Every price now says that VAT is included. Right below the plans you see what the AI costs each time you use it. If you pick a plan and switch language, the plan and billing period stay chosen, also between log in and sign up. Sign up shows the plan you picked and tells you where to subscribe to it afterwards. In the long comparison, the plan names stay visible at the top. In French, Italian, English and Albanian, the video starts with subtitles right away.
Bilanzi shows the AI price first and makes forms clearer
Before the AI works, a window tells you what it does, how much of it, who pays and the most it costs, including VAT. Required fields say “required”, you pick the canton and country from a list, and you open a payroll run by month and year. Lists only offer “More” when there really is another page. In an invoice, the customer and the amount stay visible at the bottom, together with whatever is still missing. Paths like “Accounting › Drafts” now match both the laptop and the phone. Without a bank statement, Bank no longer shows a green “Everything matched”.
Just after midnight, Bilanzi already counts the new day
Just after midnight, Bilanzi sometimes rejected today’s date as a date in the future. This affected payment reminders, withholding tax in payroll and receipts kept for many years, for example. Bilanzi now uses the Swiss day everywhere. On New Year’s night, jobs and work reports now also get the number of the new year.
Write to Bilanzi something like “Book office supplies paid in cash”, with the amount. Bilanzi shows you the entry with the accounts from your chart of accounts, and one button creates it as a draft. You then post it in Bilanzi under Drafts.
Send receipts to your fiduciary by WhatsApp, even without a plan
If your fiduciary keeps your books in Bilanzi on a paid plan, you can now connect your number without a plan of your own. Send your receipts as a photo or PDF. They land in your business's receipt inbox, and your fiduciary books them there.
Approve expenses and supplier invoices on WhatsApp
Ask Bilanzi on WhatsApp “What do I need to approve?”. Bilanzi shows you submitted expense claims and supplier invoices, one at a time. One button approves and posts them. If your business requires a second person, someone else approves your own expenses. This comes with the Business plan.
Write to Bilanzi something like “Remind all overdue invoices” and tap “Prepare reminders”. Bilanzi picks up the invoices that are due under your reminder levels and tells you how many and the open amount. You then approve and send the run in Bilanzi under Reminders.
Write to Bilanzi something like “Quote to Pilatus Bahnen: 8 hours of planning”. You get the customer, the lines and the total back and tap “Create quote”. The quote is valid for 30 days, and you check and send it in Bilanzi under Quotes. The customer can also be a prospect.
Write to Bilanzi something like “Invoice to Rigi Bergbahnen: 3 hours of consulting”. You get the customer, the lines and the total back and tap “Create draft”. You then check, issue and send the invoice in Bilanzi. The customer must already be in your contacts.
Bilanzi now understands your voice messages on WhatsApp
Say your question out loud instead of typing it. Bilanzi transcribes it and answers as it would a typed question. The top of the reply shows what it understood. The transcription happens at Infomaniak in Switzerland, and Bilanzi does not keep the sound.
The number +41 76 509 90 09 is now at the bottom of every page and in the imprint. Write to it if you want to know anything about Bilanzi, even without an account. With your account connected, you also send receipts there from Starter and ask about your figures.
Bilanzi reminds you on WhatsApp when something is due
Under More › Account you switch on WhatsApp reminders one by one. You can choose the VAT deadline, payments received, missing receipts and receipts not yet booked. Bilanzi writes to you at most once a day, on weekdays from 8 am. At the start everything is off.
Bilanzi now answers questions about your figures on WhatsApp too
Ask in the chat, for example “Who still owes me money?”, and Bilanzi answers from your books. Your business pays for each answer with its AI balance, without asking, as long as the balance and the usage limit allow. Below the answer you see what it cost. You need the AI spending permission for this. Owners and admins have it, everyone else gets it under Subscription.
When you top up your AI balance, VAT is now included in the amount. You pay exactly the amount you choose, and all of it goes to your balance. Until now, Stripe added VAT on top. The home page now says correctly that all prices include VAT.
The home page, the features page and the pricing page now show what arrived in the last few days. They now say that you pay for the AI from your balance, with a monthly limit and automatic top-ups. Pricing lists each AI task on its own, from bank lines to the check before closing. It also names WhatsApp and the VAT return as a file for the ePortal. For Free, it now says that Ask Bilanzi explains how things work in Bilanzi. What you send by WhatsApp is processed by Meta and Twilio, partly in the United States.
When you topped up your AI balance, the checkout did not open and an error appeared. Now it opens and you pay by card. If the checkout ever fails to open, Bilanzi says so clearly and nothing is charged.
