Posts tagged #accounting

You don't write invoices and just want clean books? Saldio Starter is pure financial accounting for CHF 5 a month: Swiss chart of accounts, bank import, year-end close and a login for your fiduciary.

One annual amount per account, with actuals drawn continuously from your books. Why a budget belongs in the general ledger and not in a spreadsheet.

The half-depreciated machine is where most accounting migrations go wrong. How fixed assets, legacy holdings and depreciation land correctly in Saldio.

Upload documents, run recognition, book as drafts: how import works in Saldio – three recognition stages (e-invoice, Swiss QR, AI) and twelve checks.

Invoices that book themselves, bank reconciliation, supplier invoices without retyping, Form 100 from the ledger: what SMEs can automate – and what not.

Bank reconciliation in Saldio: how payments are matched by reference, IBAN and amount, combined payments split and discounts or bank fees named.

Does the ledger balance match the bank statement? How to reconcile the bank account in Saldio at month-end, find differences and lock the period.

Create addresses, add contact persons and delivery addresses, import contacts from CSV, vCard or JSON: how Saldio manages customers and suppliers.

Documents, attachments, archived invoice PDFs and receipts: how Saldio stores files – visibly linked, with issued documents unchangeable.