bexio for your voice agent

bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll. It brings core business operations into one connected workspace.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in bexio and paste it on a secure page in Connected apps.
What it reads
157 actions, such as check Bill Document Number, check Expense Document Number and download File.
What it changes
152 actions, such as accept Quote, copy Invoice and copy Quote.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 309. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

bexio actions

Reads 157

  • Check Bill Document Number
  • Check Expense Document Number
  • Download File
  • Download Paystub Pdf
  • Get Additional Address
  • Get Bank Account
  • Get Bill
  • Get Business Year
  • Get Calendar Year
  • Get Comment
  • Get Company Profile
  • Get Contact
  • Get Contact Group
  • Get Contact Relation
  • Get Country
  • Get Currency
  • Get Current User
  • Get Default Position
  • Get Delivery
  • Get Discount Position
  • Get Employee
  • Get Employee Absence
  • Get Expense
  • Get Fictional User
133 more
  • Get File
  • Get File Usage
  • Get Invoice
  • Get Invoice Payment
  • Get Invoice Pdf
  • Get Invoice Reminder
  • Get Invoice Reminder Pdf
  • Get Item
  • Get Item Position
  • Get Manual Compound Entry File
  • Get Manual Entry File
  • Get Milestone
  • Get Next Reference Number
  • Get Note
  • Get Order
  • Get Order Pdf
  • Get Order Repetition
  • Get Outgoing Payment
  • Get Pagebreak Position
  • Get Payment
  • Get Permissions
  • Get Project
  • Get Purchase Order
  • Get Quote
  • Get Quote Pdf
  • Get Salutation
  • Get Subposition Position
  • Get Subtotal Position
  • Get Task
  • Get Tax
  • Get Text Position
  • Get Timesheet
  • Get Title
  • Get Unit
  • Get User
  • Get Vat Period
  • Get Work Package
  • List Account Groups
  • List Accounts
  • List Additional Addresses
  • List Bank Accounts
  • List Bills
  • List Business Activities
  • List Business Years
  • List Calendar Years
  • List Comments
  • List Communication Types
  • List Company Profile
  • List Contact Groups
  • List Contact Relations
  • List Contacts
  • List Contact Sectors
  • List Countries
  • List Currencies
  • List Currency Codes
  • List Default Positions
  • List Deliveries
  • List Discount Positions
  • List Document Settings
  • List Document Template
  • List Employee Absences
  • List Employees
  • List Exchange Rates For Currency
  • List Expenses
  • List Fictional Users
  • List Files
  • List Invoice Payments
  • List Invoice Reminders
  • List Invoices
  • List Item Positions
  • List Items
  • List Journal Entries
  • List Languages
  • List Manual Compound Entry Files
  • List Manual Entries
  • List Manual Entry Files
  • List Milestones
  • List Notes
  • List Orders
  • List Outgoing Payments
  • List Pagebreak Positions
  • List Payments
  • List Payment Types
  • List Projects
  • List Project Status
  • List Project Type
  • List Purchase Orders
  • List Quotes
  • List Salutations
  • List Stock Areas
  • List Stock Locations
  • List Subposition Positions
  • List Subtotal Positions
  • List Task Priorities
  • List Tasks
  • List Task Status
  • List Taxes
  • List Text Positions
  • List Timesheets
  • List Time Sheet Status
  • List Titles
  • List Units
  • List Users
  • List Vat Periods
  • List Work Packages
  • Preview File
  • Search Accounts
  • Search Additional Addresses
  • Search Business Activities
  • Search Calendar Years
  • Search Communication Types
  • Search Contact
  • Search Contact Groups
  • Search Contact Relations
  • Search Contact Sectors
  • Search Countries
  • Search Files
  • Search Invoices
  • Search Items
  • Search Languages
  • Search Notes
  • Search Orders
  • Search Payment Types
  • Search Projects
  • Search Quotes
  • Search Reminders
  • Search Salutations
  • Search Stock Areas
  • Search Stock Locations
  • Search Tasks
  • Search Timesheets
  • Search Titles
  • Search Units

