Case study

How Navor is supporting the Canton of Valais with protected-adult accounting.

A collaboration with APEA/KESB teams to move guardianship accounting from fragmented paper dossiers into structured, checkable, and human-validated workflows.

Editorial visualization of a Canton of Valais APEA/KESB accounting dossier with documents, receipts, bank rows, and traceability links
EvidenceTraceabilityReview
Why it matters

The work is sensitive, but the bottleneck is operational.

Guardianship accounting depends on evidence: statements, invoices, receipts, asset certificates, debt documents, and explanations for unusual movements. In many offices, that evidence still arrives as a paper-heavy dossier. The result is slow preparation, uneven structure, and review teams spending time rebuilding the file before they can judge it.

Collaboration scope

The Canton of Valais collaboration starts from real APEA/KESB workflows.

The project is being shaped with two APEA teams in the Canton of Valais. Their examples and documents help calibrate the product around the daily work of guardians, accounting reviewers, and public authorities, rather than around a generic software demo.

Navor role

Navor structures the dossier before the final review.

The platform connects uploaded evidence with bank movements and accounting rows. It can surface missing support, relevant transactions, and inconsistencies before submission, so the authority receives a more uniform and searchable accounting dossier.

Control model

Automation prepares the file. People validate the decision.

The goal is not to replace APEA/KESB review. The goal is to make the material easier to inspect: the original document, the transaction, the booking, and the review note stay close together, while the final judgment remains with the responsible team.

Operating model

A cleaner dossier before it reaches review.

01

Upload

Bank statements, invoices, receipts, and mandate evidence enter one structured workspace.

02

Link

Navor connects each movement to the document or explanation that supports it.

03

Check

Missing documents, unusual movements, and open review points are surfaced early.

04

Validate

Guardians and APEA/KESB reviewers keep the final control and decision path.

For other cantons

The pattern is specific, but the need is familiar.

Each canton has its own forms, procedures, and review culture. The common thread is the need for complete evidence, traceable accounting, and a review process that is easier to inspect.

What can be adapted
Required-document checks for local forms and mandate types.
Review filters for transactions without evidence or unusual movements.
Structured submission packages for the authority review team.
Discuss a public-sector workflow
Canton of Valais APEA/KESB accounting collaboration | Navor