bexio

#495 most-used

Swiss business software, automated end to end

CRMProductivityProjectsDocumentsFinanceAccounting

bexio is a cloud-based business platform built for Swiss small businesses, combining accounting, invoicing, contact management, project tracking, and payroll in a single workspace. Connect it to Actionist and your agents can create and send invoices, manage contacts and companies, track project time, generate quotes, and sync every record across your tool stack — without anyone touching the bexio dashboard.

Try bexio with Actionist Visit bexio

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate manual invoice creation, contact syncing between bexio and the CRM, project setup after deal close, and the weekly overdue-invoice chase — the most time-consuming recurring tasks for Swiss SMB finance and operations teams.

Schedule

What your bexio agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Wed–Fri

Wed

Thu

Fri

10a

11a

12p

Multi-app workflows

bexio × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

8Apps spanned

~14 hrsSaved / week

5Personas served

For finance

Featured3 apps

Deal close to deposit invoice in one flow

When a deal closes in HubSpot, the agent finds or creates the client company in bexio, raises the deposit invoice, sends it to the client, and notifies the #sales Slack channel — all within minutes of the deal being marked won.

~3 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a deal moves to Closed Won in the CRM

Trigger

Step 1

HubSpot

Detect deal stage change to Closed Won

read

Step 2

bexio

Find or create the client company in bexio

write

Step 3

bexio

Create a sales invoice for the deposit amount

write

Step 4

bexio

Send the invoice to the client via bexio

write

Step 5

Slack

Post deal-won + invoice-sent notification to #sales

Result

Create a sales invoice for the deposit amountSend the invoice to the client via bexioPost deal-won + invoice-sent notification to #sales

The win

Saved per run

20 min

Runs / week

~8×

Every closed deal generates a bexio invoice without finance touching the keyboard

Driven byFinance Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
45 min / week
Manual quote creation in bexio
Sales reps open bexio, look up the contact, select the product, enter quantities, set payment terms, and save — repeating for every new request, typically 15 minutes per quote.
Sales Agent
0 min
Agent creates bexio quotes from CRM or form data
When a form is submitted or a deal advances, the agent finds the contact, retrieves the product, and creates the quote in bexio automatically — reps receive a Slack notification that the quote is ready.
Marketing
30 min / week
Manual contact creation from campaign data
After each campaign, someone exports respondent data, maps fields to bexio format, imports contacts one by one, and checks for duplicates — a process that takes an hour for a 50-person campaign list.
Marketing Agent
0 min
Agent syncs campaign contacts to bexio automatically
The Marketing Agent reads campaign response data and calls Find or Create Company and Person for each respondent, keeping bexio and the CRM aligned without any manual exports or imports.
Customer Support
20 min / week
Manual invoice lookup for billing queries
Support agents switch to bexio, search by client name, navigate to invoices, and copy the status back to the ticket — a 5-minute context switch per billing query.
Customer Support Agent
0 min
Agent enriches tickets with bexio invoice status
The Support Agent searches bexio for the client's invoices and posts the status summary as an internal ticket note, so agents can answer billing questions without leaving the helpdesk.
Human Resources
20 min / week
Manual employee record creation in bexio
HR staff open bexio, manually enter each new employee's details, link them to the company, and then separately upload the signed contract — 10 minutes per new hire, more for errors.
Human Resources Agent
0 min
Agent creates bexio employee records and uploads contracts
When a new hire row is added to the onboarding sheet, the agent creates the person in bexio and uploads the signed contract to the inbox — HR never opens bexio for onboarding.
Finance
60 min / week
Manual monthly invoice creation and dispatch
The accounts team opens bexio, looks up each retainer client, creates the invoice, exports the PDF for the archive, and clicks send — 8 minutes per client, multiplied by every retainer on the list.
Finance Agent
0 min
Agent creates, exports, and sends invoices in one batch
The Finance Agent creates all monthly retainer invoices from the billing schedule, exports PDFs to Google Drive, and sends each invoice via bexio — the full batch completes before the accounts team arrives.
Operations
30 min / week
Manual project creation after deal close
Operations staff wait for a sales handoff email, then open bexio, create a project, link the client, set the budget, and inform the project manager — often taking 24 hours from deal close to project setup.
Operations Agent
0 min
Agent creates bexio projects the moment contracts are signed
When a contract is signed or a deal closes, the Operations Agent creates the bexio project, links the client, and notifies the project manager — setup completes within minutes, not the next business day.
Legal
30 min / week
Manual contract filing and client record verification
Legal staff download the signed contract, open bexio, find the client, upload the document, and check that the legal name and address match — a 15-minute task for every signed agreement.
Legal Agent
0 min
Agent uploads contracts and verifies client records automatically
When a signed contract lands in Google Drive, the agent finds the client in bexio, uploads the PDF to the inbox, verifies the legal details, and notifies the team — the filing is done before anyone reads the Slack message.

