Features
Everything BüroPilot does, explained one job at a time.
Each feature exists to remove a specific piece of admin work: writing an offer, sending an invoice, chasing a payment. Here is what each one actually does.
One connected workflow, not nine separate tools.
Client details, prices and document history are entered once and reused by every document you create.
- 01
Client
Structured Swiss address, contact person and notes.
- 02
Offer
Built from saved products and prices.
- 03
Invoice
Converted from the offer, with QR payment details.
- 04
Payment
Status tracking and reminders when a due date passes.
Offers
Send a professional offer while the job is still fresh.
- The problem
- Offers get written in the evening, in a word processor, by copying last month's file and hoping every price was updated.
- With BüroPilot
- Pick a client, add saved services and products, review the document and send the PDF. Numbering, totals and VAT are calculated for you.
- Reusable client and product records
- Automatic document numbering
- PDF preview before sending
- One-click conversion to an invoice
Muster Maler GmbH
Badenerstrasse 125
8004 Zürich
CHE-123.456.789 MWST
Bauprojekt Zürich AG
Musterweg 4
8005 Zürich
Offerte
Nr. OF-2026-0118 · 12.02.2026
| Pos. | Bezeichnung | Menge | Total |
|---|---|---|---|
| 1 | Malerarbeiten Innenräume | 42.00 h | 2’436.00 |
| 2 | Abdeckmaterial und Farbe | 1.00 pauschal | 140.00 |
| 3 | Anfahrt und Entsorgung | 2.00 Std. | 90.00 |
Gültig bis 06.03.2026 · Vielen Dank für Ihr Vertrauen.
Swiss QR invoices
Invoices with the payment section Swiss clients expect.
- The problem
- An invoice without the payment information your client's bank expects means questions, delays and manual corrections.
- With BüroPilot
- BüroPilot prepares invoices with a Swiss QR payment section, your VAT rates, due dates and company branding.
- Swiss QR payment section
- Configurable VAT per line
- Due-date rules and payment terms
- Your logo, colors and company details
Muster Maler GmbH
Badenerstrasse 125
8004 Zürich
CHE-123.456.789 MWST
Bauprojekt Zürich AG
Musterweg 4
8005 Zürich
Rechnung
Nr. RE-2026-0042 · 12.02.2026
| Pos. | Bezeichnung | Menge | Total |
|---|---|---|---|
| 1 | Malerarbeiten Innenräume | 42.00 h | 2’436.00 |
| 2 | Abdeckmaterial und Farbe | 1.00 pauschal | 140.00 |
| 3 | Anfahrt und Entsorgung | 2.00 Std. | 90.00 |
Zahlteil · Swiss QR
Konto / Zahlbar an
CH93 0076 2011 6238 5295 7
Muster Maler GmbH
Währung / Betrag
CHF 2’772.75
Prototype visual. Not a scannable payment code.
Payment reminders
Follow up without an awkward phone call.
- The problem
- Overdue invoices are easy to postpone, and the longer you wait the harder the conversation gets.
- With BüroPilot
- Overdue documents are listed together with a reminder that is already filled in with the right invoice and client details. You review the wording and send.
- Multiple reminder levels
- Editable, polite default wording
- Original invoice attached
- Full reminder history per client
Muster Maler GmbH
Badenerstrasse 125
8004 Zürich
CHE-123.456.789 MWST
Bauprojekt Zürich AG
Musterweg 4
8005 Zürich
Zahlungserinnerung
Nr. RE-2026-0042 · 12.02.2026
Sehr geehrte Damen und Herren, unsere Rechnung RE-2026-0042 ist seit dem 14.03.2026 offen. Wir bitten Sie höflich um Begleichung des Betrags.
Zahlteil · Swiss QR
Konto / Zahlbar an
CH93 0076 2011 6238 5295 7
Muster Maler GmbH
Währung / Betrag
CHF 2’772.75
Prototype visual. Not a scannable payment code.
