Home-care software and bookkeeping: what belongs together
For scheduling, client records, documentation and billing there are good systems in Switzerland. What doesn't exist is one that also does the bookkeeping — and that is exactly where most of the invisible work in a home-care organisation is created.
Where the chain breaks today
The billing goes to the health insurer. After that everything starts again from scratch: enter receivables, enter payables, allocate non-tariff revenue, reconcile the bank, prepare the year-end. And on top of that, the proof that won't wait.
The proof that is waiting on figures
The statistics on help and care at home are mandatory — four chapters, every year, via the canton. The residual-cost statement is checked by the municipality. And the financial manual requires cost and performance accounting.
All three assume figures are structured and up to date. Anyone who adds them up only after the year-end is working backwards.
What CuraSovo takes on
Your billing files become entries in bexio — contacts, revenue accounts, document links, automatically. From the same data comes the annual federal statistics: service hours by service type, clients by age group, revenue by payer, as an Excel file or a PDF report. The questionnaire shows you with a progress indicator what is still missing — you complete Chapter B (staff), CuraSovo fills in the rest.
For the residual-cost statement, a ready-made report is waiting. You build further ones yourself by drag and drop.
What bexio contributes
Supplier invoices by email straight into processing, receipts via the app with automatic reading, payment orders to your e-banking, incoming payments matched automatically, VAT reporting and the year-end from the same accounts. And if you employ staff: Swissdec-certified payroll with the unified salary reporting procedure.
Auditable without opening the client records
No treatment data reaches the books. Municipality, canton and accountant see what they need to see — and nothing beyond that. In the reports, age and sex stay locked as long as the volume of data would allow conclusions about individual people.
Bookkeeping and federal statistics from the same figures
Federal statistics from PLUS (CHF 49/month), custom reports and the residual-cost template from ULTRA (CHF 79/month). 15 minutes with us, no sales pitch.