Everything an investment firm runs on. In one platform.

Purpose-built for VCs, investment firms, and family offices - and equally capable as a back office for the Swiss SMEs in their portfolio.

CRM & Lead Management

Manage the full pipeline from first contact to signed contract. Leads move through eight configurable stages - New, Claimed, Assigned, Contacted, Follow-up, Scheduled, Converted, Closed - with team notifications at each transition. Partners hold multiple roles (Customer, Supplier, Investor, Employee, Candidate, Intermediary) and all partner records link directly to invoices, contracts, subscriptions, and documents.

  • Lead pipeline with owner assignment, status history, and team notifications
  • Partner address book with KYC data, IBAN, VAT number, correspondence language
  • Activity log, call message tracking, and UTM-based marketing analytics
  • Automated eAccess portal enrollment for investor partners

CRM Funnels

A staging layer in front of the CRM pipeline that captures raw contact data from every channel - manual entry, a key-authenticated public API, and monitored mailboxes via Microsoft Graph or IMAP - and holds it for triage as a Funnel Entry. Nothing is silently merged into an existing lead; every entry is explicitly reviewed and promoted. A configurable action library assigns entries to a user or team, updates status, sends templated emails, posts a Microsoft Teams notification, calls an external webhook, or promotes a qualified entry straight to a Lead, all without custom code.

  • Three intake channels: manual entry, public API, and monitored mailboxes (Microsoft Graph or IMAP)
  • Eight configurable actions: assign, update field, send email, update status, promote to lead, Teams notification, webhook, note
  • Explicit promotion workflow - every entry is reviewed before it becomes a Lead
  • Email attachments are preserved and linked to the entry automatically

Contract Lifecycle Management

End-to-end contract workflow: create from Word templates, collaborate on drafts, send for digital signature via Skribble, generate watermarked PDFs, manage attachments, and track every status transition. A hook system allows per-contract-type custom processing logic - different workflows for employment contracts, supplier agreements, and service contracts without code duplication.

  • Template-based DOCX generation with custom filters per contract type
  • Digital signature via Skribble (e-signature and KYC signing workflows)
  • Status lifecycle: Draft → Pending → Signed → Active, fully auditable
  • Per-contract-type hook system for custom activation and processing logic

Accounting & Finance

Multi-currency vendor bills and sales invoices with full VAT management and a Swiss chart of accounts. Generate Swiss QR-bill (ESR/QR-bill format). Financial reports include Profit & Loss, Balance Sheet, Trial Balance, Cash Flow, Account Statement, and Open Invoices - all filterable by tenant and accounting period, exportable as PDF or XLSX in Banana Accounting format. Manual journal entries with Fast Create templates for recurring vouchers. Fiscal period locking. The system also learns from every posted invoice and payment: recurring keyword-to-account and vendor-to-account/VAT/payment-terms patterns are recognized automatically over time, so future bills increasingly pre-fill themselves correctly with no manual setup required.

  • Multi-currency invoicing with payment allocation and open-amount tracking
  • Swiss QR-bill generation (ESR/QR-bill), payment import, and bank reconciliation
  • Reports: P&L, Balance Sheet, Cash Flow, Trial Balance, Open Invoices, Year-End
  • Banana Accounting XLSX export; fiscal period locking; year-end closing workflow
  • Self-learning AI memory: recognizes recurring vendor and keyword patterns to auto-suggest accounts, VAT codes, and payment terms

Intelligent Document Management

Find any document in seconds with powerful full-text search that highlights exactly where your term appears. Documents arriving from your scanner, by email, or through Microsoft Teams are automatically analysed by AI - counterparty, date, reference numbers, and a plain-language description are pulled out across virtually any common document or image format. From the review queue, one click files each document away or hands its data straight to Accounting. Built-in viewer and fine-grained access control included. Microsoft Teams and OneDrive stay in sync in near real time through Microsoft Graph change-notification webhooks: a file added, edited, or removed in Teams reaches the DMS within seconds instead of waiting for the next polling cycle, with a periodic sweep kept in place as a fallback safety net.

  • Fast full-text search with highlighted, relevant excerpts
  • AI reads key details automatically: counterparty, date, reference, description
  • AI-analysed ingestion from scanner, email, and Teams - file into the DMS or import into Accounting
  • Real-time Microsoft Teams / OneDrive sync via Microsoft Graph webhooks - changes land in the DMS within seconds, periodic polling stays as a fallback

Swiss Payroll

A built-in payroll module for Swiss employers. Define reusable payslip templates with per-line earnings, deductions, and their GL accounts (fixed amounts or percentage-of-gross). Generate monthly wage statements, review computed deductions and net salary, post to the general ledger in one click, and download the frozen PDF archive. Employment history is tracked per employee partner - effective-from salary entries auto-fill the gross salary field when creating new payslips.

  • Reusable payslip templates with per-line GL account mapping
  • Calculation types: fixed amount, percentage of gross, display-only gross row
  • One-click GL posting; PDF frozen on post (immutable archive)
  • Duplicate function for rapid month-to-month payroll runs

Recruiting & Careers

An in-house recruiting module replaces third-party careers-platform sync entirely. Job openings are authored directly in orydio with bilingual (EN/DE) titles and descriptions, category, employment type, location, and workload range, then published to a public careers API that powers your website's Careers page. Candidates apply directly on-site; a CV upload automatically creates a partner and contact record, files the CV in the document archive, and runs AI-based analysis to extract a candidate summary, salutation, and address straight from the document. New applications route automatically to the job's designated hiring contact, and each application carries a full status lifecycle from New through interview stages to Rejected or Hired, with questionnaire dispatch and cal.com-linked interview invitations along the way.

