Bexio integration: how to connect and automate your accounting

February 2021
Bexio integration: 5 examples of how to get more out of it

The Swiss business software bexio promises to make administration for SMEs very simple. From contact management, offers, invoices and orders to banking and accounting, the software covers everything important and above all necessary. (Sidenote: Functions that are only included in the Pro or Pro+ version of bexio are not discussed here). Bexio is also a cloud software that promises data security through Swiss data centres. A point that is particularly important for the sensitive topic of accounting.

But in addition to the basic functions of the software, there are many more possibilities, namely by integrating bexio with other applications. What is meant by this? Quite simply, we link bexio with over a thousand other applications such as Mails, GSuite, Office365, CRM systems or shop systems and thus get more out of your accounting.

The advantages of your bexio integration:

Save time for administrative tasks  

Gain time for value adding activities    

Create powerful customer journeys  

Improve customer satisfaction through seamless and less error-prone processes  

Lean and optimized business processes  

Enormous growth potential through scaling

Innovation and sustainable business processes

Bexio functions at a glance

Contact management: All contacts are available in a central location and can thus be quickly accessed and changed. All other functions are based on this data and access is also possible with the bexio mobile app. In addition, notes can be entered for contacts or categories facilitate organisation. Contact import is also supported via Excel or as CSV.  

Offers, invoices and orders: Probably the most basic function of bexio is the creation of offers, orders and invoices as well as credit notes with the help of text modules (if desired). The resulting PDF documents can be created in a custom design and in several languages.

Accounting: A journal is maintained for all bookings in bexio, which ensures clarity and also enables online storage of receipts. In addition to supplier invoices, bookings of your invoices to debtors are also mapped. Of course, everything is legally compliant.

Banking: If you integrate your e-banking with bexio, you have an immediate overview of your financial status and open or paid invoices. This data is updated automatically and can also be transferred from bexio to e-banking.  

The functions of bexio are also expanded by numerous applications on the bexio App Marketplace. For example, newsletter marketing, customer surveys, expense reports or shop systems such as shopware can be integrated. But wait, there's even more.

With Zapier and Make , we are able to map the bexio integration even more comprehensively and thus even more efficiently. This is because the bexio functions described above are mostly deeply connected with other functions, tasks and departments of your company. We have selected a few examples to illustrate what is possible. The bexio integration with other cloud applications opens up completely new possibilities to gain time for other things.

Possibilities and examples of bexio integration

In addition to these (few) examples, almost any integration with Zapier or Make is conceivable. We would be happy to advise you on this in a free consultation.

Email attachments: Important accounting documents are often received by email, such as invoices as attachments. These attachments can easily be uploaded automatically to bexio and are immediately available. This is possible even if the document is not available as an attachment but in the email text.  

Upload receipts: Sometimes it is necessary to have receipts not only in bexio, but also in Dropbox or GoogleDrive, for example. Instead of uploading the documents separately in both places, the documents can easily be uploaded in bexio and used as a new receipt.

Integrate CRM with bexio: Customer data is usually also available in the CRM. By integrating a CRM such as Pipedrive with bexio, all changes or new entries are automatically synchronised. Of course, the same also works with Hubspot or other CRM software.

Manage contacts: It is possible to manage contacts, such as customers or suppliers, via bexio's API interface. Addresses, telephone numbers or email addresses can be bundled in a collection and automatically created, retrieved or updated.

Integrate shop: If a person buys a product in your shop, for example Shopify, a new customer account is not only created in the shop system. This also automatically triggers a new person in bexio.  

Newsletter marketing: Via the bexio integration with Mailchimp, a newsletter tool, new or updated people from bexio can be automatically added to Mailchimp as subscribers to a newsletter list. This way, your email marketing is always up to date and no customer receives an email that is not actually intended for them.  

Gain more time and automate accounting with the bexio integration  

The bexio integration is completely customisable: whether fully comprehensive, partially standardised or just for you. The above examples are only intended to give you an overview. Of course, we tailor the bexio integration exactly to your needs and applications. This saves you time, effort and tedious administration and you can devote yourself to all the tasks you prefer to do rather than bookkeeping.  

Do you also want to take the next step and make your company fit for the future? We are happy to support you in the analysis and subsequent automation of business processes, explain possibilities and individually address the company processes.

Bexio integration: 5 examples of how to get more out of it

Bexio integration: 5 examples of how to get more out of it

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

Arrange a free cloud integration consultation now

What does Cloud Integration mean?

What does Cloud Integration mean?


  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.