Full overview of features

bexio has everything you need to run your business efficiently.

Contact management

  • Quick access to all contacts
  • All functions linked with contact data
  • Write notes on individual contacts
  • Organize contacts into categories
  • Import address data from Excel and vCard
  • Export addresses to CSV or Excel, e.g. for mail merges

More about the contact management.

Offers, invoices and orders

  • Create offers, orders, invoices and credit notes conveniently from boilerplate text
  • Your own design on all PDF documents
  • Print payment slips and do bank reconciliation fast (ESR, orange payment slip)
  • Create documents in multiple languages.
  • Dispatch offers and invoices as online documents through email, directly from bexio

More about the order management.

Online bookkeeping

  • Journal for all entries in clean layout
  • Scan your documents on the road and upload it directly with the bexio Scanner App
  • Online file storage for all receipts
  • Automatic posting of invoices (accounts receivable)
  • Enter supplier invoices (accounts payable)
  • Create balance sheets and income statements

More about the online bookkeeping.

Banking

  • Enter payment orders for vendor invoices right in bexio and submit these to your e-banking account
  • Reconciliation of bexio and your bank account
  • Automatic data exchange with UBS e-banking
  • Synchronize payment transactions with e-banking of PostFinance, Zürcher Kantonalbank or Raiffeisen
  • Finance dashboard for more overview

More about the banking functions.

Product management

  • Manage all your products and services directly in bexio
  • Import existing products from Excel
  • Insert products directly into offers, orders and invoices.
  • Link products with supplier contacts
  • Set products and tiered prices

Time tracking and projects
(included in the 'Service' package)

  • Project time tracking
  • Individual hourly rates per customer, employee, activity or project
  • Import hours directly into invoices for billing
  • Manage projects and milestones
  • Task management made simple

Inventory management
(Included in the 'Trade' package)

  • Post inventory putaways and retrievals and keep an eye on stock levels
  • Orders and invoices linked with inventory management
  • Stock movements entered automatically on receipt of order
  • Manage minimum stock levels
  • Create supplier orders
  • Create delivery notes and requisition orders

Add-ons

Extend bexio with add-ons and benefit from additional features. You can activate add-ons under your bexio account settings.

E-mail marketing

Plan, design and dispatch your newsletters with MailChimp. Automatically export bexio contacts to mailing lists.

Advertise through personalized e-newsletters. Your bexio contacts are synchronized automatically and mailXpert manages un-subscriptions for you.

Online-Shops

Operate an online shop fast and simply: link your bexio account with Kickshops and import your products directly .

A PepperShop online shop allows for an individual webshop design. Product names, descriptions and selling prices will automatically cross over from bexio to the webshop, with sales posted back to bexio.

Correspondence

Dispatch letters and documents – offers, invoices – on paper. Pingen forwards your documents to a print shop that takes care of printing and dispatch.

Security

Google Authenticator generates codes for two-stage logins on your telephone (2-factor verification). You can better protect your account from unauthorized access this way.

Contact Management

Use PieSync to synchronize your bexio contacts with various other Cloud programs. Cut your manual effort and benefit from up-to-date contact information – anytime, anywhere. More information.

bexio Scanner App

Scan your expense receipt, upload it, post it — presto, it’s done! Now you can do your accounting even faster with our free Scanner App.

Still not convinced?

Try bexio free for 30 days, no strings attached