Selling and invoicing.

Each document is created from the previous one with a single click - customer, items and references are carried over.

Quote, order confirmation, delivery note, invoice all run under one order number. Partial invoices show for each item what has been ordered, what has been invoiced and what is still outstanding.
QR-bill compliant with the Swiss Payment Standards: with IBAN and SCOR reference or without a reference, or with QR-IBAN and QR reference - Easly detects the QR-IBAN automatically.
Dunning in two levels: first a payment reminder, then a dunning notice with a fee. Sent automatically or only after your approval, set per customer.
Subscriptions for maintenance, licenses or hosting are invoiced on the billing date, with several subscriptions of the same customer on one invoice.
Customers and products with contact persons, units, prices and VAT (MWST) rates.

All details on selling and invoicing

The delivery note shows items and quantities, never prices.
Once a document has reached its final status, for example "paid", its PDF no longer changes.
Serial numbers from inventory for each invoice line; they appear on the invoice and the delivery note.
Record payments, send a payment confirmation by email, account statement per customer as a PDF.
The dunning notice is a separate document with its own number and its own PDF. Dunning fees are not included in the VAT return.
Document numbers in your format: one of the suggestions, such as R-2026-0019, or your own combination of number, type, year and customer number - with your own prefixes per document type and, if you like, restarting at 1 every year.
Weekly, monthly or annual subscriptions; pause instead of deleting; adjust the prices of several products by a percentage.
Assign contacts to several companies, separate billing address, address search fills in street, postal code and town.

Order list with quotes, order confirmations, delivery notes and invoices, each with its status

Customer list with business and private customers, town, phone and email — Customers

Subscription overview with interval, total price and next billing date — Subscriptions

Overdue invoice at the payment reminder dunning level — Dunning

Receipts and taxes.

Capture receipts, file your VAT returns - and have all the documents for your tax return ready at year-end.

Receipts: photo, PDF or forwarded to your receipt mailbox. AI Supplier, date, amount, VAT and category are read automatically - without AI, you enter them by hand. Duplicates are flagged; nothing is deleted.
Supplier invoices: record unpaid invoices with their due date and payment reference, and see the ones that are due on the dashboard. Partial payments, credit notes and cash discounts - with corrected input tax. Easly matches the payment from the bank import and, if you like, creates the payment file (pain.001) for your e-banking.
VAT return using the effective method or the net tax rate (Saldosteuersatz), with the item numbers of the form from the Federal Tax Administration FTA (ESTV), as PDF and Excel - quarterly, half-yearly or annually. The dashboard reminds you of the deadline.
Income statement with drill-down to the individual receipt. Payroll, trips and your home office are included automatically.
Bank import: upload your bank statement (camt.053/054) from e-banking or send it by email - payments on your QR-bills are matched automatically and the invoices are set to "paid".
Double-entry bookkeeping, generated automatically from invoices, payments, receipts, payroll and bank transactions - chart of accounts based on the Swiss SME chart of accounts (Kontenrahmen KMU) to suit your legal form, journal and trial balance, export for your accountant (Treuhand) as Excel, CSV or for Banana. Always on for a limited liability company (GmbH) or corporation (AG), optional for a sole proprietorship (Einzelfirma).
Tax documents at the push of a button, for you or for your accountant: income statement, VAT return, salary certificates, fixed asset register, home office deduction, mileage report and invoice overview as Excel, receipt archive with the original files and the complete export as a ZIP. Easly doesn't fill out the tax return itself.

All details on receipts and taxes

Automatic import from a mailbox via IMAP or Microsoft 365 - only from senders you have approved.
Foreign currencies are converted to CHF at the FTA's daily VAT exchange rate.
VAT shown on receipts goes into the return as input tax, split into materials/services (item 400) and investments/other operating expenses (item 405).
Mark VAT periods as filed.
Bank import: transactions already imported are recognized, partial payments and dunning fees are taken into account, and other transactions are assigned to an account. Easly does not connect to your bank and cannot initiate payments.
Account numbers and names can be adapted to your accountant's chart of accounts; closing entries are recorded as manual entries, by you or your accountant.
Mark your own equipment as fixed assets - it then appears in the fixed asset register.
AI Add recognized devices or licenses straight to inventory.
The AI features run on your own access to Anthropic (Claude) or OpenAI (ChatGPT); the provider bills you directly. Without AI access, you enter receipts by hand.

VAT return using the effective method with revenue and tax per rate, export as PDF and Excel

Expense list with automatically read receipts, categories, amounts and status — Receipts

Recording a receipt: choose a file and analyze it with AI to pre-fill the fields - or fill them in by hand — Record a receipt

Fixed asset register with receipt upload and filter — Fixed assets

Team and payroll.

From onboarding to the salary certificate: personnel file, employment contract and monthly payroll run in one place.

Payroll run for all active employees: gross salary, deductions for AHV (old-age and survivors' insurance), IV (disability insurance), EO (income compensation) and ALV (unemployment insurance) with the statutory cap, family allowances, expenses, net salary. 13th-month salary and bonus as a separate payment.
Expense claims: one expense claim per employee and month with receipts, approval and reimbursement with the salary - without social security deductions. Flat-rate expenses and approved expense regulations (Spesenreglement) go into figures 13 and 15 of the salary certificate.
Salary certificate (Lohnausweis, Form 11), filled in from the year's payslips and filed as a PDF.
Onboarding with a checklist, for example AHV registration, accident insurance (UVG), occupational pension (BVG), daily sickness allowance insurance (KTG) and family allowances.
Employment contract as a PDF from the master data, signed on screen or via a link. This is not a qualified electronic signature.

