Manage Swiss real estate – step by step

The recommended order so all tools work together meaningfully right away. Each step builds on the previous one.

A mandate is a client of your management company — a firm, a couple, a condominium owners' association. Its properties belong to it, and it has its own accounting: its own chart of accounts, balance sheet and closing. If you only manage your own property there is exactly one — you never need to think about it.

For the paths you do not walk every day there are assistants. They ask only what is needed and say at each step what it is for. All of them sit on the left in the menu group Assistants, which is open by default.

If you manage your own buildings and have no clients, you do not need the word “mandate”. With the account type private owner it disappears from the menu and the setup.

Every thing works the same way — a flat like an account or a document. Learn it once and it applies everywhere.

Swiss Immo Tools revolves around your properties. What you enter there once, all tools reuse automatically.

On your first login you choose whether you work privately or as a management company/business. This controls, among other things, the property limit.

Your company/sender details. They are pre-filled everywhere – e.g. as payee in the QR invoice or sender on statements.

A person is recorded once and then linked to objects — as tenant, owner, management or tradesman. That link is called a role, and it carries the dates, the settlement and the collection.

Create your properties and enter the units. This data is the basis for the rent roll, statements and reporting.

Allocation keys define by which measure costs are distributed among the units (e.g. by area, value quota, persons or consumption). They are available for selection in the utility, heating and condominium statements.

Property accounting is double-entry accounting with a Swiss chart of accounts. Every booking has a debit and a credit account.

Split one payment across several accounts (e.g. an invoice with several positions or different VAT rates).

Upload a photo or PDF of a receipt – the AI reads amount, date and supplier and suggests the booking.

Already running a client in another program? Its account statement is imported: accounts, entries, owners, tenants and incoming payments. Whatever Swiss-Immo can produce itself is deliberately NOT imported — otherwise it would appear twice.

Import the bank statement (CAMT/CSV) – the AI assigns each line to the appropriate account.

Overview of all tenancies of a property with net rent, service charges and gross rent.

Charge rents due per tenant over the year, record incoming payments and track open items.

Generate valid Swiss QR payment slips with your QR-IBAN.

Adjust the rent in a legally compliant way on a reference-rate change, inflation or an indexed/stepped rent.

Publish vacant objects as a public listing in one click – including AI description in DE/FR/IT/EN. Applications come back structured into the people file.

Distribute the operating costs of a rental property across the units on a period basis and settle advance-payment balances.

Distribute heating and hot-water costs by consumption: base costs by area or volume, consumption costs by metering.

Distribute the common costs of a condominium owners' association by value quota (or another key), incl. renovation fund and advance instalments.

Plan a condominium's renovation fund and maintain the balance per owner by value quota.

Key figures across all properties: income, expenses, cash flow, budget-vs-actual, vacancy and open items (receivables).

A property's detail page bundles units, key figures, documents and matching tools in one place.

Give owners or tenants secure read access to selected documents and key figures.

From zero to a ready-to-use property – walked through once.

Move-out, handover, deposit and new lease – without forgetting anything.

Reference rate, inflation, rising costs — an adjustment is only valid in the prescribed form. From the reason to the new amount due.

A flat changes owner mid-year. Costs, instalments and the tax statement are split by days — the platform does the maths, you only enter the date.

From collecting costs to the ready-to-send statement per tenant.

What repeats every month: money received, documents posted, open items reviewed, invoices paid.

Detect the open claim, dun, post the dunning fee, hand over if needed.

From the vacant apartment to the published listing with incoming applications.

Settle common costs, maintain the renovation fund, prepare the meeting.

Close the period cleanly and get the overview of the portfolio.

Free, Starter, Private, Pro and Business – more objects, more AI actions, a longer time machine, team seats.

With the Team subscription, several people work in the same account – shared properties, documents and accounting.

Receipts stay available for 3 years by default. With the Compliance Pack, 5 or 10 years (CO 958f-compliant).

You always have the right to access and deletion (revFADP/GDPR).