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.
Bilanzi checks your bank, cash, invoices, evidence, private shares and VAT. Each finding shows its basis and your next step. Checks run monthly, before VAT returns and year end, and whenever you start one. You confirm corrections prepared by Autopilot. Year end reuses completed checks.
Your annual export now includes original receipts, the audit trail and access log. A guide and procedure documentation come with it. Share a saved export through a temporary reviewer link. Daily chain checks alert the operator to a break. Entries and receipts have a brief history.
Under Owners and management, keep your share register and beneficial owners up to date. Transfers and capital changes update the registers and reporting deadlines. Copy the details for EasyGov. Written resolutions and commercial register templates are available in four document languages.
You can now withdraw a receipt waiver in an entry’s review and give a reason. In the missing receipts view, you can end the receipt covering a whole series. Previous reasons stay visible. Entries without other evidence return to the missing receipts list.
With Autopilot, you can reach Tom directly on WhatsApp. Start your message with “Tom:” and receive his answer in the same chat. Ask Bilanzi still answers all other texts.
In the step “Closing entries” you now record taxes and provisions. If you run a GmbH or AG, Bilanzi calculates the profit tax for your municipality from the posted figures. The tax itself counts as an expense, and Bilanzi deducts instalments you have posted. You enter provisions for warranties, lawsuits or repairs with a reason, and Bilanzi creates the draft on the closing date. In the following year you decide whether they are released, used or kept.
Bilanzi fetches the profit tax of the Confederation, the cantons, the municipalities and the churches itself from the FTA tax calculator. For every tax year and canton you see the scale and the multipliers of each municipality. When something changes, Bilanzi records a new version and shows you under Today that it is waiting for you. You compare your municipality with the FTA and release the version.
Your financial statements now include the notes. Bilanzi fills in what it knows from the books, such as your company name, registered office and depreciation methods. The full-time positions come from payroll. For every other item, you write what applies or tap “None”. Once nothing is missing, you freeze the financial statements, and the notes appear in the PDF for signing. With a sole proprietorship, you can do without notes.
If you run a GmbH or AG, you now also record a dividend in the resolution on the annual accounts. You enter the total amount or the amount per share, and the day it falls due. Bilanzi calculates the withholding tax, shows what each person is paid and names the deadlines with the FTA. The dividend appears in the minutes and in the appropriation entry of the new year. For the FTA form you get a data sheet as a PDF with all the details.
If you run a sole proprietorship, you now record your private shares in the year-end close, for example for the company car, goods, rooms and household costs. For the car, goods and household costs, Bilanzi suggests the amount from the FTA’s flat rates once they are released. Bilanzi then creates a draft against the private account on the last day of the year. If your company keeps stock, you enter its value at the balance sheet date under Inventory count. Bilanzi books the change as a draft. Invoices that have been open for a long time show up as a note in the close.
If you open an invoice from Today and close it with the back arrow, Income now shows the list of invoices. Until now, Income kept landing on that same invoice, and the arrow led back to Today. When you switch places with the bar, each one still remembers where you were.
A GmbH or AG with no more than ten full-time positions can opt out of the limited audit. Under Owners and management, Bilanzi now checks the requirements and tells you if anything stands in the way. You record who has consented and upload the signatures. You download the waiver declaration, the written request and the declaration for the commercial register as PDFs. Bilanzi shows you the last day for filing. Once registered, the waiver applies from the new financial year.
When someone on your team completes their personal details form, you now see it under Today. The row counts the forms waiting for your confirmation. In the last week before they expire, the date is shown. “Confirm” opens payroll, where you take over the details.
If an invoice, a reminder or a dunning letter did not go out by itself, you now see it at the top of Today. The same goes for a letter that came back or never left. If Bilanzi knows the reason, it says so, such as a missing customer email address. “View” opens the document. Once it goes out, the row disappears.
For a GmbH or AG, you now record the partners’ resolution in the year-end close. Bilanzi proposes how to appropriate the profit, including the allocation to the statutory reserve. You download the minutes as a PDF to sign and then upload the signed copy. If the year is audited, you upload the auditor’s report as well. After the opening, the appropriation entry waits as a draft in the new year.