All details on team and payroll

Payslip for each person, automatically saved as a PDF in their personnel file.
For a 13th-month salary or bonus, the month's ALV cap is split correctly.
File insurance policies (UVG, BVG, KTG, family allowances) and get a reminder before the contract ends. AI Insurer, policy number and term are read from the document.
Contract, payslips, salary certificates and other documents for each person are kept together in their personnel file.

Payroll runs with period, employee, gross and net salary

Personnel file with onboarding progress and checklist — Onboarding

Travel, inventory and office.

Trips, home office, equipment and parcels - the things that come up alongside your daily work and count at year-end.

Mileage: enter the start and destination, and the distance is suggested. Re-invoice trips to customers, annual export as Excel.
Home office: your share of housing costs based on floor area and share of use, with receipts and a floor plan as proof. Goes into the income statement.
Inventory with serial number or license key, status and warranty; goods receipt directly from the receipt.
Swiss Post shipping: labels (PostPac Economy or Priority) from the delivery note, shipment tracking in Easly. For this, you need a business customer account for the Swiss Post API.

All details on travel, inventory and office

Rate per kilometer pre-filled and adjustable; filter trips by customer and period.
Housing costs per year with history: rent or mortgage costs, utilities, electricity, cleaning and insurance. AI The figures can be read from the documents you upload.
Serial numbers not known yet? Record the items as "Serial numbers pending" and add the numbers later. Track consumables without serial numbers.
Warranties about to expire appear on the dashboard.
Test mode with a free sample label; the tracking number appears automatically on the delivery note PDF.
Additional services such as signature or insurance, with a price preview as you enter the details.

Home office: details on living and office area and the calculation of the deductible share per year

Mileage with trips, distance and amount — Mileage

Inventory with serial numbers, status and purchase date — Inventory

Your brand.

Easly appears under your name - on the sign-in page, in the navigation, on all documents and in the emails to your customers.

Name, logo and colors are set in the setup wizard, along with your company, bank details, VAT and email sending.
Your own domain such as office.yourcompany.ch: set up a CNAME record pointing to yourcompany.easly.ch and enter the domain under "Subscription & account" - HTTPS is set up automatically. This works with an address that has a prefix such as office., app. or erp.; for an address without a prefix, we have a solution on request. You bring your own domain; it is not included in the price.
Four languages: Easly is available in German, English, French and Italian. You choose the language right at the start in the setup wizard; everyone can switch it at the top right at any time. For each customer and each contact, you set the language in which quotes, invoices, payment reminders and emails go out - by default, the language chosen during setup.
Email from your own mailbox: Microsoft 365 or any mailbox with SMTP and IMAP, with your own templates and a complete history.
Dashboard and search: the dashboard shows only what needs doing - and you put it together yourself: choose sections, set size and details, add several dashboards as tabs, and go back to the default at any time. Light or dark, on computer, tablet and phone.
To-dos and appointments: your own notes, tasks and appointments - linked to a customer if you like, recurring and with an email reminder. Completed items go to a searchable archive; you see a customer's open to-dos right on their page.

All details on your brand

Every email sent, with time, recipient and status, downloadable as the original file (.eml); failed emails appear on the dashboard.
Templates per document type with placeholders such as customer name or tracking number. AI Text correction right in the template.
Templates in each of the four languages; Easly automatically picks the customer's language when sending. AI Translate a template or email into the recipient's language with one click.
Documents, the QR payment part, dunning notices, payslips, help, tours and guides are also available in all four languages.
One search across customers, documents, inventory, receipts, staff, shipments and subscriptions - also via keyboard shortcut.
AI Ask the help questions in your own words; the instructions and tours also work without AI.
Alerts about overdue invoices, receipts to review, dunning notices due and expiring warranties take you straight to the right list.

Dashboard in dark mode, under a custom domain

Branding

Customizing the dashboard: choose widgets, arrange them and set their size — Customize dashboard

To-do list with a done button, linked customer and archive — To-do

Help and guided tours.

You don't have to learn Easly before you get started: the help is built in and shows you the processes right in the app.

Guided tours: a tour takes you through a process step by step - on the real pages with your own data, not in a video. It shows you where to click and stays with you across several pages, for example from the quote to the invoice or from the bank statement to the matched payment. You can click around freely or end the tour at any time.
Instructions for every area with screenshots, available right from the page - you don't have to leave the page to read them.
Guides in the app: all the articles from our guides - QR-bills, VAT, payroll, expenses, bookkeeping and more - are also in Easly, next to the matching instructions.
AI Ask questions in your own words in the help. Instructions, tours and guides also work without AI.

All 29 guided tours

Create a document - quote or invoice with line items
Partial invoice from an order confirmation
Send a document by email
Create and send a dunning notice
Send a payment confirmation
Create a subscription
Create a customer and link a contact person
Record an expense - upload a receipt, with or without AI
Record an expense as inventory
Record and pay a supplier invoice
Record goods received into inventory - including with pending serial numbers or as consumables
Import a bank statement and match payments
Create a VAT return
Check the journal and export it for your accountant
Employee onboarding
Create an employment contract and have it signed digitally
Run payroll
Record and submit an expense claim
Review and approve an expense claim
Create a salary certificate
Record mileage
Home office: details and receipts per year
Create a Swiss Post parcel label
Create a parcel label without a delivery note
Set up email sending - Microsoft 365 or SMTP
Set up AI access - Anthropic or OpenAI
Set up an authenticator app or passkey
Create a to-do or appointment - with reminder and recurrence
Download the data export

Five areas. One package.