Quotes
Your client doesn’t need an account to accept a quote. You send a link, they open it in the browser to accept or decline, and you get a full log of who responded and when. Accepted quotes turn into invoices in one click.
Live cash position. Real-time VAT. Year-end reports your accountant can sign off on.
Sales & purchases
SoloDesk runs your whole money cycle – from the quotes you send to the bank statements you reconcile, with everything in between handled in one place.
Your client doesn’t need an account to accept a quote. You send a link, they open it in the browser to accept or decline, and you get a full log of who responded and when. Accepted quotes turn into invoices in one click.
Every CHF invoice comes with a Swiss QR-bill your client can scan and pay, and you can invoice in 74 currencies. For anything other than CHF, SoloDesk swaps the QR-bill for a wire-transfer block with the IBAN, BIC, and beneficiary, and converts at the official Swiss exchange rate. Each invoice also gets its own link to open online, or you just send the PDF.
Stop retyping supplier bills. Snap a photo or upload a batch, and SoloDesk pulls out the vendor, amounts, VAT on each line, and the QR-bill reference. All you do is check it.
When an invoice goes unpaid, SoloDesk runs a three-stage reminder sequence in German, French, Italian, or English, drafted in proper Swiss style and yours to edit. The last stage is formal enough that it never sends on its own – you confirm it first.
Need to walk back an invoice you’ve already sent or paid? Create a credit note straight from it. It stays linked to the original, and the VAT reverses automatically, so your books and VAT return stay correct without any manual fixes.
Import your bank statements as PDF, CSV, or CAMT.053, and SoloDesk turns them into a clean list of transactions. It matches each payment to the right invoice, bill, or receipt using the QR reference, amount, and counterparty, with a confidence score behind every match. The clear ones reconcile on their own; the rest are flagged for you to review.
Bookkeeping
SoloDesk writes every journal entry – invoices, bills, payments, bank – Swiss-compliant and audit-ready.
SoloDesk applies gap-free Swiss numbering, splits mixed VAT rates per line, and links every entry to its source document.
After a couple of confirmations per supplier, SoloDesk automatically posts the next entries based on sophisticated confidence scoring and historical data.
SoloDesk streams every invoice, bill, payment, and bank movement into one chronological view – past spending, today’s cash, and future obligations.
Compliance & reporting
SoloDesk handles real-time VAT, audit-ready exports (P&L, Balance Sheet, journal), and a live financial dashboard.
See your live VAT position any time, with exports ready for your ESTV filing.
SoloDesk produces P&L, Balance Sheet, and Transaction Journal as PDF + Excel – accountant-ready, with full audit trail.
SoloDesk surfaces cash position, profit, receivables and payables, and VAT – with alerts on overdue items and upcoming deadlines.
Run your Swiss books end-to-end – invoicing, bookkeeping, VAT, year-end reporting. Free full access for the first month – then choose the plan that fits. No commitment. Your data stays — no matter what you choose.
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