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.
Once your firm is accepted as a founding firm, Subscription and costs shows the founding price for the Fiduciary plan, billed yearly. You pay for the year up front and keep the price as long as your yearly plan runs without a break. If you already pay for Fiduciary yearly, it applies from the next renewal. If you cancel within 30 days of the first payment, you get the full amount back. Just tap «Cancel and get your money back».
Bilanzi now reads your receipts with a newer AI. Most receipts are read in under half a minute. Until now it often took more than a minute. Ask Bilanzi answers faster too, and suggestions for your bank payments arrive sooner.
If you are signed in to Bilanzi, you no longer type your details to book a call with Tom. Your name, your accounting firm and your email are already in the form, as far as Bilanzi knows them. You can change any field before you book.
The page “For fiduciary firms” now explains how a firm works with Bilanzi. You keep your clients’ books in your own account, or your client keeps their own books and you work on their mandate. Open a fiduciary account by 31 December 2026, and the Fiduciary plan is free until 31 March 2027. Your clients get Autopilot for the same period. The page also lists the banks with EBICS, how to move in and how fast we answer.
Under Mandates, the companies in your account and your mandates now appear in one list. The company with the nearest VAT deadline comes first. For each one you see waiting and missing receipts, unresolved bank lines, the VAT deadline and the state of the year-end close. You also see how many receipts Autopilot read this month. A label tells you whether it is your own company, a client’s company or a mandate. One click opens the company.
As an accounting firm, you write to [email protected] or by WhatsApp to +41 76 509 90 09. Your message reaches Tom Hofer right away, and a confirmation tells you by when he answers. Monday to Saturday, 7 am to 8 pm, we answer within 2 hours and solve your request within 5 hours. Tom’s answer comes back the same way, by WhatsApp or by email. For Ask Bilanzi, you put “Bilanzi:” in front of your question, and you send receipts as always.
When you set up, Bilanzi now asks whether you work with a fiduciary firm. If you do, you enter its name and email, and Bilanzi sends it an invitation on your behalf. The firm signs up and accepts the mandate with one click. It then works directly in your books, and you get a month of Autopilot free. You can also invite it later under Team and fiduciary.
On bilanzi.ch/en/appointment you pick a free time for a call with Tom Hofer. You don’t need an account for it. You only see times when Tom is really free. You talk by video or on the phone, for example about moving your clients to Bilanzi. The confirmation arrives by email with a calendar file, and its link lets you move or cancel the call. We remind you the day before and one hour before.
If you keep several companies, you move them from another program in one pass under Settings › Data. For each company you see whether it is waiting, ready or taken over, or why it failed. You match the old chart of accounts to Bilanzi’s, and Bilanzi suggests an account for every line. Whatever you confirm for one company, Bilanzi suggests again for the next. After every takeover, a check report compares balances, totals and open items with the file and shows differences in red. You download it as a PDF for your records.
If you keep your customers’ books in Bilanzi as a fiduciary, Bilanzi asks with every new business whether it is your own. For the first customer’s business you accept the data processing agreement. You then download it as a PDF in the settings. There you also give Bilanzi support access for a limited time and see every access by Bilanzi. The subprocessors are listed on a page of their own.
If you open a fiduciary firm in Bilanzi or accept a mandate by the end of 2026, your firm becomes a partner. We review it and then approve it. Your firm then uses the Fiduciary plan for free until the end of March 2027. Each of its clients gets Autopilot for free until the end of March 2027, including the ones you create yourself. A business that already pays for a subscription gets nothing extra. Under Subscription and costs you see until when it applies.
On the Fiduciary plan you can now keep up to 25 companies in your account, your own and your clients’. Your client needs no account of their own. Autopilot reads the receipts of each of these companies, with no price per receipt. If it pauses for one company, it keeps reading for the others. The terms allow this from today.
When you choose a receipt that is already filed, each one now shows its picture, or the first page of a PDF. Next to it you see the amount and what Bilanzi read on it. A receipt with the same amount comes first. On the phone, a tap shows it large, and on the laptop you see it as soon as you point at it. This works for missing receipts, supplier invoices, bookings and expenses.
In the chart of accounts, “Classification” now lists the accounts without a group first. If you had searched the list beforehand, all the other accounts used to be missing there. Now you always see all of them, including new ones. With many accounts, you search right inside the classification window.
With Autopilot, Bilanzi matches a payment to its invoice by itself as soon as the bank statement is in. It only does so when the payment carries the QR reference of an open invoice and exactly its amount. The invoice is then paid without you tapping “Correct”. On Today it appears under “Done by Bilanzi”. A tap opens the payment, where you can reverse the match if you need to.
