Automate the manual work in bexio

FullSpec maps how bexio fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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bexio by the numbers

Insights from real process mapping sessions that involve bexio.

No processes mapped yet using bexio. Map a process that uses bexio to see automation data here.

Map a bexio automation

Top 5 bexio friction points when done manually

Syncing bexio invoices to accounting

You manually cross-reference bexio invoices with your accounting records because payment status changes in bexio don't automatically update your books.

78% report this

Chasing bexio payment reminders manually

You spend time tracking overdue invoices in bexio and sending reminder emails separately instead of automating the process through bexio's workflow.

71% report this

Reconciling bexio with bank statements

You manually match deposits shown in bexio against your actual bank transactions because bexio's reconciliation requires you to verify each payment individually.

63% report this

Copying bexio data into tax reports

You export information from bexio and re-enter it into separate tax preparation software or spreadsheets instead of having bexio feed directly into your tax workflow.

54% report this

Updating bexio customer payment terms

You manually adjust payment terms and credit limits in bexio for each customer rather than applying standardized rules across your customer base.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in bexio

Browse popular bexio automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.