The free 30-day trial provides most Ultimate features but excludes the document archive and bexio Pay.
Trial users cannot fully evaluate those paid workflow areas before choosing a plan.
Evidence source ↗
Bexio
Bexio is Swiss cloud business software for small businesses, combining accounting, invoicing, banking, payroll and operational tools.
6 key claims verifiedOur editorial team checked this profile against vendor documentation, pricing information, product documentation. Supported by 6 documented sources.
Editorial overview
Aggregated Overview
Official materials document broad SME accounting and administration features, Swiss banking connections, mobile apps and a REST API. G2 lists 17 reviews and a 3.6 rating, but that small sample limits conclusions about sentiment.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Bexio Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Best suited to
Swiss small businesses and self-employed users seeking accounting, invoicing, banking reconciliation and related administration in one cloud service.
Look elsewhere if
Organizations that need self-hosting, or buyers whose accounting requirements are not centered on Switzerland, should assess localization and deployment needs carefully, and should evaluate alternatives such as KLARA or Odoo instead.
Platforms
Android, Cloud, iOS, SaaS, Web
TechZella assessment
7.6/10
Bexio — What Sets It Apart?
These are the product-specific differences that may matter when deciding whether the software fits your workflow. They are based on documented evidence rather than a universal ranking.
- Swiss-focused bookkeeping connects sales, purchases, time tracking, inventory and payroll workflows.
- The product lists direct connections to more than 65 Swiss banks and provides online access for fiduciaries.
- The bexio Go mobile app supports receipt processing, invoice creation and selected time-tracking features, with automated receipt extraction varying by plan.
Bexio Pros & Cons
Pros
- Combines accounting with invoicing, banking, contact and operational workflows.
- Lists direct integrations with more than 65 Swiss banks.
- Offers a REST API, marketplace integrations and online fiduciary access.
- Includes iOS and Android apps for mobile business workflows.
Cons
- Payroll access and costs vary by subscription tier.
- The trial excludes the document archive and bexio Pay.
- Automated receipt extraction has plan-based allowances and is tied to the mobile app.
- Its Swiss-focused workflows may not suit organizations seeking other national accounting localizations.
Bexio Gotchas & Operational Limits
These are documented constraints or practical friction points that may matter before you adopt the product.
Automatic reading of supporting documents and receipts is only available through the bexio Go mobile app; the vendor says other such documents must be entered manually in the web application.
Teams processing documents from desktop workflows may need to adjust their intake process.
Evidence source ↗Bexio API access is rate-limited per company per minute, and integrations request defined access scopes.
Custom integrations need to account for authorization and request-volume constraints.
Evidence source ↗Bexio Pricing & Plans
Basic
CHF 35 annually / CHF 45 monthly
month
One user. Core accounting, invoicing, contact management, expenses, e-banking and related functions. Prices exclude VAT.
Check current pricing →Advanced
CHF 42 annually / CHF 52 monthly
month
Two users. Payroll is available as an additional monthly charge; automated receipt extraction is listed with a 50-scan monthly allowance.
Check current pricing →Optima
CHF 69 annually / CHF 79 monthly
month
Five users. Payroll is an additional monthly charge for five employees; mobile receipt extraction is listed with a 100-scan monthly allowance.
Check current pricing →Ultimate
CHF 119 annually / CHF 129 monthly
month
25 users. Includes payroll for up to 25 employees and bexio Pay; the vendor lists fair use of approximately 1,000 automated scans monthly.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Quick Comparison
Compare the product with documented alternatives across the factors that can change a buying decision. Each row is evidence-backed rather than a generic feature checklist.
