Answers, guides and explanations for every Bilanzo feature.
Checked against Bilanzo Local 1.3.4, as of 2026-09-25
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Everything you need to get going with Bilanzo.
Bilanzo is AI-assisted accounting software for Swiss SMEs and sole proprietors. It reads, categorises and posts your receipts, prepares VAT returns and gets your annual accounts ready.
Bilanzo runs locally on your own computer. Your receipts, bookings and client data stay there. The only things that leave your machine are the licence check, the update query, the official daily exchange rates and the integrations you connect yourself.
Bilanzo is aimed at:
Bilanzo is not designed for large groups with complex consolidation requirements.
The trial covers 100 receipts. After the 100 receipts Bilanzo gives you 10 bank reconciliations as a bonus, so that you can run the whole flow from receipt to bank reconciliation once. There is no time limit.
Receipt processing is fully available during the trial: AI categorisation, VAT calculation and PDF export. Only once the limits are used up does the account switch to "Expired" and you take out a subscription.
Training the model with your own corrections earns additional bonus receipts.
After registering you receive a confirmation e-mail. Then:
http://localhost:3100 by itselfsetup_code.json in the data folder). Whoever knows the code is sitting at the machine, which is why the first administrator needs no confirmation e-mailAt first start Bilanzo needs internet access for the licence check; with the first confirmed check the AI model is unlocked and unpacked, which takes a few minutes. You can skip bexio in the assistant and connect it later.
On the computer the launcher opens the browser for you. If the window stays empty, type http://localhost:3100 by hand.
Stay on that address. The sign-in is bound to the origin: if you open the same installation under another name or via the IP address, the session cookie is not valid there and the sign-in fails.
Port 3100 is fixed, as is port 8101 for the bexio callback. If another program occupies one of them, Bilanzo does not start but names that program in the message "Port in use". Close that program and start Bilanzo again.
There is no separate app for iOS or Android. Bilanzo Local runs on your Windows computer and is used in the browser.
Photos from your phone are uploaded like any other file, including HEIC from iPhones. Direct pairing of the phone with your installation (capture page on the same network) is in preparation; as soon as it is released, the guide will be here.
On bilanzo.ch you manage your customer account, your subscription and your downloads.
Step by step to a running installation.
C:\Program Files\Mediaquotes\Bilanzo Local. The assistant checks the free space on the driveBilanzoPostgres, BilanzoRedis), set up autostart and the tray iconhttp://localhost:3100 with the setup codeBilanzo requires Windows 10 from version 1809 or Windows 11, 64-bit, and an NVIDIA graphics card with a current driver. No additional software or virtualisation is needed. Leave the set-up window open while it works.
Expect about ten minutes of work at the screen. You need no command line and no prior knowledge.
The package is several gigabytes. On a slow line the download takes correspondingly longer; we deliberately give no fixed figure. Leave the window open during this time.
A macOS build is in progress. There is no download for it yet.
On first launch you fill in the company profile:
Yes. Bilanzo is built to work with a bexio ledger. Chart of accounts, contacts, tax codes and the journal come from there, and the prepared posting goes back there. bexio stays the leading ledger; Bilanzo is the layer in front of it that reads, categorises and prepares.
The set-up assistant technically lets you skip the bexio step. That is a sequence, not a release: the credentials for the bexio sign-in only become available after licence activation, which is why you can finish the installation first. Complete the connection afterwards.
Without a connected bexio you are missing the bexio AI analysis, the handover of prepared postings and the import of your chart of accounts.
You do not need to type in a key. The connection runs through your sign-in at bexio.
These are the rights Bilanzo requests: sign-in, company profile, read contacts, read payable invoices, read receivable invoices, journal with chart of accounts and tax codes, read bank accounts, receipt files, and a renewal right so the connection stays alive.
These are the rights Bilanzo explicitly does not request: reading or triggering payment instructions, and writing receivable invoices.
The button only works once your licence is activated. If an error appears instead of the bexio sign-in page, the licence is usually not confirmed yet; see "I get the message licence expired".
What is not listed here does not exist.
bexio Pay (Amnis), connected. In the Professional subscription, and only if bexio Pay is active for you.
GetMyInvoices, in preparation. The interface is built, the measurement against a real account is missing. See "What is GetMyInvoices and which plan includes it?".
EPost, in preparation. SIX bLink for bank connections, planned. Neither is connected today.
Your credentials for these services stay in your installation.
