Everything YESbusiness does

Start in one conversation

No twenty-field form. The assistant asks its questions in order, looks your business up in the federal UID register, and creates the company and its accounting from your answers.

• Five blocks of questions: your business, money in, money out, your structure, your rhythm
• A UID register lookup so you never retype the company name and address
• Start before you even have an account; create it along the way to keep your answers
• Prefer the classic route? A form and a three-step wizard do the same

The account setup guide, step by step

Bank connection

Your bank movements land in the accounting by themselves, through whichever channel your bank offers.

• EBICS with every Swiss bank that offers it: YESbusiness downloads your statement from your bank directly, every day, with nobody in between
• Stripe: connected in one click, imported automatically every day
• A direct BCVs connection for the Banque Cantonale du Valais
• Wise: a direct connection with a read-only token, movements imported every day, one currency per account and Wise fees on their own line
• camt.053 and MT940 file import for every other case; a new format is added within days from a sample

How the EBICS connection works

Bank transactions

One screen to turn a bank movement into an accounting entry, without leaving the list.

• One tile per account: connection, IBAN, bank balance, book balance and what is left to book
• Categorise and book each movement inline, from the keyboard
• Rules book the movements that come back every month by themselves
• Payments received are matched against your open customer invoices

Entries

The full journal, filterable, with an entry panel that goes from simple to accountant-grade.

• Simple or multi-line entries, with VAT code and cost centre
• Foreign currency with its exchange rate, on every line
• A supporting document attached to the entry, a payment allocated to its invoice
• Bulk delete, and the journal exported as PDF

Supporting documents

Your documents live in your accounting, not in a folder on the side.

• Upload PDFs and images, with preview in the app
• Create the entry straight from the document
• Attach a document to an existing entry, and find it again from the journal
• 1 GB of storage per company, included in both plans

Reports

The financial statements your fiduciary and the authorities expect, always up to date.

• Balance sheet and income statement, with a comparison period that follows the year you pick
• Click a figure on the balance sheet to open that account's statement for that period
• Account statement with search across its entries
• PDF, Excel or CSV export of every report, the journal and the chart of accounts

VAT

From tracking the threshold to the return for the Federal Tax Administration, whichever method you are on.

• Not registered yet? The dashboard tracks your revenue against the threshold
• VAT codes, periods and the non-profit declaration in the settings
• VAT return per period, effective method or net tax rate
• VAT due on invoicing or on payment, and the return exported as PDF, Excel or CSV

The assistant

An assistant that knows your books and the interface, and touches nothing without you.

• It reads your entries, balance sheet, income statement and VAT return to answer
• It takes you to the right screen, shows or exports a report, opens a new entry or an entry from a document
• It never posts an entry itself: every change stays a click of yours
• It runs in Europe, with a monthly usage allowance

Dashboard

The three figures a freelancer looks at, and how far they can be trusted.

• Cash: the balance your bank reports against the book balance, and the gap between the two
• Result: revenue, costs and result over the period you choose
• A cash-flow chart, money in and money out month by month
• A briefing from the assistant, built from your figures

Companies and financial years

Several companies, several years, one account.

• Add, archive and switch between your companies; each has its own plan and its own trial
• Years open, closed or revised: entries in a closed year are locked
• Chart of accounts from a template, imported from an Excel or CSV file, or copied from another company; opening balances for books that migrate in
• Foreign currencies per company, Swiss rates loaded every day, optional cost centres

Working together

Your business partner, your bookkeeper, your fiduciary: each with their role, at no extra cost.

• Unlimited users per company
• Five roles, from viewer to owner, and an invitation by email
• A Partner area for fiduciaries and umbrella associations: mandates, staff, clients
• A fiduciary manages its clients' users from the client company, and can take over their billing

Integrations and tools

YESbusiness focuses on the accounting and connects to the rest.

• EZYinvoice for invoicing: your customer invoices become open items, payments are matched and sent back
• Stripe: your payouts imported every day
• Wise: the movements of your Wise balances imported every day, read-only
• CSV and PDF exports to hand everything to your fiduciary
• Free tools for your bank files, usable without an account

Stripe accounting in detail

Free tools: Merge CAMT, Convert CAMT 08→02, Flatten CAMT, CAMT053 → OFX (Xero), Clean MT940, Revolut CSV → CAMT053, Revolut multi-currency → CAMT053.