Bexio vs. KLARA
Documented comparison| Decision factor | Bexio | KLARA |
|---|---|---|
| Core scope | Accounting, invoicing, banking, contacts, projects and inventory management are listed within the bexio business-software plans. | KLARA Business combines accounting, CRM and order management, with additional modules such as POS, online shop and payroll. Source ↗ |
| Pricing model | Four plans list CHF 35–119 per month with annual billing, or CHF 45–129 with monthly billing; prices exclude VAT. | KLARA Business Basic lists CHF 48 monthly with two-year billing, CHF 55 annually, or CHF 69 month-to-month; prices exclude VAT. Source ↗ |
| API and integrations | Bexio documents an open REST API and a marketplace with more than 100 apps. | KLARA states that its APIs expose selected functionality rather than the complete software feature set. Source ↗ |
Bexio vs. Odoo
Documented comparison| Decision factor | Bexio | Odoo |
|---|---|---|
| Core scope | Bexio focuses on administration for Swiss SMEs, including bookkeeping, invoicing, banking and payroll. | Odoo offers accounting within a wider suite of business applications, including CRM, inventory, HR, sales and e-commerce. Source ↗ |
| Pricing model | Bexio uses monthly subscriptions with user limits that vary by plan; annual billing discounts the displayed monthly price. | Odoo lists a free one-app tier and per-user paid plans; its Custom plan includes external API access. Source ↗ |
| Deployment model | Bexio is a cloud SaaS service; the vendor says data is stored in Switzerland. | Odoo lists Odoo Online and, on its Custom plan, Odoo.sh or on-premise deployment. Source ↗ |
Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.
Bexio Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
At a glance
Accounting Software| Decision factor | Bexio | KLARA | Odoo |
|---|---|---|---|
| Core scope | Accounting, invoicing, banking, contacts, projects and inventory management are listed within the bexio business-software plans. | KLARA Business combines accounting, CRM and order management, with additional modules such as POS, online shop and payroll. Source ↗ | Odoo offers accounting within a wider suite of business applications, including CRM, inventory, HR, sales and e-commerce. Source ↗ |
| Pricing model | Four plans list CHF 35–119 per month with annual billing, or CHF 45–129 with monthly billing; prices exclude VAT. | KLARA Business Basic lists CHF 48 monthly with two-year billing, CHF 55 annually, or CHF 69 month-to-month; prices exclude VAT. Source ↗ | Odoo lists a free one-app tier and per-user paid plans; its Custom plan includes external API access. Source ↗ |
| API and integrations | Bexio documents an open REST API and a marketplace with more than 100 apps. | KLARA states that its APIs expose selected functionality rather than the complete software feature set. Source ↗ | Not documented |
| Deployment model | Bexio is a cloud SaaS service; the vendor says data is stored in Switzerland. | Not documented | Odoo lists Odoo Online and, on its Custom plan, Odoo.sh or on-premise deployment. Source ↗ |
Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Bexio.
KLARADocumented difference - Core scope: KLARA Business combines accounting, CRM and order management, with additional modules such as POS, online shop and payroll.
OdooDocumented difference - Core scope: Odoo offers accounting within a wider suite of business applications, including CRM, inventory, HR, sales and e-commerce.
Overview
Bexio is cloud business software from Swiss vendor bexio AG. It combines accounting with invoicing, banking, contact management, projects and inventory features for small businesses.
The product is oriented toward Swiss business administration. Its banking integrations include more than 65 Swiss banks, and users can grant their fiduciary direct online access.
Bexio Features
Accounting and finance
- Financial accounting and reports
- VAT statements
- Expense and supplier invoice processing
- Swiss bank transaction reconciliation
- Quotes, orders, invoices and payment reminders
Business administration
- Contact and customer management
- Product management
- Projects and time tracking
- Stock management
- Payroll accounting availability varies by plan
Mobile and integrations
- bexio Go for iOS and Android
- Mobile invoice creation and document access
- AI-assisted receipt and QR-invoice processing in the mobile app
- REST API and developer sandbox
- Marketplace with business-app integrations
Demo & Screenshots
Bexio Specifications
| Deployment | Cloud SaaS |
|---|---|
| Mobile platforms | iOS and Android via bexio Go |
| API | REST API |
| Data hosting | Vendor says customer data is stored in Switzerland |
| Bank integrations | More than 65 Swiss banks, according to the vendor |
| Free trial | 30 days; document archive and bexio Pay excluded |
| Billing currency | CHF |
| Pricing tax treatment | Listed prices exclude VAT |
| User limits | 1 to 25 users, depending on subscription |
| Data export | Vendor says account data can be exported when cancelling |
Deployment & System Footprint
Verified installation, hosting, administration, or environment details that can affect implementation.
