Why Findea, Fiduciary and Auditing Company Integrated Global Invoicing API

Managing a business is tough—handling invoices, taxes, and payroll shouldn’t slow you down. But for many, juggling multiple tools and platforms creates unnecessary headaches. Findea, a Swiss fiduciary company, saw this struggle. Their goal? To become the ultimate one-stop shop for business owners, simplifying financial management.

Findea Industry: fiduciary and auditing company About: Findea is a Swiss fiduciary and auditing company that specializes in providing accounting, payroll management, tax consulting, auditing, company incorporation, and domicile services for SMEs and startups. Type: B2B Website: https://www.findea.ch/

Key results

  • Seamless User Experience
  • Scalability & Compliance
  • Upselling & Monetization
  • Expanded Client Offering

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    Rather than building an invoicing system from scratch, Findea looked for a secure, scalable API that fit their ecosystem. But not all APIs are created equal. Security, credibility, and compliance were must-haves.

    This case study reveals how Findea found the perfect invoicing API, integrated it in weeks, and transformed their service offering.

    In this case study, we’ll cover:

  • Get To Know Findea.ch
  • Findea‘s Plan To Become the One-Stop Shop
  • Challenge With Choosing an Invoicing API
  • The Solution
  • The Results
  • Integrate Invoicing Feature In A Week

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    Get To Know

    Findea AG, established in 2005, is a Swiss fiduciary and auditing company specializing in services for small and medium-sized enterprises (SMEs) and start-ups. Their primary goal is to simplify and digitize fiduciary services, allowing business owners to focus on their core operations.

    Key Features:

  • Accounting;
  • Payroll Management: They handle payroll processing, ensuring compliance with Swiss regulations.
  • Tax Consulting: Tax optimization strategies and assistance with tax returns.
  • Auditing: They conduct financial audits and deliver comprehensive reports.
  • Company Incorporation: Findea assists in establishing new companies, offering guidance throughout the formation process.
  • Domicile Services: They offer registered office addresses across multiple Swiss cantons.
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    F

    Findea wanted to give clients complete freedom from the "boring stuff" in business. Their slogan says it all: "You run your business, we take care of the rest." To attract more clients and outpace competitors, they aimed to provide everything paper-related—from taxes and payroll to invoicing. However, when handling sensitive business information, clients need to see credibility and security in these features. Data must be protected, and mistakes are not an option.

    Additionally, no one wants to juggle multiple platforms. You know how frustrating it is to switch between different tools just to complete simple tasks. Everyone is looking for one place to handle it all—and that’s exactly where Findea steps in.

     

     

    Challenge With Choosing an Invoicing API

    Invoicing is often overlooked, even by companies handling taxes—but Findea saw an opportunity. Traditionally, invoicing has been manual, either on paper or PDFs sent via email. These methods often get lost, require manual labor, are time-consuming, and lead to costly errors—resulting in fines and wasted resources on corrections.

    With e-invoicing becoming mandatory in some countries and rapidly adopted worldwide, Findea recognized a huge opportunity to add it to their services. However, building an invoicing system in-house would take years and significant costs. Since invoicing wasn’t their core feature, they opted to integrate a third-party API—but that decision came with its own challenges:

  • Multitenancy – They needed a solution that allowed their clients to use the feature. An invoicing API without multi-user support wouldn’t work.
  • In-House Look – Taxes and paperwork are sensitive—clients trust Findea to be the best. If the invoicing feature looked like a third-party service, it could harm credibility. White-labeling was essential to ensure the feature felt fully integrated.
  • Safety of Information – The API had to be secure, GDPR-compliant, and ensure strict data privacy, so one user’s data was never accessible to another.
  • Upselling Support – Findea wanted to offer invoicing either as part of a package or as a standalone upsell. They needed an API provider that allowed and supported this monetization model.
  • Credibility – When integrating a third-party API, you’re trusting it to deliver reliable invoicing, satisfy clients, and operate flawlessly. A provider with years of experience, proven stability, and regulatory compliance was critical—new APIs are often untested and struggle to keep up with evolving regulations.
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    The Solution

    They chose Space Invoices’ Invoicing API, as it provided full localization and compliance in Switzerland. With comprehensive documentation and responsive support, they quickly resolved their questions and integrated the API within weeks.

    This allowed them to test the system, ensure smooth functionality, and predict exact costs with Space Invoices’ transparent pricing. More importantly, Space Invoices API is designed for platforms, making it easy to upsell or bundle invoicing as a service—checking every requirement on their list.

     

     

    The Results

    Right now, Findea operates eight branches throughout Switzerland, ensuring proximity to their clients. They currently serve over 1,500 national and international clients and offer multiple packages to their clients, allowing them also to build one of their own.

     

     

    Integrate Invoicing Feature In A Week

    Are you a fiduciary and auditing company looking to expand your services with invoicing? Whether you want to offer more value to your clients or even upsell them, you’re in the right place. With Space Invoices' Invoicing API, you can:

  • Use one API for current and future global tax and invoicing compliance.
  • Support and upsell your clients worldwide, creating a new revenue stream.
  • Ensure all invoices are archived and successfully reported to regulatory institutions.
  • Become a one-stop shop for current and future clients.
  • Streamline processes and eliminate manual errors, saving both time and money.

    • Have questions about invoicing features for your platform?

    We’re ready to help.

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