Clients
Every client detail in one structured record.
- The problem
- Addresses live in a phone, an inbox and three old documents — and each copy is slightly different.
- With BüroPilot
- Keep structured addresses, contact people, internal notes and the complete document history of each client in one place.
- Structured Swiss address fields
- Contact people per company
- Internal notes only your team sees
- Complete offer, invoice and reminder history
Products and services
Save what you sell, stop retyping it.
- The problem
- Typing the same service description and price into every document invites typos and inconsistent pricing.
- With BüroPilot
- Store frequently used services and products with their unit, price and VAT rate, then add them to any document in two clicks.
- Units, prices and VAT stored per item
- Search and add while writing a document
- Consistent wording on every offer
- Update a price once, use it everywhere
PDF and email
Export and send without leaving the platform.
- The problem
- Downloading a file, opening the mail client and attaching the right version is three chances to send the wrong document.
- With BüroPilot
- Export any document as a PDF and send it directly to the client from BüroPilot, with the file attached and the send recorded in the document history.
- Print-ready A4 PDF export
- Direct email sending with attachment
- Sent status recorded on the document
- Re-send the same document at any time
Muster Maler GmbH
Badenerstrasse 125
8004 Zürich
CHE-123.456.789 MWST
Bauprojekt Zürich AG
Musterweg 4
8005 Zürich
Rechnung
Nr. RE-2026-0042 · 12.02.2026
| Pos. | Bezeichnung | Menge | Total |
|---|---|---|---|
| 1 | Malerarbeiten Innenräume | 42.00 h | 2’436.00 |
| 2 | Abdeckmaterial und Farbe | 1.00 pauschal | 140.00 |
| 3 | Anfahrt und Entsorgung | 2.00 Std. | 90.00 |
Zahlteil · Swiss QR
Konto / Zahlbar an
CH93 0076 2011 6238 5295 7
Muster Maler GmbH
Währung / Betrag
CHF 2’772.75
Prototype visual. Not a scannable payment code.
Payment status
Know what is open, due soon, paid or overdue.
- The problem
- Cash-flow decisions get made from memory instead of from an actual list of outstanding invoices.
- With BüroPilot
- Every invoice carries a clear status, and the dashboard totals open, paid and overdue amounts so you can see where you stand.
- Open, due soon, paid and overdue states
- Totals per status in CHF
- Upcoming due dates in order
- Mark payments as received manually
Welcome back, Muster Maler GmbH
Here is the summary of your office this month.
Paid this month
Incoming payments
CHF 20’520.32
+1.5%Open invoices
Awaiting payment
CHF 15’800.45
+3.2%Overdue
Reminder level 1–3
CHF 5’120.78
+4.7%Cash position
Balance across your business accounts
CHF 42’323.44
- Inflow
- CHF 33’847.00
- Outflow
- CHF 7’456.00
Revenue
Invoiced amounts per month
Recent activity
Latest offers, invoices and reminders
| Document | Client | Date | Status | Amount |
|---|---|---|---|---|
| RE-2026-0042Invoice | Bauprojekt Zürich AG | 12.02.2026 | Overdue | CHF 2’772.75 |
| OF-2026-0038Offer | Seeblick Immobilien GmbH | 04.02.2026 | Sent | CHF 4’260.00 |
| RE-2026-0041Invoice | Familie Meier | 28.01.2026 | Due soon | CHF 1’550.00 |
| MA-2026-0011Reminder | Praxis am Bahnhof | 20.01.2026 | Sent | CHF 890.40 |
| RE-2026-0039Invoice | Praxis am Bahnhof | 09.01.2026 | Paid | CHF 890.40 |
Document templates
Documents that look like your business.
- The problem
- Generic documents make a small business look like it is still improvising.
- With BüroPilot
- Add your logo and company details on every plan. With Pro, adjust template layout, colors and accents so documents match your brand.
