Collaborative desk with laptops and documents, top view

Accounting automation step by step in Marly without the stress: how it works

Whether you run a Sàrl, an SA or a sole proprietorship in Marly, accounting automation eventually lands on your desk. Here are the practical reference points — legal basis, deadlines and common pitfalls — to decide with a clear head.

Digitalising accounting automation: what actually works

A serious accounting document archive links every record to its entry, timestamps versions and logs access — exactly what Swiss bookkeeping regulation expects from probative electronic retention. Chronological filing by financial year becomes an automatic by-product.

Migrate in stages: supplier invoices first (high volume, immediate gain), then receivables with the QR-bill, finally payroll and the closing. At each stage, comparing one month before/after is enough to prove the gain — no theoretical promises needed.

Outsource accounting automation or keep it in-house?

Responsibility stays with the client: the fiduciary executes with care, but the signed accounts bind the company. Understanding what you sign is not optional.

In Marly, as everywhere, the right collaboration rhythm follows the activity: monthly for payroll and data entry, quarterly for VAT, yearly for the closing and tax advice.

QR-bills and friction-free collections

Electronic invoicing keeps advancing: the Swiss Confederation requires it from its suppliers for contracts from CHF 5,000, and more and more large Swiss companies ask for structured e-invoices rather than PDFs. Getting equipped early beats improvising under a client's deadline.

Reference discipline remains: an invoice issued without a structured reference — or paid by a client who truncates it — becomes a manual case again. Coaching recurring clients and keeping your own outgoing payments clean keeps the automation rate at the top.

Two people reviewing numerical reports

The Swiss legal frame for accounting automation

Whether a business sits in Marly or elsewhere in Switzerland, the same federal law applies — one of the strengths of the Swiss system for accounting automation. Cantonal differences concentrate on taxation (rates, filing deadlines); bookkeeping itself follows art. 957 ff. CO everywhere.

The law also settles the form: accounts may be kept in a national language or in English, on paper or electronically (art. 957a para. 5 CO). That pragmatism lets accounting automation run entirely on digital tools — no paper binder is required.

Marly: what changes, what does not

Sole proprietorship, Sàrl or SA in Marly: the AHV contact remains the competent compensation office, and taxes follow the scales of the canton Fribourg.

Federal deadlines do not move in Marly: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 1723 changes nothing about those rules, only the sender's address.

Frequently asked questions

Which documents should be prepared for the year-end closing?

Bank and cash statements at the closing date, the inventory of stock and work in progress, final AHV/LPP/accident settlements, contracts signed or amended during the year, invoices straddling two years and the detail of accruals. With an up-to-date document archive, most of it is already there. The list is identical in Marly: the CO dictates it, not the commune.

Which social contributions does a Swiss employer pay?

AHV/IV/APG: 5.3% employer share (the same is withheld from the employee); unemployment insurance: 1.1% each up to CHF 148,200 a year; occupational pension (LPP) by age and plan (employer at least 50%); occupational accident insurance paid by the employer; family allowances by canton. For an employer in Marly, family allowances follow the canton's rates.

Do you need a fiduciary for accounting automation, or can you do it yourself?

Both are defensible. Below CHF 500,000 of revenue, a sole proprietorship may keep simplified accounts itself. As soon as payroll, VAT and a closing with tax stakes are involved, professional support prevents mistakes that cost more than the fees. With a shared platform, the fiduciary does not even need to be in Marly.

What is simplified bookkeeping and who can use it?

Sole proprietorships and partnerships under CHF 500,000 of revenue may limit themselves to recording income, expenses and assets (art. 957 para. 2 CO). Once over the threshold — or upon founding a Sàrl or an SA — full accounts with balance sheet, income statement and notes become mandatory. The CHF 500,000 threshold is assessed the same way in Marly.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates accounting automation for businesses in Marly: AI-read documents, posting suggestions, VAT and exports ready for your fiduciary. Try the platform or browse our other guides.

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