Sovereignty
Your professional data remains under your control and on Swiss infrastructure.
CRM · ERP · ACCOUNTING · ONE SWISS BUSINESS SYSTEM
CRM, offers and budgets, projects, personnel, services and goods, invoicing and accounting — connected from the first customer conversation to the final booking. One independent Swiss system, developed and hosted in Switzerland, with your company in control.
30 minutes · video or in person · completely free · no commitment
helfin is 100% live on the web today — use the complete app in your browser on any computer. A companion mobile app is coming soon for receipts and field hours.
FR · DE · EN · IT — A SWISS WEB APP, IN YOUR BROWSER
ONE CONNECTED BUSINESS
helfin carries your business from a first contact to paid work and closed books without leaving the same system. A CRM contact becomes an offer, an offer becomes a budget and project, team hours and goods become costs, and invoices reach your bank and accounting automatically. Enter it once. Use it everywhere.
OUR CONVICTION
helfin was born from a simple conviction: the commercial, financial and human information of a Swiss company forms part of its assets.
It should not be scattered across disconnected platforms or depend on decisions made far from the company. We are building an independent, durable Swiss platform, developed and hosted in Switzerland, so businesses remain in control of their data, tools and digital future.
A platform for companies that want to choose freely where their data lives and who accompanies it.
Your professional data remains under your control and on Swiss infrastructure.
helfin is built to serve its users and support their freedom of choice over the long term.
We bring Swiss traditions of discretion, precision and respect into modern business software.
View, export and take back your information. It belongs to your company.
WHY HELFIN
Win work in the CRM, turn it into an offer, project and invoice, and let the hours, goods, payment and booking follow without entering them again.Follow the complete workflow →
Switch between FR, DE, EN and IT in a click — menus, reports and the year-end dossier all follow. One app, no separate version.
Begin with invoicing or full accounting, then add CRM, projects, direct banking, team planning, payroll and mobile users in the same app.Explore every module →
SWISS TO THE CORE
Your commercial, accounting and financial data stays on Swiss infrastructure. helfin is designed to give you clear visibility over where it is hosted, how it moves, who can access it and how to export it. We bring to business software the same respect for discretion, precision and trust expected of the Swiss tradition.See how helfin protects your data →
YOUR BUSINESS, CONNECTED
Keep prospects, contacts, conversations, next actions and a weighted sales pipeline together. Turn an appointment into an offer, invoice or deposit without starting again.Explore CRM →
Turn a won offer into a working budget. Follow commitments, labour, costs, revenue and margin while the job is still running — not after it is over.Explore projects and budgets →
Plan the team, assign work, capture hours from the field and carry them into each job. Prepare Swiss payroll, payslips and salary certificates from the same personnel flow.Explore team management →
Maintain one catalogue of services and goods with prices and VAT. Drop them into offers and invoices, follow quantities and let each sale reach the right place automatically.Explore services and goods →
Create Swiss QR invoices, track open items and connect your bank directly over EBICS. Statements reconcile and approved payments return to the bank without a third-party aggregator.Explore invoicing and banking →
Every business action lands in proper Swiss double-entry accounting. Documents stay attached, VAT fills the official boxes and the guided close produces the legal-form dossier your fiduciary expects.Explore the core workflow →
Your company data is hosted in Switzerland and protected by client-side encryption. Export it whenever you want, keep your fiduciary close and never stay because your data is trapped.Explore security and data ownership →
ONE SOURCE OF TRUTH · FROM FIRST CONTACT TO YEAR-END · BUILT IN SWITZERLAND · HOSTED IN SWITZERLAND · FR · DE · EN · IT
WHO IT'S FOR
Run customer work, projects, people, goods, invoices and finances in one place. Every person sees the work they need; your fiduciary receives complete, traceable books without taking your business away from you.Discover the fiduciary workspace →
Built to be trusted by people who don't trust software.
WHY HELFIN
helfin was built as one connected Swiss business platform—not as a collection of separate administrative tools. Discover how its web-native, whole-business workflow stands apart from Odoo, bexio, Winbiz and Crésus.
Discover the helfin advantage →SWISS QR-BILL · BUILT IN
Every helfin invoice carries a compliant Swiss QR-bill — generated for you, ready to send.
UPCOMING — KEPT HONEST
UPCOMING
Companion phone app — capture receipts, hours and approvals on the go; iPhone first, Android to follow.
UPCOMING
Native desktop apps — macOS and Windows versions are planned; today helfin is 100% live on the web.
UPCOMING
Official ESTV VAT validation — the XML already validates against the official schema; formal ESTV sign-off is next.
UPCOMING
Swissdec certification (automated payroll) — payroll is already in helfin; Swissdec certification will send salary declarations straight to insurers and authorities (OASI, withholding tax, pension fund) under the Swiss ELM standard.
Book a free personal walkthrough built around your business, or explore every feature yourself with a 10-day free trial.
30 minutes · video or in person · completely free · no commitment
helfin is 100% live on the web today — use the complete app in your browser on any computer. A companion mobile app is coming soon for receipts and field hours.