Swissync Finance

Does bookkeeping stress you out? With Swissync Finance, you don’t need to know what double-entry means. You upload bank statements, invoices and receipts – the app takes care of the rest. Made for freelancers, sole proprietors and small businesses based in Switzerland, especially in Ticino. Answer a few simple questions about your business and your Swiss SME chart of accounts, VAT settings and financial years are ready. You upload, Swissync books • Bank statements as camt.053/054, CSV from any bank, MT940 or PDF, even scanned. • Invoices and receipts as PDFs or simply snapped with your phone. • Swiss QR-bills and e-invoices from foreign suppliers (FatturaPA, XRechnung, ZUGFeRD, Factur-X) read to the cent, without AI. • It books automatically using your company’s rules and what it already knows about Swisscom, SBB, the Federal Tax Administration (FTA) and many others. When it isn’t sure, it asks you one simple question, like “Was this expense for the business or private?” • Every answer teaches the platform: similar transactions are then booked on their own. • Artificial intelligence (xAI) only steps in for what’s left, such as receipt photos, and only with your company’s consent. Always know where you stand • A status overview of your year: a score from 0 to 100, missing bank statements, VAT deadlines and what to do next. • Errors explained in plain words, with a button that takes you straight to the field to fix. Your books, as the tax office sees them • Before closing, the “Tax check” runs the same comparisons as the FTA and your cantonal tax office. • VAT: turnover reconciliation (revenue booked vs. turnover declared), filed returns the books no longer confirm, revenue without a VAT code. • The cash box day by day (never below zero), capital loss and over-indebtedness (art. 725a/725b CO). • Tax provision, private share of company cars, 35% withholding tax on dividends. • Each finding with its legal basis and a “Fix it” button. VAT without the headache • The FTA (ESTV/AFC) VAT return figure by figure, from 200 to 500, with the official eCH-0217 file to import into the FTA portal. • Effective method or net tax rates, with deadlines always in view. Invoices that book themselves • Invoices with a Swiss QR-bill, in francs or euros. • For foreign customers, the right Swiss VAT wording for exports and services abroad. • When your customer pays, Swissync recognizes the payment and books it. Francs and euros • EUR accounts with daily ECB rates, the bank’s actual rate and year-end revaluation. A natural fit for Ticino companies with Italian customers, suppliers and cross-border staff. Guided year-end closing • Step by step to your balance sheet and income statement under the Swiss Code of Obligations (CO): depreciation at the FTA rates, accruals, private share, estimated taxes, legal reserve, final check and lock. • Export for your fiduciary: PDF and CSV in a single ZIP file. Teamwork, with your data protected • Invite colleagues and your fiduciary, each with their own role. • Data protected under Swiss data protection law, encrypted connections, no selling of data. • In English, German, French and Italian. Also in your browser and on your Mac or Windows PC, always in sync. Swissync Finance prepares your books and VAT returns, but responsibility for what you file with the tax authorities stays with your company. If you like, your fiduciary can check everything right in the app. Account The app works with a Swissync Finance account, the same as on the web: sign in with e-mail, Google or Apple. Nothing is sold in the app.