Closing
Accounts that add up
Double-entry, based on the Swiss SME chart of accounts – and built so that it can’t fall out of balance.
- Double-entry bookkeepingChart of accounts based on the Swiss SME chart of accounts — it belongs to you, not to the software. Journal, balance sheet, income statement.
- Year-end closingOne click, confirmed with the year: income statement accounts are closed to equity, and the opening balance sheet for the new year is created automatically. Beforehand, Buchify tells you what’s still open — unposted bank transactions, an unbalanced journal — and won’t let you close anything that doesn’t add up.
- Revenue account per line itemMerchandise to 3200, services to 3400 — set on the item, carried over to the invoice.
- Manual entriesFor everything that doesn’t come from a document. Debit, credit, text — and into the audit log.
- ReportsRevenue by month, largest customers, result. The chart of accounts as CSV for your fiduciary.
- Every document as a PDFInvoices, credit notes, reminders — exactly as they were sent, for ten years.
- Reversal instead of deletionAn entry is never deleted. Undoing works via a reversing entry – traceable, as the GeBüV requires.
- Export of all dataA zip file with every table as CSV and every document as PDF — at any time, without asking.
Overview
The dashboard
The first look in the morning. A page that tells you whether there’s anything to do today — and otherwise stays quiet.
- Open receivablesWhat’s outstanding, what’s overdue, and for how long.
- Ageing analysisOpen invoices by age — at a glance, not in a table.
- Latest entriesWhat last landed in the books, and where it came from.
- Reminders awaiting approvalWhat the reminder run has prepared waits here — nothing is sent until you say yes.
Questions about accounting
Do I need accounting knowledge?
Not for invoices, reminders and bank reconciliation. You write invoices and see who has paid; the revenue account comes from the item. For the year-end closing, basic knowledge helps — or you give your fiduciary their own access. They then see exactly what you see.
Can my fiduciary work with me?
Yes. You invite them under “Users” with the fiduciary role; they get their own login with a second factor and see all their client companies in one overview. Access is included in the subscription.
Can I bring over my existing data?
Yes. From bexio we bring over the whole financial year – contacts, journal, opening balances, customer and supplier invoices – first as a preview, then without duplicates. From other programs, customers come via CSV. How switching works →
Closing the books is no longer a project.
Try it in the demo: the sample company has a whole year of entries – balance sheet and income statement are ready.