Classify and assign a letter
The AI reads a letter, recognises a defect report, suggests unit and property and names a possible tenant with the passage in the text the suggestion rests on.
✦ With AI support in the workflowAll your property management.
All your property management.
One workspace.
Rental management, accounting, condominium ownership and portals, with AI support built right into the workflow. For Swiss management companies that look after a lot with a small team.
At a glance
Swiss QR-billRents and condominium contributions with a QR reference
CAMT importcamt.054 and camt.053 from e-banking
Reference rateAdjustment potential per lease, rent change with the Art. 269d CO form
Condominium ownershipValue quotas, budget, owners' meeting and minutes
Four languagesDE, FR, IT, EN in correspondence and portals
Data protectionData in Zurich (Azure Switzerland North), two-factor sign-in and passkeys, FADP requests as a tracked case
What sets ImmoFlow apart
Four reasons that matter day to day.
Not a list of modules, but what ImmoFlow does differently. Each point leads to the screens that show it.
A portal for every party
Tenants, owners, contractors and condominium owners work with the same data as the office: reports, invoices, statements, jobs, assemblies.
More →AI that does accounting work and explains it
It reads invoices and letters, suggests account and assignment with its reasons, spots missing receipts and explains findings such as possible duplicates. Nothing is posted until you confirm.
More →Money that adds up
One journal for everything, confirmed accounts for rent receipts, closed periods stay protected, and owner payouts follow the money actually collected.
More →Swiss law built into the workflow
Notice under Art. 257d CO, cantonal requirements for rent changes and terminations, conciliation authorities, lifespan table at handover, VAT with option to tax and condominium ownership under the Civil Code.
More →✦ AI assistance
The AI suggests. You decide.
Every suggestion comes with its reasons. Nothing is posted or sent until you confirm, and the AI features can be switched off per organisation.
A suggestion with reasons
For supplier invoices ImmoFlow suggests account and posting with a confidence level and alternatives and explains open points. Saved as a posting rule, the next invoice from the same supplier is pre-coded.
Missing receipt found
For recurring invoices ImmoFlow shows for which period a receipt is missing before the statement goes out.
Weekly overview
The week's due dates, deadlines and appointments at a glance. On request, the AI sums them up in a short text.
Thinking along in the workflow
ImmoFlow shows what is missing and whose turn it is.
Three examples from the application. Each shows the finding, what it is based on and the next step.
Service charges
“Is a receipt still missing for this statement?”
For every confirmed recurring invoice, ImmoFlow checks that a receipt exists for each period before the service charge statement goes out. Here a receipt from EKZ is missing and another one is still in the inbox.
ActionsNot relevantChange expectation
Owner statement
“Why isn't the whole profit paid out?”
The statement separates the accounting result from the funds available. For Seestrasse 100, the advance payments of open service charge periods, among other items, are held back from the net result. Below it shows the amount available for payout.
In the portalHow is this amount made up?Open PDF
Tickets & condominium
“Whose turn is it with this damage?”
A water stain in a condominium unit is recorded as a special right (Sonderrecht). ImmoFlow shows that the decision lies with the owner and the community commissions nothing, and suggests suitable next steps.
Next stepOpen condominium caseOpen owner contact
Real screenshots of ImmoFlow with demo data. The AI features use a language model from an external provider, see the privacy policy.
Owner portal
Owners see for themselves how things stand.
The portal answers the questions that would otherwise reach the management company by phone or e-mail, with the figures from the accounts.
- What came in and what went out?Income and expenses per property, down to the single entry in the statement
- What is still open?Tenant arrears, open supplier invoices as a deduction in the statement
- What can be paid out?Funds available after obligations and reserves
What's inside
One workspace for everything a property needs.
All features included, no modules: accounting, condominium ownership, portals and AI support are always part of it.
01
Portfolio & letting
Properties, units, leases and occupancy plan. Lease contract as a PDF from versioned templates, rent change with the Art. 269d CO form.
More →02Marketing
Listing with an AI text draft, export in IDX format for Homegate, ImmoScout24 and newhome, viewings and applications.
More →03Accounting
Incoming invoices, bank accounts, payment matching with CAMT, dunning, payment runs, VAT and the year-end dossier for the fiduciary.
More →04Service charges
Take costs from the books, check receipts for completeness, close the period, distribution as Excel. Plus ZEV billing for solar power from your own roof.
More →05Owners & reports
Annual statement, payout, quarterly and annual reports as PDF, the tax statement also as Excel for the fiduciary.