Yes. Bilanzo runs several clients side by side. The Standard plan covers one client. On the Professional plan the number of clients is unlimited: the first is included, each further client costs CHF 50 per month.
Every client has its own receipts, accounts, VAT returns and reports. The separation sits at database level: no client sees another one’s data.
There is no direct open banking connection. The route runs through files from your e-banking:
Capturing, categorising and managing receipts.
Bilanzo accepts:
Maximum file size: 10 MB per receipt; larger files are rejected with a message. Recommendation: scan at 200 dpi or better for the best OCR results.
There are several ways:
After upload the AI processes the receipt and places it in the review queue.
Click the receipt in question and edit these fields:
Your corrections are learned locally and improve the suggestions for future receipts from the same supplier.
Yes, as long as the corresponding period is not yet closed. Closed periods are write-protected.
Bilanzo recognises multi-line receipts. You can assign each item to a different account ("split"). The AI proposes an account per line; you confirm or correct it.
Bilanzo automatically fetches the official daily VAT exchange rates of the Federal Tax Administration (ESTV), falling back on the rates of the Federal Office for Customs and Border Security (BAZG). For foreign-currency receipts the CHF equivalent is calculated and shown on the posting record. The booking currency is always CHF.
Chart of accounts, VAT returns and annual accounts.
Bilanzo is based on the Swiss SME chart of accounts (KR KMU), which is widely used in Switzerland. All accounts come pre-loaded.
You can add your own accounts or rename existing ones. Mandatory accounts for VAT and the annual accounts cannot be deleted.
Current Swiss VAT rates (in force since 1 January 2024):
Older rates (before 2024: 7.7% / 3.7% / 2.5%) remain available for historical entries.
Under VAT > Create return:
Agreed consideration (default): VAT falls due when the invoice is issued, regardless of payment.
Collected consideration: VAT falls due only when payment arrives. Under art. 39 VAT Act the law provides for accounting on agreed consideration; the ESTV authorises accounting on collected consideration on request. There is no turnover threshold for it. The chosen method must be kept for at least one tax period.
Bilanzo currently accounts on agreed consideration.
Under Annual accounts > New closing:
Bilanzo is built around the requirements of art. 957 to 962 of the Swiss Code of Obligations and enforces:
Undertakings under art. 957 para. 2 CO may keep simplified accounts covering income, expenditure and financial position. Bilanzo supports both.
The year-end wizard walks you through the closing with a three-phase checklist: preparation (receipts, bank reconciliation, Q4 VAT, inventory, receivables/payables, payroll, AHV/UVG/BVG), closing entries (accruals and deferrals, for example) and tax optimisation.
Progress is tracked per financial year and every step lands in the audit trail.
How the artificial intelligence in Bilanzo works.
On your computer. The package ships the AI runtime (Ollama) and the models: the language model bilanzo:1.1.0 for the posting proposals and a vision model for reading receipt images. None of this is fetched from an external service, and your receipts never leave your device.
The vision model is MiniCPM-V from OpenBMB. Its licence requires this notice: Built with 面壁MiniCPM. MiniCPM is licensed under the MiniCPM Model Community License, © OpenBMB Platforms, Inc. All rights reserved. The licences of all bundled components are listed in the program under Settings, Third-party licences.
The language model is encrypted inside the package. The licence server delivers the key with the first confirmed licence check after activation; only then does Bilanzo unpack the model (4.37 GB), which takes a few minutes. Before that, the interface, receipts and bexio work, the AI proposals are missing, and the interface says so.
The AI listens on this computer only (127.0.0.1) and is not reachable from outside.
Three, and automatic posting is switched off as delivered. You have to enable and acknowledge it explicitly.
Not through a list of keywords. Bilanzo keeps a knowledge graph of its own for each of your companies, on your device: a network of nodes and connections in which your suppliers, your accounts, your line items, your periods, the VAT context, the Swiss rules and your own decisions hang together. The model does not merely read the receipt, it asks that network.
Every connection carries its origin with it. Four origins may carry a posting: a rule with a citable source, a rule of your company, a decision by a person, the receipt itself. Four more may offer candidates and never conclude: similarity, vector proximity, model guess, and your bexio history. That is why every account proposal can be traced back instead of taken on faith.
If the chain does not close, nothing is guessed. The receipt goes into the review list with a concrete factual question. If you want that without exception, switch on the provenance gate in the settings: then there is no account proposal at all without a nameable chain of knowledge.
