Simple Accounting for Swiss Sole Proprietorships

Record income and expenses – with intelligent support

← Back to overview

Effizo offers simple, clear accounting based on income and expense accounting – ideal for freelancers, self-employed professionals, and startups in Switzerland. The digital cash book enables you to manage your finances easily – without sacrificing comfort or control, and always keeping an overview.

Upload receipts – via drag & drop or email

Invoices and receipts can be uploaded easily:

  • via drag & drop
  • or directly by email

No manual typing, no chaos – Effizo collects all receipts centrally in one place.

Automatic posting with AI

The uploaded documents are analyzed using artificial intelligence and automatically posted as income or expenses.

Among other things, the system recognizes:

  • invoice date
  • issuer
  • amount
  • VAT details

This way, your accounting is created automatically in the background – fast, structured and transparent. This saves time and reduces manual errors.

Journal view: find instead of search

In the journal view, entries can be:

  • sorted
  • filtered
  • and searched

This allows you to find any entry in seconds – without lengthy searching.

Export and access to receipts

Your entries can be exported at any time:

  • as a PDF
  • or CSV

The associated receipts for individual entries can also be accessed and downloaded directly. This means all data is always at your fingertips – ideal for reports, tax returns or collaboration with your trustee.

Income and expense journal

Detailed entry view: manual entry & corrections

Income and expense journal entry

In the detailed view, you can clearly see all relevant information:

  • income or expense
  • invoice date & payment date
  • amount
  • posting text
  • category
  • VAT details

All information can be reviewed and adjusted if needed. Effizo combines automation with maximum transparency.

Financial years & closing

Effizo supports financial years, which can be used optionally – especially helpful for:

  • tax evaluations
  • year-end closing

Closed financial years can be locked, preventing any subsequent postings. This ensures order, traceability and a clean foundation for your accounting and taxes.

Financial year settings

Your benefits at a glance

  • Simple income and expense accounting (“cash book”)
  • Upload receipts via drag & drop or email
  • Automatic AI-powered posting
  • Manual review and corrections at any time
  • Powerful journal view with filters and search
  • PDF and CSV exports
  • Financial years with closing function

Get started with simple accounting now

With Effizo, you handle your accounting simply, digitally and in compliance with the law – ideal for sole proprietorships and freelancers in Switzerland.

Save time, avoid errors and always keep an overview of your finances.

Also discover the dashboard, VAT reporting and tax declaration – or check out our pricing.

← Back to overview