For Swiss households – individuals, families, sole traders

Your household paperwork. Done.

Accounts, bills, taxes and your emergency folder in one place. Fina, your personal finance assistant, reads your bills, keeps track of deadlines and finds possible tax deductions. You save time, stay organised and keep the overview – and finally have a clear head.

Try FinaSee pricing
From CHF 13 a month – less than a streaming subscription. And lots of time saved.

14 days free. No credit card. Ends automatically.

See prices · from CHF 13 a month

Scanning a QR bill with the CasaFin app
FinaYour health insurance is due on Friday. Shall I remind you on Thursday?
Tax folderYour salary statement is already in your tax folder.
Scan QR billPoint your phone – Fina reads amount and due date.
CasaFin app: Fina on the home screen

Companies have tools. At home, everything is done by hand.

Every household in Switzerland keeps a small set of books. Just without software, usually in the evening.

Couple sorting bills and papers on the floor
Sound familiar?
With Fina

No more reminders from creditors.

Fina reminds you before every deadline – whether by post, email or eBill.

With Fina

No more hunting for receipts.

Every receipt is already in your tax folder when spring comes.

With Fina

Ready for emergencies.

Policies, powers of attorney and contacts – in the emergency folder for the people you trust.

Ready in three steps.

01

Try Fina

14 days with every feature. No credit card, ends automatically.

02

Snap your first receipt

Scan a bill or receipt. Fina reads the amount, date and vendor.

03

Sit back

Fina reminds you of deadlines and keeps everything ready for your tax return.

Everything a household needs to get done. In one place.

You ask, Fina does it. And you always see where you stand.

Bills and deadlines

Bills and deadlines

Snap the paper, upload a PDF or forward the email – Fina files the bill and reminds you before it is due.

Monthly close

Monthly close

Like a company, just for your family. Four steps, one clear picture.

Ask Fina

Ask Fina

Your personal finance assistant. Always in your pocket. “What is due this month?” – by text or voice. Fina also writes letters, for example a cancellation.

Tax folder

Tax folder

Receipts land in the right folder all year long. Fina spots possible deductions.

Emergency folder

Emergency folder

Policies, powers of attorney, contacts – encrypted, for the people you trust.

Budget

Budget and savings goals

Every category at a glance. No Excel, no catching up.

Family relaxed at the table

The year of a Swiss household.

Every monthHealth insurance, rent, utilities
SpringTax return, depending on your canton
By 30 NovemberCancel or switch basic health insurance
By 31 DecemberPay into your pillar 3a

Fina keeps an eye on every one of these deadlines. You no longer have to remember them.

Financial data deserves special care.

Encrypted

Your data is stored encrypted. To read a receipt, it is processed briefly and not stored.

AES-256

Receipts and documents are transferred and stored encrypted.

FADP-compliant

Built for the Swiss Federal Act on Data Protection, hosted in the EU.

No bank login needed

You decide what you enter. A bank connection is planned – and it will only be able to read.

Simple. Transparent.

CasaFin Solo costs CHF 13 a month – less than a streaming subscription, and it saves you lots of time. With the annual plan, two months are free.

Solo

CHF 13 /mo
  • Bills and deadlines
  • Receipts and tax folder
  • Budget and savings goals
  • Fina, your finance assistant
Start Solo

Solo Business

CHF 19 /mo
  • Everything in Solo
  • Private and business kept separate
  • Bookkeeping for your sole proprietorship
  • VAT report, export for your accountant
Start Business
For families

Family

CHF 29 /mo
  • Everything in Solo
  • Up to four areas, e.g. household and parents
  • Shared budget and savings goals
  • Emergency folder for the family
Start Family

Premium

CHF 69 /mo

Your private family office.

  • Unlimited areas: household, parents, property and business
  • Unlimited accounts, portfolios and 3a
  • Family and sole proprietorship in one plan
  • Everything in Family incl. emergency folder
Start Premium

CasaFin does not replace binding tax, AHV or fiduciary advice.

Michaela Boppart, founder

Built by someone who knows finance.

For 27 years I have made sure companies have their numbers under control. At home I noticed that exactly this was missing – and everyone feels the same. That is why CasaFin exists: so paperwork no longer eats up your evenings.

Michaela Boppart · Founder of CasaFin

Fina always with you.
As an app on your phone.

CasaFin runs right in your browser and can be added to your home screen in seconds – no app store, no update hassle.

Try free for 14 days. No credit card.
CasaFin app on a phone

CasaFin on your iPhone

  1. Open casafin.ch/app in Safari.
  2. Tap Share at the bottom (square with arrow).
  3. Choose Add to Home Screen – done.

CasaFin on your Android phone

  1. Open casafin.ch/app in Chrome or Samsung Internet.
  2. Tap the menu ⋮ at the top right.
  3. Choose Install app – done.
Open the app now

Frequently asked questions

Is CasaFin secure?

Your data is stored encrypted. To read a receipt, it is processed briefly and not stored.

Do I need a business?

No. CasaFin is made for private households. If you also run a sole proprietorship, Solo Business keeps private and business separate.

Do I have to connect my bank account?

No. You photograph bills and receipts or import a bank statement. A direct bank connection is planned and will only be able to read.

Can I cancel at any time?

Yes. All plans run monthly or yearly and can be ended at any time for the end of the term – a short email to hello@casafin.ch is enough.

What comes next?

Next we are working on the direct bank connection, so transactions land in CasaFin automatically.

Who is behind it?

CasaFin is built in Switzerland by Boppart Digital. After 27 years in finance, the problem comes straight from practice.

Your evenings are yours again.

14 days free. No credit card. Ends automatically.

Try Fina