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Invoice scanning digitalisation in Satigny without the stress: how it works

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

Digitalising invoice scanning: what actually works

Digitising does not mean hoarding PDFs: without the document-entry link, a digital file is as opaque as a box of archives — true in Satigny as everywhere.

An SME in Satigny that digitalises gains owner time first: less filing, fewer “where is that receipt?” questions, more attention to the trade — that is the real return of invoice scanning.

A well-structured SME chart of accounts

Nearly all Swiss SMEs rely on the standard SME chart of accounts (Sterchi/Käfer): classes 1 (assets) to 9 (closing), with revenue in class 3 and expenses in classes 4 to 6. Using this standard structure makes conversations with your fiduciary, auditor and tax administration far easier.

Standard numbering also enables automation: stable posting rules (same supplier, same account) make data entry predictable and the audit faster. Avoid changing the chart of accounts mid-year — migrate at the closing date, with a documented mapping table.

Outsource invoice scanning or keep it in-house?

Outsourcing does not exempt you from understanding: an owner who can read the balance sheet and the income statement challenges the fiduciary better — and pays for advice, not re-keying.

Changing fiduciary is not a drama: the accounting data belongs to the company, and a clean export (entries, chart of accounts, linked documents) allows a transition at year-end. A provider who locks in a client's data says a lot about how it works.

Two people reviewing numerical reports

The Swiss legal frame for invoice scanning

Swiss accounting law has been unified in the Code of Obligations since 2013: the same bookkeeping rules (art. 957a CO) and retention rules (art. 958f CO — 10 years for books, vouchers and reports) apply regardless of legal form. Invoice scanning sits squarely within this frame, including for companies based in Satigny.

For invoice scanning, the classic early mistake remains mixing private and business: a dedicated bank account and documented private withdrawals eliminate half the discussions with the tax office.

Satigny: what changes, what does not

Satigny (postal code 1242, canton Geneva) applies the same federal rules as the rest of the country: what changes in Satigny are the cantonal counterparts — tax administration, compensation office, commercial register.

Satigny requires no special bookkeeping: the Code of Obligations applies at postal code 1242 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

What is the difference between a limited and an ordinary audit?

The ordinary audit applies to companies exceeding, for two consecutive years, two of three thresholds: CHF 20 million balance sheet total, CHF 40 million revenue, 250 full-time positions. Others fall under the limited audit, and those with no more than ten full-time positions on annual average can opt out with all shareholders' consent. These federal thresholds do not depend on the registered seat — in Satigny as anywhere.

How long must records related to invoice scanning 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 Satigny can therefore archive fully digitally.

Do you need a fiduciary for invoice scanning, 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 Satigny.

How much does invoice scanning cost in Satigny?

It depends on document volume, the number of salaries and VAT complexity — no serious figure can be quoted without examining the file. Two levers cut the bill everywhere: digitised, well-filed receipts and software that prepares entries instead of having them re-keyed.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates invoice scanning for businesses in Satigny: 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.