Bilanzo für Treuhandbüros.
Verwalten Sie alle Mandanten.
Zentral. KI-gestützt.
Lizenzieren Sie Bilanzo zu Partner-Konditionen für Ihre Mandate und verrechnen Sie die automatisierte Buchhaltung als Teil Ihres Honorars weiter.
Jetzt Partner werdenErste 100 Belege kostenlos, keine Kreditkarte nötig
Ihre Vorteile als Treuhand-Partner
Bilanzo wurde für Treuhandbüros mitgedacht, nicht nachträglich angepasst.
Multi-Mandant Dashboard
Alle Ihre Mandanten in einer zentralen Übersicht. Aufgaben-Routing, Statusanzeigen und Benachrichtigungen, direkt im Treuhand-Portal.
Partner-Konditionen pro Mandant
Sie lizenzieren Bilanzo für Ihre Mandate zu festen Partner-Konditionen: Price after login pro Mandant und Monat, je mehr Mandanten, desto günstiger. Eine Sammelrechnung, volle Kostenkontrolle.
One invoice instead of many
All mandates run through a single monthly collective invoice as a PDF, payable by payment link. As a fiduciary partner you get a 20 day payment term instead of the usual 3.
A market with real potential
Switzerland’s SME landscape is your client market, large and in the middle of digitisation. That is exactly where the partner programme comes in.
624’219 potential clients
More than 99 percent of all Swiss companies are SMEs (source: FSO/STATENT). Every one of them needs clean, compliant accounting, exactly your client market.
Clear margin per mandate
You pay at most Price after login per client per month, from 21 clients Price after login, and re-bill the automated bookkeeping to your clients as part of your fee. Predictable costs, calculable margin.
More clients, same effort
AI handles the repetitive bookkeeping. With Bilanzo you serve more clients in the same time and grow without hiring extra staff.
So funktioniert das Partner-Programm
In vier Schritten zum zertifizierten Bilanzo Treuhand-Partner.
Bewerbung
Füllen Sie das Formular am Ende dieser Seite aus. Unser Partner-Team meldet sich innerhalb von 2 Werktagen.
Onboarding
45-Minuten Video-Onboarding mit einem Bilanzo-Teammitglied, persönlich, individuell, mit Q&A.
Mandanten einladen
Laden Sie Ihre Mandanten über das Treuhand-Dashboard ein. Bilanzo erkennt Sie automatisch als zugehörigen Partner.
Monatlich kassieren
Abrechnung bis zum 15. des Folgemonats, automatisch per Überweisung, pro aktivem Mandanten-Abo, ohne Aufwand.
Partner rates per mandate
You do not pick a tier. It is derived automatically every month from the number of your active mandates. As you grow it gets cheaper, with no application and no contract change.
1 to 5 mandates
- Base rate, no volume discount
- No minimum term
6 to 20 mandates
- 20% volume discount, applied automatically
- Active from the 6th mandate onwards
From 21 mandates
- 33% volume discount, our lowest rate
- Active from the 21st mandate onwards, with no upper limit
Included in every tier
- Partner dashboard showing active mandates, your current discount tier, the price per mandate and the monthly total at a glance.
- One collective invoice per month covering all mandates, as a PDF, instead of separate billing per client.
- Invoice history in the dashboard, viewable and downloadable as a PDF at any time.
- Payment by payment link (card, TWINT) straight from the invoice, with payment status live in the dashboard.
- 20 day payment term for fiduciary partners instead of the usual 3 days.
- The discount tier is recalculated monthly, so you never apply for an upgrade: more mandates, lower price, automatically.
- Dashboard in German, French, Italian and English.
- Full feature set per mandate, Bilanzo runs locally at your client, including the Bexio connection. No feature locks by tier.
All prices per active mandate and month, excl. VAT. You are billed for what was active in the respective month.
The fiduciary partner programme is a licensing model: you pay partner rates per client and re-bill your services to your clients. Fiduciaries managing their own mandates do not receive affiliate commissions. The affiliate programme is exclusively for referrers without mandate management.
Compliance you can guarantee your clients
As a fiduciary you are liable for the careful choice of your systems. Bilanzo makes that responsibility simple.
Data stays in Switzerland
Bilanzo runs locally on your own or a Swiss infrastructure. Client data never leaves the country and is not subject to foreign access under the US CLOUD Act.
Revised FADP met
The Federal Act on Data Protection, in force since September 2023, requires clear documentation of where data is stored. Local data handling greatly simplifies impact assessments and standard contractual clauses.
CO-compliant and audit-proof
Bilanzo supports CO-compliant bookkeeping: it captures receipts and records them traceably in your client’s software. The balance sheet, income statement and notes per Art. 959c CO are produced there as usual, and complete document trails withstand any audit.
Häufige Fragen
Haben Sie weitere Fragen? Schreiben Sie uns, wir antworten innerhalb eines Werktages.
Partner-Bewerbung einreichen
Wir prüfen Ihre Anfrage und melden uns innerhalb von 2 Werktagen bei Ihnen.
Bewerbung erfolgreich eingegangen!
Vielen Dank für Ihr Interesse am Bilanzo Treuhand Partner Program. Unser Partner-Team meldet sich innerhalb von 2 Werktagen bei Ihnen.