Changes 108

  • Accept Quote
  • Copy Invoice
  • Copy Quote
  • Create Additional Address
  • Create Bill
  • Create Business Activity
  • Create Calendar Year
  • Create Comment
  • Create Contact
  • Create Contact Group
  • Create Contact Relation
  • Create Contacts Bulk
  • Create Country
  • Create Currency
  • Create Default Position
  • Create Delivery From Order
  • Create Discount Position
  • Create Employee
  • Create Employee Absence
  • Create Expense
  • Create Fictional User
  • Create File
  • Create Invoice
  • Create Invoice From Order
84 more
  • Create Invoice From Quote
  • Create Invoice Payment
  • Create Invoice Reminder
  • Create Item
  • Create Item Position
  • Create Manual Entry
  • Create Milestone
  • Create Note
  • Create Order
  • Create Order From Quote
  • Create Outgoing Payment
  • Create Pagebreak Position
  • Create Payment
  • Create Project
  • Create Purchase Order
  • Create Quote
  • Create Salutation
  • Create Subposition Position
  • Create Subtotal Position
  • Create Task
  • Create Text Position
  • Create Timesheet
  • Create Title
  • Create Unit
  • Create Work Package
  • Decline Quote
  • Duplicate Bill
  • Duplicate Expense
  • Issue Delivery
  • Issue Invoice
  • Issue Quote
  • Mark As Sent Invoice
  • Mark As Sent Invoice Reminder
  • Mark As Sent Quote
  • Mark As Unsent Invoice Reminder
  • Reissue Quote
  • Restore Contact
  • Revert Issue Invoice
  • Revert Issue Quote
  • Send Invoice
  • Send Invoice Reminder
  • Send Quote
  • Unarchive Project
  • Update Additional Address
  • Update Bill
  • Update Bill Booking Status
  • Update Contact
  • Update Contact Group
  • Update Contact Relation
  • Update Country
  • Update Currency
  • Update Default Position
  • Update Discount Position
  • Update Employee
  • Update Employee Absence
  • Update Expense
  • Update Expense Booking Status
  • Update Fictional User
  • Update File
  • Update Invoice
  • Update Item
  • Update Item Position
  • Update Manual Entry
  • Update Milestone
  • Update Note
  • Update Order
  • Update Order Repetition
  • Update Outgoing Payment
  • Update Pagebreak Position
  • Update Payment
  • Update Project
  • Update Purchase Order
  • Update Quote
  • Update Salutation
  • Update Subposition Position
  • Update Subtotal Position
  • Update Task
  • Update Text Position
  • Update Timesheet
  • Update Title
  • Update Unit
  • Update Work Package
  • Upload Manual Compound Entry File
  • Upload Manual Entry File

Deletes 44

  • Archive Project
  • Cancel Invoice
  • Cancel Payment
  • Delete Additional Address
  • Delete Bill
  • Delete Contact
  • Delete Contact Group
  • Delete Contact Relation
  • Delete Country
  • Delete Currency
  • Delete Default Position
  • Delete Discount Position
  • Delete Employee Absence
  • Delete Expense
  • Delete Fictional User
  • Delete File
  • Delete Invoice
  • Delete Invoice Payment
  • Delete Invoice Reminder
  • Delete Item
  • Delete Item Position
  • Delete Manual Compound Entry File
  • Delete Manual Entry
  • Delete Manual Entry File
20 more
  • Delete Milestone
  • Delete Note
  • Delete Order
  • Delete Order Repetition
  • Delete Outgoing Payment
  • Delete Pagebreak Position
  • Delete Payment
  • Delete Project
  • Delete Purchase Order
  • Delete Quote
  • Delete Salutation
  • Delete Subposition Position
  • Delete Subtotal Position
  • Delete Task
  • Delete Tax
  • Delete Text Position
  • Delete Timesheet
  • Delete Title
  • Delete Unit
  • Delete Work Package

bexio setup

  1. Pasting a bexio API key

    Create an API key in bexio, choose bexio in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 309 actions the agent may use. Start with lookups and add the ones that change bexio when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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