What else we have built.
Stempli is not our only tool. We build software for Swiss companies, each with a clear purpose: from an invoicing app you can use right away without prior knowledge to a comprehensive industry CRM for insurance brokers.
SaldoFlow
Write an invoice, sent in two minutes.
Quotes, invoices and payment reminders without accounting knowledge. You type in what you sold, SaldoFlow calculates VAT and creates the finished PDF with a Swiss QR code.
- Quotes and invoices with QR code, totals and VAT calculate themselves
- Automatic payment reminders, polite and in your customer's language
- Import the bank statement, payments find their invoice by themselves
- Subscriptions and recurring invoices go out automatically
- Documents in German, French, Italian or English
Brokernest
Your entire brokerage in one system.
Clients, policies, deadlines, documents, sales, commissions and FINMA reporting in one place. Brokernest flags expiring contracts and creates cancellation letters as PDF, so you have more time for advising.
- All policies, documents and the contact history per client in one place
- The dashboard flags expiring contracts 3 to 12 months in advance
- Cancellation, power of attorney and mandate as PDF in seconds
- Roles and permissions: each broker sees only their own portfolio
- Commission classes, cancellation reserve account and statements as PDF
Mandaro
The CRM for Swiss fiduciary offices.
Clients, mandates, deadlines, tasks, invoices with QR-bill and dunning in one system. Mandaro monitors the deadlines of your mandates and turns completed tasks into invoice items.
- Mandate management with tracked deadlines per client
- Tasks and deadline control for the whole team
- Completed tasks automatically become invoice items
- Invoices with QR-bill, dunning and incoming payments
- Leads and referral commissions in the same system
Questions about one of our apps?
Features, pricing or setup: we answer you personally.
For insurance and fiduciary services, we have partners.
We don't offer these services ourselves. Instead we work with experienced Swiss partners who advise small companies personally. The initial consultation is free.
Foscaldi Consulting
Your business, properly insured.
Business liability, personal insurance, pension fund and property insurance, with personal advice from Foscaldi Consulting in Zurich.
- Business liability for property damage and injury to third parties
- Daily sickness allowance and accident cover for you and your staff
- The right occupational pension (BVG) solution incl. death and disability
- Business insurance for furniture, goods and machinery
- One dedicated contact who knows your policies
Foscaldi Treuhand
Accounting, taxes, payroll? Covered.
Foscaldi Treuhand takes care of the financial side of your business, reliably and on time. Accounting from CHF 200 per month.
- Accounting with clear figures every month
- Payroll, AHV social security reporting and HR administration
- Tax returns and tax advice, all deductions included
- Company formation: legal form, commercial register, authorities
- Domicile service with business address and mail handling