Thanks to various technical aids and new approaches, limited accounting knowledge is all you need to post receipts and invoices in KLARA. This makes bookkeeping easy: automated bank reconciliation, help from artificial intelligence (AI help) to read your receipts, automatic management of your suppliers or reminders and dunning help for defaulting customers.

Yes, purchases in foreign currencies can be automatically and correctly converted into Swiss francs. If a KLARA user makes a purchase abroad, they can upload their receipt to KLARA. KLARA analyzes the receipt and recognizes the supplier, the receipt date, the payment amount and other information as usual. KLARA also automatically retrieves the official exchange rate from the Federal Customs Administration and converts the amount into Swiss francs.

Yes, KLARA automatically creates the VAT statement based on your VAT method (effective or net tax rate method). You can check the statement in KLARA and prepare it for the Federal Tax Administration (FTA). You can also use KLARA to settle your VAT as agreed and collected.

The monthly payroll run is automatically posted with KLARA Payroll including all insurances.

With the KLARA Cash Register, your sales per cash register are synchronized daily with the accounting system. All cash transactions and corrections to the cash balance are shown and posted.

Invoices and credit notes are posted individually from the KLARA CRM (order management) to your accounting system. All sales from the KLARA Online Shop that generate an order document or your invoices via KLARA Project are also automatically managed and booked in the accounting system.

With KLARA Inventory (additional KLARA widget for inventory management) you can view the daily posting of stock changes, provided the inventory is also managed as a value.

KLARA offers you numerous options for finding answers. We distinguish between two phases.

Setting up KLARA:

Under First steps, we guide you through the setup process with short videos. You can also learn a lot of interesting facts in our online training courses / webinars or browse through frequently asked questions and their answers in FAQs.

Support:

Don't have the time or motivation to set everything up yourself? Then use our set-up service. Our KLARA coaches will be happy to provide you with situational support after setup. You can also share questions and input via the community or get in touch with us using the form.

KLARA accounting was specially developed for the SME market in Switzerland and is also suitable for users with no prior knowledge of accounting thanks to its automated processes and intuitive user interface. Depending on individual requirements and company size, KLARA offers different packages with suitable functions for your business.

You can easily generate all the documents that may be required for a sale in KLARA: quotation, order confirmation, delivery bill, invoice. You decide which documents you want to create for each individual order. You can send the documents by e-mail, PDF or with KLARA Print & Send.