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.
If you ran payroll or issued invoices in Bilanzi, they showed up among the missing receipts. So under Year-end close, “Receipts complete” stayed open. Payroll, invoices and credit notes need no receipt of their own, because their proof is already in Bilanzi. Now they are no longer missing. If you generate an invoice’s PDF, it is also attached to its entry.
Under Income, the middle part is now called Jobs. Every deal appears there once, as an inquiry, a quote or a running job. At the top you see what needs you: write a quote, send it, follow up or bill. Use the plus to record an inquiry, even from someone who is not a customer yet. On the job you record acceptance, write a variant or close it as not won.
The customer list now stays fast, even with a great many customers. Search finds the name, town, email, phone, UID and the people at a customer. Next to the search, you sort by name, last conversation, invoiced this year or open amount. The filter shows only prospects or archived customers. When nothing is pending, the row shows your last conversation. On a laptop, a customer appears next to the list, and you open the full card from there.
A supplier’s card now sits under Expenses, next to their invoices. You find all suppliers under Suppliers, behind the three dots. The card shows their open invoices, what you owe them and everything that happened with them. From any supplier invoice, “Open card” takes you there. Customers now lists only customers and prospects.
If you depreciated an asset, the depreciation showed up among the missing receipts. So under Year-end close, “Receipts complete” stayed open, and “Close the year” never appeared. Depreciation needs no receipt, because the asset and its depreciation run are already in Bilanzi. Now nothing is missing, and you close the year with “Close the year”.
At the top of a customer’s card you now find three buttons: “Call”, “Write” and “Add”. “Write” offers email, WhatsApp and text message, “Add” everything you log or write for this customer. Below the amount you see what you invoiced, when they pay and when you last talked. Their open jobs and invoices have blocks of their own. You change each detail in its own sheet, and the UID, legal form, registered office and purpose from the commercial register stay on file. On a computer, the people and details sit on the right.
If you closed a year and opened the next one, the new year’s balance sheet showed every amount twice. The bank was too high as well, in the monthly figures and in the next 90 days. Now the opening counts only once, and the figures are right. When you close the second year, its frozen annual accounts are right too.
If you moved your company to Bilanzi, you enter the prior year’s balance sheet and income statement once. Under Year-end close, tap “Enter the prior year”. Bilanzi fills in what your move already knows and tells you where to find the figures in the old annual accounts. The prior year then appears next to this year in the balance sheet and income statement, on the printout too, marked as entered and not booked. If you closed the prior year in Bilanzi, it now appears there as well.
Under My company you can now record who the partners or shareholders are, who manages the business and who signs. For partners and shareholders you also note the number and nominal value of their shares. If you run the company on your own, one button enters you in every role. When something changes, you record it from a given day and the history stays. You also record whether your company has an audit or has opted out.
On a customer’s card you now find “Log a conversation”. Choose call, meeting or note, then who it was with and when. If nobody picks up, tap “Not reached” and Bilanzi plans “Call again” for tomorrow. You plan the next step in the same sheet. After you call or email someone from the card, Bilanzi asks whether you want to log it.
Under “Today” you find the new “Steps” list with every open step for your customers, day by day. A step can have a time and belong to a job, a quote or an invoice. With “Later” you move it to this evening, tomorrow or next week. If notifications are on in the app, it reminds you at the step’s time, otherwise at 8 am. Under “My account” you can turn on a morning email for days when a step is due. No step goes missing from “Today” anymore, even for a customer with an overdue invoice.
The history on a customer’s card now brings everything together in one place. It now includes the emails you sent them and their replies. Letters, signed reports and when a quote went out appear there too. You also see when they accepted or declined and when a job was finished. You see ten entries first, and “Show older” brings the next ones.
A customer’s card no longer shows any open form. A note, a step, a person, the details and the delivery each open in a sheet, and “Save” closes it. Services and materials work the same way. When you delete or discard something, Bilanzi asks you itself instead of a browser window. Each thing also has one name everywhere, such as “Customer”, “Services and materials” and “Record acceptance”.
Bilanzi is now made for businesses. The features for fiduciary firms have ended: mandates, the mandate overview and client companies in a firm’s own account. Every running mandate ended today, and the books stayed with the business. If your organisation was a fiduciary firm, it is now a business and keeps all its companies and books. In the settings, “Team and fiduciary” is now called “Team”.
Bilanzi is made for businesses. So we no longer offer the Fiduciary plan, and it is no longer on the pricing page. You choose between Free for everything you do yourself and Autopilot for the rest. When you open an account, you always set up a business. If you already have the Fiduciary plan, your companies and books stay as they are.
