How to work with bexio
Handle your entire SME administration more efficiently, digitally, and securely. Your one-stop shop for: contact management, price quotes and invoicing, and integrated e-banking and project management (including recording worked hours). Accounting is performed in the background, and everything is automatically posted correctly.
Contact management – Your personal CRM
The ideal contact management for your business.
- Simple import of your contacts.
- Save documents, such as contracts, to your contacts and add reminders.
- Store individual categories and define internal contact persons for each contact.
Sales process – from price quotes to invoicing
Become a sales professional and create price quotes and invoices in seconds based on stored products and services.
- Calculate individual hourly rates or services with project and time recording.
- Convinve others with your own document design and multilingual document templates.
- Send your price quotes directly via e-mail.
Expense management – Properly process your expenses and receipts
No one likes paying invoices. However, this is quick to do in the bexio procurement area.
- Collect, post, and pay supplier invoices and expenses in just a few clicks.
- You can select the correct accounting ledger, set the due date, and attach scanned documents.
- Using our bexio Go app, you can scan receipts and pay for them directly in our procurement area thanks to QR invoicing.
Accounting – Easily generate annual financial statements
Complete your VAT statement and annual financial statements in just a few clicks.
- Outgoing and incoming invoices are automatically posted with the stored accounting ledgers and VAT rates.
- Create your own chart of accounts to adapt bexio to your needs.
- Recognize at an early stage which actions are conducive to your business success using accounting reports.
Payroll accounting – that is optimized for Swiss small businesses
Thanks to connections to financial accounting and your e-banking, you can finish your monthly payroll accounting in only a matter of minutes.
- Meet all of the legal requirements with Swissdec 4.0 certified employee management and the free "uniform wage reporting procedure" (ELM).
- Save time when reporting data to insurance companies and government authorities because the data is already optimally prepared for the various recipients.
Banking – Automatic with bank account reconciliation
Keep track of open and paid invoices and say goodbye to manual typing.
- Your e-banking is connected to bexio via interfaces for the leading Swiss banks.
- Payment orders to suppliers and salary payments are sent to your e-banking via bexio.
- Incoming payments are automatically reconciled with open invoices.
Extensions – individual solutions for every need
Depending on the package, you will find additional, helpful functions and extensions that will make your everyday work easier.
- Online store: Create your own webstore in minutes with bexio Commerce. We make it easy to sell your products online - with everything a Swiss online store needs to be successful.
- Time tracking: Record your working hours with the stopwatch or simply enter your times afterwards - at last, a time tracker that’s quick and uncomplicated. Also mobile, wherever you are – on PC, Mac, tablet or smartphone.
- bexio Go: Our free app complements bexio and allows you to manage contacts, record working hours for projects and scan documents (e.g. supplier invoices or receipts for expenses and out-of-pocket expenses) while on the move.
- Legal advice by phone: Fast legal advice by phone on all legal issues that concern your company - exclusively for bexio customers.
- Project management: Simple and clear project management software that allows you to take your projects to the next level.
- Warehouse management: With bexio you manage your warehouse quickly, easily and always keep an eye on your stock.
What our customers say
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.
You too can rely on bexio like our more than 60'000 satisfied companies
Test out bexio now for 30 days free of charge and with no obligation
Test all the features of bexio, the simple business software for your SME administration.
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