It is your network, not ours. The graph is created with the installation and fills up from your receipts, your chart of accounts and your corrections. An account is only linked if it appears in the chart of accounts of that very client. Each client has its own graph, separated at database level.
And it stays with you. Language model and vision model ship in the package and run on your machine. Your receipts go to no third-party AI provider.
Yes. Every manual correction is stored locally in your installation and improves the suggestions for future receipts from the same supplier. What is learned stays with you.
The base model that ships with the product is maintained by us and refreshed with an update.
Printed text is read reliably by the text recognition. For receipt images, including handwriting, Bilanzo additionally uses the bundled vision model, which understands the receipt as an image. Handwriting is recognised this way, but with a lower confidence value; such receipts go to the review list for checking.
Recommendation: prefer typed or printed receipts, photograph handwriting well lit and straight. Thermal-printed till receipts are recognised well.
Receipts in German, French, Italian and English are recognised. That covers the invoices that typically come up in Switzerland.
In the review queue you confirm pending AI decisions: receipts that have been processed and are waiting for your check. High-confidence receipts are proposed as approval candidates.
Keyboard shortcuts make this fast: J next receipt, K previous, A approve, R reject, C correct.
The bexio AI analysis is a deep analysis of your bexio books that refreshes daily. It delivers findings in six areas: overview, anomalies, top suppliers, VAT audit, cash-flow forecast and compliance.
Every finding carries a confidence score and a concrete recommendation; compliance notes cite the legal basis, for example art. 957a CO.
This analysis requires a connected bexio integration.
Data in and out.
Bilanzo produces:
CAMT.053 only goes in, not out: Bilanzo reads bank statements in that format and does not write them.
No, not from other accounting software. A bexio ledger is the prerequisite for using Bilanzo; your accounting data come from there.
What Bilanzo really reads in:
There is no import of journals, payable or receivable lists as CSV. It used to be claimed here and it was wrong. We promise nothing we have not built and measured.
If you work with other software today, move your books to bexio first. bexio has its own functions for that; Bilanzo does not interfere there.
Yes. But these are three different things and they belong apart.
1. Disclosure about your personal data. Under Privacy you receive the disclosure under DSG art. 25 as PDF, HTML or JSON, and the data export for portability under DSG art. 28 as a ZIP: master data, receipt metadata, entries and an excerpt of your actions. Once every 24 hours. The receipt files themselves are not included.
2. Your accounting data. The complete copy including receipt files is the backup under Settings > Backup: database, receipts and client settings in one encrypted file. That backup can be read into another Bilanzo installation, for instance when moving to a new machine.
3. Moving to or away from bexio. That route does not exist in Bilanzo and is not meant to happen in Bilanzo. Moving a ledger into bexio or out of bexio is a matter for bexio's own functions. That is the important distinction: Bilanzo hands out your data, bexio performs the change of the leading ledger.
On top of that come the reports for reading and passing on: balance sheet, income statement, account sheets, receivables and payables list as PDF or CSV, and the eArchive package per financial year. All of it lives on your device.
GetMyInvoices is a service that collects invoices from your online portals, for example telephone providers, hosters or suppliers. Bilanzo is meant to fetch those invoices and place them as receipts in the review list instead of you downloading them one by one.
As soon as the measurement exists, this is where you will find which subscription includes the connection and how you connect it.
Prices, cancellation and account administration.
Two, plus the free trial:
Receipts are unlimited in Standard and Professional; only the trial is limited to 100 receipts. On the annual plan the tariffs cost CHF 1'990 and CHF 2'990, which equals two months free. Both plans can be cancelled monthly. All prices and features at bilanzo.ch/#preise.
The bookkeeping itself is the same in both: same receipt processing without a receipt counter, same chart of accounts, same VAT return, same annual accounts, same eArchive, same connection to bexio and GetMyInvoices.
Professional adds:
If you keep the books for your own company alone and want to see every posting anyway, Standard is right. If you manage several clients, work in a team or appear under your own name, you need Professional.
CHF 50 per client and month on the Professional plan; the first client is included. The Standard plan covers one client; if you need a second one, you switch to Professional.
Fiduciaries pay a tiered rate for their customers’ clients: CHF 75 per client and month up to 5 clients, CHF 60 up to 20 clients, CHF 50 from the 21st client (see /treuhand/).
An additional client brings a separate set of books of its own, with its own receipts, accounts, VAT returns and reports.
Monthly or annually, by credit card or direct debit. Invoices arrive by e-mail.
