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AI agent for Bexio

Swiss SME accounting & invoicing

What an AI employee can do inside Bexio, and what it never does. Both columns come from the same code that runs the integration — the catalogue’s two columns, on a page of their own.

Category: Finance & PaymentsConnection: Sign-in

What an AI employee can do in Bexio

Each line is an action the connector performs in Bexio, with the access you grant it.

Create a contact
Draft & issue a sales invoice
Record a purchase invoice (bill)
Book & issue a bill to an expense account
Record a payment on an invoice or bill
Read a bill's line items & attachments
List invoices, bills, bank accounts & contacts
Find payments with no invoice behind them
Send payment reminders (dunning)
Post manual journal entries (with foreign-currency support)
Book paid receipts / expenses (Quittungen)
Add & edit catalogue articles
Quote → order → invoice lifecycle & recurring invoices
Send, cancel or copy an invoice; undo a wrong payment
Prepare the MWST return from the journal, reconciled two ways
Prepare a payment run (pain.001) for your e-banking upload
Prepare the Mahnlauf under Swiss law — rung, default interest, limitation, Betreibungsferien
Prepare the company's Steuererklärung worksheet — add-backs, hidden equity, loss offset, federal tax, the canton's filing checklist
Assemble the filing pack — the signable Jahresrechnung (Bilanz, Erfolgsrechnung, Anhang) as PDF, the Art. 125 attachments, the meeting resolution and the sign-and-send cover
Read payroll employees & absences, record an absence, file finished payslips (bexio Lohn)

Where it stops

The limits, in the open.

Payment runs are a pain.001 file, the Betreibungsbegehren is a data sheet — Entumo never releases a transfer or files a Betreibung
Can't pull bexio's own reports — figures are computed from the journal
MWST return, Steuererklärung and filing pack from the journal — signed by the board, filed by you in the canton, no Ziffer map
No bank API — reconciliation reads the camt.053 your bank mails or you attach
Payroll: reads employees & absences, records absences, files payslips — the Lohnlauf runs in bexio; no time-tracking or stock

Every limit here was true before this page was written; it was just discovered after the invoice. Some are our own decisions rather than the provider's — by default, no integration of ours moves money without a person's approval, however willing the API is: payment runs are released in your e-banking, refunds wait for your approval.

Can you connect it today?

Connect today

The client is live and the credentials are yours to paste or sign in with. Your team acts in it the moment it is connected.

How it works with Entumo

The same three steps as everywhere else — with Bexio as one of the tools your team acts in.

Choose the work to hand over

Tell Enti, your AI manager, the outcome you need. He recommends agents from the catalogue, ready for you to add to your team.

Let your team do the legwork

Connect the relevant tools and share your files or instructions. Enti coordinates the agents and keeps the work in one conversation.

Review the result

Get a draft, a file or a completed task. By default, sensitive actions pause for your approval, with the details in front of you.

More in Finance & Payments

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Hand off the first task in Bexio.

Tell us the work you would give away in Bexio. We will say whether Entumo can do it today.

See pricing

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AI agent for Bexio

Swiss SME accounting & invoicing

What an AI employee can do inside Bexio, and what it never does. Both columns come from the same code that runs the integration — the catalogue’s two columns, on a page of their own.

Category: Finance & PaymentsConnection: Sign-in

What an AI employee can do in Bexio

Each line is an action the connector performs in Bexio, with the access you grant it.

Create a contact
Draft & issue a sales invoice
Record a purchase invoice (bill)
Book & issue a bill to an expense account
Record a payment on an invoice or bill
Read a bill's line items & attachments
List invoices, bills, bank accounts & contacts
Find payments with no invoice behind them
Send payment reminders (dunning)
Post manual journal entries (with foreign-currency support)
Book paid receipts / expenses (Quittungen)
Add & edit catalogue articles
Quote → order → invoice lifecycle & recurring invoices
Send, cancel or copy an invoice; undo a wrong payment
Prepare the MWST return from the journal, reconciled two ways
Prepare a payment run (pain.001) for your e-banking upload
Prepare the Mahnlauf under Swiss law — rung, default interest, limitation, Betreibungsferien
Prepare the company's Steuererklärung worksheet — add-backs, hidden equity, loss offset, federal tax, the canton's filing checklist
Assemble the filing pack — the signable Jahresrechnung (Bilanz, Erfolgsrechnung, Anhang) as PDF, the Art. 125 attachments, the meeting resolution and the sign-and-send cover
Read payroll employees & absences, record an absence, file finished payslips (bexio Lohn)

Where it stops

The limits, in the open.

Payment runs are a pain.001 file, the Betreibungsbegehren is a data sheet — Entumo never releases a transfer or files a Betreibung
Can't pull bexio's own reports — figures are computed from the journal
MWST return, Steuererklärung and filing pack from the journal — signed by the board, filed by you in the canton, no Ziffer map
No bank API — reconciliation reads the camt.053 your bank mails or you attach
Payroll: reads employees & absences, records absences, files payslips — the Lohnlauf runs in bexio; no time-tracking or stock

Can you connect it today?

Connect today

The client is live and the credentials are yours to paste or sign in with. Your team acts in it the moment it is connected.

How it works with Entumo

The same three steps as everywhere else — with Bexio as one of the tools your team acts in.

Choose the work to hand over

Tell Enti, your AI manager, the outcome you need. He recommends agents from the catalogue, ready for you to add to your team.

Let your team do the legwork

Connect the relevant tools and share your files or instructions. Enti coordinates the agents and keeps the work in one conversation.

Review the result

Get a draft, a file or a completed task. By default, sensitive actions pause for your approval, with the details in front of you.

Hand off the first task in Bexio.

Tell us the work you would give away in Bexio. We will say whether Entumo can do it today.

See pricing