Statements from any bank. Matched and posted automatically.
Every transaction read on import. Your books match the bank without manual entries.
Loaded without typing
Import from any bank. Nothing to re-enter
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CAMT.053: every Swiss bank – PostFinance, UBS, ZKB, Raiffeisen, the cantonal banks
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Neobanks too: Revolut and Wise emit native CAMT.053, imported the same way
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PDF statements: read line by line; anything unclear is flagged for you
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Closing balance checked against the bank's figure; duplicates blocked on import
Paired on arrival
Every transaction matched, on its own or in one click
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QR-bill payments: matched to the invoice on arrival, 100% confidence, zero clicks
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Known contact, exact amount: matched to the open bill or invoice; your review is optional
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Bank fees and charges: spotted by pattern, no review needed
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Partial or unclear matches: SoloDesk suggests the pairing; one click to accept
Pattern learning
SoloDesk learns every contact on your statement. The routine disappears
- 01Confirm or change
A new contact appears
No rule yet. SoloDesk proposes a category for the line and asks you to confirm or change it. Your answer becomes the rule.
- 02One click
The contact is familiar
Your rule applies: the line is categorised, the entry ready. One click confirms.
- 03Posted & reconciled
Routine from then on
The line goes straight to the books, no second look.
Volume handling
A busy month, a handful of decisions
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Most lines handle themselves: only some need your attention
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It shrinks as you go: every answer you give can resolve multiple questions, so every month brings less to review
Logged automatically
Let the bookkeeping post itself
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Bill or invoice paid: the payment is marked on the document and its entry posts on its own
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Fees and charges: posted to expenses automatically
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Transfers between your own accounts: handled by the system
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Every entry: linked to its source, with the transaction details and original document one click away
Swiss compliance
Meet every Swiss audit requirement
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Full audit trail: every entry traces to its bank statement and source document, kept for 10 years
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Foreign currency: converted at the official exchange rates
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Sequential, gap-free numbering: assigned on posting, never re-used
Built around the way your business runs
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Your business
Your bank activity becomes your bookkeeping. Upload a statement, confirm a line when asked, and the entries post themselves.
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Your bank
Swiss banks and the major neobanks, by CAMT.053 or PDF. Every line read on import, nothing keyed by hand.
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Your accountant
Clean books year-round, reconciled as statements arrive rather than piled up at filing time. Every match opens to its bank line and source document, with foreign-currency lines already converted at the official exchange rates. Invite your accountant to edit your books directly, from September 2026 on the Mid and Full plans.