• 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.

• 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.

• 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.

• 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.

• Quick payslip in the cloud
• Monthly, hourly wages or commissions
• Automatic calculation of all social security funds
• Individual wage type master
• Integration of payroll accounting in financial accounting
• Forwarding of wage payments to e-banking
• Electronic forwarding of wage reports

More about payroll accounting with bexio

• 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

• 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

• 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