Switching from your fiduciary: step by step, with your records
If you have cancelled your fiduciary, “Today” now shows you the steps of the switch in the right order. If your registered office is with them, you first register a new domicile with the commercial register. For the tax office, the ESTV, the compensation office and the accident insurer, you get a letter each that revokes their power of attorney. You print it or send it by post through Bilanzi. Your fiduciary uploads your records through a link without an account, and you tick off what has arrived.
Ready to cancel: what your fiduciary still does for you
If you chose “My fiduciary” during setup, a card about it now appears on “Today”. It shows what your fiduciary still does and what Bilanzi already takes over. Below that, it tells you when cancelling fits well. You get the termination letter as a PDF in German, French, Italian or English. It asks your fiduciary to hand over all your records. You send it yourself or by post through Bilanzi, and “I have cancelled” records the date.
Your opening compared with your last annual accounts
If you move from your fiduciary to Bilanzi, Bilanzi now compares your opening line by line with the closing balance sheet of your last annual accounts. You find it under Data, at “Check the opening”. Every difference shows both amounts and a sentence on what probably happened. With one tap, Bilanzi prepares a correction as a draft, and you confirm the counter account. If a difference is correct, you record why. As long as one is open, it also appears on Today.
You now prepare your company’s tax return in Bilanzi, in Free as well. For Zurich, Bern, Aargau, St. Gallen, Lucerne and Zug, Bilanzi shows every box of the form with the figure from your annual accounts. You check each figure and file the return in your canton’s portal. Bilanzi tells you the deadlines and later compares the assessment with your return. If you say during setup that your fiduciary does the tax return, Bilanzi now shows you that it takes it over.
Upload bank statements as PDF, Excel, MT940 or ZIP
Under Bank you can now upload several statements at once, or all of them in one ZIP archive. Besides CAMT and CSV, Bilanzi reads Excel files and MT940. The AI reads a PDF statement and checks that the opening balance, the payments and the closing balance add up. If they do not, Bilanzi tells you before anything reaches your books. For a new bank account, Bilanzi now finds the IBAN in MT940 files and PDFs too. For the bank connection, one click copies the text you send your bank to order EBICS.
You tell us. We get straight to work.
Tell us in the app if something is missing or unclear. We read every message ourselves and often turn useful suggestions into improvements the same day.
You can now give a discount per line and on the total in the quote itself. It appears on the quote, on the order confirmation and on the page where your customer accepts. When you turn the quote into an invoice, the discount comes along. The same goes for invoices from delivery notes. A recurring invoice keeps its discount in the template, and every draft from it takes it over.
Under “Bring your bank in”, the list of banks now opens right below the field. You can search for your bank by name there. The instructions sit in full in the card underneath. You read what to do in your e-banking, from which date and in which format. The last step points to the area where you drop the file. Until now, two sheets opened at the right edge for this.
In an invoice you can now give each line its own discount in percent. If you like, add a discount on the total as well. Bilanzi works out both at once and shows you the subtotal, the discount and the VAT. On the invoice, the discount appears under the line and under the subtotal. VAT is only due on the reduced amount, and that is the amount Bilanzi books.
When something is missing, a button now takes you straight there
When something is still missing before you can invoice, pay a supplier or import a bank statement, the message now has a button. It opens the setup, and you fill in what is missing. If your company has no financial year yet, “Set up financial year” appears at the top. On Free, a card on the left of your laptop screen shows what Autopilot does for you and that you can cancel it any month. “See the benefits” opens the sheet that lists them all. The steps under Payroll, Bank and Expenses are clearer, and the sample receipt is easy to read in dark mode too.
After the photo, you confirm a receipt right away with “Correct”
After the photo, Bilanzi shows the receipt as in the Inbox: with the image, the supplier, one word for the suggestion and the VAT. “Correct” records it at once, here as in the Inbox, and then “Recorded.” appears. In the open receipt you now see the top of the slip with the supplier. If reading did not work, “Read again” first shows you what you can do. In the demo, receipts are always waiting for you when you come in, and Ask Bilanzi answers three questions from the made-up books.
Enter sends your question, and the year-end close has a way back
In Ask Bilanzi, Enter now sends your question. To open a place under “Go to”, click it or pick it with the arrow keys. When you add missing receipts from the year-end close, “Back to the year-end close” takes you back there. The same goes for the bank and VAT. Under “Receipt missing”, “End series” is now called “No longer applies”. On a tablet, the words in the left bar are whole again.
The home page now has “View the demo”. It opens Malerei Muster, without an account and with invented figures. There you see what Autopilot did this month, and you confirm receipts with one click. The Autopilot card also appears on Today in your own business as soon as you have Autopilot. It counts receipts read, payments matched and the VAT it prepared. The demo is set up afresh every night.
After you set up your first company, Bilanzi asks for your bank statement. You pick your bank and upload the file, and on a laptop you simply drop it in. You see at once how many payments arrived, what came in and what went out. Bilanzi groups the payments by company or person. You say once what their payments are for, and all of them are recorded. The bank screen now shows when you last uploaded a statement.
