Most accounts are ready to use within two business days after initial details are provided. We guide you through onboarding to ensure your records and templates are configured accurately.

Yes. We use state-of-the-art encryption and secure cloud infrastructure hosted in Switzerland to protect your information and maintain regular backups according to local compliance standards.

To begin, we ask for copies of bank statements, sales receipts, purchase invoices and opening balances. Our team reviews these documents to set up an organized ledger framework that matches Swiss guidelines. You can upload files through our secure portal or email them to our team. We verify entries and categorize each transaction to build a clear picture of your cash flow and obligations.

We deliver monthly reconciliation reports and quarterly overview summaries. Each month, you receive a detailed ledger that highlights incoming and outgoing postings, pending entries and adjustments. Quarterly, we compile a concise report that outlines trends in expenditure, inflows and outstanding items. This frequency keeps you informed without overwhelming you with data.

Yes. Our platform integrates with most popular bookkeeping and spreadsheet tools in use across Swiss enterprises. We can map your existing chart of accounts, import past records and export updated journals in compatible formats. Our integration process minimizes manual data entry and ensures continuity in your ongoing record maintenance.