- Company details and logo on all plans
- Custom colors and accents with Pro
- Layout variants per document type
- Consistent branding across offers, invoices and reminders
Muster Maler GmbH
Badenerstrasse 125
8004 Zürich
CHE-123.456.789 MWST
Bauprojekt Zürich AG
Musterweg 4
8005 Zürich
Offerte
Nr. OF-2026-0118 · 12.02.2026
| Pos. | Bezeichnung | Menge | Total |
|---|---|---|---|
| 1 | Malerarbeiten Innenräume | 42.00 h | 2’436.00 |
| 2 | Abdeckmaterial und Farbe | 1.00 pauschal | 140.00 |
| 3 | Anfahrt und Entsorgung | 2.00 Std. | 90.00 |
Gültig bis 06.03.2026 · Vielen Dank für Ihr Vertrauen.
AI writing assistant
A first draft for the text you never enjoy writing.
- The problem
- Service descriptions, cover emails and reminder wording take longer to phrase than the work took to do.
- With BüroPilot
- The assistant suggests wording for descriptions, emails and reminders based on the document you are working on.
- Suggestions for service descriptions
- Draft cover emails
- Reminder wording at each level
- Available on the Pro plan
Every AI suggestion is a draft. Nothing is sent until you have read, edited and approved it.
Muster Maler GmbH
Badenerstrasse 125
8004 Zürich
CHE-123.456.789 MWST
Bauprojekt Zürich AG
Musterweg 4
8005 Zürich
Zahlungserinnerung
Nr. RE-2026-0042 · 12.02.2026
Sehr geehrte Damen und Herren, unsere Rechnung RE-2026-0042 ist seit dem 14.03.2026 offen. Wir bitten Sie höflich um Begleichung des Betrags.
Zahlteil · Swiss QR
Konto / Zahlbar an
CH93 0076 2011 6238 5295 7
Muster Maler GmbH
Währung / Betrag
CHF 2’772.75
Prototype visual. Not a scannable payment code.
Which plan includes which feature.
Prices are per company account and exclude VAT.
Invoices with QR payment details
Starter
IncludedBusiness
IncludedPro
IncludedPDF export and email sending
Starter
IncludedBusiness
IncludedPro
IncludedDocument archive
Starter
IncludedBusiness
IncludedPro
IncludedBasic client entry while invoicing
Starter
IncludedBusiness
IncludedPro
IncludedOffers and offer-to-invoice conversion
Starter
Not includedBusiness
IncludedPro
IncludedFull client management
Starter
Not includedBusiness
IncludedPro
IncludedProducts and services library
Starter
Not includedBusiness
IncludedPro
IncludedPayment status tracking
Starter
Not includedBusiness
IncludedPro
IncludedPayment reminders
Starter
Not includedBusiness
IncludedPro
IncludedAI writing assistant
Starter
Not includedBusiness
Not includedPro
IncludedCustom templates and branding
Starter
Not includedBusiness
Not includedPro
IncludedRecurring documents
Starter
Not includedBusiness
Not includedPro
IncludedPriority support
Starter
Not includedBusiness
Not includedPro
Included
| Feature | Starter | Business | Pro |
|---|---|---|---|
| Invoices with QR payment details | Included | Included | Included |
| PDF export and email sending | Included | Included | Included |
| Document archive | Included | Included | Included |
| Basic client entry while invoicing | Included | Included | Included |
| Offers and offer-to-invoice conversion | Not included | Included | Included |
| Full client management | Not included | Included | Included |
| Products and services library | Not included | Included | Included |
| Payment status tracking | Not included | Included | Included |
| Payment reminders | Not included | Included | Included |
| AI writing assistant | Not included | Not included | Included |
| Custom templates and branding | Not included | Not included | Included |
| Recurring documents | Not included | Not included | Included |
| Priority support | Not included | Not included | Included |
Full prices and billing details are on the pricing page.
Try the whole workflow on your own documents.
Create an account, add your company details and send your first invoice today.
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