June 2026

New: The Client Overview Page in bexio Cockpit

11 June 2026

A new overview page is now available within the Client Detail View in bexio Cockpit. When you open a client profile, instead of just the task list, you will now see all relevant information bundled at a single glance:

• Open processes and worksteps: All upcoming to-dos visible immediately.
• Subscription details: Information about your client's bexio plan.
• Connected team: The team members assigned to the client.
• Quick Links: Useful shortcuts to bexio, Payroll, and Kontera.

And that’s just the beginning: From now on, we will continuously expand this overview with more important data for your daily fiduciary work.

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Process receipts in record time with Fiduza

8 June 2026

With the new Fiduza app, you can now process invoices, receipts and account statements even faster. This smart add-on instantly transforms unstructured documents into completed invoices or manual entries directly in your bexio account.

What does this mean in practice?

• Efficient AI recognition: Fiduza automatically splits long PDFs and precisely crops photographed receipts.
• Universal bank statement check: Transactions from camt053, PDF or CSV files are extracted accurately, including any fees.
• Smart automation: Flexible posting rules automatically populate account codes and VAT details.

Your benefits in day-to-day work
Whether you're an SME or a fiduciary professional, you'll save a huge amount of time. Capture supplier invoices conveniently using your smartphone or laptop. The AI automatically recognises payment methods (QR-IBAN, IBAN) and learns from previous postings. Thanks to automatic reconciliation, manual checks are reduced to a minimum. You benefit from an error-free workflow and gain valuable time to focus on your core business.

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Revolutionise your sales process with Saley

8 June 2026

Are you still sending out traditional PDF quotations? Without insights, you never know whether the recipient has even opened the email. This leads to tedious follow-ups and low conversion rates.

That's now a thing of the past! With the new "Saley" app in the bexio marketplace, you can transform outdated PDF attachments into interactive sales presentations that significantly boost your closing rate.

Your benefits in day-to-day business

• Real-time insights: Instantly see when and how often your quotation has been opened – allowing perfect timing for follow-ups.
• Interactive content: Impress with videos, FAQs and selectable add-on options directly within the quotation.
• More time: Create professional quotations up to 80% faster thanks to templates.
• Easier closing: Your customers can view the quotation on any device and accept it online immediately.

Say goodbye to the tedious sending of PDFs and optimise your sales process.

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The digital mailbox from PEAX

8 June 2026

Say goodbye to tedious paperwork: with the new PEAX app, you can fully digitise your inbox.

Your benefits with the bexio integration:

• Mail forwarding: Your physical mail is scanned daily and your invoices are sent directly to bexio.
• Automation: Incoming invoices are automatically created as drafts in bexio.
• Paperless office: Documents are securely archived in Switzerland and can be instantly retrieved thanks to smart tags.

Stop wasting time manually entering receipts and keep full control over your administration at all times.

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