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.
                      
                      
                      
                     
                   
                 
               
             
           
         
        
        
          
            Integraciones 
            
                
                
                  
                    
                                    
                                      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.
                      
                     
                   
                 
             
           
         
        
          
            
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