This page lists what we have shipped since 16 September 2026, with dates. Anything older is described on the Pricing and features page.
We only list what is already available. Nothing here is a promise.
In the step “Closing entries” you now record accruals. Bilanzi suggests entries that belong to the other year, such as an insurance premium for next year or an invoice that only arrived in January. You accept a suggestion or reject it. Bilanzi creates the draft on the closing date and the reversal on the first day of the new year. If your revenue is small enough, you may waive accruals, and Bilanzi offers you that.
Create delivery notes with the remaining quantities from your quote, including partial deliveries. Open the PDF without prices or send it by email. Your customer confirms receipt by signing on the phone. Then invoice the delivered quantities from the job.
From feedback R-8
With Autopilot, Bilanzi now searches the web for what an unknown company on your bank statement does. The AI then suggests a fitting account. The search uses only the company’s name, never a person’s name and never an amount. A small note at the end of the reason says where the information comes from.
With Autopilot, the AI now also recognises a payment by the company name, a brand or a web address in the payment text. If there is a web address, Bilanzi reads what the company says about itself on its home page. From that the AI suggests an account, and its reason says what the counterparty does. When it is not quite sure, it shows a lower confidence instead of leaving the payment out. Bilanzi asks again about payments where it found nothing before.
For a payment without a rule, the accounts its text points to now come first. For AXA that is insurance, for Swisscom the phone. Then come the accounts you use most often. Search also understands other words: «marketing» finds advertising, «software» finds IT. On your phone, the sheet stays above the keyboard.
When you confirm several payments at once, «Assigning … 3 of 12» appears at the top with a bar. If the connection drops for a moment, Bilanzi simply asks again. You no longer see a message, and nothing is booked twice.
When you upload a bank statement, Autopilot books every payment Bilanzi already knows, just like last time. Under Today you see what is done and can undo a booking with one tap. With Free you select the known payments with one tap and confirm them together. Bilanzi now also recognises a counterparty when the bank writes its name shorter. You can discard a bank statement you took over, as long as none of its payments is assigned.
The home page has a new design. At the top you see what Bilanzi takes on, and you sign up right there with email, Google or Apple. A comparison shows what works differently with Bilanzi than with a fiduciary. Free and Autopilot appear with their prices on the page itself. On your phone, «Start for free» stays at the bottom of the screen as you scroll.
When you open Today, your bank balance, open invoices and tasks now appear much sooner. Bilanzi fetches the data with fewer requests and finds entries without a receipt faster. While the figures of your fiscal year are still loading, “You owe” and the profit show three dots. If you switch fiscal year, Today reloads only its figures. Starting up after you sign in is faster too.
The workspace has a new design, lighter and laid out the same way on phone, tablet and computer. On the left you see your company with its fiscal year and every area, with search and Add at the top. Today shows three money figures, your tasks, upcoming dates and your result month by month. Under Sale you open invoices, quotes and customers directly through tabs, and jobs show the same phases everywhere. On a computer, Inbox lists the source, date and status of each receipt in columns, and Payroll shows the month’s gross and net pay. Loading errors stay visible and you can retry them.
Today, Inbox and Bank are directly accessible. Review the original, account and tax before posting with one click. The company and financial year stay visible. Follow journal entries from an account to the original receipt. Associations review contribution runs before creating invoice drafts.
All sections stay visible in the desktop sidebar. On tablets and phones, scroll the area bar to switch sections. Page titles remain readable and every figure keeps its label. Separate cards group your lists, tasks and settings.
In Free, Bilanzi automatically reads new photographed, uploaded and emailed receipts while your sample is available. You check the proposal and confirm. The pricing table distinguishes receipt pages, bank payments and questions.
Accounting brings together banking, entries, VAT, reports and year-end closing. Settings and help are available through My account. Compact headers give your lists more room. Today gathers the tasks that need your attention. On tablets, navigation moves to the left. From 900 pixels, details and entry forms open in a panel on the right.
Customers open your quote without an account and decide with their name and an optional note. Each email includes the link by default. Copy or revoke it whenever needed. Acceptance starts the job. Today and the timeline show the decision and its version.
Start the timer or enter hours directly on a job. Turn open hours into a work report with one tap. Stop your running timer from Today. Service cost rates show your own labour in job costing.
You can upload your first receipt straight from Today. Setup remains available whenever you need it. Relevant reminders help you take the next step and can be switched off at any time. In the browser, Autopilot shows where it can help.
You can report VAT on received consideration with the effective or net tax rate method. Partial payments count in their payment period. Refunds and rounding differences are included. Reconciliation explains timing differences from your books. The ePortal file records your chosen accounting basis.
Bilanzi now reads HEIC receipts from uploads, emails and WhatsApp. You can see the receipt preview in every browser. The stored original stays unchanged when you download it or export the ZIP.
Before closing a company or deleting your account, you choose a reason. You can add a note and allow a personal reply. Your email address is kept for that purpose only with your consent.
Your subscription is now also in the sidebar and My account. On Today, try a fictional receipt without using your sample allowance. Free requests also cover bank payments and questions about your books. You can see how many remain. Subscribe to Autopilot whenever you are ready.
See your last saved business figures and queued receipts without a connection. Android uploads waiting receipts in the background. Customers can scan a payment QR from your screen and sign work reports with a finger. The widget opens either scanner directly.
“Today” shows your bank balance and core tasks as soon as their data is available. Further tasks and dates appear afterwards. The books check loads in the background. Open it at any time to see its loading message.
Completed customer requests now show the original wish in new words and how quickly it was implemented. Answers and reasons for declining reach you by email. The dashboard shows expiring subscriptions clearly and averages all paid subscriptions.
The performance overview links directly to statements and journal entries. Books exports and receipt archives sit alongside reports. Retention now shares the legal facts page. Suppliers, payment orders and other income views are directly accessible. VAT, reminders and payroll show their settings and link both ways.
You can now add customers from shop orders you have already fetched to your contacts. Enable customer imports and tap “Import customers”.
The warning names your unsaved draft. “Open draft” reopens your entries so you can save them. Find posted entries and saved drafts together under Company.
From feedback R-7 · Implemented in 6 hours
The unsaved draft warning did not make it clear where to save or find the entries.
Depreciation rates, private shares and withholding tax are available immediately. You no longer need to activate them. You review and confirm the plan or draft yourself. Expand the reference tables when needed.
Bilanzi warns when revenue approaches the VAT threshold. Compare methods using your figures and reconcile the financial year. Record acquisition and import tax with supporting receipts. Download returns and evidence together for an inspection.
Share and print PDFs directly in the app. Bilanzi reads Swiss QR bills immediately on your device, including on Free. Choose how you paid when scanning and add an optional note. After your confirmation, personally paid amounts are booked to the expense payable account. On Android, Back closes the open sheet first.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.