rombro – CSV/Excel Import for Bookings in bexio

Import accounting data more easily than ever before. Whether you're transferring entries from various programs, bank statements, or conducting monthly accruals, we offer functions that make accounting processes more efficient and time-saving.

Features:

• Copy and paste directly from Microsoft Excel, CSV, or Google Sheets into bexio.
• Journal import from previous accounting programs: Hassle-free import of booking data from other accounting programs, ERP, or CRM systems into bexio, eliminating the need for tedious manual transfers.
• Download bank statements in Excel format, manipulate them in Excel, and then upload to bexio.
• Automatically apply the appropriate ESTV monthly average rate for transactions in foreign currencies.
• Various plausibility checks to prevent incorrect booking imports.

Benefits:

• Time-saving: Drastically reduce manual accounting effort and optimize workflows.
• Monthly accruals for monthly reporting: Conduct accurate accruals to generate meaningful monthly reports and maintain a clear overview of your finances.
• Seamless transfer of the entire journal when switching to bexio.
• Data integrity: Retain all relevant accounting data, whether importing your history or bank statements.
• Flexibility: Supports various file formats and enables data import from multiple sources.

Try it for free now.