FAQ
Yes, you can add multiple companies to your account. For each additional company, you must take out an additional subscription. If you want to add another company to your account Please contact us.
Yes, you can test the app free of charge and view it as a demo without providing a credit card.
Yes We can integrate your account information with our platform.
Yes, Numarics offers a platform that is available both on the web and on mobile devices. This ensures a seamless experience across all devices.
Yes, Numarics also offers one-time services such as consulting, financial statements and VAT returns. For more information, please contact us.
Yes, Numarics offers interactive tutorials and an extensive knowledge database to help customers use the platform. Click here for the Explanatory videos of the app.
You can submit your feedback at hey@numarics.com
Interested parties can register directly via the Numarics website (top right) or make an appointment to talk to our customer support team for more information.
If you want to do your bookkeeping yourself and use our software for it, then the do-it-yourself package is just right for you. If you want to outsource the entire management of your business, then the all-inclusive package is for you. An overview of the package services shows you in detail what is included in each package.
Numarics places great value on data protection and compliance. That is why all documents are stored on our internal servers in Switzerland and the data never leaves our servers. Certain processes — such as the processing of documents — are carried out by our internal employees in Kosovo.
Numarics regularly updates the platform and informs users about new features and improvements.
Numarics provides comprehensive accounting services such as document management, bookkeeping, payroll and administration, VAT filing, tax returns, financial statements, various types of consulting, and more. To the overview of Numarics accounting solutions.
Numarics offers various subscriptions — depending on whether you just want to use the app or prefer the all-round carefree package. Our pricing models adapt to the growth of the company. The additional services are designed to provide companies with optimal support at every stage. To the information about packages and prices.
In accordance Article 958f Under the Code of Obligations, the accounting documents, the annual report and the audit report must be kept for ten years. This period starts at the end of the financial year. This data is stored securely and is only retrieved when required by law.
Yes, we'll help you transfer your data from your current provider to Numarics. For companies that are less than one year old, this onboarding process is free of charge. For companies older than one year, onboarding costs a one-time fee of CHF 199. Learn more about onboarding.
Numarics is available to all Swiss companies.
Numarics is tailored to the Swiss market and can only be used by companies that are registered in Switzerland.
Of course! We would be happy to provide you with an individual offer, which is tailored to the specific needs of your company. Just book a call for a non-binding, virtual consultation.
When you delete your account, all personal data associated with your user account is permanently removed from our system. This includes your first and last name, your address, your email address, access to all companies that you have created in our system and your profile picture.
In accordance Article 958f Under the Code of Obligations, the accounting documents, the annual report and the audit report must be kept for ten years. This period starts at the end of the financial year. This data is stored securely and is only retrieved when required by law.
If you don't like Numarics, you can cancel your subscription monthly with a notice period of 30 days.
Numarics stands out for combining AI-based solutions, a SaaS platform, and expert knowledge that provides unparalleled efficiency and accuracy in fiduciary service. Numarics also combines all corporate management components in a single, connected app, so no additional software or external trustees are required.
You will receive monthly or annual invoices (depending on the selected payment period), which must be paid in advance.
Numarics provides services in the areas of accounting, tax advice, financial statements, VAT preparation and submission, tax return preparation and payroll accounting.
Take a look at the overview of the functions and services of the packages.
Numarics offers quick customer support in the form of a live chat in the app.
Your documents are stored on our internal servers in Switzerland and the data never leaves our servers.
Numarics is aimed primarily at small and medium-sized enterprises (SMEs) and sole proprietorships that want to be one step ahead when it comes to digitization.
Numarics is backed by professional accountants. You can talk to your accountant at any time — before using Numarics and throughout the entire term.
To connect your PEAX account, click on “Activate digital mailbox” in the cockpit or in the DocuBox settings and follow the instructions.
The Cockpit is the overview page of your app, where you can find direct access to charts, your connected bank accounts, analyses, balance and income statements, the invoice overview, and your DocuBox.
With the full text search, you can quickly and easily find documents stored in DocuBox. The full text search searches all areas of the document for the text or number you are looking for. Even images, PDF files or scans. With a bit of luck, even the handwriting will be recognized. 😉
You can upload documents to DocuBox either by dragging & dropping, by scanning with your mobile phone, or from your computer.
The docuBox is a document management system that allows you to manage all documents in an audit-proof manner. What makes it special is that it is connected to the entire Numarics ecosystem. This allows customers and their trustees to access them to make bookings.
With DocuBox, users on both sides — i.e. both customers and trustees — can upload, manage, rename, mark and directly access documents. Since the docuBox is audit-proof, the documents no longer have to be stored in paper form.
You can save both personal and business contact details for a contact and have an overview of important information about the contacts. This includes, for example, billing information, telephone number, email or assigned discounts.
Yes You can create offers and invoices directly in the app and also send them to your contacts right away. Inspiring templates are provided that you can customize individually.
The currency of an invoice can be changed under the “Payment terms” menu item.
Yes You can create offers and invoices directly in the app and also send them to your contacts right away. Inspiring templates are provided that you can customize individually.
In the billing tool, you can create invoices from templates, customize them individually, schedule and automatically send recurring invoices, create offers and convert them directly into invoices upon acceptance and send reminders in case of late payment.
Yes, Numarics' multi-banking integration makes it possible to connect multiple bank accounts and manage them all from a single dashboard.
Yes in this video you will learn in detail how the EBICS connection can be established.
By connecting the bank account, transactions can be compared with bookings. Corresponding transactions to existing bookings in the system are automatically recognized and suggested. You can also check your current account balance and cash flow via the Numarics app. And it's all secure via two-factor authentication.
Yes, Numarics offers comprehensive payroll services as part of its escrow services. More about this over here
No Our software is not suitable for cryptocurrency accounting.
Numarics offers expert advice and support on tax issues, including tax returns and tax planning.
The financial year of the profit and loss statement is set to the current fiscal year, but can be changed. The results of the income statement per month (or quarter) in the selected fiscal year (profit or loss) are displayed. The total income and expenditure as well as the result (profit or loss amount) in the selected financial year can be displayed. If this information is available, the percentage change compared to the same period of the previous fiscal year is also shown. The profit and loss statement can be downloaded to your own device using the “Download” button.
Our software automatically calculates various KPIs that help to assess the current situation of the company. Available KPIs include working capital ratio, debt to equity, net profit margin, and many others. For each key figure, there is more information about what that key figure means, how it is calculated, and what this information means for the company. This can help make informed business decisions based on thorough analysis.
The date of the balance sheet report is set to the current date, but can be changed. The following can be seen in the balance sheet report:
To download the balance report to your device, click the button
From the app, you can export the balance sheet report and the profit and loss statement at any time for any period of time.
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