Smart accounting for medical practices & doctors

Accounting for
Medical Practices & Doctors

PopularProCHF 12/ month
BasisCHF 6.67/ month
Try free for 30 daysHow it works

No credit card required · From CHF 6.67 / month · Cancel anytime

QR invoices
Quotes & orders
VAT settlement
Track expenses
Year-end closing
Reminders
Multilingual (DE/FR/IT/EN)
Custom letterhead
Email dispatch
Homescreen app
Link tracking
Partial invoices
AI Receipt Scanner
202420252026
Sandra Keller
einzly Pro – Aktiv
OPEN
CHF 12’450
REVENUE MAR
CHF 8’320
EXPENSES MAR
CHF 3’140
PROFIT YTD
CHF 24’680
Open invoices
Alpina SolutionsCHF 6’400
Draft
Bergmann GmbHCHF 3’850
Sent
Zürcher StudioCHF 2’200
Paid
Year overview
RevenueCHF 37’600
ExpensesCHF 8’920
Net profitCHF 28’680
VAT settledCHF 2’820
AHV est.CHF 2’868
Expenses 2026
8'920
Büro/ITCHF 2’76031%
MieteCHF 2’05023%
ÜbrigeCHF 1’96022%
MarketingCHF 1’43016%
ReisenCHF 7208%
Dashboard
Rechnungen
Ausgaben
Menü
www.einzly.ch/dashboard
einzly
Dashboard
Invoices
Quotes
Projects
Reminders
Revenue
Expenses
VAT
Year-end
AI Assistant
Settings
MA
M. Andermatt
Pro Plan
Dashboard
Open
8'450
CHF · 2 invoices
Revenue Feb.
12'800
CHF · +18% vs Jan.
Expenses Feb.
2'340
CHF · 8 receipts
Profit 2026
28'960
CHF YTD
Quotes
3
CHF 14'200
Projects
2
CHF 8'500
Open invoicesAll →
R-2026-12Alpina Solutions
+24 days
4'800.00
R-2026-13Zürcher Studio AG
Sent
3'650.00
R-2026-14Sonnenberg Design
Draft
1'850.00
Year overview 2026
Total revenueCHF 37'600.00
Total expensesCHF 8'920.00
Net profitCHF 28'680.00
VAT settled (8.1%)CHF 2'820.00
AHV on profit (approx. 10%)CHF 2'868.00
Bergmann Consulting GmbH
15.02.2026 · R-2026-11
Paid
CHF 6'200.00
Expenses 2026
2'609TOTAL
Büro/IT31%
Miete23%
Übrige22%
Marketing16%
Reisen6%
Revenue forecast
RevenueCash flow
Next 30 daysCHF 8’200
Active projects2 · CHF 8’500
Forecast 6 monthsCHF 42’000
12k9k6k3k0SepOctNovDecJanFebMarAprMayJun
PastCurrentSecuredOpen quotes
202420252026
Sandra Keller
einzly Pro – Aktiv
OPEN
CHF 12’450
REVENUE MAR
CHF 8’320
EXPENSES MAR
CHF 3’140
PROFIT YTD
CHF 24’680
Open invoices
Alpina SolutionsCHF 6’400
Draft
Bergmann GmbHCHF 3’850
Sent
Zürcher StudioCHF 2’200
Paid
Year overview
RevenueCHF 37’600
ExpensesCHF 8’920
Net profitCHF 28’680
VAT settledCHF 2’820
AHV est.CHF 2’868
Expenses 2026
8'920
Büro/ITCHF 2’76031%
MieteCHF 2’05023%
ÜbrigeCHF 1’96022%
MarketingCHF 1’43016%
ReisenCHF 7208%
Dashboard
Rechnungen
Ausgaben
Menü
www.einzly.ch/dashboard
einzly
Dashboard
Invoices
Quotes
Projects
Reminders
Revenue
Expenses
VAT
Year-end
AI Assistant
Settings
MA
M. Andermatt
Pro Plan
Dashboard
Open
8'450
CHF · 2 invoices
Revenue Feb.
12'800
CHF · +18% vs Jan.
Expenses Feb.
2'340
CHF · 8 receipts
Profit 2026
28'960
CHF YTD
Quotes
3
CHF 14'200
Projects
2
CHF 8'500
Open invoicesAll →
R-2026-12Alpina Solutions
+24 days
4'800.00
R-2026-13Zürcher Studio AG
Sent
3'650.00
R-2026-14Sonnenberg Design
Draft
1'850.00
Year overview 2026
Total revenueCHF 37'600.00
Total expensesCHF 8'920.00
Net profitCHF 28'680.00
VAT settled (8.1%)CHF 2'820.00
AHV on profit (approx. 10%)CHF 2'868.00
Bergmann Consulting GmbH
15.02.2026 · R-2026-11
Paid
CHF 6'200.00
Expenses 2026
2'609TOTAL
Büro/IT31%
Miete23%
Übrige22%
Marketing16%
Reisen6%
Revenue forecast
RevenueCash flow
Next 30 daysCHF 8’200
Active projects2 · CHF 8’500
Forecast 6 monthsCHF 42’000
12k9k6k3k0SepOctNovDecJanFebMarAprMayJun
PastCurrentSecuredOpen quotes
PopularProCHF 12/ month
BasisCHF 6.67/ month

Bill treatments and fees, manage patients, automatic VAT exemption – so you can focus on your patients instead of paperwork.

