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.
When you send a receipt by email or WhatsApp, the AI now takes more time to read it. Until now it often gave up too early, and the receipt stayed unread. Most receipts are read within three minutes. As before, you never pay for a receipt the AI cannot read.
With the Fiduciary plan, More lists every running mandate with its missing receipts, the next VAT deadline and the state of the year-end close. If receipts are missing, you ask the client for them with one tap. The client gets an email and sees the list under “Missing receipts”. The list ticks itself off as soon as a receipt is attached.
From Starter, you set a budget for each financial year under More, per account and by cost centre if you like. Next to it you see what is booked and the difference. On a job’s page you assign supplier invoices. You then see the quote, what you billed, the costs and the hours side by side. So you know whether a job paid off.
From Starter, Bilanzi shows under More what will reach your account in the next 90 days and what will go out. You see it week by week, with the balance after and the lowest point. It counts open invoices, invoices from templates and net salaries. What is already overdue is shown separately. If you like, an email reminds you on the first of each month. It contains no figures.
For each customer you can now set whether invoices, quotes and dunning notices go by email or as a letter. For letters you also pick the postage. When you send, the letter then comes first and is already chosen, with price and letter credit. In a dunning run, “All by post” preselects these customers. Nothing that Bilanzi sends on its own goes to a customer who gets letters. Without a setting, email stays the way.
From Starter, Bilanzi issues a recurring invoice on its date and emails it to your customer. You tick this in the template. Under the dunning levels you choose how many days before the due date a friendly reminder goes out. If you like, Bilanzi also sends dunning notices itself, after the grace days of your levels. It sends on weekdays between 8 am and 6 pm, in your name, and you get a copy of every email. Bilanzi never posts fees or interest by itself.
The pages on VAT, payroll, bank, receipts, year-end closing and the other topics have been revised. They show what Bilanzi does for you and what you do next. For example, you file the VAT return as a file in the ESTV ePortal. The payroll page now explains how you report and pay out wages. The receipts page says that AI reads your receipts from Plus. The terms and conditions now point to the Pricing and features page.
The Pricing page now shows every plan and every feature in one place. A table lists each feature once, with a square for every plan that includes it. Click a feature to see what you can do with it. At the top you see at a glance how many features are free in Free. The prices for AI and for letters sit side by side. The old Features page now brings you here.
The privacy notice is up to date. It now says that you can try the AI once on Free and that a receipt only goes out after you confirm. It lists what goes out with a question about a customer, including contact persons and notes. It also covers the suggestions for the bank, the review and the texts. And it says what Bilanzi stores each time the AI is used.
When you pay for a plan, the Stripe receipt now shows the VAT rate and how much VAT the price includes. This applies when you buy, when you switch plans and at every renewal. You need this amount to claim input tax. The price stays the same. For the AI balance and letter credit, the receipt already showed the VAT.
The terms of use are now the terms and conditions. They also cover buying a plan and the balances. They explain how renewal, switching and cancelling work, and what happens if a payment fails. There is a link to them when you buy and on the pricing page. The promises for the Free plan stay as they were.
On iPhone, the video on the home page only showed a crossed-out symbol. Now tap “Watch the video” and it plays.
In some places Bilanzi now shows a short line or a small lock, for example for payroll, the VAT return or your logo on invoices. Tap it to see what the feature does and the smallest plan that includes it, with its price per month and per year. “Choose Plus” or “Choose Starter” takes you straight to payment. “Later” hides the hint in that place for at least two weeks. It only appears by itself after you save your VAT registration and when your AI try-out is used up. Only owners see it, and nothing Free can do is ever locked.
Plus sits between Free and Starter and is made for one company with two people. You get everything in Free and the AI on top, paid by usage from your AI balance. Your logo and colour appear on invoices, quotes and reminders. You send receipts by WhatsApp, and letters go out by post using your letter credit. The VAT return, payroll and the API still come with Starter. If you move from Starter to Plus, Bilanzi tells you first what you lose, and your data stays.
On Free, the AI now reads ten pages of your receipts for free and suggests the entry. In the receipt inbox, tap “Read with AI · free, 10 of 10 left” next to a receipt. Every page read counts, and anything the AI cannot read does not. The try-out comes once per business and per person, for owners with a confirmed email address. It covers receipts only and does not expire. Once it is used up, you carry on with Free as before.
