Advisor handing a document and pen to a client

Accounting automation example 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

Automation is judged on the exceptions: what happens when the document is unreadable, the supplier unknown, the amount divergent? A good tool isolates those cases and lets a human decide fast — precious for teams in Marly.

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.

The Swiss legal frame for accounting automation

A small business does not mean small obligations: from the first salary or the first VAT return, mistakes get expensive — in Marly as anywhere.

One simple principle drives accounting automation: every franc in or out must be explainable by a document, an entry and an account. All of Swiss accounting law fits inside that traceability requirement.

Outsource accounting automation or keep it in-house?

A good test before choosing: ask the fiduciary HOW it wants to receive the documents. A precise answer (formats, frequency, platform) says more than any brochure — including in Marly.

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.

Handshake during a business meeting, top view

QR-bills and friction-free collections

Reminders work best graduated: a neutral first reminder, a firm second, then formal notice — each generated from exact balances, never from memory.

For accounting automation, invoicing fast changes everything: a service billed the week it is delivered gets paid noticeably earlier than a month-end batch invoice.

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.

Marly requires no special bookkeeping: the Code of Obligations applies at postal code 1723 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

When is entry in the commercial register mandatory?

A Sàrl and an SA only come into existence with their registration. A sole proprietorship must register from CHF 100,000 of annual revenue; below that, registration stays voluntary but adds credibility and protects the business name. Registration goes through the canton's commercial register office — for Marly too.

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.

What are the legal obligations for accounting automation in Switzerland?

The foundation is the Code of Obligations: proper bookkeeping (art. 957a CO), annual accounts (balance sheet, income statement, notes) and 10-year retention of books and records (art. 958f CO). VAT applies from CHF 100,000 of turnover, and social insurance settlements from the first employee. Nothing is different in Marly: federal law applies.

How long must records related to accounting automation be kept?

Ten years from the end of the financial year concerned (art. 958f CO). Electronic retention is permitted if the integrity and readability of the records are guaranteed — a serious digital archive validly replaces paper binders. A business in Marly can therefore archive fully digitally.

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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.

The application is operated in French.