bexio

What is bexio?

Full overview of features

Bexio has everything you need to manage your business efficiently.

Contact management

• Quick access to all contacts
• All functions linked to contact data
• Manage contacts with your smartphone with the bexioGo mobile app
• Write notes about individual contacts
• Organize contacts into categories
• Import excel address data
• Export addresses to CSV or Excel, for example, for mail merge
• Upload files to a contact (included in pro and pro+ packages)

Offers, invoices and orders

• Create offers, orders, invoices (QR invoices) and credit menotes conveniently from standardized texts
• Your own design in all PDF documents
• Print payment receipts and make bank reconciliation quickly (ESR, orange payment receipt)
• Create documents in multiple languages.
• Send offers and invoices as documents online by email, directly from the bexio

Online bookkeeping

• Journal for all entries in clean layout
• Scan your documents on the road and upload them directly with the bexioGo mobile app
• Online file storage for all receipts
• Automatic invoice posting (receivables)
• Enter vendor invoices (accounts payable)
• Create balance sheets and income statements

Banking

• Your e-banking linked directly to the bexio: complete overview of open and paid accounts, without manual typing
• Automatic collection of bank transactions at night
• Automated reconciliation of invoices and postin the bexio
• Payments transferred directly from the bexio to your e-banking
• Support for ISO20022 (pain.001, camt.053 / 054), as well as MT940 file formats thanks to automatic and free updates
• Secure: Thanks to offline interfaces, encrypted data transmission and a separate banking server, we ensure the highest data security

Online payroll accounting

• Quick-winning receipt in the cloud
• Monthly salaries or commissions per hour
• Automatic calculation of all social security funds
• Master of the individual wage type
• Integration of payroll accounting into financial accounting
• Forwarding of salary payments to e-banking
• Electronic sending of salary reports

Product management

• Manage all your products and services directly at the bexio
• Import your existing Excel products in less than 30 seconds
• Enter products directly into offers, orders, and invoices.
• Link products to vendor contacts
• Define tiered products and prices
• Easy maintenance of the product catalog

Legal advice by phone

• JurLine, your company's telephone legal advisory service
• Expert assistance from experienced lawyers
• Quick and uncomplicated assistance for all legal issues
• The number of queries is not limited
• Advice in all legal areas (in accordance with Swiss law)
• Ideal for SMEs and self-employed

Time and project control

• Project time tracking
• Individual hourly rates per customer, employee, activity, or project
• Import hours directly into billing invoices
• Manage projects and milestones

Simplified task management

Inventory management

• Post inventory entries and recoveries and keep an eye on inventory levels
• Orders and invoices linked to inventory management
• Stock movements entered automatically in purchase order receipt
• Manage minimum inventory levels
• Create vendor orders
• Create delivery notes and requisition orders

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS