Simple accounting for Swiss sole proprietorships

Record income and expenses – the AI drafts the entry

Record your income and expenses simply and transparently. Out of that come the reports you need for the financial statements and your tax return. Ideal for sole proprietorships and small businesses in Switzerland.

Simple accounting →

Create invoices for Swiss sole proprietorships

With live preview, QR invoice, flexible delivery and dunning

Create invoices with a live preview directly in Effizo. Send them by email or download them as PDF to mail yourself – including a Swiss QR payment slip and dunning. Ideal for sole proprietorships and self-employed people in Switzerland.

Invoices →

AI receipt capture for Swiss sole proprietorships

Photograph, upload – Effizo does the rest

Photograph a receipt or send it by email: Effizo reads out the date, amount, supplier, invoice number and VAT and turns them into a finished journal entry proposal. Ideal for sole proprietorships and self-employed people in Switzerland.

Receipt capture →

Bank reconciliation for Swiss sole proprietorships

From bank statement to journal entry – with CAMT.053 or PDF

Reconcile your payments with your books in Effizo. Upload the bank statement as CAMT.053 or PDF – Effizo checks it and suggests the matching journal entries for every transaction. Ideal for sole proprietorships and self-employed people in Switzerland.

Bank reconciliation →

Dashboard

Keep an overview of your finances

Effizo's dashboard shows you income, expenses and profit and how they develop month by month at a glance – without you having to run a report.

Dashboard →

Value added tax

Accurate VAT accounting – with the SFTA form ready to file

Effizo simplifies VAT accounting in Switzerland. Calculate and post your VAT automatically and correctly – ideal for sole proprietorships and freelancers.

Value added tax →

Tax return in Switzerland for sole proprietorships

Prepare your tax return easily and save time

Prepare your tax return in Switzerland with ease. Effizo automatically generates all reports for sole proprietorships – including receipts and financial statements.

Tax declaration →

Multiple users & collaboration in accounting

Manage accounting together – no charge per user

Manage multiple users in your accounting. Effizo enables easy collaboration with accountants, partners and employees – at no extra cost.

Users →