Banking check with bexio product specialist

Content of this service

Contents:

• Creation of a bank and cash account
• Creation of a link between your bexio account and your e-banking
• Reconciliation of transactions

Note

How the coaching works:

1. After booking, you will receive an e-mail with further information including a link to make an appointment with our product specialists.
2. All available bank interfaces to bexio can be found here.
3. Please have all documents from your bank ready. The check is limited to 30 minutes.
   

Please note:

• The coaching does not answer any content-related questions about financial accounting or payroll accounting. Talk to your accountant about this.
• Don’t have an accountant yet? Then you can find a bexio-certified trustee in our Accountant directory »

ℹ️ Further details and information on how to best prepare for the appointment will be sent to you by email once you have made your booking.