Software for Swiss SMEs: from customer enquiry to paid QR invoice

What SME software in Switzerland needs to do

Many programs cover office work, but in everyday Swiss business the details matter. Here is what to look for:

• QR invoice to the Swiss standard: payment part with Swiss QR Code, QR reference or Creditor Reference and structured addresses.
• VAT shown correctly: standard rate 8.1%, reduced rate 2.6% and accommodation 3.8% per line item, with rounding to 5 centimes if you like.
• Quote, invoice and reminder in one flow: the accepted quote becomes the invoice, the overdue invoice becomes the reminder, without entering data again.
• National languages: interface and texts in German, French and Italian.
• Data protection under the FADP: clear information on who processes which data and where it is transferred.

Velro is built for exactly these requirements. How the payment part is structured is explained in the guide to the Swiss QR bill.

Where Velro fits into your business

Most SMEs work with several programs: email for customer enquiries, Word or Excel for quotes and accounting software such as bexio, Abacus or Banana for the books. In between, a lot gets retyped: from the enquiry into the quote and from the quote into the invoice.

That is exactly where Velro comes in. Velro works in your inbox and takes you from customer enquiry to paid QR invoice. Bookkeeping, payroll and year-end closing stay in your accounting software or with your fiduciary.

What the AI does and what you decide

The AI in Velro reads customer emails, recognises the request and writes suggestions: replies, quote line items and invoices. It knows your company knowledge, meaning services, pricing rules, frequent questions and your tone. More on the AI email assistant.

You make the decisions. Velro never sends anything on its own: you check every reply, quote and invoice before it goes out. Only follow-up rules that you explicitly switch on send automatically, using exactly the text you defined. Where else AI helps in the office is covered in the guide AI for SMEs.

Which businesses Velro is made for

Velro suits businesses whose jobs start with an email and who write their own quotes and invoices:

• Trades and construction: painters, electricians, plumbers, carpenters, gardeners
• Service providers: cleaning, removals, caretaking, IT support
• Agencies and consulting: anyone who quotes and invoices projects

Sole proprietorship or team with its own office: you start small and expand as your business grows.

Pricing

Velro is available as a fixed plan (Basic CHF 39, Pro CHF 99, Business CHF 199 per month, plus VAT where applicable) or as a custom plan from CHF 18 per month, where you only book the modules you need. Quotes and QR invoices are included from the Pro plan or can be booked individually as a module. Every plan can be tried free for 14 days. See all prices

How to find the right SME software

1. Where do you lose time today? Note for one week which office tasks keep repeating. That is where software helps most.
2. Check Swiss standards: QR invoices, VAT rates, rounding to 5 centimes and national languages should be a given.
3. Does it fit your tools? Your mailbox, calendar and accounting should be able to stay. Every switch costs time.
4. Clarify data protection: where are the servers, which providers process data and is it used for AI training?
5. Test with real cases: use the trial with real enquiries. After two weeks you know whether the software fits your day-to-day work.