In the receipt inbox, Bilanzi tells you in one word what each receipt was for, and why. If that is right, press “Correct” on the row, or take them all at once with “Accept all sure ones”. The open receipt shows amount, supplier, VAT and how you paid, and “Change” lets you pick something else. You find the booking itself under “How it is booked”. If reading did not work, you can read again, enter it yourself, take a new photo or remove the receipt. When you take a photo, Bilanzi no longer asks how you paid.
Since 3 November, Bilanzi read your receipts but made no proposal you could accept. This is fixed for photos, uploads, emails and WhatsApp. If a receipt still says it cannot be accepted, open it in the inbox. Press “Have it read again” and you get a new proposal. If reading fails on our side, Bilanzi now tells you so plainly.
After you set up your company, Today shows one main button for your first receipt. Bank statement and invoice sit right below it. If you have no receipt at hand, a sample shows you what Bilanzi reads. After your first receipt, Today tells you what is still missing to get started. The welcome block was hard to read, and that is fixed.
After you register, Bilanzi welcomes you with your next steps. Every reminder shows what is done and what is still missing. If you started with a bank statement or an invoice, the email talks about that. If you work with Bilanzi, a tip follows after two weeks and a review after a month. One click stops all of these emails.
The new Media page gathers everything a newsroom needs. You find our press release, images to download and the key facts about Bilanzi. Journalists reach the founder directly by email or phone. The link sits at the bottom of every page, next to the imprint.
When you type in Ask Bilanzi on your phone, the sheet now sits fully above the keyboard. You see your question, the answer and the send button. In the Android app, only a thin strip used to show, with a grey area below it. That is fixed now.
Tax return: deadlines, provisional bills and objections
Below your tax return you now see when it is due and how to extend the deadline. You also see when the provisional bills of the canton and the Confederation are due, and what interest paying early earns. With a GmbH or AG you enter the taxes from the final bill. Bilanzi tells you whether your provision was too high or too low and creates a draft for the difference. If the assessment differs, you get the objection deadline and a letter as a PDF.
For Bern, Lucerne, Aargau, St. Gallen and Zug, Bilanzi now shows the tax return box by box, as for Zurich. You see each box with the wording of the form and the amount from your books. What Bilanzi cannot know, it asks you, and a no is an answer too. In Zug, equity also appears at the start of the year, taken from last year’s balance sheet. As a sole proprietor, you see which figures go into your own tax return.
For Zurich, Bilanzi now shows the tax return box by box, in the order of the form. Each box shows the wording of the form and the amount from your books. What Bilanzi cannot know, it asks you in one sentence, and a no is an answer too. Rare questions sit under “More questions”. As a sole proprietor, you also see which figures go into your own tax return.
Once your annual accounts are approved, Bilanzi takes their figures for the tax return in Zurich, Bern, Aargau, St. Gallen, Lucerne and Zug, and a tap shows where each one comes from. If something counts differently for tax, you record it with a reason and evidence. You download the figures with their sources as a PDF, and all attachments as a ZIP. Once you have filed in the portal, you record it, and later Bilanzi compares the assessment with your return. These rules have not been approved from a tax point of view yet, so you check each figure yourself.
Correct delivery notes and deliver follow-up quotes
If a signed delivery note is wrong, tap “Correct”. Bilanzi creates a replacement and keeps the signed note. Only the replacement counts for quantities and invoices. On a running job, “Write follow-up quote” adds items that you can deliver too. A table shows for each item what was ordered, delivered, invoiced and is still open.
The invoice from a job now takes what you delivered
On a job, “Write an invoice” now takes the quantities from your delivery notes. Until now it used the quantities from the quote. If you already created the draft, you can add the delivery notes there later. You replace the lines or add the delivered ones.
You now do your year-end close without a fiduciary
Every step of the year-end close is now in Bilanzi, in Free as well. Bilanzi guides you from the finished year to annual accounts with notes that are ready to sign. It suggests depreciation, accruals, taxes and private shares. For a GmbH or AG, you prepare the resolution, the minutes and the dividend, and you waive the audit where the law allows it. If you say during setup that your fiduciary does the close, Bilanzi now shows you that it takes it over.
Year-end close sheets now show their own fiscal year
When you close a past year, the top of every sheet now shows that year. Until now it showed the current fiscal year, so the sheet “Accruals 2025” said 2026. This applies to every sheet in the year-end close, from accruals to approval. For the waiver of the audit, the sheet for the annual accounts also shows their year. Your entries always went into the right year.
Autopilot now sits at the top of Today on your phone
On Free, your phone and tablet now show an Autopilot button at the top of Today. Before, you had to scroll far down the page to find it. One tap shows what Autopilot does and what it costs per month. On a tablet, Subscribe to Autopilot also appears in the bar on the left, just like on a computer.
Until now, Bilanzi signed you out as soon as you closed the browser. On a phone, briefly switching to another app was often enough. Now you stay signed in for 30 days, with a password, Google or Apple. The 30 days start again each time you open Bilanzi. Sign out ends it at once.
Autopilot now has a fixed, lower monthly price. There is no yearly plan any more, and you can cancel every month. If you have already paid for a year, it carries on. We refund the part that is too much at the new price. After that, Autopilot renews every month.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.