Open Banking CH · Switzerland

UBS Switzerland accounting integration

Connect your UBS Switzerland accounts to Sway through Open Banking CH: Sway reads balances, transactions, and bank statements, ready to code, match and export.

Connect UBS Switzerland in Sway Try demo

Consent for up to 90 days, revocable
Sway never moves money on its own
Sway stores customer data in Switzerland

At a glance

What Sway reads from UBS Switzerland.

Live through Open Banking CH, or with a manual bank account and a file import. The table compares the two routes.

UBS Switzerland in Sway: what each route reads
Product · feature	Live · Open Banking CH	Manual · file import
Read-access managementSingle consent	Yes	No
Read-access managementFlow with redirection	Yes	No
Account informationList	Yes	You enter them
Account informationDetails	Yes	You enter them
BalancesIntraday	Yes	No
BalancesClosing	Yes	From the statement
TransactionsIntraday	Yes	No
TransactionsHistory	Yes	From the statement
Bank statementsList	Yes	No
Bank statementsXML file (camt.053)	Yes	You import it
Bank statementsPDF file	No	Import, AI reading
Payment submissionXML file (pain.001 / CH)	Yes	No
Payment submissionDomestic	Yes	No
Payment submissionInternational	Yes	No

Set up

Connect UBS Switzerland in three steps.

You need UBS Switzerland e-banking access with the right to approve Open Banking. The consent stays yours: revoke it in UBS Switzerland e-banking or in Sway at any time.

Step 1Pick UBS SwitzerlandIn Sway, add a bank account. Choose your country, then UBS Switzerland from the connected banks.Step 2Approve at UBS SwitzerlandSway redirects you to UBS Switzerland e-banking. You approve access to the services that Sway lists.Step 3Choose your accountsPick the accounts to sync. Their balances and transactions arrive in Sway.

UBS account opened before 2023?With a collective signature, or a contract linked to a personal UBS account, ask UBS to activate Open Banking first. Request to activate Open Banking in UBS ebanking

Connect UBS Switzerland in Sway Read the full UBS Switzerland tutorial

In Sway

What Sway does with your UBS Switzerland data.

Every UBS Switzerland line lands in one bank account in Sway, then moves through the same steps as every other bank.

Coded, line by line

Sway proposes the account and the VAT code for each UBS Switzerland line, with a one-line reason. You review the lines that it flags.

Statements that balance

Sway checks each statement from UBS Switzerland: the opening balance plus the lines equals the closing balance.

Matched with invoices

A client payment meets its open invoice, and Sway links the two.

Payments you sign at UBS Switzerland

Prepare payment drafts in Sway, for example from a scanned QR invoice. An authorised e-banking user approves them at UBS Switzerland.

Exported to your tool

Export the coded UBS Switzerland lines to the accounting tool that you already use.

Questions

UBS Switzerland and Sway, in short.

The full answers sit in the FAQ.

All questions

How to connect UBS accounts via Open Banking with Sway Finance?

Important notice for UBS clients that have opened their account before 2023: If you have a collective signature on the account OR if your contract is linked to…

Read the answer

Request to activate Open Banking in UBS ebanking

Please note: This usually applies to UBS clients that have a collective signature OR a linked private account to the same contract.

Read the answer

How do I check my CAMT reporting settings in UBS?

In UBS e-banking, navigate to Payments → Report settings.

Read the answer

How long does the UBS Switzerland connection stay valid?

Your consent is valid for up to 90 days. When it expires or you revoke it, Sway can no longer update the account until you connect it again. You can revoke the consent in UBS Switzerland e-banking or in Sway.

What is a revoked consent?

Can Sway move money from my UBS Switzerland account?

No. Sway prepares payment drafts and sends them to UBS Switzerland. An authorised user signs them in UBS Switzerland e-banking.

Can I use Sway with UBS Switzerland without Open Banking?

Yes. Create a manual bank account and import your UBS Switzerland statements as camt.053, PDF or CSV.

How to add data to a manual bank account?

Where does Sway store my UBS Switzerland data?

Sway stores customer data in Switzerland.

Connect UBS Switzerland to your books.

Create an account, approve the connection at UBS Switzerland, and see your first coded statement in Sway.

Connect UBS Switzerland in Sway Schedule a call

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UBS Switzerland accounting integration

What Sway reads from UBS Switzerland.

Connect UBS Switzerland in three steps.

What Sway does with your UBS Switzerland data.

Coded, line by line

Statements that balance

Matched with invoices

Payments you sign at UBS Switzerland

Exported to your tool

More banks on Open Banking CH.

UBS Switzerland and Sway, in short.

Connect UBS Switzerland to your books.