+ 100s of other bexio automations

Average time saved

24 hrs / person / month

Calculator

Calculate what your team saves

Team size

8 people

Hourly rate

$35 / hr

Hours saved / week

Hours saved / year

1,400

Annual ROI

$49,000

Based on bexio's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug bexio into Actionist

Pick the connection method that suits your environment.

Connect bexio via OAuth. Actionist opens a bexio authorisation window, you log in and grant access, and the agent can read and write contacts, invoices, projects, and products.

Open the Apps tab

Find bexio in the Apps library and click Connect. OAuth is the recommended connection method.

Authorise in bexio

A bexio login window opens. Sign in and grant Actionist the requested permissions to read and write your business data.

Test the connection

Actionist runs a read-only test call to confirm the handshake. You are ready to build your first bexio agent task.

Actions

27 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

MCP servers

MCP servers that work with bexio

Connect Actionist to MCP servers built for or around this app.

bexio MCP Server

Swiss accounting integration for bexio with over 310 tools covering invoices, contacts, projects, and products.

FAQs

Questions about bexio + Actionist

How does Actionist connect to bexio?

Go to the Apps tab, find bexio, and click Connect. You can connect via OAuth — Actionist opens a bexio authorisation window, you log in and grant the requested permissions, and the agent gains access to your contacts, invoices, projects, and products. Alternatively, you can use the bexio MCP server, which provides access to over 300 bexio tools. Once connected, Actionist runs a read-only test call to confirm the handshake before any actions are executed.

Which bexio features does Actionist support?

Actionist supports the core bexio API surface: contacts (companies and persons), sales documents (invoices, quotes, orders), products and services, projects, time tracking, accounting entries, and document inbox uploads. Actionist can create, update, search, and send these records, covering the main business workflows for Swiss SMBs who use bexio as their business platform.

Can Actionist create and send bexio invoices automatically?

Yes. The Finance Agent can create a sales invoice, export it to PDF, and send it to the client via bexio, all in one unattended flow. You can trigger this from a CRM deal stage change, a form submission, or a scheduled run. The agent uses your bexio account settings for payment terms, currency, and tax rates — no manual configuration needed per invoice. You can require an approval step before the send if you want a human review gate.

How does Actionist keep bexio contacts in sync with my CRM?

The agent uses the Find or Create Company and Find or Create Person actions as an idempotent sync layer — it searches bexio for an existing record before creating a new one, preventing duplicates. When a contact is updated in the CRM, the agent calls Update Company or Update Person in bexio within about a minute of the change. You can run contact sync on a schedule (e.g. every Monday morning) or trigger it from CRM events.

Does Actionist support bexio's project and time tracking features?

Yes. The agent can create projects in bexio linked to a client company, and log time tracking entries against those projects for specific employees. A common setup is to trigger project creation when a CRM deal closes, and log time entries from a task management tool when tasks are marked complete. The agent can also search projects and report on time logged versus budget.

Can Actionist upload documents to the bexio inbox?

Yes. The Upload File to Inbox action lets the agent push supplier invoices, signed contracts, receipts, or any other document directly to the bexio document inbox. A common trigger is a new email attachment, a new file in Google Drive, or a new submission in an expense form. The document appears in bexio ready for the accounts team to process, without anyone downloading and re-uploading it manually.

Will Actionist work with bexio's Swiss-specific features like CHF invoicing and Swiss VAT?

Actionist uses your bexio account's existing settings for currency, VAT rates, and payment terms when creating invoices and quotes. If your bexio account is configured for CHF and Swiss VAT, the agent will use those settings automatically. You can specify account codes when creating manual entries by using the Find Account action to look up the correct bexio ledger account before posting.

Can I set up an approval step before invoices or quotes are sent to clients?

Yes. Actionist's Approval Modes let you require a human review before any client-facing action is taken. You can set the agent to 'Ask each time' or 'Guarded auto' mode for send actions — the agent creates the invoice or quote in bexio and pauses, sending you a Telegram or Slack notification with the details. You approve or reject, and the agent acts accordingly. This gives you automated creation without losing control over what goes to clients.

bexio

Deal close to deposit invoice in one flow

Calculate what your team saves

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