Project management for agencies – professional and flexible

Agencies and other service providers benefit from bexio's simple and automated business software.

Hello focus – the optimal solution for your accounting and administration work

Discover the practical functions and how bexio digitises your agency's accounting.

Simple & flexible project management

Electronic project management saves you valuable time that you can use for your customers. Prioritise your contacts and be ahead of the competition with digital quotations.

Modern order processing

Calculate individual hourly rates with project and time tracking and convince with your own document design. Transparency in resource consumption is a plus for your customers and strengthens your relationship.

Intuitive payroll system

A simple way of sending monthly payrolls and annual pay slips by email to your employees – easy with bexio. Our software is Swissdec-certified and meets all legal standards.

Statement Mootes GmbH

Daniel Peyer

Mootes GmbH

We searched for a long time before coming across bexio but once we did, we had what became for us the perfect solution. The price/performance ratio is unbeatable. With bexio, we have our financial numbers under control. Our bookkeeping has become child's play. And if we get stuck, the extremely friendly Support Team almost always finds a solution. Thanks to the API, an online shop can miraculously tap in which makes our processes even more efficient.

The business software for agencies

Learn how to manage your agency's administration and accounting professionally and smartly using the right software.

Professional invoicing in no time

  • Turn orders into invoices quickly and easily.
  • Charge individual hourly rates per project.
  • Convince with invoices and your own design.
  • Create QR invoices and send them by email.

Learn more about bexio quotations

Bookkeeping without headaches

  • Manual keeping of Excel lists with a high susceptibility to errors is a thing of the past.
  • bexio automates your accounting almost completely.
  • You can settle VAT and annual account statements faster.
  • Efficient cooperation with your trustee online and directly in your bexio account.

Learn more about bexio accounting

Time tracking and project management

  • Allocate working hours to your customers and charge them directly.
  • You and your employees record working hours online in the software either with the stopwatch or manually.
  • The integrated time tracking system saves you and your employees a lot of time and effort.
  • Perfect project planning thanks to optimised time allocation.

Learn more about time tracking

Bye-bye to elaborate payroll accounting

  • Orders and invoices are sent with your individual design.
  • Time saving thanks to an online payroll system for your employees.
  • Thanks to e-banking connection, wages are transferred directly from bexio to employees.
  • Payroll accounting meets all legal requirements offered by the uniform payroll reporting procedure (ELM).

Learn more about payroll accounting

clockodo – time tracking with complete cost control

Did you know that with bexio you can expand the range of functions individually? With numerous apps from our Marketplace, you can create your very own bexio account. The clockodo app, for example, also simplifies time tracking for you. Times recorded on the go are automatically sent to your bexio account. This allows you to transfer working hours directly to payroll or charge them directly to your customer. You can also manage your employees' absences simply and digitally with clockodo. Your employees submit requests for leave online and you as a supervisor are notified directly. In the overseeable absence calendar, you can always see your employee resources and can plan things in a targeted manner.

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The everyday business of an agency

For you as the owner of an agency or service company, project processing and appropriate time tracking are indispensable. You and your employees should focus on the customer order, and invoicing should not be an additional, stressful process. With bexio, you and your employees can easily record times online on tablets or smartphones. The subsequent allocation of working hours to your customers is child's play. The bexio software also provides you with monthly payroll accounting for your employees. With the integrated payroll system you can create invoices swiftly. Of course, the payroll system meets all legal standards, giving you more time for what you really like doing.

FAQ: Questions and answers about bexio

What advantages does managing my agency's projects online offer?

Managing projects online allows you and your employees to record times directly online, which saves valuable time. You can then allocate the hours worked directly to the corresponding projects and then invoice your customer. Thanks to automated dunning, you can always view open invoices and will never lose track of them.

Can't I just create my invoices with Word or Excel?

Of course, you can also create your invoices with Word or Excel. However, creating invoices with Excel or Word is much more time-consuming than with suitable software that helps you keep track of things and even fully automates numerous work steps. For example, you can link your e-banking with bexio to compare invoices expeditiously. Mandatory information is automatically added to your invoice and the VAT is calculated correctly – this not only saves you time and nerves, but also minimises any susceptibility to errors.

What does 30-day free trial mean?

You can try out bexio with the full range of functions for 30 days free of charge, without any obligation and without needing a credit card. No downloading or installation are required. Ready to start in just a few steps. Once the 30 days are up, your trial account will automatically be deactivated, without you needing to cancel it.

Can I get help setting up my account?

Whether you are using business software for the first time or switching from another software – we will guide you and we will be happy to help you at any time, free of charge. In the support area, you will find helpful tips and tricks. Whenever you are lost, please contact us. We can offer various setup services should you need setup assistance.

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.

Any more questions? Give us a call: +41 71 552 00 61
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