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 bexioGo 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.
- bexioGo: 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.