More →06Condominium ownership
Budget, allocation keys, contributions, assembly, voting and minutes, plus the opening position on takeover.
More →07Maintenance & handover
Report, case and job in one flow. Handover protocol with cost split by lifespan.
More →08Office & correspondence
Email intake, serial letters, text templates, clean contacts, calendar and Excel exports.
More →09Data protection & security
FADP requests with deadlines, two-factor sign-in and passkeys, sign-in with the company account, roles, audit log and AI that can be switched off per organisation.
More →10Data takeover
Upload the export from any previous software, answer the open questions, reconcile in four stages in a trial run and go live only after your signature.
More →11Interfaces
Today CAMT and pain.001 with any bank, export for Abacus, bexio and Sage 50, IDX files for the portals and an API. Direct bank connection, direct debit, eBill, letter post, portal upload and deposit insurers are planned.
More →12Manual & help
A user manual for every area, quick guides for the first steps and the ImmoFlow help centre, in German, French, Italian and English.
More →Switching
Switching from any previous system.
You upload the export of your current software as it produces it. ImmoFlow reads it, asks only for what no report contains, and reconciles everything to the centime against your reports before anything goes live.
01 · Upload the export
You deliver, ImmoFlow reads
A ZIP file, a folder or single reports, of any size. ImmoFlow sorts the reports and maps columns and rows. You need no template and no particular format.
02 · Answer the questions
Only what your reports do not say
Deposits, notice periods or an index base: ImmoFlow asks you directly, grouped and with a recommendation. Nothing is guessed; until you answer, it stays marked as open.
03 · Trial run and reconciliation
In four stages, to the centime
Your data first goes into a trial organisation just for you. Master data, balances and open items, running periods and documents are reconciled against your reports. Tenants, owners and the bank notice nothing.
04 · Sign-off and cutover
Live only after your signature
Your signature binds exactly the checked state. On cutover day our team takes it over into your organisation and reconciles again there; if a figure does not match, everything is rolled back.
Depending on your contract, the AI runs the takeover on autopilot, or our team works with AI support or by hand. When ImmoFlow learns a new report layout of a software, it becomes a source profile that our team reviews and approves before it applies to further takeovers.
Data takeover in detail →Security & data location
Where your data is stored and how it is protected.
What applies today and what is prepared for operation with customer data are shown separately. Until OV Solutions is incorporated, ImmoFlow runs with demo and test data only.
Stored in Zurich
The application, database and documents are in Microsoft data centres in Zurich (Azure Switzerland North). Scanned receipts are also read in Zurich; the service deletes the document and the result after 24 hours at the latest.
Backups and restore
The database can be restored to any point in time, documents have versions and a 14-day recycle bin. For operation with customer data, 35 days of history and a copy in the second Swiss region (Switzerland West) are prepared. A restore drill checks the result down to balances and documents.
Secure sign-in
Two-factor sign-in with an authenticator app or a passkey (Face ID, fingerprint, security key), which a firm can require for its staff. Staff can also sign in with the company account: Microsoft Entra ID, Google or another OpenID Connect service.
Audit log protected against changes
Every change writes a line to the audit log in the same step, and the log cannot be edited. Every night it is sealed per firm with chained checksums secured by a key; the nightly check detects and reports any later change.
AI without training on your data
No AI model is trained on your data. For a suggestion only the text needed goes to the AI, IBAN and AHV number never in full, and the AI can be switched off per firm. Today the maker of the AI model processes the requests in the USA. From incorporation the AI runs through Amazon Bedrock: starting in Zurich, processed in data centres in Switzerland and the EU, without storing the content.
Aligned with ISO 27001
A self-assessment maps all 93 controls of the standard, and the policies exist as drafts that apply from incorporation. ImmoFlow holds no certification today.
Exceptions to storage in Switzerland: the application's program files, without customer data, are delivered from Western Europe, and emails are sent by a service outside Switzerland. Details in the privacy notice.
Security & data location in detail →Who it's for
Made for management companies that look after a lot with a small team.
Small management companies
1 to 10 employees. One piece of software instead of Excel, Word templates and e-banking exports.
Mid-sized management companies
Several property managers, clear responsibilities, roles and a log of every step.
Condominium managers
Budget, contributions and owners' meeting by value quota, plus a portal for unit owners.
Private owners
Anyone managing their own properties gets the same tools on a smaller scale.
Pilot phase 2026
Become a pilot management company.
We check your data export, set up ImmoFlow with you and develop it further with your feedback.