Find out how to set up e-finance.
E-finance
Carry out business transactions around the clock quickly and securelyWith e-finance, the online banking service from PostFinance, you can easily manage finances anywhere and anytime via a computer or smartphone. Selected payment transaction and accounting software options enable you to link e-finance and simplify your processes.
E-finance: keep your business finances under control everywhere and at all times
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Access to your accounts, cards and payments anytime and anywhere
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All financial transactions handled quickly and securely at home and abroad
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Foreign currency transactions with our foreign exchange trading
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Independent management of access rights for any number of users
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Price benefits for electronic account management
If you are already a business customer
- Fill in the online order form for e-finance
- You will receive your access details by post in a few days, including an activation QR code to log in with the PostFinance App
- Use this QR code to download the PostFinance App, and then enter your access data into the app
- Once this is done, you can then log in on other devices, using the app to confirm any future login attempts
If you don’t yet have a business account with PostFinance
- Open a business account with PostFinance
- As soon as your business account has been opened, activate the login directly in the PostFinance App
- You can then log in to online banking with different devices
Log in with the PostFinance App
Fast login with highest security: after setting up your login for the first time in the PostFinance App, you can log in with your fingerprint or Face ID in just a few seconds.
Here’s how the login works
We aim for the highest possible security. Access to the app is secured at multiple levels with various measures. The two-step login is an important part of this.
Step 1: Personal e-finance number and password
- We’ll send you your access details with instructions by post after you order your e-finance – or after opening your business account.
- We recommend logging in with the PostFinance App: you can store your e-finance number and password securely in the app, saving you from entering them every time.
Step 2: Confirm login
- Each login procedure ensures that only you can confirm a login attempt. This works by combining the PostFinance App with biometrics
- Users without a smartphone confirm the login with their PostFinance Card PIN and a card reader
Carry out financial transactions securely online
From Browsercheck to security software, from encryption to card security: we do everything possible to ensure that you can use your online and mobile banking securely, anytime and anywhere. Find out more about cybersecurity, Browsercheck, security software and encryption.
Accounts and payments
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- Manage your accounts and payments
- Carry out single, recurring and high-volume payment transactions in Switzerland and abroad
- Submit direct debit orders from financial accounting
- Download credit data for accounts receivable
- Free salary payments with individually definable right-of-use assets
- Scan invoices with the camera or slip scanner
- Upload invoices as files for easy payment
- Pay eBill invoices (electronic invoices)
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- Block, unblock or replace your PostFinance Card
- Load and manage your credit card
- View card transactions
- Change card settings, e.g. limits, request PIN
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- View and download documents
- Search archives
- Search by different categories, e.g. account statements, order documents, virtual account credits and EFT/POS credit advice
Find more information about downloading or ordering account or tax documents in the Support area > Documents.
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- Manage notifications
- Choose e-mail and/or push in the PostFinance App
- Account transactions
- Card transactions
- Other events relating to payment transactions
Expand e-finance
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- Open accounts
- Order credit cards
- Arrange consultations
Independent processing
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Find comprehensive settings and self-services for your products and customer relationship in your profile menu in e-finance.
- Manage contact details
- Change data protection settings
- Change password and login settings
- Manage account and card settings
- Set up notifications
- Manage e-finance users
- Order reports
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- The PostFinance App is accessible to use
- Certified by the independent foundation “Access for all”
E-finance demo version
Get a preview of your new online banking with the demo version of e-finance.
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For security reasons, you should always use the latest version of your operating system. Find out which operating systems are supported by PostFinance in the system requirements.
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Find instructions and support for setting up and using your login in the Support area > Login and security.
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Find instructions and support for selected functions in the Support area > Help with e-finance and PostFinance App
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The nine-digit e-finance number is your unique access number for mobile banking in the PostFinance App. You can also set a memorable username so that you don’t have to remember this number.
User identification replaces usernames for e-finance contracts with multiple users.
Find more help for your access data in the Support area > Login and security.
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You can find your nine-digit e-finance number on the activation letter you received (or will receive) when ordering e-finance or opening your business account.
If you use the PostFinance App, you can find your e-finance number or your username on the app’s login page.
Find more help for your access data in the Support area > Login and secutity
Order online banking with e-finance for business customers
To order e-finance from PostFinance, you must first become a customer. As a business customer with an existing banking relationship with PostFinance, you can easily order e-finance online now.
You are a new business customer
For all customers who don’t yet have a business relationship with PostFinance |
You are already a business customer
For existing business customers who want to order e-finance
