Not switched on

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

Where it stops

The limits, in the open.

Not connectable yet — bexio bars shared tokens; our OAuth app is pending
Payment runs are a pain.001 file for your e-banking — Vorenq never releases a transfer
Can't pull bexio's own reports — figures are computed from the journal
The MWST return is prepared from the journal — bexio's own report stays the one you file from
No live bank feed — reconciliation reads a camt.053 file you attach
No payroll, time-tracking or stock — those bexio modules aren't wired

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 — no integration of ours moves money, however willing the API is.

Can you connect it today?

Not switched on

Built and tested, but not connectable yet — waiting on an app registration, a provider review, or a paid tier. Each card says which.

How it works with Vorenq

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

Hand off a task

In plain words: “invoice the Müller deposit”, “research our top 3 competitors”. No prompt-engineering.

It staffs the right team

The manager picks employees and the right model for each: Opus for hard reasoning, Haiku to plan, Kimi for volume.

Review finished work

Employees delegate, do the work and hand you real files, pausing for your approval before anything risky. The final call stays yours.

More in Finance & Payments

All integrations

Hand off the first task in Bexio.

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

See pricing

All product and company names, logos and trademarks, registered or not, are the property of their respective owners. They are referenced solely in a descriptive manner to indicate compatibility and interoperability; no affiliation, partnership, sponsorship, certification, approval or endorsement is implied, neither by the trademark owners nor by MomentumQ GmbH.

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

Where it stops

The limits, in the open.

Not connectable yet — bexio bars shared tokens; our OAuth app is pending
Payment runs are a pain.001 file for your e-banking — Vorenq never releases a transfer
Can't pull bexio's own reports — figures are computed from the journal
The MWST return is prepared from the journal — bexio's own report stays the one you file from
No live bank feed — reconciliation reads a camt.053 file you attach
No payroll, time-tracking or stock — those bexio modules aren't wired

Can you connect it today?

Not switched on

Built and tested, but not connectable yet — waiting on an app registration, a provider review, or a paid tier. Each card says which.

How it works with Vorenq

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

Hand off a task

In plain words: “invoice the Müller deposit”, “research our top 3 competitors”. No prompt-engineering.

It staffs the right team

The manager picks employees and the right model for each: Opus for hard reasoning, Haiku to plan, Kimi for volume.

Review finished work

Employees delegate, do the work and hand you real files, pausing for your approval before anything risky. The final call stays yours.

Hand off the first task in Bexio.

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

See pricing