Find out how to set up e-finance.

E-finance
Carry out business transactions around the clock quickly and securely
You are here:
With 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
- 
    
        
        
Access to your accounts, cards and payments anytime and anywhere
 - 
    
        
        
All financial transactions handled quickly and securely at home and abroad
 - 
    
        
        
Foreign currency transactions with our foreign exchange trading
 - 
    
        
        
Independent management of access rights for any number of users
 - 
    
        
        
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
- 
        
    
- 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)
 
 - 
        
    
- Block, unblock or replace your PostFinance Card
 - Load and manage your credit card
 - View card transactions
 - Change card settings, e.g. limits, request PIN
 
 - 
        
    
- 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.
 - 
        
    
- 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
- 
        
    
- Open accounts
 - Order credit cards
 - Arrange consultations
 
 
Independent processing
- 
        
    
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
 
 - 
        
    
- 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.
- 
        
    
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.
 - 
        
    
Find instructions and support for setting up and using your login in the Support area > Login and security.
 - 
        
    
Find instructions and support for selected functions in the Support area > Help with e-finance and PostFinance App
 - 
        
    
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.
 - 
        
    
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