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Fiduciary partner programme

Bilanzo for fiduciary offices.
Your fee stays.
The effort per mandate falls.

The software takes over capture and reconciliation. You pay a fixed amount per mandate.

Become a partner now

First 100 documents free, no credit card needed

tiered Partner rate / client / month
no upper limit clients managed
45 min free onboarding
Three partner tiers

What you gain

🗂️

One dashboard for all mandates

Active mandates, discount tier, price per client and monthly total at a glance, in your account on bilanzo.ch.

🧮

Costs you know in advance

A fixed amount per mandate and month. You know your margin before you take on the mandate.

📈

More mandates without a new hire

The time freed up takes on new mandates.

How it works

1

Application

Fill in the form. Reply within 2 working days.

2

Onboarding

45 minutes by video, in person, with time for your questions.

3

Invite clients

Via the fiduciary dashboard. Bilanzo assigns them to you automatically.

4

Billing

Every 30 days, to the day per active mandate, charged automatically to your card.

Partner rates per client

Your tier follows automatically from the number of your active mandates.

Tier 1

1 to 5 mandates

Entry
Base rate / client / month
  • No minimum term
20% cheaper
Tier 2

6 to 20 mandates

Growth
Base rate minus 20% / client / month
  • Automatic from the 6th mandate
33% cheaper
Tier 3

From 21 mandates

Best price
Base rate minus 33% / client / month
  • Automatic from the 21st mandate, no upper limit

We name the franc amounts in a personal conversation.

Launch offer for the first 150 fiduciaries

  • One-time CHF 299 for setup, no monthly base fee.
  • From the 151st fiduciary: CHF 299 base fee per month, no setup fee.
  • Mandates by tier in each case. The order of licence allocation counts.

Included in every tier

  • Partner dashboard with all mandates and monthly total
  • One invoice per 30-day period as PDF, one line per mandate, with invoice history
  • Discount tier adjusts to the day, no application
  • Full functionality incl. bexio connection, no features locked by tier

All prices per active mandate and month, incl. VAT.

Fiduciaries managing their own mandates do not receive affiliate commissions. To the affiliate programme

Compliance for your clients

🇨🇭

With a local installation, your data stays with you

Bilanzo runs locally on your own or a Swiss infrastructure.

🔒

Revised FADP met

Local data storage simplifies documenting the data location.

📚

CO-compliant and audit-proof

Documents are posted traceably in your client's software.

Does Bilanzo pay off?

Your savings calculator

Move the sliders.

Worked example, not a measurement: assumes 80 % less capture and reconciliation work.

CHF0 Net benefit per month
Time saved0 h/month
Time saved per year0 h
Value of this timeCHF 0/month
Bilanzo licenceCHF 299/month
Benefit per yearCHF 0
Become a partner now →

Frequently asked questions

Further questions? We reply within one working day.

No. We recommend it so you can guide your clients through setup.
Every 30 days from your purchase, to the day for each active mandate, charged automatically to your card. You see all mandates in the fiduciary dashboard.
Bilanzo posts via the bexio connection today. There is currently no open interface for third-party systems.

Submit partner application

We review your request and get back to you within 2 working days.

As a fiduciary partner you process personal data of your clients via Bilanzo. Before activation you sign our data processing agreement (DPA v1.1) (processing on behalf under Art. 9 revised FADP / Art. 28 GDPR).

Open the template, print it or save it as a PDF The page carries the full contract text and the signature block. The button “Download as PDF” opens your browser’s print dialogue, where you choose print or save as PDF.

An error occurred. Please check your details and try again.

By submitting you agree to the processing of your data to handle your partner request. Further information can be found in our privacy policy.

✅

Application received successfully!

Thank you for your interest in the Bilanzo fiduciary partner programme. Our partner team will get back to you within 2 working days.

What Bilanzo is connected to

Connected and in use

live

These connections are built, verified and in use.

  • bexioAccounting
  • ePostIncoming documents
  • GetMyInvoicesIncoming documents
  • AmnisReconcile card transactions

Planned

not connected

Not connected today.

  • SIX bLinkPlatform for bank connections

You continue to upload your account statements yourself.