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Automate Your Bookkeeping — 5 Tasks Your AI Assistant Handles

As a freelancer, you spend too much time on bookkeeping. Typing invoices, photographing receipts, keeping track of deadlines. The AI assistant in einzly takes care of the five most time-consuming tasks — while you keep full control.

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einzly Editorial
Tax & Finance Editorial · einzly
7 min read
30 Mar 2026
Related topics
AIAutomationBookkeepingFreelancerseinzly

01Why Automation Makes the Difference

Swiss freelancers spend an average of 4–8 hours per month on bookkeeping. Creating invoices, recording expenses, calculating VAT, sorting receipts. Time that's missing for client work or rest.

The einzly AI assistant changes that. Instead of filling out forms, you simply say what you need — in natural language. The AI does the rest: creates invoices, books expenses, converts foreign currencies and reminds you of important deadlines.

Good to knowThe AI assistant is included in every einzly trial with 10 messages per month. With the add-on (CHF 5/month) you get 50 messages.


021. Create Invoices via Chat

Instead of filling out a form with 10 fields, you simply write to the AI assistant: 'Create an invoice for Meier AG, web design, CHF 2,400'. The AI creates a complete invoice draft — with all line items, VAT and QR payment slip.

You check it briefly, adjust if needed and send. What used to take 5 minutes is done in 30 seconds.

The AI assistant always creates invoices as drafts. You keep full control and only send when everything is correct.


032. Scan Receipts Instead of Typing

Cash receipt, fuel slip, online invoice — every receipt means manual data entry. The AI receipt scanner in einzly automatically recognises supplier, amount, date, VAT rate and category. For foreign currency receipts, the daily exchange rate is fetched and converted automatically.

Simply photograph the receipt or upload a PDF. In 1–2 seconds, all fields are filled in. You check and save — done.

  • Automatically recognises supplier, amount, date, VAT and category
  • Learns from your corrections (supplier memory)
  • Supports JPG, PNG, WebP and PDF (up to 5 pages)
  • Foreign currency receipts with automatic CHF conversion


043. Never Miss Important Deadlines

VAT returns, AHV advance payments, tax returns, overdue invoices — as a freelancer you need to keep track of dozens of deadlines. einzly monitors them automatically and notifies you in time.

The smart notifications analyse your data and warn you proactively: when an invoice is overdue, the VAT deadline is approaching or you're nearing the CHF 100,000 VAT threshold.

Notifications adapt to your situation. If you're not VAT-registered, you won't see VAT deadlines. If you haven't set up AHV contributions, you'll get a setup tip.


054. Automate Recurring Entries

Monthly subscription invoices, quarterly expenses, regular retainer clients — recurring entries can be set up once in einzly and then run automatically. The AI can help with that too: 'Create a recurring invoice for Studio Meier, CHF 450 monthly'.

Invoices are created as drafts waiting for your send. Expenses are booked automatically — you'll be reminded via notification to upload the receipt.



065. Query Your Finances in Real Time

'What's my revenue this quarter?', 'Which invoices are still open?', 'How much did I spend on marketing this month?' — instead of scrolling through tables, you simply ask the AI assistant.

It accesses your income, expenses, invoices and clients and gives you an immediate answer. Your personal finance dashboard — via chat.

  • Query revenue, profit and expenses by time period
  • List open invoices and quotes
  • Check client history and order status
  • Convert foreign currencies with the current daily rate


07Conclusion: Less Bookkeeping, More Core Business

The AI assistant doesn't replace your bookkeeping — it makes it faster and easier. Invoices in seconds instead of minutes. Receipts automatically instead of manually. Deadlines in sight instead of in the back of your mind. And everything in one app built for Swiss freelancers.

Try it out: With einzly AI Bookkeeping you can test the assistant 10 times per month for free. For CHF 5/month you get 50 messages — less than a coffee per week.

Get started nowCreate your free einzly account and test the AI assistant during the 30-day trial. No credit card required.


08Frequently Asked Questions

During the 30-day trial, 10 AI messages per month are included for free. After that, the AI add-on costs CHF 5 per month (50 messages). The add-on is optional — einzly works without AI too.
No. The AI assistant always creates invoices, quotes and income entries as drafts. You review everything and decide when to send. You keep full control.
The AI assistant has read access to your invoices, quotes, income, expenses, orders and clients. It can query this data and create entries from it. Your data is not used for AI training (GDPR-compliant).
Yes. einzly is installable as a PWA (Progressive Web App) — the AI chat works on smartphones too. On the AI page there's also a floating action button for quick access.
Yes. The assistant can create recurring expenses in EUR, USD or GBP and automatically fetches the current ECB daily rate for each entry. Foreign currency income is correctly converted too.
No. The AI assistant helps with daily bookkeeping — invoices, receipts, expenses. For tax returns, annual accounts and complex tax questions you still need an accountant. einzly even offers an accountant access feature so your accountant can access your data directly.
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