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bexio banking - automatic bank account reconciliation

Connect bexio accounting to your e-banking account

Your benefits

Simple

Connect bexio accounting to your e-banking account and get started.

Secure

Encrypted to high security standards.

Fast

Save time with automatic reconciliation.

Direct

Connected directly to your accounting in bexio.

Banking with bexio

bexio and your bank make a strong team, because you automatically know which payments need to be made. Keep track of open and paid invoices and say goodbye to manual typing.

Simple and timesaving

Connect bexio accounting to your e-banking account and get started.

  • bexio banking saves you time by eliminating manual reconciliation effort.
  • Payment orders from supplier invoices, credit notes or payroll accounting are automatically transmitted to your e-banking account (after your approval).

  • Incoming payments are automatically matched with open invoices - so they are marked as "paid" when received, or as "overdue" if payment is not made on time.

Secure and direct

High security standards and direct connection to your accounting software.

  • Data is automatically transferred between bexio and your bank and encrypted with the appropriate high security standards.
  • Banking is also linked to the accounting feature, which is thus always up to date.

  • Enter your payments to suppliers and creditors directly in bexio and pay them in a single click.

Learn more about bexio banking in under 3 minutes

Overview of bank interfaces

bexio offers interfaces to numerous Swiss banks to make it easy for you to connect your e-banking account.

The collaboration between UBS and bexio benefits clients in three different ways:

  1. UBS clients only need to authenticate themselves once, then their e-banking account is linked to their bexio account. The data is automatically transferred between bexio and the UBS e-banking system and encrypted in accordance with the high security standards of bexio and UBS.
  2. This link permits a nightly reconciliation of all incoming and outgoing payments to and from the banking account with bexio. As a result, the morning's financial overview is always up to date.
  3. UBS clients enjoy a 20% discount on bexio for the first year.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of Credit Suisse.

With an interface, bexio enables synchronization of payment transactions directly with PostFinance E-Banking.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of Thurgauer Kantonalbank.

The connection enables simple synchronisation of payment transactions between the e-banking of Zürcher Kantonalbank and bexio.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of Raiffeisen.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of St.Galler Kantonalbank.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of Valiant.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of BCV Banque Cantonale Vaudoise.

With an interface, bexio enables synchronization of payment transactions directly with the E-Banking of BCJ Banque Cantonale du Jura.

FAQ: Questions and answers about bexio banking

How do I connect my e-banking account?

In our support area we have provided a detailed guide for you.

What features are available with bexio banking?

bexio banking offers you a lot of possibilities. You can enter payments to suppliers and vendors directly in bexio and pay them with a single click and reconcile bank transactions directly in bexio with your debtors and creditors. Tedious manual reconciliation work is now a thing of the past.

In our support area, we provide helpful information for you when using bexio banking.

What our customers say

Statement Wood Room GmbH
Matthias König
Wood Room GmbH

I can focus all of my efforts on my work and my clients. bexio helps me stay on top of the administrative side of business.

Statement Januar Designbüro GmbH
Fredy Espejo
Januar Designbüro GmbH

Being a small design agency, time is precious and staying on top of everything is crucial. bexio makes accounting simple and easy to use. That leaves more space for creativity.

Statement Dein Maler
Jörg Schäfer
Dein Maler

I became aware of bexio through colleagues back in 2015. Until it was then used, it was late 2017 to early 2018. I really like the banking function, which was also set up immediately at that time. Furthermore, the layout is very easy and clear. That is very helpful in daily use. The support is also great, as is the price-performance ratio.

You too can rely on bexio like our more than 50'000 satisfied companies

4,2
rating from over 1040 Google reviews

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Any more questions? Give us a call: +41 71 552 00 61
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