OPERATIONS & ACCOUNTING · THE CONNECTED WORKFLOW
This page follows helfin's financial and operational backbone: products and services, invoicing, banking, documents, VAT and year-end. For CRM, budgets, projects and teams, explore the modules.
01Day-to-day
Swiss QR invoicing, quotes, tracking of invoices and open items, payroll with payslips, inventory, cost centres and multi-currency — the everyday tools, in the same place as the books.
02Invoice
Build a catalogue of products and services — name, price, VAT rate. Drag them into a quote or invoice: the line fills itself, per-line VAT and any discount included. An accepted quote becomes an invoice in one click, Swiss QR payment part included — and every invoice you issue is posted to your books, with no double entry.
03Document
Drop in a photo or PDF: helfin reads it — Swiss QR-bills included — and proposes the entry you validate. The original is archived and linked to its transaction, permanently. Bank and card statements import from BCF, PostFinance, Viseca or Revolut files (camt.053, MT940), with a duplicate guard across all financial years.
04The bank
From January 2027. Connect your Swiss bank in a few steps — helfin then exchanges directly with it, with no intermediary or aggregator. Your camt.053 statements and camt.054 credit advices arrive and reconcile on their own; your pain.001 payments go to the bank, under dual control. Your bank keys stay encrypted.
05The right account
Code an operation once: helfin remembers the account, the label and the VAT, then proposes the same posting on every similar transaction — bank statements, cards, receipts, expenses. You confirm with one tap, or correct it, and helfin learns from the correction. Everything stays in your books, never sent to an outside service.
06Record
No debit without a credit. Document numbering is continuous and locks at year-end close. Posted entries are corrected only by reversal (Storno), never deleted — compliant with Olico / CO art. 957 ff.. Full activity journal, running balance on every line, and a reconciliation mode to tick your books against the paper.
07VAT
Effective method or net tax rate (up to two rates), agreed or collected consideration. helfin computes the amounts from your accounts into the boxes of the official FTA form, with date-correct rates and CSV and XML exports.
08Close
A closing check-list walks you through the usual entries, pre-filled and ready to validate. Depreciation per the federal standards (FTA notice A/1995) — rate, method and source shown, editable. One-click close with carry-forward, and a year-end dossier per financial year (balance sheet and income statement in CO art. 959a / 959b structure, prior-year column) in PDF and Excel.
09Accountant
A mandate portfolio with per-client accounting access. The accountant proposes, the owner approves — every step traced. Messaging and file exchange right in the app — no email at all, and everything stays linked to the right file.
Discover the accountant mode →ROADMAP — IN FULL TRANSPARENCY
UPCOMING
Companion mobile app — capture receipts and field hours on the go; iPhone first, Android to follow. Today, helfin is 100% web-based.
UPCOMING
Desktop apps (macOS + Windows) — native versions are planned; today helfin runs entirely in your browser.
UPCOMING
Official VAT validation by the FTA — our XML export is already validated against the official schema; formal certification by the FTA is the next step.
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.
UPCOMING
Expanded CRM — more views, automations and analysis around clients, contacts, quotes and invoices.
UPCOMING
Expanded team planning — more views for schedules, assignments and attendance, still linked to jobs and payroll.
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