Quick access to all accounts

All functions linked to contact data

Record notes by contact

Organise contacts by means of categories

Import address data from Excel and VCard

Export addresses for mail merge

Upload files to a contact

Your own design and logo on all documents

Imprinting of deposit slips

Multilingual documents

Sending of documents by e-mail

Sending of documents online

Creation of documents using stored boilerplates

Journal overview for all books

Online filing of all documents

Automatic posting of your invoices

Capture of suppliers’ invoices

Compiling of balance sheets and income statements

Value-Added-Tax calculation

Document Scanner

Monthly wage, Hourly wage, Provisions

Automatic calculation of Social security contributions

Depositing child and education allowances

Easy payroll transactions

Export possibility of payroll accounting

Payroll documents available as PDF exports

Export and recapitulation of wage payments

PDF download of wage statements

Already deposited source control tables for all cantons

Already deposited wage class

Adapted to the Swiss Accounts Framework SME

Customizable accounts

Customizable wage types

Effective Method or Net Tax Rate Method

Agreed or collected considerations

VAT-Display according to the FTA form

VAT form in bexio is updated automatically

Transmit suppliers’ bills to e-Banking

Transmit accounts payable directly to e-banking

Reconciliation of bexio to your bank account

Automatic data exchange with UBS e-banking

Synchronize payment transactions with e-banking of Credit Suisse, PostFinance, Thurgauer Kantonalbank, Zürcher Kantonalbank and Raiffeisen

Support of MT940 files

Support of DTA files

Import of v11-files (ESR)

Financial overview dashboard

Manage products directly in bexio

Manage services directly in bexio

Import existing products from Excel

Apply product data to offers, orders and invoices

Link products with supplier contact information

Product sets and bulk prices

Recording of time worked on projects

Individual customer hourly rates

Individual employee hourly rates

Individual hourly rates for fields of activities

Individual project hourly rates

Import times directly into invoices and billing

Manage projects and milestones

Simple task management

Postings of inputs and outputs

Linking with orders and invoices

Automatic stock movement based on order entry

Management of minimum quantities on-hand

Record orders to suppliers

Create delivery and picking slips

E-mail marketing

Online shops

Correspondence for letters and documents

2-step verification

Free e-mail support

Free telephone support

Free chat support

Free updates

Ongoing data security

All data stored in Swiss data centres

Compatible with Windows PCs

Compatible with Mac computers

Compatible with Linux computers