Integrations: the Nyteca® App fits the tools your firm already uses
Not a new world, but your templates, your mailbox and your Explorer – connected to a client file that stays complete. The Nyteca® App arrives in mid-November 2026.
Microsoft Word
Your templates stay Word files. Nyteca® fills the placeholders, renders the result and files it.
You upload your own .docx versions of the document templates, check them and activate them. If a mandatory placeholder is missing, the version does not go live – you add it in Word and upload again. Without your own version, the delivered base text applies. Letterhead is available per location.
- Placeholders for client, people, case, firm and location
- Versions with review and approval, earlier versions are kept
- Output as Word for further editing or as PDF/A for filing
- Checkboxes and signature blocks as part of the template
Template types
- Power of attorney
- Data protection
- Quote
- Engagement confirmation
- Mandate agreement
- Checklist
- Case result document
- Master data sheet
- Questionnaire
- KYC document
- Invoice
- Email template
- General letter
- Free-form template
Outlook, IMAP and SMTP
Your mailbox stays where it is. Nyteca® reads along via IMAP, sends via SMTP – and assigns every email to the case.
Email accounts are stored per firm with their IMAP and SMTP host. Outgoing emails carry the case reference in the subject; replies therefore attach to the case automatically. An incoming email becomes a lead in one click – Nyteca® suggests the name and the request from the subject and the text.
- Several accounts per firm, sender selectable
- Signatures with placeholders – one signature for the whole firm
- Background retrieval, attachments straight into the document inbox
- AI reply draft: accept, adjust or discard
Hello, please find the missing documents attached. I will send the pillar 3a certificate later.
Many thanks for the documents. We have received the salary certificate and the bank statements and will get back to you as soon as the certificate arrives.
Windows Explorer and macOS Finder
Nyteca® Drive provides the firm's client folders as a network drive. Save as always – and it is in the client file.
Every staff member connects with their own login and sees the same clients as in the app. For each client the drive shows the six client-file folders and a folder «Cases» with one subfolder per case.
- Clients
- 1042 Muster Treuhand AG
- Enquiry and quote
- KYC
- Data protection
- Powers of attorney
- Review
- Active engagement
- Engagement confirmation 2026.pdf
- Cases
- Tax return 2025
- Bank_statements_2025.pdf
- 1043 A. Keller
Windows
- 1«This PC» → «Map network drive…»
- 2Paste the address, choose a drive letter
- 3Tick «Connect using different credentials»
- 4Enter the app's email address and password
macOS
- 1Finder → «Go» → «Connect to Server…»
- 2Paste the address and «Connect»
- 3Choose «Registered User»
- 4Enter the app's email address and password
- A file in the client folder is classified by the AI (category, year, case) and moves into its client-file folder once confirmed in the app.
- A file placed directly in a client-file folder is filed there immediately; a file in a case folder is assigned to that case.
- The upload appears in the audit log under the name of the staff member.
- Nothing is deleted in the drive and nothing is moved between folders – that stays with the app.
- Whatever is uploaded or created in the app also appears in the drive.
PDF/A and electronic signature
What counts legally must stay unchanged and be attributable to a person. The Nyteca® App has both built in.
PDF/A for audit-proof filing
Generated documents are rendered to PDF/A-2b, the ISO format for long-term archiving: fonts embedded, no external dependencies, no active content. Powers of attorney are created directly as PDF/A.
- Rendered from the Word template, the Word file also stays available
- Earlier versions remain viewable in the client file
- Signed documents are available to the client after signing
- Uploaded documents – via app, Drive or document inbox – keep their original format
E-signature for quotes, powers of attorney and consents
The client signs with mouse or finger in the browser – via a purpose-bound link, without a login. Signature, place, time and document are filed together and recorded in the audit log. For companies, the signature blocks follow the signing authority: sole or joint signature.
Quote
- 1Select line items
- 2Check the preview
- 3Confirm the code
- 4Sign
Accepted quote and engagement confirmation in the client file.
Power of attorney
- 1Link by email
- 2Read the power of attorney
- 3Place and signature
- 4Receive the document
Power of attorney as PDF/A, signature blocks according to signing authority.
Consents
- 1Select types
- 2Link by email
- 3Acknowledgement and consent
- 4Sign
One consent per type with its status – revocable, never deleted.
CSV import, CSV export and AI import
Existing clients come from other systems – and your lists must be able to leave Nyteca® again, too.
CSV import
Take over clients from other systems' exports – as CSV or Excel. The rollout starts with your master data, not with an empty system.
CSV export
Export lists such as the deadline register – with the official deadline, extension date, reason for postponement, completion date and note. For analysis in Excel or as an attachment for the audit.
AI import from PDF, Word or image
Client lists as PDF or scan, forms from PDF, Word or image: the AI reads the document visually and builds an editable draft from it – master data for review, forms with explanatory texts and signature fields. Nothing is taken over without review.
Bulk import up to 100 MB per file. Very large files are split so that the import stays complete.
What comes next
These items are not included at launch in mid-November 2026. We name them so you know where the Nyteca® App is heading – without a committed date.
- Planned
Further interfaces
Which systems get connected next depends on what firms need. Tell us what you are missing.
Is an interface missing?
Tell us which systems your firm works with. We will tell you openly what the Nyteca® App will cover at launch in mid-November 2026 – and what it will not.