MB
SK
TR
LP
GM
127+ Swiss self-employed
GDPR compliant
Swiss QR-Bill compliant
NEU

Accounting
with AI

Create invoices, quotes and expenses via chat — your AI assistant handles the bookkeeping.

Learn more
Create invoice
AI Assistant
32/50×

Create invoices, book expenses,
query finances — what can I do?

e.g. Invoice for Müller AG, 10h consulting

Everything you need as a doctor
for your accounting

No accounting degree needed. einzly was built for medical practices who'd rather treat patients than do paperwork.

Bill treatments & fees

Bill per treatment or consultation – flat rate or hourly. For private patients, self-payers and expert opinions. einzly creates professional invoices automatically.

QR invoices with practice branding

Professional QR invoices with your practice logo and IBAN – instantly payable via e-banking. Set up once, every invoice is legally compliant and builds trust with your patients.

Manage patients & referrers

Your patient records as a client list – all invoices per patient at a glance. Referrers, self-payers and expert opinion clients neatly organized.

VAT exemption correctly applied

Medical treatments are VAT-exempt, aesthetic services and expert opinions are not. einzly distinguishes automatically and applies the correct rates – without errors.

From quote to invoice

Create cost estimates for treatments and convert them to invoices with one click. Quote → order → invoice – without copy-paste.

Year-end closing at the click of a button

einzly creates your year-end closing at the click of a button: all receipts as ZIP, income statement as PDF. Everything ready for the tax office – without an accountant.

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Invoices in multiple currencies

Patients from abroad? Create invoices in EUR, USD or GBP – einzly automatically calculates in the chosen currency. Ideal for practices with international patients.

Bill treatments in stages

Split long-term treatments into partial and final invoices. einzly automatically links everything and keeps track of outstanding balances.

Practice KPIs at a glance

Revenue forecasts, outstanding fees, monthly trends – your dashboard shows you at a glance how your practice stands financially.

Practice letterhead

Upload your practice letterhead as a PDF background. Every invoice and quote appears in your practice's CI – professional and trust-building.

Send invoices by email

Send invoices directly from einzly by email to patients. Your patient receives a secure link – no attachment, no spam folder.

Know when the patient opens it

See in real time when your patient opened the invoice. So you always know whether a follow-up is needed – discreet and professional.

Recurring expenses

Monthly subscriptions and fixed costs are recorded automatically. Set it up once – einzly books it for you every month.

Recurring invoices

Monthly invoices are created automatically and wait for you to send. No forgetting, no manual copying.

Client import via CSV

Switching from another tool? Import your clients via CSV – in seconds instead of hours.

AI Receipt Scanner

Photograph or upload a receipt — supplier, amount, date and category are recognized automatically. GDPR-compliant.

Bank Reconciliation (camt.053)

Upload your bank statement from e-banking — einzly automatically matches payments by invoice number and marks invoices as paid.

4 steps to your
practice accounting

01
Start

Set up your practice

30-second sign-up. Enter your company name, address, and IBAN once. Upload your logo, pick an accent colour and language (DE/FR/IT/EN) – every invoice looks professional right away.

FIRMENNAME
Praxis Dr. med. Weber
IBAN
CH56 0483 5012 3456 7890 1
AKZENTFARBE
02
Invoice

Create an invoice

Choose a patient, enter treatments – VAT exemption is applied automatically. Invoice ready in under 30 seconds.

POSITIONTOTAL
Erstberatung Allgemeinmedizin250.00
Kontrolluntersuchung150.00
Total (MWST-befreit)CHF 400.00
03
Send

Download PDF or send directly

Send the invoice directly from einzly by email – your client receives a secure link instead of an attachment. Or download the PDF with Swiss QR-Bill and send it yourself.

Send directly
Download PDF
04
Autopilot

Tracking & Reminders

einzly tracks open invoices automatically. When overdue: ready-made reminder PDF – pre-written, ready to send.

Anna Meier
Overdue by 24 days
Reminder →
Peter Huber
Due in 3 days
Sent
Familie Keller
Paid on 20.02.
Paid

Simple. Fair.

No hidden costs. Choose the plan that suits you.

Basic
9 CHF / month
CHF 80 / year (CHF 6.67/mo)
  • Unlimited invoices with Swiss QR-Bill
  • PDF export for invoices & reminders
  • Track expenses + photograph receipts
  • VAT return (flat-rate & effective)
  • Smart reminders & notifications
  • Receipts ZIP export & annual closing
  • Mobile ready (home screen, no app store)
  • Create quotes & export as PDF
Start free for 30 days

No credit card required · Cancel anytime

Pro
15 CHF / month
CHF 144 / year (CHF 12/mo)
  • Everything in Basic, plus:
  • Send invoices directly by email
  • Link tracking (see when the invoice is opened)
  • Priority support
  • Send quotes directly by email
  • Manage projects & convert to invoices
  • Accountant access for your bookkeeper
  • Bill time entries directly as invoice
  • Timesheet PDF & retainer management
Start free for 30 days

No credit card required · Cancel anytime

Frequently asked questions about accounting for medical practices

Do I need accounting as a doctor?

Can I bill treatments and fees?

What can I deduct from taxes as a doctor?

Are medical services subject to VAT?

Is einzly cheaper than an accountant?

Does einzly work on mobile?

How much does einzly cost?

Start your practice accounting now

Free 30-day trial. No credit card required. Up and running in 30 seconds.

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