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Datavera Klartext

Your business on one page, every Monday.

Klartext is an AI agent that reads your business software and your bank account. Every Monday at 07:00 it writes you one page in plain language: revenue, cash, open invoices, and anything unusual, with the numbers behind it. The report arrives as e-mail, WhatsApp, SMS, PDF or Excel, so there is no dashboard to log into. The moment a number crosses a line you set, Klartext messages you right away.

Watch it work Get your first report

How it works

Whose books are these?
Pay day, VAT rhythm and season shape what counts as normal for you.
Muster Holzbau AG
Carpentry & joinery
Construction Carpentry & joinery Manufacturing Retail Services
12
25th of the month
Quarterly, effective method
January
Where do your numbers live?
Pick what you use. Read-only, nothing is written back.
bexionative connectionConnected · 14 months
Abacusfile exportConnected
Infoniqa ONE 50ex Sage 50 · exportConnected
Bananafile exportConnected
Klarafile exportConnected
Crésusfile exportConnected
Topalfile exportConnected
Bank statementsworks with every Swiss bankRaiffeisen · nightly
Excel / CSVany export worksConnected
When should it interrupt you?
You set the lines in francs and days. It suggests a few from your books.
If cash falls below CHF 60'000 AT ONCE
If an invoice sits unpaid 30+ days MONDAY REPORT
If weekly orders drop 20% under the 4-week average AT ONCE
If gross margin falls below 38% SUGGESTED FROM YOUR BOOKS MONDAY REPORT
If VAT is due within 10 days and cash won't cover it AT ONCE
It stays quiet unless a line is crossed.
What should Monday's page say?
Tick what belongs on your page. Choose where it goes.
On the page
Revenue
Cash
Open invoices
Order intake
Gross margin
Per-project profit
German
German English French Italian
Where it reaches you
E-mailMondays 07:00 · the report
WhatsAppalerts, the moment they happen +41 79 ··· ·· 47
PDF attachedfor your records
Excel workbookevery figure traced, booking to result
SMSworks on any phone
Telegramif you use it
This is what runs every night.
The same steps, in the same order, every time. Logged and reproducible.
02:00 import: bank statement (camt.053) and bexio bookings
02:10 reconcile: match payments to open invoices
02:20 compute the week's figures from the books, plain arithmetic
02:30 check your five attention lines
02:40 draft the wording: open-source model, on Datavera servers in Switzerland
02:50 verify: every number in the draft re-checked against the computed figures
MON 07:00 send the report. Alerts go out the moment a line is crossed, any day.
Start watching
WATCHING · MUSTER HOLZBAU AG · NIGHTLY RUN + LIVE BANK FEED
MON 22:04 bank statement imported · 47 entries
TUE 03:00 nightly run complete · all lines clear
TUE 14:31 payment out · Keller AG · CHF 18'400
TUE 14:32 cash CHF 54'200, under your CHF 60'000 line → WhatsApp sent
SUN 22:00 week closed · figures fixed for the report
MON 02:40 wording drafted · open-source model, our servers
MON 02:50 verified · 23 numbers in the draft, 23 match the books
KLARTEXTWEEK 29 · MUSTER HOLZBAU AG
A solid week. Two things need a look.

Revenue 4% over a usual week. Tuesday's cash dip recovered by Friday; you saw the alert. Orders were quiet.

Revenue, weekCHF 52'400▲ 4.2%
CashCHF 61'900▼ 9'400
Unpaid 60+ daysCHF 41'200▲ 6'200
New ordersCHF 61'000▼ 18%
CHF 41'200 now 60+ days unpaid: Rüegg AG, Baumann GmbH, Steiner Bau. Rüegg's third reminder is due.
Orders 18% under a usual week. One quiet week isn't a trend; it stays on watch.
07:00
Monday13 July
WHATSAPPTue 14:32
Datavera Klartext

Cash at Raiffeisen fell to CHF 54'200 after paying Keller AG (18'400). July salaries stay covered. Meier & Co owe 12'300, due Friday. Nothing to do today.

E-MAILMon 07:00
Your Klartext report · Week 29

A solid week. Two things need a look.

Klartext_KW29.pdf · 1 page Klartext_KW29.xlsx · every figure traced

Klartext works with the software that already runs your business: bexio, Abacus, Infoniqa ONE 50, Banana, Klara, Crésus, Topal, or plain Excel and CSV. Bank statements come in automatically from any Swiss bank (camt.053). Connecting is part of the setup, and from then on the data flows in by itself.

Built to be checked.

The numbers are computed, not written.

Every figure is calculated from your bookings and bank statements with plain arithmetic. The words around them come from an open-source language model that runs on our own servers in Switzerland. Before a report goes out, every number in the draft is checked once more against the calculated figures. If something can't be verified, the report says so instead of papering over it. And if you'd rather check the arithmetic yourself, it can deliver the workbook behind the report: one Excel, every figure traced from the imported booking to the final number.

It learns what a normal week looks like.

After a few weeks it knows how orders usually run for you, when the big bills land and which customers tend to pay late. It only speaks up when something deviates from that. Most Mondays the message is that nothing unusual happened, and that is worth knowing too.