| Hosting | Cloud SaaS; the vendor says customer data is stored in Switzerland and that no software installation is required. Source ↗ |
|---|---|
| Mobile access | bexio Go is offered for iOS and Android and requires a bexio account. Source ↗ |
| API | The vendor provides a REST API for custom integrations and a sandbox account for development. Source ↗ |
Migration & Lock-In
Documented portability, standards, export, or switching considerations. No switching-cost score is shown unless the evidence supports one.
Data portability
The vendor says customers can export their data when cancelling the account.
Evidence source ↗Setup assistance
Paid services include product and contact data migration, as well as accounting setup.
Evidence source ↗Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
7.6/10Moderate confidence
Official materials document broad SME accounting and administration features, Swiss banking connections, mobile apps and a REST API. G2 lists 17 reviews and a 3.6 rating, but that small sample limits conclusions about sentiment.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
Editorial transparency
Our Review Methodology
Key claims are linked to the sources used to verify them. This evidence record is separate from third-party user ratings.
TechZella evaluates software using documented product capabilities, pricing information, usability and value considerations, independent user evidence where available, and competitive context. The assessment is an editorial review, not a hands-on test unless one is explicitly identified. Our editorial assessment is based on 6 documented sources.
What TechZella adds
- Swiss-focused bookkeeping connects sales, purchases, time tracking, inventory and payroll workflows.
- The product lists direct connections to more than 65 Swiss banks and provides online access for fiduciaries.
- The bexio Go mobile app supports receipt processing, invoice creation and selected time-tracking features, with automated receipt extraction varying by plan.
Important limitations
- Payroll is excluded from Basic and is a paid add-on on Advanced and Optima; Ultimate includes payroll for up to 25 employees.
- The 30-day trial excludes the document archive and bexio Pay.
- Automatic receipt extraction in bexio Go has plan-based allowances; the vendor identifies fair-use limits for the highest tier.
Evidence-backed claimsBexio began in 2013 and is based in Rapperswil SG. Bexio provides accounting, invoicing, banking, payroll and order-management functions for SMEs. Bexio offers a 30-day trial without requiring a credit card. Bexio offers a developer REST API and sandbox account. Bexio Go is available for iOS and Android. Bexio says customer data is stored in Switzerland and describes Swiss data-center security measures.
The vendor identifies its founding year and Rapperswil base on its marketplace partner page.
View source ↗Verified 2026-10-18The official product overview describes these functions as part of its business software.
View source ↗Verified 2026-10-18The official pricing page describes a 30-day trial and specifies excluded features.
View source ↗Verified 2026-10-18The API page describes bespoke integrations, developer sandbox access and marketplace integrations.
View source ↗Verified 2026-10-18The official mobile-app page identifies both supported mobile platforms.
View source ↗Verified 2026-10-18The vendor's cloud page describes Swiss server location, an ISO 27001-certified data center, encryption and backups.
View source ↗Verified 2026-10-18FAQ
Does Bexio have a free trial? Yes. The vendor offers a 30-day trial without obligation, but the document archive and bexio Pay are excluded.
Does Bexio offer a mobile app? Yes. bexio Go is available for iOS and Android and requires a bexio account.
Does Bexio have an API? Yes. Bexio documents a REST API and offers a sandbox account for developers.
Where is Bexio hosted? The vendor says its servers are located in Switzerland and describes its data center as ISO 27001 certified.
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