ERPLight

Introduction to ERPLight

ERPLight is a lightweight enterprise resource planning (ERP) system designed specifically for businesses and self-employed professionals in Switzerland. It focuses on core operational tasks—quoting, order management, invoicing, customer relationship management, and expense tracking—without the complexity of traditional ERP platforms. The system is built to comply with Swiss regulatory requirements, including QR invoice standards and GDPR-equivalent data protection (DSGVO).

Target users include freelancers, sole proprietors, and small to medium-sized enterprises (SMEs) operating in Switzerland who require an intuitive, locally compliant solution for financial and administrative workflows. ERPLight operates as a web application with optional mobile access and supports both offline-first usage (Starter plan) and cloud-hosted data (Professional and Business plans).

Key Takeaways

• Generates Swiss-compliant QR invoices compatible with all major Swiss banks, including UBS, Raiffeisen, and PostFinance
• Offers a permanently free Starter plan with no credit card required and no time limit
• Supports end-to-end document workflows: quotes → orders → invoices, with one-click conversion
• Enables expense capture via mobile camera—users photograph receipts to log expenses instantly
• Provides branded PDF export and customizable document templates (Professional and Business plans)
• Includes automated ZIP export for tax advisors (Treuhänder), containing invoices, expense records, and a summary PDF
• Fully responsive interface optimized for desktop, tablet, and smartphone use
• Stores data locally in-browser for Starter users; cloud-hosted and DSGVO-compliant for paid tiers

How ERPLight Works

Users begin by creating a business profile and configuring basic settings such as company details, default currency (CHF), and bank account information. From the dashboard, they can generate quotes using pre-defined templates, convert approved quotes into formal orders, and issue invoices with embedded Swiss QR payment slips. Each invoice automatically populates bank details, reference numbers, and payment deadlines per Swiss standards.

Expenses are captured either manually or by uploading receipt photos via the mobile interface—the system stores images, extracts metadata (date, amount), and categorizes entries. Customer data—including contact information, transaction history, and open balances—is centralized and searchable. All documents (quotes, orders, invoices, expense records) can be exported as PDFs, and paid-tier users benefit from cloud synchronization, multi-user access controls, and scheduled reporting.

The Treuhänder export function compiles selected documents into a timestamped ZIP archive, including a summary PDF report that aggregates turnover, outstanding receivables, and categorized expenditures—designed to meet standard Swiss accounting handover requirements.

Core Benefits and Applications

ERPLight streamlines routine administrative tasks for Swiss SMEs, reducing manual data entry and minimizing compliance risk. Its QR invoice automation accelerates payment collection by enabling customers to scan and pay directly through their banking apps. The mobile-first receipt capture supports field-based professionals—such as tradespeople and consultants—who incur expenses on-site.

The tiered pricing model allows businesses to scale functionality as needed: the free Starter plan serves solopreneurs handling limited transactions, while Professional adds branding, cloud backup, and structured expense management. Business-tier features—including multi-sender profiles, custom document layouts, and installment billing—support growing teams managing multiple brands or accounts. Integration with Swiss banking infrastructure and adherence to local tax documentation standards make ERPLight particularly suited for seamless collaboration with Swiss tax advisors and auditors.