Under More › Account you connect your mobile number to Bilanzi. Then you send receipts as a photo or PDF to Bilanzi on WhatsApp. Bilanzi files them in the receipt inbox and suggests the entry if automatic reading is switched on. One button in the chat books the suggestion. Bilanzi also answers your bookkeeping questions there. On Free you see the card with a lock.
Receipts now go to your customer along with the invoice
When you pass on expenses such as travel costs, your customer usually wants to see the receipts. When you send an invoice by email, you now pick them under “Enclose receipts”. They go out as attachments with the invoice, up to twenty in one email. The invoice then shows which receipts went along. You book the expense itself like any other receipt.
Since late September you can email invoices, quotes, order confirmations and reminders to your customers. A fault held the email back, though, and Bilanzi only said “This action is not available”. The same happened with “Write own receipt” under missing receipts. Both work now. If something did not go out for you, simply send it again.
Under Subscription, your AI balance now shows in three boxes: available, reserved and spent this month. Prices have their amount on the right, and the history is a table with date and time. The cards have space between them again. For a plan without an end date, a date was missing from the text. It now says “Your plan is active”.
Top up your AI balance right where the AI needs it
If your AI balance is not enough for a task, “Top up AI balance” opens right there. You pick an amount, pay on Stripe and carry on. In the receipt inbox the “Top up balance” button is always at hand. If a receipt stays unread on WhatsApp, Bilanzi sends you the link to top up. And when there is a new version of Bilanzi, the workspace asks you to reload the page.
See what your plan unlocks, right under Subscription
Subscription now has a list called “In your plan”, with every paid feature and the path to where you set it up. Tap a row to go there. On Free, the same features appear under “Added with Starter”. The “Ask Bilanzi” field now finds settings too. Type “logo” and a result takes you to “Sender and logo”. On Windows the field now shows Ctrl K instead of ⌘K.
You now pay for the AI by usage, from your balance
On Starter, Business and Fiduciary you now pay for the AI by usage, from a balance in Swiss francs. You top it up under Subscription, VAT is added, and the balance never expires. Before each task the AI does, you see the price and confirm it. If you switch it on, Bilanzi reads receipts from email and WhatsApp on its own. The fixed number of receipts per plan is gone, and Bilanzi reads packs you already bought first. Ask about your figures in the “Ask Bilanzi” field, because on WhatsApp Bilanzi now answers without your books.
In the “Ask Bilanzi” field you can now also ask how something works in Bilanzi, what it can do and where your data is kept. Bilanzi answers right in the field, from the help and its own pages, with the steps and the path in the program. This works on every plan, including Free. Questions about your own figures stay with Starter, Business and Fiduciary. And Bilanzi may be a little playful along the way.
The new home page introduces Bilanzi in a short video. You see invoices, receipts and work reports as they look in the app. A calculator shows you what AI costs for your business.
On a phone, “Compare all plans” on the pricing page ran off the right edge of the screen. The features showed in oversized text, and the plans were not visible at all. Now each feature spans the full width, and below it you see for each plan whether it is included. The plan names stay at the top while you scroll through the list.
The AI suggests accounts, checks before closing and writes texts
When Bilanzi does not know a payment yet, the AI suggests an account and a VAT rate under Bank. Nothing is booked until you confirm, and after that Bilanzi knows the counterparty. Before the VAT return and the year-end close, you have your books checked. The AI shows you possible duplicates, unusual VAT codes and entries without a receipt. It writes the opening and closing of a quote, and the subject and message of a reminder email. This is part of Starter, Business and Fiduciary and does not count toward the receipts the AI reads each month.
Under More › Account, choose “Shqip” as your “Language”. The workspace, the help and the emails we send you are then in Albanian. The website is at bilanzi.ch/sq. Invoices, quotes, reminders and payslips stay in English, German, French or Italian, so your customers, your employees and the authorities can read them. Swiss terms such as AHV or Saldosteuersatz stay in German in the Albanian text too.
Send the invoice and the receipt for a purchase in one email, and Bilanzi reads them together. You get a single proposal with both receipts, and it counts as one receipt of the month. When a proposal in the receipt inbox looks like an entry or a draft you already have, it now tells you so. With “Attach the receipt there” you add it to the existing entry. That way the same purchase is not in your books twice.
A draft outside every open financial year now shows the way forward
When a draft’s date fell in no open financial year, “Post entry” stayed greyed out and nothing told you why. The review now says whether the year is missing or locked. If it is missing, you create it with one click. The form is already filled in, and “Back to the draft” then takes you straight to posting. In the list of drafts, such a draft shows “No open financial year”.
This page does not announce anything. What Bilanzi does today is on the Pricing and features page.