bexio banking - automatic bank account reconciliation
Connect bexio accounting to your e-banking account
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:
- 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.
- 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.
- 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.
Connect your Zuger Kantonalbank e-banking to bexio now.
Connect your Berner Kantonalbank e-banking to bexio now.
Connect your e-banking with Aargauische Kantonalbank now.
The bexio Banking Module
As product manager and expert in the field of banking, Matthias is responsible for the functions as well as the further development of the bexio banking module. In this video, he introduces you to the module from his perspective and gives you exciting insights and tips on how to work even better with it in bexio.
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
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.
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