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Document Studio

Documents that build themselves, then flag what needs attention.

It starts from the templates your team already uses, for any document, not just reports, and fills them with your own data. Every number traces back to its source, and you can change anything live, just by asking. The moment a document is ready, it can act: flag an anomaly, alert the right person, start the next step.

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Part of Document Suite · from CHF 300 per month · free 30-day trial

Off your plate, and actually useful.

It takes the document work off your team, and hands back something you can act on.

It starts from your templates.

We take the templates your team already uses, for any document, not just reports, and fill them from your data. Each one looks exactly like what you send today.

Every number traces back.

Click any figure to see the exact file, sheet or page it came from. Nothing is typed by hand, so copy-paste mistakes are gone.

Change anything, just by asking.

Edit it in plain language, live. Ask for a shorter summary, a different figure or a new section, and it updates on the spot. Nothing is locked.

It reviews and acts, not just generates.

The moment a document is ready, it flags anomalies, surfaces what matters, and tells the right people. It can trigger the next step too. A document you can use, not a blind dashboard.

See exactly how your data is protected

It doesn't just make the document.

It builds the document from your own files, checks the numbers, and flags what is off to the right person. Want a change? Just ask, in plain language.

See it on one of your documents
ATLAS TREUHAND AG
Annual Client Report · Confidential
Generated automatically
FY2025 client reporting pack
Prepared for the Investment Committee·31 December 2025·Full year
Generating from your files...
Executive summary

Fee income reached CHF 15.0M, up 9% on the year, across 214 mandates under administration. Recurring mandates now cover 83% of fee income.

CHF 15.0MFee income
+9%Year on year
214Mandates
83%Recurring fees
Performance by quarter
Fee income vs target · CHF MTarget 3.5
3.9
3.2
4.6
3.3
Q1Q2Q3Q4
Fees by service line
Accounting 46% Tax 27% Payroll 17% Advisory 10%
Q2 and Q4 came in below target. Flagged to the mandate lead.
Commentary

New mandates in Romandie offset two off-boardings in Q2. The average fee per mandate rose to CHF 70K as advisory work deepened.

Risks & outlook

Concentration stays the main watch item: the ten largest mandates carry 31% of fee income. A second-signature rule now applies to each of them.

Built from mandates_fy25.xlsx · gl_export.csv · crm.csvPage 1 of 6
Lighthouse Invest Lighthouse Invest
"I didn't start the firm to reformat spreadsheets every quarter. Datavera builds the client reports now, we just sign them off, and I'm back in front of clients, where I'm actually any use."
Maurizio Dehò, Founder · Lighthouse Invest · Zug
Lighthouse Invest runs its quarterly client reporting on Document Studio.

The questions teams usually ask.

What is Document Studio?
It builds the documents your team makes by hand, starting from your own templates, for any document, not just reports. It fills them from your data, every figure traces back to its source, and you can change anything live. When a document is ready it can act on its own, for example flag an anomaly and notify the right person.
How do we get started?
We build one of your real documents for free. You bring something you already produce, we make it, and you see the result before you decide anything. No commitment, and nothing to install to begin.
Can we change the document ourselves?
Yes, anything, live. Ask in plain language for different wording, a new number or a new section, and it changes on the spot. Nothing is locked. It stays your document, not a fixed template you cannot touch.
What can it do when a document is generated?
Whatever fits your process. The common one: it checks the numbers, flags anything unusual, and notifies the people responsible. It can also trigger the next step, send a document for sign-off, or push it where it needs to go.
How do we know the numbers are right?
Every figure traces back to where it came from. Click any number and you see the exact file, sheet or page behind it. Nothing is typed by hand, so the copy-paste mistakes that creep into manual documents are gone. When an auditor asks, you can show them in one click.
What can it produce, and where does it send?
PDF, Excel, PowerPoint or a live web page, whatever each reader prefers. It delivers straight to email, Slack, Teams or your shared drive, on the schedule you set or the moment you ask.
Will it work with the systems we already use?
Yes. It connects to the systems where your data already lives, so nothing changes about how your team works. The finished document simply turns up where you want it.
Is our data safe, and what does it cost?
It runs on your own systems, or in a private Swiss data centre only you can use, so your data never leaves your company and never trains anyone else's AI. The full detail is on our security page. Pricing is from CHF 300 a month on your own hardware, or CHF 500 a month fully hosted in Switzerland. If you run it yourself we choose, supply and set up the machine, a typical small setup is an ASUS Ascent GX10 for around CHF 3,000.

More of what we've built.

Document Studio is one of four products we've already built. Start where it hurts most, add the rest when you're ready.

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Ask your contracts, reports and policies a question and get a plain answer, with the exact page it came from.

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Leasing Command Center

Residual values, contract automation, dealer scoring and portfolio risk for leasing firms.

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Datavera Document Studio: your documents, generated, checked and acted on.

Datavera Document Studio builds the documents a company produces by hand, starting from the templates the team already uses. It is the document generation and automation product from Datavera, a Swiss software studio in Zug, and it is not limited to reports. It takes your existing template for any document, a report, a client statement, a regulatory filing, a board pack or a memo, fills it from the systems where your data already lives, and produces a finished document that looks exactly like what you send today. Every figure traces back to the exact file, sheet or page it came from, so documents are accurate and easy to audit. The document is fully editable on the fly: you can change wording, numbers or layout live, in plain language, and nothing is locked. When a document is generated the system can trigger actions automatically, for example checking the numbers, flagging anomalies, and notifying the people responsible, as well as sending for sign-off or starting the next step. Insights are built in, so each document is genuinely useful for its specific purpose rather than a blind dashboard. It exports to PDF, Excel, PowerPoint and web, and delivers to email, Slack, Teams or a shared drive, on a schedule or on a trigger. Templates for common regulatory documents such as FINMA, MiFID II, AIFMD and SEC are available, with an optional second-person sign-off. Everything runs on the customer's own hardware or in a Swiss single-tenant data centre, so confidential data never leaves the company and never trains a public AI model. Document Studio is part of Datavera Document Suite and starts at CHF 300 per month on your own hardware or CHF 500 per month fully hosted in Switzerland, both for one to five users. We will build one of your real documents for free so you can see it before deciding. On-premise hardware is specified, supplied and installed by Datavera; a typical small setup is an ASUS Ascent GX10 for around CHF 3,000. Datavera is a Swiss legal entity outside the US CLOUD Act, built for FADP, GDPR and the EU AI Act. ISO 27001 and SOC 2 are in progress and not yet held.