Public roadmap

We believe in transparency: here's what we've already shipped, what we're building now, and what's coming in the next months.

Last updated: June 8, 2026 · priorities may change based on customer feedback.

Shipped

Features already available to all customers.

Invoicing + Swiss QR-bill

Invoice issuance with RFC-compliant QR-bill, PDF sending + customer portal.

Double-entry accounting

Swiss chart of accounts, journal entries, balance sheet, income statement.

AI receipts (Claude Vision)

Upload receipt photo → AI extracts supplier, amount, VAT, category. Quotas per plan.

Employee expense reports

Employee takes photo, system extracts via AI, manager approves, reimbursement recorded.

Deadline calendar + iCal feed

List view of tax/VAT/AHV deadlines + Google/Apple Calendar subscription (webcal).

Multi-mandate Trustee role

Owner / Accounting-collaborator / Viewer across multiple clients, with white-label v1 (logo+color+favicon).

Swiss hosting

Supabase database in Zurich region (eu-central-2). Customer data under CH jurisdiction.

Public /status page

Real-time system status (DB, API, email, Stripe). Transparency on downtime.

Swissdec ELM-V5 export for AHV payroll declaration

Generates the XML file in ELM-V5.0 standard for upload to your AVS compensation fund portal. Compatible with SVA Zürich, AKB Bern and all cantonal funds.

In development

Work in progress, release in the next few weeks.

Recurring invoices

In development

Define once, system proposes a draft every month to confirm in one click.

AI migration from Bexio/Klara

In development

Upload export from old software, AI maps accounts + balances, import in 1 click. One-shot CHF 199.

Next 30 days

Planned for release within a month.

Monthly calendar view

Monthly calendar grid with click on day for deadline details.

Telegram deadline reminders

Optional Telegram bot: personalized ping 3/7/14 days before each deadline.

One-pager "Swiss hosting" for Trustees

Downloadable technical PDF with details on where data lives, compliance, audit.

Recent signups admin dashboard

Founder view: recent registrations, active trials, conversions.

Later (3-6 months)

On the radar, order and timing may change.

Lohnausweis PDF in IT/DE/FR/EN (federal format)

Individual salary certificate in the Swiss federal format, in all four languages. To be provided to the employee for personal tax filing.

Official Swissdec ELM-V5 certification

Independent Swissdec audit process for formal certification of our ELM-V5 export.

Automatic transmission via Swissdec Distributor

Direct submission to the Swissdec Distributor without manual upload on the fund portal.

Mobile PWA (photo + barcode + inventory)

App-like experience on iPhone/Android for quick receipt photos and product barcodes.

Previous-year balance AI (one-shot)

Upload closing balance PDF, AI extracts all balances and creates opening for new fiscal year.

CAMT.053 bank integration

Statement import in CAMT.053 format (CH bank standard), automatic reconciliation with invoices.

White-label Trustee v2

Custom domain (e.g. portal.yourtrustee.ch), branded transactional emails.

Public API + Zapier/Make

Documented REST API for integrations with other customer tools.

Got an idea or request?

Write to us, we read everything. Recurring requests end up here in the roadmap.

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