Fynaro

For fiduciaries

Every mandate in one cockpit — without shipping files around

No exports, no ZIP by email, no version from last quarter. Your clients work in the same system and you see the status at any time — with your own login, logo and colour.

Free, no credit card. Unlimited documents on every plan.

The real problem isn’t the bookkeeping

It’s the collecting: chasing documents, reconciling formats, following up by email, and ending up in Excel anyway. Fynaro flips it — the data is already structured at the client.

  • Mandate cockpit with open tasks per client
  • White-label: your logo and colour in the portal (included in the Fiduciary plan)
  • Bulk onboarding: up to 100 mandates via CSV
  • Month-close assistant: bank reconciliation, VAT check, deferrals and anomalies
  • Your access does not consume a user seat at the client

Frequently asked questions

What does a mandate cost?
The Fiduciary plan is CHF 199 per month and includes up to 25 mandates plus unlimited users. Beyond that, terms are agreed individually.
Can clients enter data themselves?
Yes, and that’s the point: the client invoices and uploads receipts, you work on the same data. Roles cleanly separate who may see and change what.
Is payroll Swissdec-certified?
No — we say that plainly. Payroll calculates correctly and produces payslips, but it is not Swissdec-certified. For mandates subject to ELM this is a deliberate limitation today.

Try a single mandate first

Set up one mandate and test the workflow before moving your whole practice.

Fiduciary software for managing mandates · Fynaro