The complete Axolot guide

Everything you need to manage your accounts from A to Z, from creating your Axolot ID to exporting for your fiduciary, feature by feature.

Getting started

Getting started with Axolot Axolot ID creation, free trial and first steps. Configure your company IBAN, QR-IBAN, VAT, currency, rounding and numbering. Interface, navigation and personalisation Navigation, light/dark theme, accent colour and multi-company. Administrative AVS, VAT, commercial register, insurance and pension planning, tracked from your situation.

Sales

Sales invoices Creation, lines, QR invoice, PDF, e-mail and payment tracking. Quotes Creation, statuses and conversion of a quote to an invoice. Customers Customer records, structured QR address and history. Articles & catalogue Catalogue of reusable services and products. Subscriptions & recurring invoices Invoice templates regenerated automatically on a fixed cadence.

Purchases & expenses

Receipts & expenses Scanning, automatic reading (OCR) and receipt validation. Purchase invoices Supplier invoice entry and payment tracking. Suppliers Supplier records with contact details and IBAN.

Accounting

Bank CAMT.053 import and automatic transaction sorting. VAT (AFC return) Registration, effective/TDFN method and AFC return. Provisions & tax estimate AVS, cantonal and municipal tax estimator.

Projects

Projects Projects, hourly rate and billing tracking.

Dashboards

Dashboard Overview and ready-to-use widgets. Custom dashboards Creating tailored dashboards. Axolot AI, your financial assistant An AI-generated summary of your finances, once a month.

Exports & closing

Fiduciary exports Journal export (CSV) and receipts (ZIP). Closing and locking periods Lock a period, immutability and reversals.

Plugins

Core features and plugins The difference between core features and optional plugins. Automatic bank connection Free modules for Revolut Business plus several Swiss banks via EBICS (PostFinance, Raiffeisen, UBS, Credit Suisse, BCV, BCN, BCBE/BEKB), with automatic transaction sync. Shopify store Install via the Shopify App Store for store connection, CHF order import and payout matching. Timer & time entry Live timer and report import. Time billing Converting time entries into invoice lines. Plugin catalogue Optional plugins and activation. App Store / Play Store self-billing Reverse invoices from Apple / Google reports.

Axolot ID & security

Install Axolot on your device PWA installation from Chrome, Edge or Safari. Sign-in & two-factor authentication Registration, sign-in, verified phone and 2FA (SMS, TOTP or e-mail). Licence & billing Trial, Axolot Perpetual Licence™, Axolot™ Subscription and secure payment. Security & data Isolation, audit logs and Swiss hosting. Buy a coffee Support Axolot with a one-off, optional tip.