Accounting software for fiduciaries

Collaborate easily with your clients and accurately control accounting operations according to the standards in force.

White logo representing an accounting chart for trustees

For your trustee

Simplified multi-account management

Manage all your clients on the same platform. File management gives you a complete overview of your data, intelligently grouping customer records and relevant documentation.

Accounting processes are simplified by single data entry and automatic calculations. With the support of the software, you can easily detect the slightest accounting error and thus ensure that your bookkeeping complies with current standards.

Record your hours worked and benefits in a TimeSheet. As the latter is linked to invoicing, your invoices are automatically generated according to the data entered and the rates established. The schedule allows you to program your tasks and appointments and to follow the legal deadlines.

    • Multiple account management
    • General accounting
    • Multi-currency
    • VAT statement
    • TimeSheet
    • Planning management

MCA figure – accounting software for trustees

Secure management of all your principals

Free demonstration

With an expert

4 + 5 =

A FLEXIBLE SOFTWARE SOLUTION

 

Different packages according to your needs

Icon of the first trust accounting software package

FI-110

From CHF 12.50 / month

Unlimited number of entries

General accounting

– Journal entries
– Summary of accounts
– Customised accounts (analytical accounting)
– Management of debtor and creditor accounts
– Final print pdf
– VAT increment and settlements
– Analysis by account
– VAT statements

Payments

– Payment schedule
– Subsidiary accounts payable
– Analysis of payments by period

Grouping of payments

    – Postfinance OPAE-FDS – iso :20022
    – Banks DTA (pain001) – EBICS – iso : 20022

Icon of the second accounting software package

FI-120

From CHF 19.- / month

Unlimited number of entries

In addition to FI-110:

Purchases

    – Management of services provided
    – Product management
    – Bar code management
    – Management of accounts, ‘Expense, Turnover’
    – VAT per product
    – Supplier management
    – Subsidiary supplier accounting

Sales

    – Client management with reports
    – Subsidiary accounting for clients
    – Quotes, order forms, worksheets
    – Invoices, QR-code pdf
    – Management of several correspondents per invoice, personalized text
    – Invoices and quotes sending in pdf format by e-mail
    – Collection – camt054 – iso : 20022
    – Table of open invoices with reminders
    – Graph
    – Documents sending by e-mail

TimeSheet

    – Definition of benefits, by line and by project
    – Settlement, selection of allocations for invoicing
    – Linked to activity reports, worksheet (customer settlement)

Icon of the third fiduciary accounting software package

FI-130

From CHF 25.- / month

Unlimited number of entries

In addition to FI-120:

HR-Employees

– Choice of wages by trade
– Management of social insurance statements
– Management of employer’s expenses
– Insurance documents
– Sub-ledger accounting
– Linked to general accounting

For any company

 

In Switzerland and Europe

MCA Figure is a Swiss management solution not only for Swiss companies but also for companies throughout Europe. The software is set up to meet the regulations in force in your country.

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Tailored to YOUR SPECIFIC NEEDS

Complete Swiss solutions for companies

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To meet the challenges of the legal and tax field, SaaS solutions help you manage your business with complete peace of mind.

View all information per file: contacts, tasks to be carried out, legal documents, deadlines, communications with the client, invoices, etc.