Your data stays in Switzerland.

The connection is read-only. Processing happens in a Swiss data centre, on our own machines, and no US provider is involved anywhere. Nothing is used to train anything. Every report carries a reference number and we keep the full calculation behind it, so any figure can be traced back to the booking it came from. If you cancel, your data is deleted.

This is what arrives.

DATAVERAKLARTEXT · WEEK 29
Muster Holzbau AG, WinterthurMonday, 13 July 2026, 07:00
A solid week. Two things need a look.

Revenue came in at CHF 52'400, four percent above your usual week, carried by the Brunner fit-out. Cash dipped on Tuesday after the Keller AG payment; you saw the alert. Meier & Co paid on Friday and the balance is back over your CHF 60'000 line. New orders were quieter than usual. Nothing urgent.

Revenue, weekCHF 52'400▲ 4.2% vs 4-wk avg
Revenue, year to dateCHF 1'218'400▼ 2.6% vs plan
CashCHF 61'900▼ 9'400 this week
Open invoicesCHF 187'300▼ 9'100
  of which unpaid 60+ daysCHF 41'200▲ 6'200
New ordersCHF 61'000▼ 18% vs 4-wk avg
CHF 41'200 is now 60+ days unpaid: Rüegg AG (18'500), Baumann GmbH (12'400), Steiner Bau (10'300). Rüegg has had two reminders; the third is due.
New orders were 18% under a usual week. One quiet week isn't a trend; two would be. It stays on watch.
Settled since Tuesday's alert: Meier & Co, CHF 12'300, paid Friday.

Reply to this e-mail with any question about these numbers. The agent answers with the exact bookings behind them.

Data: Sun 12 Jul 2026, 22:00 · Ref MB-KW29-1847 · Processed in Switzerland

The company is fictional and the numbers are invented. Your report is built the same way, from your own books.

Frequently asked questions

Which software can it read?

All the common Swiss packages: bexio, Abacus, Infoniqa ONE 50 (the old Sage 50), Banana, Klara, Crésus, Topal, and anything that can save an Excel or CSV. Bank statements arrive automatically from any Swiss bank. If your setup is unusual, write to us and we'll tell you straight away whether it works.

Where does my data go?

To a Swiss data centre, over a read-only connection, encrypted in transit and at rest. It is never used to train any model. If you cancel, it's deleted within 24 hours; the reports you received are yours to keep.

Can the AI get my numbers wrong?

The numbers aren't written by AI. They're computed from your books, and the wording is checked against them before anything is sent. The model that writes the sentences is open source and runs on our servers in Switzerland. Every report carries a reference number, and we keep the full calculation trail behind it.

Can I get a file instead of a letter?

Yes. The report comes in the form you want: the one-page e-mail, a PDF for your records, or an Excel workbook that shows every step from the imported bookings to the final figures. Some owners want the words, some want the table. Choose either, or both.

What does setup take?

The same steps as in the demo above: we connect your software with you in one call, you set your lines and choose where it reaches you. About fifteen minutes, nothing to install. Your first report arrives the following Monday.

What does it cost?

A fixed monthly price agreed up front, like every Datavera product; the pricing page explains how we scope it. There's no minimum term.

Get your first Monday report.

Tell us which software you run. We set up the connection with you in one call, about fifteen minutes, nothing to install. Your first report arrives the following Monday.

A fixed monthly price agreed up front. No minimum term.

Set up Klartext

One call with an engineer, about fifteen minutes. Nothing to install.

We reply within one business day. By submitting you agree to our privacy policy. We never sell or share your data.
Message received. We'll be in touch within one business day.

Datavera Klartext is an AI agent that reports your company's numbers to you.

Datavera Klartext, by Datavera (Walchwil, Switzerland), is an AI monitoring agent for Swiss SMEs with roughly 5 to 50 employees. It connects read-only to the software that already runs the business: bexio directly; Abacus, Infoniqa ONE 50, Banana, Klara, Crésus, Topal and any program that can save an Excel or CSV through the exports those programs already produce; and bank statements arrive automatically as camt.053 from any Swiss bank. Every Monday at 07:00 it delivers a one-page management report in plain language: revenue, cash, open invoices, overdue receivables, order intake, and what deserves attention. The owner sets attention lines (for example: cash below CHF 60'000, invoices unpaid more than 30 days, order intake dropping 20% below the four-week average), and the moment a line is crossed the agent sends a message at once. Delivery channels and output formats are the client's choice: e-mail, WhatsApp, SMS, Telegram, a PDF attached to the e-mail, or an Excel workbook that traces every figure from the imported source bookings to the final result. All figures are computed deterministically from the client's bookings and bank statements; the language model only writes the surrounding sentences, is open source, runs on Datavera's own servers in Switzerland, and the wording is verified against the computed numbers before sending. Every report carries a reference ID with a kept calculation trail. Data is processed read-only in a Swiss data centre, is never used for model training, and is deleted on cancellation. The price is fixed monthly, agreed up front, scoped like every Datavera product. There is no dashboard and no login to check: the report comes to you.