Aptly – Buchhaltung für KMU

Aptly is the accounting software for freelancers and small businesses in Switzerland. With the app, you have invoices, quotes, and transactions at your fingertips – on your mobile phone, synchronized with the Aptly web app.
... INVOICES

• Create and edit invoices in just a few steps

• Import items and saved products
• View and share PDFs with Swiss QR invoices
• Send invoices directly to your customers via email
• Mark as paid, archive, and view payment history
• Filter, search, and sort

QUOTATIONS
• Create, send, and mark quotes as accepted or rejected
• Create an invoice from an accepted quote with one click

ENTRY AND RECEIPT
• Record income and expenses using categories
• Photograph receipts with your camera or upload them from your gallery or PDFs
• Receipt numbers are assigned automatically

OVERVIEW
• Income, expenses, and profit per month and overall
• Comparison in percentage and 12-month statistics
• Open invoices at a glance

CUSTOMERS AND PRODUCTS
• Record, search, and edit customers and products

YEAR-END CLOSINGS
• Close and reopen the fiscal year
• Download the report as a PDF and all receipts as a ZIP file

SETTINGS
• Manage company details, logo, and IBAN

Invite and manage users

Custom document templates for invoices and quotes

SECURE

Encrypted connection

Optional two-factor authentication

No advertising or tracking

An Aptly account is required. You can create one directly in the app or at aptly.ch.

Questions or feedback? Contact us at info@aptly.ch.