Fiduciary Plan · Up to 50 clients

1 subscription. Up to 50 clients. CHF 749/month

Manage up to 50 clients from a single platform. Aggregated dashboard, white-label studio, immutable audit log. Built for Swiss fiduciaries and accountants.

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The metric that really matters

~90 hours/month given back

For a trustee firm with 20 clients, SwissWork eliminates manual time on repetitive tasks. Here's where the time you lose today goes (and that we give you back).

Task
Before
With SwissWork
Receipt scan (photo → recorded)
3-5 min/receipt
5 seconds
Incoming invoice PDF parsing
5-10 min/invoice
10 seconds
Bank reconciliation CAMT.053
4h/client
20 minutes
VAT declaration pre-filled
1-2h/quarter/client
5 minutes
Payslip AHV/ALV/BVG
30 min/employee/month
2 minutes
Switch between clients (1 multi-org login)
Across 5-10 different software
1 click on dropdown

Time returned

~90h

per month (= 2 weeks of work)

Value of time returned*

CHF 9,000+

at CHF 100/h billable rate

SwissWork cost (20 clients)

CHF 1,169

/month · ROI 7.7×

*Estimate based on an average firm with 20 clients. Actual savings vary by number of clients and document volume.

Direct comparison with Bexio Ultimate

With 10 clients on Bexio Ultimate: CHF 1,290/month. SwissWork Fiduciary: CHF 889/month (5 incl. + 5×CHF 28).

Bexio Ultimate × 10 clients

CHF 1.290

/mese · CHF 15.480/anno

CHF 129/client × 10, separate accounts

SwissWork Fiduciary · 5 clients incl.

CHF 749

/mese · CHF 8.988/anno

+CHF 28/client · up to 50 clients · native multi-tenant

FeatureSwissWork FiduciaryBexio Ultimate
Native multi-tenant
Fixed monthly priceCHF 749 (5 cl.) → CHF 2,329 (50 cl.)CHF 129 × N clients
Aggregated cross-client dashboard
White-label studio
Switch between clients (1 click)
Immutable audit logPartial (internal log)
AI receipt scannerAll plansOptima/Ultimate only
AI MigrationCHF 199–499
Trial without card14 days

Features built for managing multiple clients

Cross-client dashboard

View overdue invoices, VAT due and cash balance aggregated across all clients on one screen. Drill-down in one click.

Real-time aggregate KPIs

Total revenue, overdue, VAT due and forecast cash flow for the entire client portfolio — updated live.

Team with 3 roles

Fiduciary Admin, Collaborator and View-only. Each collaborator accesses only assigned clients.

White-label studio

Customize logo, primary colour and favicon: all your clients see your brand, not SwissWork.

Immutable audit log

Every action on every client — who, what, when — recorded and immutable. Essential for tax audits.

Cmd+K cross-client search

Search invoices, clients or transactions across all clients in a single search. Results in under 200ms.

Client transfer

Transfer a client to a colleague or another firm with a guided operation. History, documents and settings transferred in full.

Bulk actions

Close period, export data or update rates across multiple clients in parallel.

Adempimenti AVS senza fatica

Dalla busta paga alla dichiarazione annuale: tutto il flusso AVS in un'unica piattaforma, senza esportare dati verso altri software.

Export ELM-V5 standard Swissdec

  • 1 click → XML pronto per upload sul portale della tua cassa AVS
  • Lohnausweis PDF in 3 lingue per i tuoi dipendenti
  • Validazione AHV-Nummer e UID prima del download
  • Compatibile con IAS Ticino, SVA Zürich, AKB Bern e tutte le casse cantonali

Compatibile Swissdec ELM-V5

Flusso completo per ogni mandante

  • Cedolini mensili con calcolo automatico AVS/ALV/LPP
  • Generazione buste paga in blocco per tutti i dipendenti del mandante
  • Export ELM-V5 annuale per la dichiarazione salari alla cassa AVS
  • Storico completo per mandante, accessibile da tutti i ruoli autorizzati

Calculate your savings

Annual cost comparison: Bexio Ultimate vs SwissWork Fiduciary

ClientsBexio Ultimate/yearSaving/year
10 clientsCHF 15'480CHF 4392
15 clientsCHF 23'220CHF 10'032
20 clientsCHF 30'960CHF 15'672
30 clientsCHF 46'440CHF 27'372
50 clientsCHF 77'400CHF 51'612

*Bexio Ultimate CHF 129/month/client. SwissWork Fiduciary: CHF 749/month base (5 incl.) + CHF 28/client (6-50). SwissWork is cost-effective from 6 clients. Above 50: custom offer. VAT excluded.

“I had 18 clients on Bexio. The March 2026 price increase convinced me to look at alternatives. I used AI Migration for all clients: within three working days all were live on SwissWork. Annual saving: over CHF 22,000.”

Marco R.

Fiduciary · Lugano · 18 clients

*(name changed for privacy, representative case)*

Save up to CHF 51,612/year with 50 clients

14-day full trial. Then decide. No credit card required.

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