  • Bilingual job postings (EN/DE) with category, type, location, and workload
  • One-click apply with CV upload; candidate profile created automatically
  • AI CV parsing extracts summary, salutation, and address on intake
  • Automatic routing to the hiring contact; full status lifecycle to Hired
  • Automatic application confirmation email to candidates on submission

Financial Instruments & Subscriptions

Issue and administer bonds, notes, and structured products end to end - with ISIN, Swiss Security Number (Valor), denomination, fixed or floating interest, payment frequency, withholding-tax handling, term, and total issuance volume. Drive the full subscription lifecycle: capture each investor's subscription with units, gross and net amounts, and fees; move it from pending to confirmed to settled; and generate subscription confirmations and investor correspondence automatically in each investor's language. Investors view their own subscriptions, documents, and statements in the secure portal - and the same engine handles equity, loans, and capital calls, not just bonds.

  • Bonds, notes, equity, loans & structured products in one register
  • Full subscription lifecycle: pending → confirmed → settled
  • Investors track their own subscriptions in the secure portal
  • CommSet templates for multilingual investor document and email generation

Structured Document Requests

Define reusable upload templates with multilingual section and item titles, per-item required/optional flags, and instructional notes shown to the customer. Assign a template to a customer's portal login to create a document request checklist. The customer uploads each document directly in the portal; your team accepts or rejects each submission with a reason. The 'Allow Multiple' option lets customers submit separate document sets for multiple people (e.g. one per shareholder). Accepted files flow automatically into the DMS and optionally to Microsoft Teams.

  • Reusable templates with multilingual section and item titles
  • Required/optional per item; instructional notes visible to the customer
  • Allow Multiple: customers add copies of a section for multiple entities
  • Accept/reject workflow; rejection reasons shown to customer; auto-refresh every 15s

Enterprise-Grade, Hierarchical Access Control

Access is enforced at three independent layers - hierarchical module permissions with wildcard inheritance (finance:* covers every finance permission, finance:invoices:approve grants just one), record ownership, and per-record object grants - on top of a hard tenant boundary that fences off entire legal entities from each other regardless of any grant. Permissions are managed visually as a nested tree, not a flat list of raw shortcodes, and administration itself is delegated through Groups and Teams, from either direction, so IT never has to hand-edit a permission table to onboard a department.

  • Hierarchical permission tree with wildcard inheritance, managed visually, no raw shortcodes
  • Hard tenant-level data segregation enforced in every query, independent of any grant
  • Delegated administration: manage access per Group or per Team, from either direction
  • Per-record object grants with automatic email notification to the grantee

Swiss Hosting & Compliance

Your data is hosted in Switzerland and never leaves the country, and orydio is built to be GDPR- and Swiss FADP-compliant. Where AI document parsing is used, it runs on enterprise services from Anthropic (Claude) and OpenAI (ChatGPT) under data-processing agreements that contractually prohibit using your content to train their models, so sensitive client and investor information stays protected. Each client's data is kept fully separate and private.

  • Data hosted in Switzerland - never leaves the country
  • Built for GDPR & Swiss FADP compliance
  • AI parsing via Claude & ChatGPT - your content is never used to train models
  • Each client's data kept fully separate and private

Notifications & Personalised Dashboard

Keep everyone informed with notifications you can send to individual users, teams, or everyone at once. Important messages stand out in red and require confirmation before they can be dismissed - perfect for compliance announcements or urgent alerts. New notifications appear automatically, with a complete record of who has read and acknowledged each one. Every user gets a personalised dashboard with the figures that matter most to them, such as open invoices or recent leads.

  • Target notifications to users, groups, or all users
  • Important flag: confirmation-required dismissal, red highlight; optional expiry date
  • Full per-notification read and dismissed audit trail
  • Up to four personalised dashboard widgets per user, centrally managed by admins

Banking & Bank Reconciliation

Import bank transactions via API connection or file upload (CSV, MT940/camt.054). Match imported transactions to existing invoices and payment records, then convert them to formal Payment entries in Finance with a single click - automatically reducing the invoice's open amount. Incoming and outgoing transactions colour-coded. Filterable by account, tenant, period, direction, and status.

  • Transaction import: API connection or file upload (CSV, MT940/camt.054)
  • Match transactions to invoices and vendor bills (Identify workflow)
  • One-click Convert: creates Payment, reduces open invoice amount
  • Filter by bank account, tenant, period, direction, and processing status

Background Automations

orydio quietly takes care of the repetitive work in the background - keeping documents in sync with Microsoft Teams, sending emails reliably, updating currency rates, syncing newsletters, drafting marketing posts with AI, and keeping your data tidy. Teams synchronization is dual-triggered: a daily job creates and renews the Microsoft Graph change-notification subscriptions, and any file change pushes an inbound webhook that runs the sync within seconds, with the periodic sweep kept as a fallback. Your team simply finds everything up to date, without lifting a finger.

  • Real-time Teams sync - webhook-triggered, with a periodic fallback sweep
  • Reliable, automatic email delivery
  • Daily currency rate updates
  • AI-assisted marketing posts and newsletter sync

One Backend, Every Public Surface

A single key-authenticated public API powers every external touch point built on your website and beyond - careers applications, investor portal document uploads, KYC identity verification, securities subscriptions, and arbitrary website forms. New forms or public pages do not require new backend development; they call the existing endpoint surface from a Next.js frontend.

  • One shared, key-authenticated public API for all external-facing pages
  • Generic form submission endpoint serves Contact, Careers, and future forms
  • Honeypot spam protection and field-count/length limits built in
  • Full endpoint reference maintained for frontend integration