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Closing and reports

Balance sheet, income statement, year-end closing. All from the same data.

Reports build up from the journal all year round, not just at year-end. The year-end file brings the balance sheet, income statement, account ledgers and receipts together in one place.

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In detail

Live reports

Balance sheet, income statement and account ledgers for any period, always up to date.

Year-end file · PRO

A checklist of every document needed for the year-end: bank, receivables, inventory, loans and more. The client uploads, the accountant signs off.

Export

Excel, PDF, Banana format and a ZIP archive with every receipt for the year.

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Client dashboard: reports with monthly resultsEnlarge ↗

How it works

Reports that are right every day

Because receipts are posted as they come in, the balance sheet and income statement are always current. Clients on PLUS and above see them in their dashboard; accountants see them on every plan.

  1. 1Choose a periodA full year, a quarter or individual months.
  2. 2Read the resultsIncome, expenses and profit, plus the trend month by month.
  3. 3ExportAs PDF or Excel, for Banana or as a ZIP archive of the whole year.
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Client overview: income, expenses, result and VATEnlarge ↗

Client overview

Every client’s figures on a single page

Each client’s overview shows income, expenses, profit and outstanding VAT, along with the balances of their cash and bank accounts. A good starting point for your next conversation with the client.

  1. 1Key figuresThe current year at a glance, with the previous year one click away.
  2. 2TrendIncome and expenses month by month.
  3. 3Cash and bank accountsCash, bank and private accounts with their current balance.

Keep your records, with or without Buchsnap

For each financial year, you can create a ZIP archive containing the receipts, journal and reports. That way you meet the ten-year retention obligation outside the platform too, and can hand the data over to another accountant at any time.

  • Reports as PDF and Excel
  • A downloadable archive for each year
  • Export to Banana Accounting

FAQ

Frequently asked questions

Can my client see the reports?

From the PLUS plan upwards, clients see the balance sheet and income statement in their dashboard. The year-end file is part of PRO.

Can I still do the year-end closing in Banana?

Yes. Export the entries to Banana and close the year there.

What’s in the ZIP archive?

Every receipt for the year as a PDF, plus the journal and the reports.

How long do I have to keep my records?

Ten years for the accounting records, vouchers, annual report and audit report. That’s what the Swiss Code of Obligations requires (Art. 958f CO/OR).

Are there reports for the tax return?

The balance sheet and income statement provide the basis. Your accountant prepares the tax return itself using the canton’s software.

Try it out with one of your clients.

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Balance sheet, income statement, year-end | Buchsnap