Manage all clients in the bexio Cockpit
27. November 2025
We are pleased to introduce a significant feature in the bexio Cockpit today: You can now integrate and manage non-bexio clients - who use other software or no digital solution (companies or private individuals ) - directly into your bexio Cockpit.
This creates a seamless overview of all your clients and their ongoing processes, eliminating the need to switch between different systems. You can now define and manage processes, deadlines, and tasks even for clients without bexio.
How does it work?
- In the client overview of the Cockpit, click on “Add Client” and select “Other Client”.
- Select the client from your bexio Office contact list or create a new contact.
- Filter your client overview by company and private clients, as well as by the software used.