SimplyConnect – financial and risk data

SimplyConnect lets bexio access the Dun & Bradstreet B2B database. Customers benefit from a "set-it and forget-it" connection to the world's leading provider of financial and company information. Previously created B2B contacts are automatically identified and enriched with additional data or company information. As an official Swiss integration partner, the integration and data source is constantly being expanded and you benefit from ongoing updates.

Create new companies quickly

Correct creation of new company contacts using a company search and transfer of additional relevant company information directly into the bexio system (e.g. correct company name, UID number, VAT, etc.)

Automatic matching of all your companies

Perform automatic import, identification and enrichment of all company contacts with one click. All unmatched companies can be easily identified using the integrated search in our data stewardship module.

Key information at a glance

For each company in the portfolio, a large amount of key information such as identification numbers (DUNS, UID, CHID, VAT number, etc.), credit rating, link to the website, telephone numbers, number of employees, audit offices, year of foundation and other information is displayed in the detailed overview.

Dashboard overview

The dashboard provides an insight into the breakdown of all bexio contacts by e.g. industry, segmentation, size or status.

Deep Report

Deep reports provide insights into the payment behavior of potential customers or partners. This data enables an adequate risk assessment for dedicated business processes.