All features of business software from bexio

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
Upload files to a contact (included in packages Pro and Pro+)

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 packages Pro and Pro+)

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 packages Pro and Pro+)

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.

Financing

With the Advanon add-on, bexio customers can finance their invoices directly from our software. You no longer need to wait for your customers to pay and will have better liquidity. Read here for more information.

Mobile time log sheet

Clockodo allows you to record project working times online quickly, easily, and reliably. Afterwards, you can send an invoice for these directly to the linked customer and create the invoice in bexio. Let’s get started!

Automation

Automate your online workflows with Zapier. With Zapier you can connect your bexio account with more than 1000 web apps, such as Gmail, Slack, MailChimp or Google Contacts. Let’s get started!