When a new version of Bilanzi is out, the workspace now loads it by itself the next time you switch screens. The “Reload” notice at the top is gone. If you have entered something and not saved it yet, Bilanzi waits. On a laptop, the version you are using appears in small type at the very bottom of the dark bar. On a phone, you find it at the very bottom of Help. If a new one is waiting, “Load new version” fetches it right away.
Under Team and fiduciary you no longer offer a mandate or invite a fiduciary firm. Fiduciary firms no longer accept new mandates or create new clients. You invite a person who works in your books as before and give them a role. A mandate that is already running keeps working.
At the end of the setup, Bilanzi now asks who does your bookkeeping today. The answers are you, your fiduciary, nobody because you have just started your business, or other software. With a fiduciary, you tick what they do for you. Bilanzi then shows you straight away what it takes over from today. Bilanzi makes a note of whatever your fiduciary keeps doing.
On Free, invoices and reminders now carry a small “Created with Bilanzi” at the foot of the last page. The line sits above the QR payment part, which does not change. With Autopilot you can hide it under My company, next to your logo and colour. Documents you have already issued stay as they are.
The new page “Bookkeeping without a fiduciary” explains what you need for your bookkeeping and what Bilanzi takes on. A table puts your fiduciary and Bilanzi side by side. The page also answers five common questions, for example about the audit of a GmbH or the tax return. You find it in the menu, on the home page and on the pricing page. The old link to the page for fiduciary firms now leads there.
Until now, Bilanzi sent you to a fiduciary in a few places. Now it shows you the way in Bilanzi there. If Ask Bilanzi is not sure of an answer, it says so plainly and does not guess. It then offers to pass your question to our team. You write to us via “Feedback”, and we help you.
Bilanzi now runs in Zurich, right next to the database that holds your books. Until now the app ran in Amsterdam, and every request first had to travel to Switzerland and back. Now Bilanzi fetches your data about twice as fast. That helps wherever Bilanzi loads figures. Your books stay in Zurich as before, and nothing else changes for you.
After the photo, “Filing the receipt …” often stayed on screen for minutes, although the receipt had long been filed. Now the sheet tells you that Bilanzi is reading it and shows a bar while it takes. You don’t have to wait: with “Next receipt” you keep photographing right away. If you stay, the sheet shows you the proposal. Otherwise you find it in the receipts inbox. On Free, Bilanzi simply files the receipt and no longer shows an error.
On Free, Autopilot reads a few pages of receipts for free, once and without a card. Until now, you only found this in the receipts inbox. Now “Try for free” appears wherever Bilanzi shows you Autopilot: under Subscription and costs, on Company, on Today and in every hint. When you scan a receipt on Free, Bilanzi then asks whether Autopilot should read it for free. Nothing is booked until you confirm.
From feedback R-5 · Implemented in 5 hours
I want to try Autopilot for free before subscribing and easily find where to start.
After you scanned a receipt, Bilanzi often said it could not read it. Yet the suggestion was already waiting under Receipts. Now the sheet shows you the suggestion as soon as Bilanzi has read the receipt. You confirm it right there with one tap.
Until now, you could nudge every page on your phone up a little, even when there was nothing to scroll. It felt wobbly. Now a short page is exactly as tall as your screen and stays where it is. Long pages scroll as before.
The offer to use Bilanzi for free as a fiduciary firm until the end of March 2027 no longer takes new firms. If your firm is already a partner, its gift runs on until the end of March 2027. The same goes for every client who already has one. The page for fiduciary firms now looks for founding firms instead. They have a say in what Bilanzi learns next and pay the founding price for the Fiduciary plan. If you cancel as a founding firm within 30 days of the first payment, you get the full amount back.
When you ask about your key figures, Bilanzi first asks how detailed and how simple you want it. You tap one of the answers, such as short and simple, or with the technical terms for your fiduciary. In the simple version, Bilanzi tells you in everyday words whether you can pay your bills and whether you are making money. For each point you get one step you can take this week. On WhatsApp you get the short version straight away.
You can now ask Bilanzi about your key figures, for example “How do my key figures look?”. You get the liquidity ratios, the equity ratio, the fixed asset coverage, margins, returns and how long customers take to pay. For each figure, Bilanzi tells you how it compares with the usual benchmark and what you can do. Bilanzi calculates the values to the cent from your balance sheet and income statement. Like every answer from your books, this is part of Autopilot.
Bilanzi is looking for fiduciary firms that want a say in what comes next. You apply on the page for fiduciary firms, through the letter or in your account. Tom reads every application himself and replies by email. As a founding firm, you see your number, the next workshop and the ideas of all founding firms. You suggest your own ideas and read how Tom decides on them.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.