In this article, we take a closer look at the Swiss company and its software solution for small businesses and start-ups.
1. What is Bexio?
Bexio is a cloud-based business management software that is specifically designed for small and medium-sized businesses. With Bexio, companies can manage their accounting, customer management (CRM), order management and much more in one place. Because of its ease of use and many integrations with other tools, Bexio is a popular choice for entrepreneurs who want to optimize their administrative processes.
2. Features
Web-based software:
Bexio is a web-based software. This means that you can use Bexio anytime, anywhere and you don't have to install a program. In this way, Bexio covers virtually all administrative tasks required in a company.
Contact management:
With the function of contact management Quick access to all contact details is guaranteed. Contacts can be categorized, various notes can be stored and even address lists can be created.
Accounting
One important task that can be completed via Bexio is accounting. There is an overview of all bookings that have been made. All documents can also be stored online.
Banking tool
With the banking tool, supplier invoices and creditors can be recorded directly and transmitted to e-banking. In addition, the financial cockpit gives you an overview of the payments made and outstanding receivables at any time.
Payroll
Payrolls can also be created via Bexio. Regardless of whether monthly, hourly or commissions, these amounts can also be paid out directly with additional integration of e-banking.
Preparation of offers and invoices
The easy preparation of offers and invoices is a major advantage of Bexio. Optionally, the documents can be individually designed. For example, the company logo can also be easily integrated.
Product management
Products and services can also be easily managed in Bexio. With product management, products can be inserted directly into offers, orders and invoices.
Project management
Bexio also offers project management support. With the time recording tool for projects, the hours worked can be imported directly into the invoice and thus invoiced.
Stock management
Thanks to the ability to record incoming and outgoing items, inventory is always in view. You can enter orders to suppliers and create delivery notes and set-up slips. This makes it easier for you to work across the entire warehouse management system.
Integrations
Bexio can be used with a variety of other tools integrates such as e-banking platforms, online shops and much more.
3. Advantages and disadvantages
Advantages
- All-in-one solution: Bexio offers a range of features that you would normally find in several separate tools.
- Ease of use: The platform is intuitive and easy to use, even for non-technicians.
- Cloud-based: You can access your company data from anywhere.
Disadvantages
- price: Bexio is more expensive compared to some other tools on the market.
- language support: Only German, English and French are currently supported.
4. Tips and 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 that expense receipts can be scanned, uploaded and recorded there. This makes bookkeeping even easier.
5. Pricing
Bexio offers three different packages ranging from CHF 29.- to CHF 99.- per month. Depending on the package, not all features are available. However, there is a suitable offer for all company sizes.
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Conclusion
Bexio is a powerful and versatile tool that is ideal for small businesses and start-ups. With its ease of use and wide range of functions, it provides valuable support for managing all aspects of a company. If you have any questions about Bexio or need further assistance, feel free to contact us.
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