In a GmbH or AG, “That was private” now also appears under Bank. The payment then goes to your current account with the company, without VAT. It shows what you owe the company, or what the company owes you. If this account does not exist yet, Bilanzi opens it the first time.
“Remind” on Today or under Invoices now prepares the reminder for exactly that invoice and opens the window to send it. If no new level is due yet, you send the last one again. Bilanzi now remembers “Later” for a week, for a payment as well as for a receipt. Until then it moves to the end of the list and does not count on Today. Under Receipts you confirm every suggestion Bilanzi is sure about with one tap.
Under VAT, tap “Settle” at the step “Transfer the amount” and pick the payment from your bank statement. If it only arrives with the next statement, Bilanzi suggests it as VAT right away when you settle it. The step is then done. Until then the VAT shows under Suppliers in “Taxes” and on Today as a date.
When you pay by card abroad, the bank often adds a fee or charges a foreign currency. Bilanzi reads both from the bank’s text and still finds the receipt. Bilanzi books the fee on its own to bank charges, without VAT. A subscription finds the nearest payment every month. Under Bank, a card payment now carries the shop’s name instead of the bank’s whole text.
Under Bank, Invoices, Quotes and Suppliers, every line now starts with its date. That includes payments under “Needs you”. With “Sort” above the list, you choose what comes first: the newest, the oldest, the largest or the smallest amount. In Bank, search is now a magnifying glass right next to it. Payments there are grouped by month.
Bilanzi now attaches every receipt it has read to its payment by itself. It no longer matters whether the receipt or the bank statement comes first. Receipts already in Bilanzi are now attached to their payments. When a receipt waits for an open payment, you confirm both under Bank with “Correct”. A payment without a receipt says “Receipt missing”. Open it, and your photo goes straight onto that payment.
In invoices and supplier invoices you now also choose from a list. That covers things like language, currency, bank account and the VAT of a line, plus the supplier and the receipt. Tap the row and the options appear below it, with your choice highlighted.
For a customer, a job, a recurring invoice or a notice, you now also choose from a list. That covers things like language, currency, frequency and tone. Tap the row and the options appear one below the other, with a tick next to your choice.
Under Team and fiduciary, in payroll and in the chart of accounts you now choose from a list. Tap the row and the options appear one below the other, with a tick next to your choice. It works as well on a phone as on a laptop. In the chart of accounts, an account, the classification, “Create account” and a bank account each open in a window of their own. Explanations there stay in view and no longer fold away.
Until Bilanzi has your first bank statement, Today shows “No statement yet” where the amount would be. Tap it to open the bank. On a large screen your tasks no longer stretch across the full width, and the button stays close to the name. On the right, lined up under “You receive”, you see upcoming dates and what Autopilot did this month. The number next to Today in the bar counts the same tasks as the heading.
Under Team and fiduciary you now add a company with “Add a company”. There you choose whether it joins your organisation or gets one of its own. If your plan has no room, Bilanzi tells you straight away what helps. Interfaces, tokens and the audit trail now live under For professionals. The chart of accounts, fixed assets and salary certificates show rows instead of tables, and every form opens in a window of its own. On a laptop, feedback sits at the bottom of the bar on the left.
Every hint about Autopilot now opens the same sheet. It shows the monthly and the yearly price and, while it lasts, the founder price. You choose how to pay and reach checkout with one button. On Free, Autopilot sits at the top of Subscription and costs. Companies, people and receipt storage show there as rows with their value.
On Free you have a receipt read from the try-out with the «Read» button on its row. With Autopilot the receipt inbox no longer has a button to switch reading off. You turn automatic reading on and off in the receipt settings. In the bank, the number of open payments now appears only once. Suggestions name the invoice or a word like «Rent» instead of an account. If you have a remaining balance, you see the amount and ask for a refund with one button.
Under reminders you see at the top how much is overdue, then every overdue invoice with the customer first. You open a dunning run with one button and change the level by tapping the line. In payment orders you choose the open supplier invoices and pay them with one button. A job has one main button, and everything else sits under the three dots. You tick off planned steps for a customer right away. The next 90 days only show the weeks in which money comes in or goes out.
Move over from bexio or Abacus and we give you Autopilot free until your old subscription ends. This lasts three months at most. After the move, you pick the last day of your subscription in the settings. Fourteen days before the end you get an email.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.