Three tiers. Each one is a statement about where your documents go.
Local and Complete run entirely inside Excel. Swiss Chain adds processing on hardware in Switzerland. Start where your security team is comfortable and move up when you need to.
01
Everything inside your Excel. The add-in stores documents in the workbook, reads them on your machine, and sends nothing anywhere.
For a first engagement, or a firm whose policy says nothing leaves the desk.
02
The full working paper. Everything in Local, plus the tools for a whole engagement. Still nothing leaves your machine.
For audit teams replacing their current tool one for one.
03
Processing that stays in Switzerland. The heavier work runs on hardware in Zurich, or inside your own network.
For banks whose current tool cannot offer AI without a foreign cloud.
Side by side
| Feature | Local | Complete | Swiss Chain |
|---|---|---|---|
| Where your data is | |||
| Documents stored in the workbook | ■ | ■ | ■ |
| Processing on your machine | ■ | ■ | ■ |
| Processing on hardware in Switzerland | ■ | ||
| Processing inside your own datacentre | ■ | ||
| Subprocessors | 0 | 0 | 0 |
| Extract | |||
| Text, validation and exception snips | ■ | ■ | ■ |
| Text recognition | On your machine | On your machine | Engagement scale |
| Swiss number and date formats | ■ | ■ | ■ |
| Form extraction templates | ■ | ■ | |
| AI extraction | ■ | ||
| Analyse | |||
| Cell-to-page navigation | ■ | ■ | ■ |
| Document matching | Within a workbook | Across engagements | |
| Find all sums | ■ | ■ | |
| Version comparison | ■ | ■ | |
| Comments and mark-up | ■ | ■ | |
| Control | |||
| Sensitivity labels respected | ■ | ■ | ■ |
| Append-only audit log | ■ | ■ | ■ |
| Excel Desktop and Excel Online | ■ | ■ | ■ |
Pricing is per team and quoted at pilot. Request one.