If an address rejects your invoice, quote or reminder, you now see it at the top of Today. The same goes for a customer who reports the email as spam. In the document, the email says “not delivered” and what you can do. If it arrived, it says “delivered”. Send the document again, and the row under Today goes away. An out-of-office reply from the customer no longer counts as a reply.
Today now also shows the jobs that are waiting for something from you. These are inquiries without a quote, drafts to send, quotes to follow up and work to bill. The button carries the same verb as in the list of jobs. If there are more than three, one row leads to the list.
When a customer replies to a quote, an invoice or a reminder, you now see it at the top of Today. The list of jobs also shows “Reply from the customer”. “Read” opens the document, and the reply is already open there. After sending, the quote stays open and shows the email under “Dispatch”. With the first quote sent, the step from the inquiry is done by itself.
A sent quote now shows “Follow up” and “Record acceptance” at the bottom. The PDF and the decline are in the three dots. In the settings the group is now called “Quotes and invoices”. There you choose how long a new quote is valid and after how many days you follow up. The search at the top now also finds jobs and quotes.
On a laptop with a wide window, your jobs now appear as a board with four columns. Inquiry, quote, running and done sit side by side, with the count and the sum of quotes at the top. You send, follow up or bill right from the card. Under “All”, the last column also shows what you did not win. In a narrower window and on your phone, the list stays.
Every job now shows its history at the bottom. There you see quotes, emails and conversations, and when it was not won or reopened. You log a conversation right on the job, and it belongs to it straight away. Job costing is now one row with what is left over. Tap it to see all the figures.
Once your financial statements are frozen, you can download them as a PDF from the year-end close. It shows the balance sheet and income statement next to the prior year, with a title page for your company. Signature lines follow at the end, with the names from Owners and management. You can choose English, German, French or Italian. Print it and sign it.
Once a financial year has ended, Today shows the task “Year-end” with its deadline. The deadline is six months after the end of the year, so 30 June for a calendar year. “Close the year” takes you straight to the year-end close. After the deadline the task turns red. Once you record the approval, it disappears.
Fixed assets now lists purchases of the year that could be fixed assets. With Autopilot, the AI assesses each purchase and names the matching kind from the FTA leaflet. Amounts and rates come from your books, never from the AI. If a purchase sits in expenses, Bilanzi prepares the reclassification as a draft, with the receipt. Anything you reject does not come back. The year-end close points you to these purchases too.
Legal bases now lists the FTA’s normal depreciation rates, with their source. Once the owner has released them, Bilanzi suggests the method and rate in the depreciation plan. You keep them or change them. If a purchase sits on an asset account but not in the register, Fixed assets points it out. “Record as an asset” takes over the date, amount and receipt. At the end of the financial year, one button calculates the depreciation.
Year-end close now shows four steps: “Year complete”, “Closing entries”, “Financial statements” and “Approve”. Each step shows what is still missing and gives you a button for what comes next. Once you record the approval, the year is locked for entries. Bilanzi creates the new financial year by itself when you open it. If something still goes into the year after the freeze, Bilanzi tells you at the financial statements.
In the app, “Open PDF” now opens the document right inside Bilanzi, page by page. This works for quotes, invoices, reminders and work reports. The preview of a letter shows clean lettering again. While sending by email, the button says “Sending …”, and an error appears right below it. Every sheet now closes with the X or a tap beside it.
Invoices, credit notes, dunning fees, payroll and depreciation from Bilanzi need no receipt of their own. Yet when you opened such an entry, it said “No receipts linked”. Now it shows what serves as its receipt, for example the invoice with its number or the payroll run with its month. Tap the name to go there.
An open quote now shows in your browser’s address bar. You can bookmark it or send the link to someone on your team. The back button closes the quote and takes you back to where you were. Jobs have a new address, and old bookmarks lead to the right place by themselves.
If you approved a supplier invoice with its PDF, it still showed up among the missing receipts. The same happened with approved expense claims. Now the PDF and the expense receipts are also attached to the entry of the approval. Dunning fees and default interest no longer need a receipt of their own, because the reminder in Bilanzi is their proof. You still prove the payment of a supplier invoice with the bank statement.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.