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.
On your phone, Today starts with a block: the money in the bank, what you receive and what you owe. Each task is a row with a button that says what to do, such as “Remind” or “Pay”. The plus in the middle of the bar opens a sheet to photograph a receipt, write an invoice or a quote, or upload a bank statement. Income, Expenses and Company show their one figure at the top. On a laptop, Ctrl+K opens a list of places.
Under Invoices and reminders, each dunning level is a row with its waiting time, fee and interest. Tap it to see what it rests on and who decided. You add a level and choose the accounts for fee and interest in a sheet. Under Data, moving in from another program opens its own sheet. Under Subscription and costs, your plan, payment method, cancellation, credits and payments are rows.
In the settings, payroll as well as team and fiduciary now show as rows with their value. You see straight away which funds, rates and wage types apply and who belongs to your company. Tap a row to open a sheet and change it. Invitations, books and mandates work the same way.
If your company is not liable for VAT, you now record that under Settings › VAT. Tap “Registration” and choose “Not liable”, with a note if you like. My company now shows only the company’s own details, plus opening capital and sample company. The bank account, VAT and payroll each have their own group.
Under Settings › My company, the name, legal form, address, UID, branch of activity and your contact on documents now appear as rows with their value. One tap opens a sheet with just that detail. What you saved shows right below the row. Logo and colour and the fiscal year take you to where they live.
Under My account, every message Bilanzi sends you now sits together. The four WhatsApp reminders, news by email and the monthly letter each have a switch that works straight away. You connect and disconnect WhatsApp in a sheet. The monthly letter is now here instead of next to the next 90 days. You change the first name we use in our emails under “Name”.
Under Settings › VAT, rows now show since when you are registered, with which number and by which method. Below you see whether you file every quarter or every six months. A tap on one of these rows opens a sheet with all the details of the registration.
Under Settings › Invoices and reminders you now see what applies: form of address, payment terms and the bank account on the invoice. You choose the reminder before the due date in a sheet. A switch turns sending dunning notices on its own on and off. The form of address now sits here instead of under My company.
Under Settings › Invoices and reminders you now set your company’s payment terms. They start at 30 days. Every new customer gets these terms, whether you add them by hand, in an invoice or from your shop. A customer with their own terms keeps them.
In My account, the row “Password” now sits under “Sign-in”. A tap opens a sheet. There you enter your current password and the new one twice. You no longer need to sign out for this. You change your email address there too, in a sheet.
In the settings, the Bank and Receipts groups now show what applies. You see your bank accounts, the connection to your bank and your shop. For receipts you find your receipt address, the allowed senders and the approval of expenses. A tap takes you to where you change it.
My account has a new order. Your initials and email address sit at the top, with the rows in groups below. For language and “Light or dark” you see right away what applies. A tap opens a sheet with the choices, and “Save” applies yours.
Wherever there is something to set up, you now find a gear at the top right. It takes you straight to the matching group of settings, from invoices to dunning levels, for example. In the list of settings, each group shows what applies right now. You see your VAT method, your bank accounts and the canton for payroll, for example.
At the bottom you now find four places: Today, Income, Expenses and Company. Income holds invoices, quotes and customers. Expenses holds receipts, suppliers and payroll. Company leads to your bank, VAT, the year-end close and the settings, sorted into nine groups. The tools for your fiduciary sit under “For professionals”, your account behind your initials. Old bookmarks take you to the new place on their own.
Everything in the workspace now sits on white, or on black in dark mode. Cards and fields are grey instead of dark green. The main button on a screen is black, or white in dark mode. The camera for your receipts stays mint green. Layout and paths stay as they are.
Under VAT you now see first the period you need to declare. Once you have finalized its declaration, Bilanzi shows the current one. Until there is a figure, you see a dash instead of a zero. Under Business, “Change address and UID” now also accepts your UID with the VAT suffix. “Manage accounts and fiscal years” takes you straight to the accounts.
