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Overview

bexio features an all-in-one business software tailored for small enterprises, offering tools for accounting, invoicing, payroll, and expense tracking. Designed to simplify administrative tasks and enhance efficiency, the platform combines intuitive design with robust features. While some advanced capabilities are limited, the overall functionality significantly enhances daily business operations.

bexio Specifications

  • Financial Reporting
  • Invoice Management
  • Expense Tracking
  • Tax Management

bexio Features

Contact Management

bexio provides an efficient customer relationship management (CRM) solution through its platform, enabling contact imports, document storage, and categorized organization. Internal contacts and reminders can be assigned, simplifying business management relationships and essential client data.

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Sales Process

This software streamlines quoting and billing with customizable templates, product catalogs, and time tracking. Multilingual document designs and integrated email delivery make the bexio platform a complete solution for managing the entire sales pipeline.

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Expense Management

Within the bexio software, users can capture, record, and settle expenses efficiently. Supplier invoices are easily posted with ledger selection and document attachments. The mobile app supports QR scanning and immediate submission for payment processing.

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Accounting

The platform automates incoming and outgoing postings, applies relevant VAT rates, and supports tailored charts of accounts. Accounting reports within bexio help identify trends, enabling smarter decisions and faster completion of annual financial obligations.

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Payroll Accounting

Payroll processing in the bexio platform aligns with Swissdec 5.0 standards. Integrated e-banking and accounting simplify tasks, while centralized data ensures seamless reporting to social insurers and government authorities through unified, automated submissions.

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Pros And Cons of bexio

Pros

  • Simple invoice creation and bank account syncing

  • Clean, user-friendly graphical interface (GUI)

  • Ability to open multiple tabs for multitasking

Cons

  • Lacks advanced features for accountants and growing businesses

  • Rigid navigation and limited customization in key modules

bexio Reviews

Total 21 reviews

2.5

All reviews are from verified customers

Rating Distribution

5

Stars

5%

4

Stars

19%

3

Stars

14%

2

Stars

43%

1

Stars

19%

Share your experience

D
Damien

Law Practice, 1-10 employees

More than a year

2.0

“Completely abandoned by developers”

Pros

It is easy to use for many tasks and is specifically designed for Swiss regulations, handling QR-bills, basic HR and VAT. Also the pricing is fair for what we get.

Cons

Well it feels like this platform is completely abandoned. There have not been any meaningful updates in years. Simple tasks require way too many clicks and it is nearly impossible to track down errors or filter manual entries among thousands of transactions. The performance can be slow too at times and the customer support is among the worst I have experienced.

Rating Distribution

Ease of use

4

Value for money

6

Customer Support

2

Functionality

4

M
Mirjam

Retail, 11-50 employees

More than a year

3.0

“exploitative cancellation process”

Pros

All the essential applications are included and the payroll feature is user friendly and works well. Beyond that I do not have much more to add.

Cons

My contract was automatically renewed without any warning and the cancellation process is deliberately complicated. It feels like it is designed to take advantage of its customers.

Rating Distribution

Ease of use

6

Value for money

4

Customer Support

2

Functionality

7

S
Susanna

Program Development, 1-10 employees

Less than a year

1.0

“Major system error deleted data”

Pros

The payroll system integrates well with regional reporting requirements and works reliably for Swiss franc payments. The connection with compensation offices is also hassle-free, though you can get this specific function for free with AbaSalary.

Cons

A major system error with the subscription management caused my account and all of its data to be completely deleted, even though the screen showed my subscription was still active. When I contacted support, they asked me to pay 400 CHF to get my data back, even though the problem was their fault. The software also does not handle foreign currencies like British Pounds or US Dollars very well, which causes me to have to do extra work by hand and sometimes leads to mistakes. The connection to my bank is often unstable and does not work reliably. Finally the live chat is not staffed by real support agents but by other users, so they cannot really help solve problems.

Rating Distribution

Ease of use

2

Value for money

2

Customer Support

2

Functionality

3

Frequently Asked Questions

Does bexio have a mobile app?

Yes, bexio has a dedicated mobile app for Android and iOS devices.

What language does bexio support?

bexio supports English, French, Italian, and German langauge.

Who are the typical users of bexio?

bexio supports businesses across diverse services and industries, including craft, retail, architecture and engineering, real estate, agencies, service providers, and cleaning companies.

What types of pricing plans does bexio offer?

bexio follows a transparent, all-inclusive pricing structure with no hidden fees, offering Basic at CHF 45.00/month for single user, Advanced at CHF 52.00/month for up to 2 users, Optima at CHF 79.00/month for up to 5 users and Ultimate at CHF 129.00/month for up to 25 users, along with a 30-day free trial that includes Ultimate features. Get a tailored bexio cost estimate today.

What other apps does bexio integrate with?

bexio integrates with a range of leading third-party applications, such as HubSpot, WooCommerce, Shopify, and Mailchimp.

What level of support does bexio offer?

bexio software offers support via chat, email, request form submission, and a knowledge base.

Does bexio offer an API?

Yes, bexio offers API access.