AI Document Intelligence for Swiss Finance
Actualli brings machine learning to every document your business receives. Classify, extract, and understand financial records in seconds.
Built for FADP Compliance
Five Pillars of Actualli
Tax Filing
- Prior-year extract with validation
- Dynamic tax checklists
- 26-canton calculator
- Send to Treuhänder
- Automated deduction tracking
Fiduciary Mandate
- White-label client portal
- Deadline calendar & alerts
- Client document hub
- Audit trail & compliance log
- Tax Pack generation per client
Document Storage
- Encrypted vault with analytics
- Retention timeline & DSR portal
- Cold tier & deep archive
- Declared archives registry
- Storage health dashboard
FADP Compliance
- Chain-of-custody Ed25519 signing
- Immutable audit trail (7 years)
- Legal hold enforcement
- Data subject request portal
- EU AI Act compliance package
AI Governance & Shadow AI
- Shadow AI discovery
- AI system inventory
- EU AI Act risk classification
- Article 12 event logging
- AI posture score
Built-in Intelligence Layer
ActuCompile: Knowledge Extraction
Every document classified by our ML pipeline feeds into a knowledge system that understands relationships, flags risks, and extracts structured data.
Cascade Rules
Define multi-stage workflows that auto-route documents and trigger notifications.
PII Detection
Automatically find and flag sensitive information across your documents.
Storage Health
Real-time insights into document completeness, retention status, and compliance risk.
Universal Connectors
Connect OneDrive, SharePoint, Google Drive, AWS S3, Workday, and more—ingestion is non-blocking.
Enterprise Storage Built In
Storage Analytics
AES-256 encryption at rest
Row-level security per org
Real-time analytics dashboard
Immutable audit trail
How Actualli Works
Ingest
Documents are uploaded to your secure vault.
Classify
ML pipeline classifies and extracts structured data.
Extract
Knowledge system links documents and flags risks.
Apply
Use extracted data in downstream workflows.
Built for Every Vertical
Fiduciary Offices
Insurance Brokers
Real Estate Firms
Startups
IP & Legal
Enterprise Teams
CISO & IT Security
Shadow AI discovery, data exposure mapping, FADP posture scoring, storage risk analysis.
Actualli vs. Manual Processing
| Feature | Actualli | Traditional |
|---|---|---|
| Classification speed | — | |
| Audit trail | — | |
| Compliance ready | — | |
| Multi-connector support | — | |
| No manual data entry | — | |
| Real-time alerts | — | |
| Retention timeline | — | |
| Shadow AI detection | — | |
| AI governance | — |
Security & Compliance Built In
AES-256 Encryption at Rest
Row-Level Security
Immutable Audit Log
Built for GDPR
Built for Swiss FADP
Automated Backups
DSR Portal
Simple, Transparent Pricing
Personal
- Up to 50 documents
- Tax filing
- Email support
Professional
- Up to 500 documents
- All personal features
- Fiduciary mandate
- Priority support
Professional +
- Up to 5,000 documents
- All pro features
- Multiple users
- White-label portal
- Dedicated support
- Shadow AI discovery
- AI posture score
Enterprise
- Unlimited documents
- All professional features
- SLA & dedicated account team
- Full AI governance
- Article 12 event logging
Ready to transform your document workflow?
Start for free. No credit card required.