You now decide in the receipt inbox whether Bilanzi reads new receipts from email and WhatsApp on its own. The button “Turn on automatic reading” sits there, next to your AI balance. You also see what a page costs and the most Bilanzi spends in a month. Whoever manages the subscription can turn it on. Under Subscription the same setting is now at the top of the cost controls.
When the invoice and the receipt for a purchase arrive in the same email, they now show as one entry in your receipt inbox. With “Have them read together”, Bilanzi reads both in one go. If they belong to the same purchase, you get one proposal with both receipts. That way you do not book the same expense twice. The same applies when Bilanzi reads your receipts on its own. You pay for every page read, as before.
When you correct a payroll run, the new payment file pays each person only what they are still owed. If the old file went to your bank, its answer counts. If you only downloaded it, Bilanzi asks you once whether it is at the bank. Anyone who got too much is shown with the amount. A person’s salary account can now also be abroad, with IBAN and BIC. The salary is paid in francs.
Under the new Swiss banking standard, the QR reference is only for invoices in francs. When you write an invoice in euro, Bilanzi now picks “Without reference”. The payment part then shows your regular IBAN. Invoices in francs stay as they are. An older euro draft with a QR reference goes out as a new version.
Once you have sent a payment order to your bank, its answer now appears right at the top. You see whether the bank accepted or rejected it, or whether it is unclear that it arrived. A link just below takes you to the reason and the next step. The same goes for the payment file for wages. On a phone, the long order number now fits on the screen.
Once your bank is connected, you send a released payment order to it with “Send to the bank”. This also works with the payment file for wages. Nothing is executed until you approve it in your bank’s app. Bilanzi then shows you whether the bank accepted or rejected the order. The same file never goes out twice.
Under Bank you can now connect Bilanzi to your bank through EBICS. You enter two numbers from your bank’s letter and send it a signed letter. As soon as the bank activates the connection, your movements arrive on their own every morning. Bilanzi skips what is already there, as with an upload. Bilanzi cannot approve any payment.
When you tap “Have it read” in the receipt inbox, Bilanzi now reads the receipt in the background. You can carry on working straight away. While Bilanzi reads, the receipt says so, and the proposal appears by itself. This gives the AI more time, and it gives up less often. The AI’s suggestions for many bank payments at once are now more reliable too. As before, you never pay for a receipt the AI cannot read.
Under “Take the books out” you can now download every receipt of a financial year as a ZIP file. Each file name shows the date and number of its entry. A list with file, entry and checksum comes with it. Many receipts arrive in several parts, so no download breaks off. This also works while your subscription is blocked. Payroll documents are only included if you may see payroll.
If a supplier invoice names a different account from the one the supplier has been paid to so far, Bilanzi warns you when you approve it. You see the old IBAN and the new one. Call the supplier on a number you already know. The invoice only goes into a payment order once you confirm the new IBAN. The confirmation is in the audit trail with your name and the time. This applies to every invoice, whether entered by hand, by email, via WhatsApp or through the API.
For a finalized payroll run you can now fetch a payment file for your e-banking. Each person gets their net salary to the IBAN you enter in their employment. You choose the bank account and the execution date. If someone has no IBAN, Bilanzi names the person and creates no file. If you correct the run, the old file is marked as replaced.
For your suppliers’ invoices, the QR reader now also reads the PDF, just as the supplier sent it. Bilanzi looks for the payment part on the last page first. It then fills in payee, IBAN, reference and amount, as it does with a photo. The file stays in your browser.
Under Compare, Bilanzi now also stands next to MILKEE, Winbiz, Crésus and smallinvoice. For smallinvoice you see the price for invoices and quotes. Where a vendor does not say whether its price includes VAT, the page says so next to the price. The moving steps show what you can take along from the other program.
Under Compare, Bilanzi stands next to bexio, Banana, CashCtrl, KLARA and AbaNinja. There is also an overview and a page on bookkeeping in Excel. Each page shows prices in three identical cases, with and without VAT. You see the features both programs offer and how to move to Bilanzi. Every price says where it comes from and when it was read.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.