You now find the guide in the menu of every page. It explains VAT, receipts, year-end closing and payroll for Swiss small businesses. Every article names its sources in law and administration and says when it was last checked. You can read it in all five languages. You choose the language at the top, on the code such as “EN”, and on a phone in the menu.
Until now, a letter for an invoice did not go out by post. After a few hours it showed as not sent, and the credit came back. This is fixed, and the letter now goes out. If one of your letters showed as not sent, simply send the invoice by post again.
On a quote, tap “Send quote” at the bottom. On a reminder, tap “Send reminder” right in its row. The same sheet opens as for an invoice, with email and post at the top. Everything else about the quote sits behind the three dots at the top. At the last reminder level, registered mail is preselected, and the sheet tells you why. After sending, you see under “Dispatch” what went out.
“Send invoice” opens a sheet over the invoice. At the top you choose email or post. With post you see the letter, the address and every service with its price. Above the button you see your letter credit and what is left, and you top up right there if it runs short. After sending, the top of the invoice says when the letter goes to the post, with “Undo”. Under “Dispatch” you find every email and letter.
Under More › Payroll › Annual wage account you can now issue the salary certificate, following Form 11 and the 2026 guidance. The amounts come from your finalized payroll runs, in whole francs. For each wage type you choose the figure it belongs to. Bilanzi tells you what is still missing, such as the home address or a month without a payroll run. You download the certificate as a PDF. If you issue it again, the new one says which one it replaces.
Choose post under “Send invoice”, or tap “Send by post” on a quote or a reminder, then pick A-Post, B-Post, A-Post Plus or registered mail. Bilanzi prints the letter in colour, puts it in an envelope and hands it to Swiss Post. For ten minutes you can still take it back with “Undo”. Under “Dispatch” you follow the letter and download a proof of dispatch for debt collection. In a dunning run, “All by post” sends every reminder at once. Letters go to Switzerland and Liechtenstein, and from Starter you pay for them with letter credit in francs, topped up under Subscription.
The letter sheet now shows the whole first page, including the payment part. The “Send invoice” button at the bottom takes you to the sending sheet. After sending, the bottom of the screen says when the letter goes to the post. The invoice then offers “Record payment”, not another send.
If you asked the AI under Bank for accounts for many payments, sometimes not a single suggestion came back. One reason that ran too long was enough for Bilanzi to throw away the whole answer. Now Bilanzi shortens a long reason, and only a suggestion that doesn’t fit is left out. You see the others as usual. The same goes for the check of your books before the VAT return and the year-end closing.
Under “Send invoice” you choose between email and post at the top. If your customer has no email address, post is already selected. With post you see your letter credit and prepare the letter in one tap. If your business’s email address is missing, Bilanzi tells you where to add it.
Since 28 September, an invoice, quote or reminder carrying your logo could not be opened as a PDF. Sending it by email or by post stopped as well. This is fixed. Every document with your logo opens, sends and prints again.
When two bank statements overlap, Bilanzi recognises the payments that are already there and does not take them over again. You no longer have to decide anything. Two identical payments on the same day still stay two. If a file brings nothing new, Bilanzi only keeps it as the original. The skipped payments are in the statement, under “Skipped”. If one of them belongs after all, tap “Take over anyway”.
Now and then you get an email about what’s new in Bilanzi. Each feature in it takes you to the right place with one click. Under More › Account you enter your first name so we greet you properly. That’s also where you turn these emails off or back on. You can also unsubscribe with one click at the bottom of every email.
Under More › Account you find the new danger zone. There you delete your account or close a business yourself, without writing to us. Before you do, you see what happens to each business. If nobody else works in a business, it closes with your account. If others work there, you leave and the business stays open for them. The books are kept for as long as the law requires.
Write to Bilanzi, for example, “Prepare the VAT return”, “Run payroll for October” or “Pay the invoices due”. A button prepares the return, the payroll run or the payment order. You finalise, file and release them in Bilanzi afterwards. You download the file for your bank there, and it never goes through WhatsApp.
A token for your own program can now also prepare the VAT return that is due, a payroll run and a payment order. This also works from an AI tool. It acts with the rights of the person who created the token. You still finalise and release everything yourself in Bilanzi.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.