I'm starting a new business and I need to set up an accounting package with integrated CRM.
I'm looking at Swiss-based options with app and integrated billing etc.
Bexio
Klara
Atlanto
Fiduly
Any others ? I need as cheap as possible (lean startup)... but ultimately it needs to save me time and money (and be as headache-free as possible).
I can learn new systems, that's not the problem - I just knwo I have a small window to get that learning curve started before the business launches officially and I'm managing everything...
Using the KISS business principle, you might wish to start slowly with an Excel workbook and spreadsheets for Customer invoices (income), Supplier invoices (expenses) and possibly a detail list of customers. Customer invoices can be set up with an Excel template and then made into a pdf to email/ post to customers. Also keep a physical binder and an electronic folder for supplier invoices and consider opening a separate bank account, especially if there are a fair number of transactions.
After you have experience with your business and know your requirements, you can then switch to a more sophisticated system, if needed. Just my 2 Rappen.