SoloDesk for Small Business

See your business. Daily.

Live cash position. Real-time VAT. Year-end reports your accountant can sign off on.

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  • Built by Swiss accountants
  • 100'000+ documents processed
  • Available in DE, FR, IT & EN

Sales & purchases

From invoice to bank, automated

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.

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.

Invoicing & QR-bills

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.

Bill & receipt capture

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.

Reminders

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.

Credit Notes

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.

Bank reconciliation

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.

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Bookkeeping

Entry generation – invisible, compliant, self-improving

SoloDesk writes every journal entry – invoices, bills, payments, bank – Swiss-compliant and audit-ready.

  • Audit-ready entries

    SoloDesk applies gap-free Swiss numbering, splits mixed VAT rates per line, and links every entry to its source document.

  • Per-supplier learning

    After a couple of confirmations per supplier, SoloDesk automatically posts the next entries based on sophisticated confidence scoring and historical data.

  • Unified financial timeline

    SoloDesk streams every invoice, bill, payment, and bank movement into one chronological view – past spending, today’s cash, and future obligations.

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SoloDesk general ledger

Compliance & reporting

VAT and reports, always current

SoloDesk handles real-time VAT, audit-ready exports (P&L, Balance Sheet, journal), and a live financial dashboard.

Real-time VAT

See your live VAT position any time, with exports ready for your ESTV filing.

Instant reporting

SoloDesk produces P&L, Balance Sheet, and Transaction Journal as PDF + Excel – accountant-ready, with full audit trail.

Performance dashboard

SoloDesk surfaces cash position, profit, receivables and payables, and VAT – with alerts on overdue items and upcoming deadlines.

SoloDesk performance dashboard
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Activating

More capabilities arrive
September 2026.

Beyond bookkeeping – into running, paying, growing.

Payroll

Set up your employee insurances with their rates. SoloDesk handles social-charge deductions per canton, monthly payslips and year-end Salary Certificates, plus the year-end declarations for your insurers and the social-charge office.

bLink

Connect your main bank via SIX Open Banking and skip the upload step. Live bank-feed sync for invoices and bills.

Team Access

Bring your finance team into SoloDesk with scoped, module-level permissions. 5 logins included on Full; additional logins via add-on. Every user action is recorded in the audit log.

Accountant access

Invite your accountant via link. They register a free fiduciary account and gain edit access to your books through their fiduciary frontend. Available on Mid and Full from September 2026.

Built by Swiss accountants.

Run your Swiss books end-to-end – invoicing, bookkeeping, VAT, year-end reporting. Free full access until September 2026 – then choose the plan that fits. No commitment. Your data stays — no matter what you choose.

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  • 100'000+ documents processed.
  • Hosted in Switzerland – Google Cloud Zurich.