Annual subscriptions are invoiced in full at the start of the term.
At any time under Account > Subscription > Cancel. The subscription runs to the end of the period you have paid for. There is no minimum term.
Your data stays where it is: on your device. We delete nothing, because we do not hold your accounts at all.
After the paid period ends, Bilanzo locks access to the application. The database and the receipts remain in your installation. So take your data out before the end, while access is open:
This covers your retention duty under CO art. 958f, regardless of the subscription.
Backups remain readable too: the key lies as file .localwrapkey next to the backups. Always copy the whole backups folder including this file; a backup without the key cannot be opened.
Yes. Fiduciaries and accountants keep their customers’ clients in Bilanzo and pay a tiered rate: CHF 75 per client and month up to 5 clients, CHF 60 up to 20 clients, CHF 50 from the 21st client.
Launch offer for fiduciaries: the first 150 fiduciaries pay a one-off CHF 299 for the setup and no monthly base fee, only the clients. From the 151st fiduciary a base fee of CHF 299 per month applies plus the clients. It is always one or the other: the one-off setup or the monthly base fee. Details at /treuhand/.
The test customer programme at /testkunden/ is aimed at SMEs with their own company, not at fiduciaries.
Your own branding (white label: your logo and your product name for your clients) is part of the Professional subscription and not included in any other plan.
Yes. Under Account > User administration you change the account holder or add further users. For a transfer to a different e-mail address contact [email protected].
Encryption, data storage and the legal basis.
On your own computer. Bilanzo Local is installed and run at your premises. Receipts, postings, client data and the AI analysis are held exclusively in the local database of your installation. There is no Bilanzo data centre holding your accounting data.
The data folder on Windows: for a new installation the folder daten inside the program folder, usually C:\Program Files\Mediaquotes\Bilanzo Local\daten; for an existing installation from earlier versions it stays C:\ProgramData\Bilanzo Local. It holds the database (postgres), your receipts (app\data\documents), the GeBüV archive, the backups (backups) and the logs. An update replaces only the program part and does not touch database, receipts or backups.
These connections leave your device, and only these: the licence check, the update query, support requests you make yourself, plus the official daily rates and legal sources from estv.admin.ch, bazg.admin.ch and fedlex.admin.ch. Additionally, and only if you explicitly connect them: bexio, ePost, GetMyInvoices and Amnis. Your receipts go to no external AI provider. The language model runs on your device.
Bilanzo uses the following encryption:
.blze, AES-256-GCM). The key lies as .localwrapkey next to the backups and is not bound to the device: whoever copies the folder including the key can read the backup on any computer; without the key, nobody.The accounting database itself is stored unencrypted in your installation; for disk encryption please use BitLocker. All services listen on this computer only (127.0.0.1); no port is reachable from outside.
Bilanzo is built for both frameworks:
The starting point helps: because the books never leave your device, there is no processing of the receipt data by us.
A template data processing agreement is available at /dpa.
Bilanzo backs up on its own, and you can back up yourself at any time.
A backup runs automatically daily (at night) and additionally weekly, as long as Bilanzo is running; a switched-off computer does not back up. Both are on by default. Under Settings > Backup you create a backup by hand, see the list, verify readability and restore if needed.
A backup (.blze) contains the database, receipt files and the client's settings, encrypted with AES-256-GCM. It lies in the backups folder in the data folder, together with the key file .localwrapkey.
.localwrapkey cannot be opened anywhere; with both, on any computer.Before every update Bilanzo additionally takes a database dump itself, and the uninstall exports the accounts before removing anything.
Bilanzo Local runs on your device and has no central account through which a password could be reset by e-mail. There is therefore no password reset by e-mail.
The password of your customer account on bilanzo.ch is separate and can be reset there as usual.
Bilanzo eArchive records every bookkeeping event in an audit-proof way under art. 957a and 958f CO:
For the audit you export a PDF audit report or a CSV table at the press of a button, both with a checksum and a signature. A fiduciary can verify the archive offline with it.
What you need in order to run Bilanzo.
Minimum:
Recommended:
Economy mode: before every start Bilanzo measures the free RAM and the space in the data folder. If either is insufficient, Bilanzo still starts, but without the language model: database, interface, receipts and bexio run, the AI analysis rests, and a window says so. As soon as space and memory suffice, the next run starts normally. No additional software or virtualisation is needed.
