Accounting for Swiss small businesses
From your first quote to your year-end accounts, Bilanzi brings invoices, receipts and figures together. At your desk and on the move.
Video in German. Captions in your language. The film shows features from Free and from Autopilot.
Everything comes together. You keep the overview.
From contact to payment
Keep contacts, quotes and orders connected. Create QR invoices, set up recurring invoices and track outstanding payments.
Receipts and bookkeeping
AI with AutopilotFile receipts by photo, PDF or email. With Autopilot you can also send them by WhatsApp, and they read themselves. You review the suggestion and approve the posting.
On the move
Record hours and materials, get a work report signed on your phone and prepare an invoice from it. No paper notes to type up later.
Receive bank transactions over EBICS and reconcile them, view your balance sheet and income statement, manage assets and cost centres. Through to year end and exporting your books.
Team and fiduciary
Your fiduciary works directly in your books. You set the permissions. Fiduciary access is available in Free.
Bilanzi for fiduciariesAutopilot reads every receipt on its own, suggests bank lines and checks the year-end. Your bank sends its transactions over EBICS, and receipts, questions and approvals go by WhatsApp.
What Autopilot addsEverything you do yourself is free on Free. Autopilot reads every receipt on its own and prepares the entry, with no price per receipt.
CHF 0 forever
Everything you do yourself. Free forever.
CHF 49 per month
The AI does the work. You confirm.
CHF 199 per month
For fiduciaries managing client mandates.
Autopilot
Autopilot reads every receipt on its own and prepares the entry. You confirm with one tap, in the app or on WhatsApp. The AI is included in the price of Autopilot.
See AutopilotThe AI runs in Switzerland, at Infomaniak in Geneva. Only what you confirm is booked.
Import your details and choose the financial year and chart of accounts.
Write quotes, file receipts and connect your bank.
Invite your team and fiduciary to work in the same books.
Bilanzi is built and run by Mainbranch GmbH, a company based in Bubikon, Switzerland. It is listed in the Swiss commercial register under UID CHE-482.437.569.
Read the imprintYour books live in a data centre in Zurich. The AI runs at Infomaniak in Geneva, so it stays in Switzerland too. Only what you send by WhatsApp also goes through Meta and Twilio, partly in the United States.
An entry is never overwritten. You correct it with a reversal, and the audit trail records every change in a hash chain.
Download your books as files whenever you like, and each receipt on its own. On every plan.
The database checks who owns every row, on every single query.
Free includes everything you do yourself: bookkeeping with VAT returns, payroll, CRM, quotes, invoices and receipt storage. Your fiduciary can join too. The “Ask Bilanzi” field explains how things work in Bilanzi. You do not need a credit card. To try it, Autopilot reads a few receipt pages for free.
On Autopilot the AI is included in the price. You pay no amount per receipt and top up no balance. Autopilot reads every receipt and prepares the entry. Only what you confirm is booked.
You can import contacts and accounting entries. Check the formats listed on the Pricing and features page and review the prepared data before importing it.
Upload bank statements in CAMT or CSV format and reconcile payments. For every payment, Bilanzi suggests the matching invoice or receipt.
Invite people and assign their permissions. No plan counts the people. Your fiduciary works in the same books, including in Free.
When you don’t want to type up your receipts yourself. Autopilot reads every receipt on its own, from a photo, an email or WhatsApp, and prepares the entry. You confirm with one tap. VAT returns and payroll you can do on Free as well.
The page “For fiduciary firms” now explains how a firm works with Bilanzi.
Under Mandates, the companies in your account and your mandates now appear in one list.
As an accounting firm, you write to [email protected] or by WhatsApp to +41 76 509 90 09.
Start with Free. No credit card. Autopilot whenever you like.
