Filing Swiss taxes means hunting down a Steuerauszug from each bank, broker and 3a provider. Finch generates one consolidated annual statement covering every account you've connected — bank, brokerage, crypto, 3a — ready for your tax return or your fiduciary.
Every account, every transaction, every balance — in one export.
Bank, brokerage, crypto and pillar 3a in one consolidated view.
Send straight to your fiduciary or upload to your tax software.
Calendar-year defaults, customisable to any range.
EUR, USD, GBP balances converted to CHF at year-end FX rates.
Generated locally on demand. FADP-compliant, never sold.
Each Swiss bank issues its own Steuerauszug, often behind a paywall. If you have accounts at three banks, a broker and a 3a provider, you spend hours collecting documents. Finch consolidates them: year-end balances per account, full transaction history, dividends, interest and fees — in CHF.
Year-end balance per account, total inflows and outflows per category, dividends and interest received, brokerage realised gains, crypto holdings (with year-end valuation in CHF) and pillar 3a contributions per provider — all in one PDF or CSV export.
Export per fiscal year (calendar year by default), per account or per category. Send the file directly to your fiduciary, accountant or treuhänder — no need to fish through five banking portals.
UBS, ZKB, PostFinance, Raiffeisen, Migros Bank, all cantonal banks, Yuh, Zak, Swissquote, Saxo, Selma, plus crypto (Coinbase, Binance) and pillar 3a (VIAC, frankly, finpension).
Yes. Finch generates one consolidated annual statement covering every connected bank, brokerage, crypto wallet and pillar 3a provider — ready for your Swiss tax return.
Finch's export is a consolidated personal-use document. For asset-tax assertion you may still want the bank's official Steuerauszug, but Finch saves hours of cross-checking and is accepted by most fiduciaries as a working file.
Yes. Export as PDF or CSV and forward it directly. Many users grant their fiduciary read access for ongoing visibility.
No. Finch never sells your data. Exports are generated on demand and stay yours.
Join the Finch waitlist or download the app from the Swiss App Store.