Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Accounting
bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
New Bank Account Transaction
Triggers when a new bank account transaction is processed (Cash accounts are not supported).
Trigger Business Activity
Triggers business activity.
New/Updated Company
Triggers when a company is added or updated.
New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
New/Updated Person
Triggers when a person is added or updated.
New Project
Triggers when a Project is created or updated with the chosen status.
New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
Trigger Time Tracking Status
Triggers Time Tracking Status.
Create Manual Entry
Creates a manual entry in accounting.
Create a Sales Invoice
Create a product based sales invoice.
Mark a Sales-Invoice as send
Mark a Sales-Invoice in Bexio as send.
Export Invoice to PDF
Exports an existing sales invoice as a PDF document.
Send a Sales-Invoice
Send a Sales-Invoice to an E-Mail address.
Find Account
Finds an existing account.
Find Product
Finds an existing product by name or code (Line Items supported).
Find or Create Company
Finds or creates a company.
Find or Create Person
Finds or creates a person.
Find or Create Product
Finds or creates a product.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API