Receipt recognition, posting proposals and the whole bookkeeping run locally and need no internet. A connection is needed for:
If the connection to the licence server fails, Bilanzo keeps working: after 4 hours without a confirmed check a banner "Licence server unreachable since ..." appears, nothing else changes. After 72 hours only the writing functions are locked; reading, searching and exporting continue. As soon as the connection is back, everything is free immediately. A weekend without network or a closed laptop locks nobody out.
Bilanzo asks bilanzo.ch whether a new version exists and checks the answer against a pinned signature. What happens then is up to you under Settings > Updates: ask, only notify, download in the background, or apply at next start.
The update run itself:
Your accounts, receipts, backups and what the AI has learned lie outside the program part and are not touched by the update. If something goes wrong, the update rolls back by itself; the previous version can also be restored by hand. The package is several gigabytes; how long the download takes depends on your line.
An update via the setup (new version over the existing installation) is also possible and keeps data folder and secrets.
Bilanzo Local consists of a few visible parts. All of them listen on this computer only (127.0.0.1); no port is reachable from outside.
BilanzoPostgres (the accounting database, PostgreSQL 15) and BilanzoRedis (queue and locks). They start with Windows.Bilanzo starts automatically at every sign-in (task "Bilanzo Local Auto-Start", 60 seconds after sign-in). Administrator rights are needed only for installation and for an update via the setup; operation runs without them.
Via Windows Settings, Apps, "Bilanzo Local". The uninstall backs up first and removes only afterwards:
Documents\Bilanzo-Export-<date>_<time> before anything is removed: the database as a readable SQL file, your receipts, the GeBüV archive, the whole sicherungen folder including the key file, plus a checksum list and the file "WICHTIG-Bitte-lesen.txt"Afterwards your accounts lie exclusively in the export folder under Documents. The receipts thus remain in the backup, not in the installation path. Keep this folder; the backups in it can be restored on any computer together with the key file.
Common problems and how to solve them.
Type http://localhost:3100 by hand. If the page stays empty, wait a minute: at first start Bilanzo sets up the services, and that takes time.
If that does not help:
bilanzo://restart)BilanzoPostgres service is not running, a full disk is the usual cause: free up space, then start Bilanzo againThe emergency page of the tray icon shows why the interface does not answer and offers "Create diagnostics". This puts a ZIP with the logs, without secrets, on the desktop; send it to [email protected].
Usually it is the address. The session cookie applies exactly to the origin you signed in under.
http://localhost:3100 again, not under another name and not via the IP addressCommon causes:
Remedies:
Correct the receipt by hand afterwards. The correction is learned and applies to the next receipts from the same supplier.
Cause A: the trial is used up (100 receipts). Remedy: take out a subscription.
Cause B: the paid subscription counts as expired in the system. Remedy: check the status under My account.
Cause C: the machine has been without a connection to the licence server for too long. After 4 hours only a banner appears, after 72 hours the writing functions are locked. Remedy: restore the connection, then everything is free again immediately.
Cause D: the computer has new hardware (disk, mainboard) or Windows was reinstalled; the installation no longer matches the licence fingerprint. Remedy: activate the licence again with the same key.
If it persists: [email protected].
What to do:
What to do:
Write to [email protected] and describe what you did and what happened. Attach the diagnostics package: the "Create diagnostics" button in the interface (or on the emergency page of the tray icon) collects the logs without secrets into a ZIP on the desktop. Nothing is sent without your hand.
If that is not enough, we arrange a session in which you show us your screen. We name the time and the tool in the reply to your request, never unsolicited.
Connecting to other systems.
An open REST API with its own access keys is not available today.
Bilanzo ships ready-made integrations: bexio, ePost, GetMyInvoices, Amnis, plus bank data exchange via CAMT.053, MT940 and PAIN.001.
If you need a connection to a further system, write to [email protected].
Webhooks are not available today.
For exchange with other systems, use the ready-made integrations (bexio, ePost, GetMyInvoices, Amnis) or bank data exchange via CAMT.053, MT940 and PAIN.001.
An open interface for arbitrary third-party systems does not exist today.
bexio, ePost, GetMyInvoices and Amnis are connected out of the box. The file route is open: CSV for the journal, CAMT.053 and MT940 for bank statements, PAIN.001 for payment instructions.
For a further connection write to [email protected].
Sign-in to the interface runs on an HttpOnly session cookie with a 12-hour lifetime. If you keep working it renews automatically; an idle session expires after 12 hours, and closing the browser ends it as well.
Because there is no public API, there are also no API tokens that could be lost.
Nobody writes these answers by hand. They are produced at build time from the package's own data.
The current version is Bilanzo Local 1.3.4, released on 2026-09-22.
This statement is not typed into this page. It comes from the release note of the package and is set anew with every build; if it does not match the package, the help is not shipped at all.
How an update reaches you is described under "How does an update reach me?".
Measured on package 1.3.4:
The installer checks the space before it starts and tells you the shortfall, instead of stopping halfway.
These figures are measured on the built package, not estimated. With the next version the next version's figures stand here.
Bilanzo keeps a list of its promises to you. It currently holds 77 promises and 77 check points: every promise has exactly one check point, and every check point names its promise.
A check point knows three results:
A source passage that has been read is not green. An interface that answers is not proof that its content is right.
This list is exhaustive: what is not on it is not a promise from us.
9 functions: how the receipt comes in and is read
The feature table lists 79 functions. We measured every single one against package 1.3.4, line by line, instead of asserting it:
On 3 November 2026 we rechecked against the source code the 16 lines that were in preparation in package 1.3.4 and that the table lists as included today. They are built and are listed as “available but never measured on a running installation” until a measurement on a running installation exists.
Three limits separate the subscriptions. The values come from the same feature table shown on the Features page:
What else the trial covers is under “What can I do during the trial?”. The prices per subscription are under Pricing.
9 functions: how the receipt comes in and is read
This section covers 9 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. For availability per subscription see the feature table.
This function appears in the feature table under “Until the receipt is recognised”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Until the receipt is recognised”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Learns from your corrections, your lists and your company rules.
Learns from your corrections, your lists and your company rules.
This section covers 5 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available. Included in all subscriptions.
This function appears in the feature table under “Adaptive bookkeeping memory”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “Adaptive bookkeeping memory”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. For availability per subscription see the feature table.
This function appears in the feature table under “Adaptive bookkeeping memory”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Adaptive bookkeeping memory”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in the trial version only.
This function appears in the feature table under “Adaptive bookkeeping memory”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
You cannot click these eight. They act on every suggestion you see.
You cannot click these eight. They act on every suggestion you see.
This section covers 8 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “What works in the background”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
From recognised receipt to finished posting
From recognised receipt to finished posting
This section covers 5 functions. Measured against package 1.3.4:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “From recognised receipt to finished posting”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. For availability per subscription see the feature table.
This function appears in the feature table under “From recognised receipt to finished posting”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included from the Standard subscription.
This function appears in the feature table under “From recognised receipt to finished posting”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in the Professional subscription.
This function appears in the feature table under “From recognised receipt to finished posting”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in the Professional subscription.
This function appears in the feature table under “From recognised receipt to finished posting”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Your lists the memory learns from
Your lists the memory learns from
This section covers 13 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Your lists the memory learns from”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Your company rules
Your company rules
This section covers 6 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Your company rules”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. Included in all subscriptions.
This function appears in the feature table under “Your company rules”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Your company rules”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. For availability per subscription see the feature table.
This function appears in the feature table under “Your company rules”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. For availability per subscription see the feature table.
This function appears in the feature table under “Your company rules”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included from the Standard subscription.
This function appears in the feature table under “Your company rules”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Closing, VAT and Swiss law
Closing, VAT and Swiss law
This section covers 18 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: in preparation. For availability per subscription see the feature table.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Closing, VAT and Swiss law”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Integrations
Integrations
This section covers 3 functions. Measured against package 1.3.4:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “Integrations”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. For availability per subscription see the feature table.
This function appears in the feature table under “Integrations”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in the Professional subscription.
This function appears in the feature table under “Integrations”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Evidence and data sovereignty
Evidence and data sovereignty
This section covers 11 functions. Measured against package 1.3.4, updated against the source code on 3 November 2026:
Every line has its own entry below. What is listed here as in preparation is not something we promise you today.
State: available. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, with one measured limitation. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in all subscriptions.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available, not yet measured on a running installation. Included in the Professional subscription.
This function appears in the feature table under “Evidence and data sovereignty”. The state is checked against the source code of 3 November 2026, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
State: available. Included from the Standard subscription.
This function appears in the feature table under “Evidence and data sovereignty”. The state is measured against package 1.3.4, not estimated.
The full table with all 79 functions and the three subscriptions is at Features.
Bilanzo uses bexio as its login provider. You do not need a second password.
You will be sent to auth.bexio.com. Bilanzo never sees your bexio password.