Do you have a question about accounting, purchasing, sales, payroll, or Swissdec? Meet Bizi, your new Winbiz smart assistant! Available anytime, Bizi helps you quickly find answers to your questions and simplify your daily routine.
What exactly is Bizi?
At Winbiz, our goal is to support you every day and make your work easier and more efficient.
With this in mind , we’re launching Bizi, our new AI-powered assistant designed specifically for Winbiz users.
Bizi draws on all the information published in the FAQ section of our website. As a result, Bizi has expertise in the various features of Winbiz, including accounting, purchasing, sales, payroll, and many other topics.
It can also assist you with questions related to social insurance, withholding tax, and Swissdec.
No need to scroll through countless pages to find information: simply ask your question, just as you would a colleague, and Bizi will provide an answer in seconds.
A new, handy tool to save you time and help you use Winbiz every day!
How do you use Bizi?
Good news: you don’t need to be an expert in computers or artificial intelligence to use Bizi!
The assistant works with natural language. So you can ask it your questions directly, in your own words, without any special commands.
To get started:
- Access Bizi from our page dedicated to the AI assistant and log in with your credentials.
- Ask your question by clearly describing what you want to know.
- Provide additional context if necessary, including the relevant Winbiz module, canton, year, or specific situation you’re facing.
- Review the suggested answer and verify the key information before applying it.
The more specific your question is, the more relevant Bizi’s answer will be.
What kinds of questions can you ask Bizi?
Thanks to the information in our FAQ, Bizi can help you with a wide range of topics related to using Winbiz.
Here are a few examples of questions you can ask Bizi:
Accounting
- “How do I create a new journal entry in Winbiz?”
- “How do I perform a bank reconciliation?”
- “How do I prepare my financial statements?”
- “How do I correct an accounting entry?”
Purchases and Sales
- “How do I create a customer invoice in Winbiz?”
- “How do I record a vendor invoice?”
- “How do I manage open invoices?”
- “How do I issue a credit memo?”
Salaries and Swissdec
- “How is withholding tax calculated?”
- “How do I submit an ELM transmission with Swissdec?”
- “How do I update an employee’s information?”
- “What are the steps for preparing year-end payroll?”
And that’s not all! Bizi can also answer many other questions covered in our FAQ.
Our tip: Don’t hesitate to ask detailed questions and specify the module in question. For example, instead of asking, “How do I make a correction?”, ask, “How do I correct a vendor invoice in Winbiz?”
An assistant available whenever you need it
One of Bizi’s biggest advantages is its availability.
Whether you’re working early in the morning, during the day, or outside of regular support hours, you can ask Bizi your questions at any time.
With Bizi, you can, among other things:
- Save time by finding the information available in our FAQ more quickly.
- Get explanations of the features of the various Winbiz modules.
- Gain a better understanding of certain procedures related to accounting, purchasing, sales, or payroll.
- Work more independently when you encounter a common question.
- Get additional assistance to complement our documentation and support team.
A real boost for businesses, self-employed professionals, and fiduciaries!
Some best practices for getting the most out of Bizi
Like any AI-powered tool, Bizi may sometimes provide an incomplete or inaccurate answer, especially when the question lacks context or the situation is unusual.
It’s therefore important to always verify the information you receive before acting on it, especially when it concerns accounting, payroll, or legal obligations.
Also, avoid sharing personal or confidential data that isn’t necessary for your question.
And because Bizi is designed to evolve with your needs, your feedback is invaluable!
If an answer seems incorrect or incomplete to you, you can send your question and the answer you received—as text or a screenshot—to support@winbiz.ch.
This feedback will help us continuously improve the performance of your new assistant.
Bizi: A New Partner in Your Daily Life with Winbiz
With the launch of Bizi, Winbiz remains committed to providing you with tools that are increasingly practical, accessible, and tailored to the needs of Swiss professionals.
By making the information in our FAQ readily available whenever you have a question, Bizi offers you a new way to find information and make better use of your software’s features.
So, are you ready to get to know Bizi?
Discover your new smart assistant now and start asking it questions!