How it starts
The journey has four stages. It starts with an audit and ends with the training of your team.
The audit
You describe your repetitive tasks. We study your workflows.
The proposal
We hand you a costed automation plan within 5 business days, with no commitment.
Setup
We come to connect your software and your mailbox. Setup takes 48 hours.
Training
Your team is trained on site, after your tools are connected.
What you keep
- Your software and your mailbox
- Your price lists, your chart of accounts and your habits
- The final decision: nothing leaves without your approval
Frequently asked questions
- How long does setup take?
- Setup takes 48 hours: connection of the software and of the mailbox. The training of your team follows.
- What happens after the audit?
- We hand you a costed automation plan. You then decide, with no commitment.
- How much does YEEPA cost?
- The price depends on your tools and on the number of workflows to handle. We cost it after the audit, on request: no amount is published here.
- Do I have to change software?
- No. YEEPA works inside your management software and your mailbox, with your price lists, your chart of accounts and your habits.
- Do you work with other trades?
- Yes. The three trades above are those of our current work. If your tasks are repetitive and documented, the audit will say what can be prepared.
- Does YEEPA understand my trade vocabulary?
- Yes, provided it is taught. Setup draws on your catalogue, your price lists and your writing habits.
- Do I need a particular connection?
- No. YEEPA uses your existing connection. Your mailbox and your management software stay the ones your team knows.
- What if a piece of software is not on the list?
- The audit says so. Connecting unplanned software requires specific connection work, which we cost before starting.
- What happens if YEEPA gets it wrong?
- The draft stays a draft. A mistake is corrected before approval, just like a manual entry.
- Who approves in my company?
- You decide who approves. Setup settles the access rights with you, before the first invoice.
- Are my documents used for anything other than preparing my drafts?
- No. No retention, no reuse: your documents serve to prepare your drafts, and nothing else.
- Where is my data hosted?
- On dedicated servers in Switzerland. The data is encrypted and kept separate from other clients' data.