Booked | Counterparty | Reference | Amount |
|---|---|---|---|
| 14.10.2026 | Dupraz Pierre | Invoice 2026-031 | CHF 12'450.00 |
| 20.10.2026 | Swisscom (Schweiz) AG | Direct debit | CHF -89.90 |
| 24.10.2026 | Groupe E SA | eBill | CHF -214.35 |
| 28.10.2026 | Léa Rochat | Expenses October | CHF -64.80 |
An AI assistant connected to Atlas proposes which invoice or bill each open line pays. Every proposal waits in the inbox until Marc approves or rejects it. Marc can also let one kind of action through on its own, for one counterparty and up to a CHF amount, while registering or replacing a supplier's bank account always needs a person.
Match the open bank lines and send me the proposals.
Ask your AI assistant, once Atlas is connected. We set it up with you.
| What | Counterparty | Amount | Decision |
|---|---|---|---|
| Allocate a bank line | Dupraz Pierre | CHF 12'450.00 | Waiting |
| Allocate a bank line | Groupe E SA | CHF 214.35 | Waiting |
| Allocate a bank line | Léa Rochat | CHF 64.80 | Waiting |
| Allocate a bank line | Swisscom (Schweiz) AG | CHF 89.90 | Allowed up to CHF 500 |
Marc reads the trial balance, grouped by the classes of the Swiss SME chart of accounts, and checks that debits equal credits. The payroll page works out each employee's AVS/AI/APG and AC contributions for the month.
What did we owe in social contributions for October?
Ask your AI assistant, once Atlas is connected. We set it up with you.
| Code | Account | Debit CHF | Credit CHF |
|---|---|---|---|
| 1020 | Bank | 48'210.40 | 31'905.15 |
| 1100 | Accounts receivable | 24'600.00 | 12'450.00 |
| 3400 | Revenue from services | 0.00 | 36'570.00 |
| 5000 | Wages | 18'400.00 | 0.00 |
Atlas works with an AI assistant you connect to it. The assistant prepares the work, and Atlas holds every proposal until a person decides.
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