In focus: Bexio - tool for company management

In focus: Bexio – An intuitive tool for business management

Blinno

29. November 2023

The efficient management of a company requires powerful and reliable tools. One of these tools, which is becoming more and more important on the market, is Bexio. In this post, we take a closer look at the Swiss company and its software solution for small businesses and startups.

1. What is Bexio?

Bexio is a cloud-based business management software designed specifically for small and medium-sized businesses. With Bexio, companies can manage their accounting, customer relationship management (CRM), order management and much more in one place. Bexio’s ease of use and many integrations with other tools make it a popular choice for business owners looking to streamline their administrative processes.

Source: bexio.com

2. Functions

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Web-based software:

Bexio is a web-based software. This means that you can use Bexio anytime, anywhere and you don’t need to install any program for it. Thus, Bexio covers practically all administrative tasks that arise in a company.

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Contact management:

The contact management function ensures quick access to all contact data. Contacts can be categorized, various notes can be stored and even address lists can be created.

Source: bexio.com

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Accounting

One important task that can be done via Bexio is accounting. There is an overview of all bookings that have been made. Also, all receipts can be filed online.

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Banking-Tool

With the banking tool, supplier invoices and creditors can be entered directly and transmitted to e-banking. Furthermore, the financial cockpit provides an overview of payments made and outstanding receivables at any time.

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Payroll

Payrolls can also be created via Bexio. Whether monthly, hourly wages or commissions, these amounts can also be paid out directly with additional integration of e-banking.

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Preparation of offers and invoices

The uncomplicated creation of offers and invoices is a major plus point of Bexio. Optionally, the documents can be customized. For example, the company logo can also be easily integrated.

Source: bexio.com

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Product management

Products and services can also be easily managed in Bexio. With product management, products can be inserted directly into quotations, orders and invoices.

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Project Management

Bexio also offers support for project management. With the time tracking tool for projects, the hours worked can be imported directly into the invoice and thus invoiced.

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Stock management

Thanks to the possibility of posting the receipts and issues, the stock is always in view. You can enter orders to suppliers and create delivery bills and setup bills. This makes one’s work easier over the entire warehouse management.

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Integrations

Bexio can integrate with a variety of other tools, such as e-banking platforms, online stores, and more.

3. Advantages and disadvantages

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Advantages

All-in-one solution: Bexio offers a number of features that you would normally find in several tools.
User-friendliness: The platform is intuitive and easy to use, even for non-technical people.
Cloud-based: You can access your company data from anywhere.

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Disadvantages

Price: Bexio is more expensive compared to some other tools on the market.
Language support: Currently only English, German and French are supported.

4. Tipps und Tricks

Thanks to add-ons and integrations, for example with MailChimp (sending newsletters) or Make (automating online workflows), internal processes can be made even more effective. Bexio also has a scanner app, so expense receipts can be scanned, uploaded and posted there. This makes it even easier to do the accounting.

5. Pricing

Bexio offers three different packages ranging from CHF 29 to CHF 99 per month. Depending on the package, not all functions are available. However, there is a suitable offer for all company sizes.

All information on: www.bexio.com

Conclusion

Bexio is a powerful and versatile tool that is ideal for small businesses and startups. With its ease of use and wide range of functions, it provides valuable support for managing all aspects of the company. If you have any questions about Bexio or need further support, feel free to contact us.

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