Frequently asked questions.

neoo is built for modern Swiss SMEs and startups, particularly growing companies with roughly 5–150 employees.

It is ideal for companies that don’t want to move their entire business into a large ERP suite such as Abacus or Odoo. Instead, they prefer to choose the best tools for each part of their business — with neoo at the heart of their accounting and an open architecture connecting everything around it.

No. neoo is designed to fit into your existing tech stack.

Use native integrations, our REST API or custom-built connections to connect the tools that already work well for your business.

Yes. Multiple legal entities can be managed within neoo while keeping their accounting data clearly separated. User access and permissions can be defined individually for each company.

neoo accounting is available in German, French and English. Each user chooses their own language, and emails and notifications arrive in it too.

Swiss charts of accounts are available in all three languages as well.

AI supports workflows throughout neoo — from reading documents and preparing bookings to matching bank transactions, identifying recurring patterns, suggesting automation rules and answering questions about your financial data.

The goal isn’t AI for the sake of AI. It is to make entire accounting processes smarter and more automated end-to-end.

Only where the process is clearly defined and neoo is sufficiently confident.

Recurring and rule-based processes can run automatically. Whenever a decision requires judgment or the AI isn’t certain enough, a person is brought into the process before anything is confirmed.

Yes. With the neoo AI Chat, you can ask questions in natural language about cash, revenue, costs, outstanding invoices, suppliers, customers and other accounting data.

Answers can link directly to the underlying transactions, so you can see exactly where the numbers come from.

Yes. neoo supports automation for recurring bank transactions, subscriptions, recurring invoices and other repetitive processes.

It can also recognise recurring patterns and suggest new automation rules, which you can activate with a click.

neoo connects to a growing range of Swiss and international banks, including UBS, Raiffeisen, PostFinance, Zürcher Kantonalbank, Zuger Kantonalbank, amnis, Revolut Business and Wise.

Transactions can flow automatically into neoo, while approved payments can be sent directly back to supported banks.

Yes. neoo already connects to systems such as Shopify, MOCO and Google Drive, with more integrations continuously being added.

For everything else, our REST API allows neoo to connect to your existing systems and workflows.

Tell us.

Our aim is to make the relevant parts of neoo accessible through the API. If an endpoint you need isn’t available yet, we’re happy to review the use case and extend the API where it makes sense.

Yes. If you use an industry-specific, internal or third-party system that isn’t connected yet, talk to us.

We can analyse the use case and build a custom integration between your system and neoo.

Yes. Granular roles and permissions define exactly what each user can access and do.

Approval workflows, workstations and amount limits can additionally define who is allowed to approve which transactions and up to what amount.

neoo is hosted on Swiss infrastructure, access is controlled through granular permissions and companies are separated at data level.

Relevant user actions, approvals and changes are recorded so that accounting processes remain transparent and traceable.

Yes. neoo lets you track your finances across three dimensions: accounts, projects and cost centers.

Projects can be allocated at line-item level, while cost centers can represent departments, teams, locations or other organisational units.

Yes. Employees can submit privately paid expenses for reimbursement as well as receipts for company debit and credit card transactions.

Cards can be assigned to individual users, making it easy to see which transactions belong to whom and where receipts are still missing.

Yes. neoo provides a mobile-optimised experience for workflows such as expenses, invoice approvals and dashboard access.

This allows users to handle the tasks that matter without having to be at their desk.

The first point of contact is the neoo AI Chat, which answers questions about the software directly from the neoo manual at no additional cost.

If you need a person, create a ticket directly inside neoo. Our team can help with both technical and accounting-related questions, while you stay informed about the status directly through the platform and by email.