How Navor supports protected-adult accounting with the Canton of Valais.
A practical collaboration with APEA/KESB teams to make paper-heavy mandate accounting easier to prepare, inspect, and validate.
Protected-adult accounting depends on evidence. The hard part is often assembling it into a file reviewers can inspect.
A protected-adult accounting review rarely depends on one document. Reviewers need to see what happened, which evidence supports it, and which points still need judgment. When statements, receipts, invoices, and explanations arrive as a paper-heavy file, teams spend time rebuilding the chain before they can review the accounting.
The collaboration is being shaped with two APEA teams in Valais. Their examples help Navor work from actual mandate accounting, review habits, and authority needs, rather than from a generic accounting demo.
Navor prepares the dossier before final review.
Navor links uploaded evidence with bank movements and accounting rows. The goal is to make missing support, relevant transactions, and inconsistencies visible before submission, so the authority receives a file that is easier to search and inspect.
Navor does not replace APEA/KESB review. It prepares the material around the reviewer: original document, transaction, booking, and review note remain close together, while the responsible team keeps the final judgment.
Each canton has its own forms, but the review need is familiar.
Other cantons will have different forms, procedures, and review cultures. The common need is more basic: complete evidence, accounting that can be followed, and a review process that does not start with reconstructing the file.
What can be adapted
- Checks for documents required by local forms and mandate types.
- Review filters for transactions without evidence or with unusual movements.
- Structured submission files for the authority review team.