bexio

bexio is Swiss SMB business software covering the quote to order to invoice chain. Agents manage contacts and items, run projects with time tracking, record supplier bills and expenses, and post banking payments and double entry bookkeeping through a single OAuth2 connection.

150 actions OAuth available

bexio website Platform Documentation Capability data verified 2026-08-24

A supplier invoice arrives in the shared inbox

The agent reads the supplier, the amount, the VAT rate and the due date from the document

Upload File stores the PDF, then Create Bill records the bill with the file attached

List Bills for that supplier confirms the same invoice has not already been booked

The expense account and VAT treatment are checked against how this supplier was booked before

Set Bill Status books the bill so it appears in the ledger

A finance owner approves before Create Payment queues the money to leave the bank

What This Integration Enables

bexio is the Swiss SMB suite that carries the whole chain: quote to order to delivery to invoice, plus contacts, a catalog, projects with time tracking, supplier bills and expenses, banking payments and double entry bookkeeping. Most software in this category makes you choose between running the sales chain and running the books. bexio does not, and a FlowRunner agent connected through a single OAuth2 connection reaches all of it.

What makes bexio unusually good to automate is how much of it is reversible. Issue Invoice assigns the number and Revert Issue Invoice takes it back to draft. Deleted contacts come back with Restore Contact, archived projects come back with Unarchive Project, and a completed invoice can be voided with Cancel Invoice in a way that keeps the numbering sequence intact. That is a large surface an agent can work in without a person watching every call. FlowRunner's argument has never been that agents should be supervised everywhere. It is that they should stop at the places where stopping matters, and on this connector there is one obvious place: money leaving the bank.

Without FlowRunner

Approval by forwarded email A supplier invoice gets forwarded until someone with authority replies, and the audit trail is the thread

Bills booked twice The same invoice arrives as a PDF and again as a statement line, and nothing checks for the duplicate

Payment visibility decided by habit Whether a payment is marked as salary depends on who keyed it, which decides who can see it afterwards

With FlowRunner

Approval as a workflow step The exception reaches the approver with the supplier history and the account attached, and the answer is recorded

Duplicates caught on the way in The agent searches for its own reference before booking, so a second copy stops rather than posting

Visibility stated explicitly The salary flag is set deliberately as part of the approval, not inferred from whoever was at the keyboard

Use Case Scenarios

Quote to cash without anyone rekeying

An opportunity closes in HubSpot. The agent resolves the contact with Search Contacts on the email address, creates one with Create Contact if needed, and builds the quote with Create Quote carrying its positions inline, which is the only place inline positions work. Issue Quote assigns the number and Send Quote delivers it. When the customer accepts, Accept Quote records it and Create Order From Quote carries the lines into an order. Create Delivery From Order and Create Invoice From Order follow as the work completes. Every document created this way carries your own key in its API reference field, so Search Invoices finds it later without anyone storing a bexio id.
Dunning that reads the customer before it writes

On a schedule, the agent runs Search Invoices for documents with a balance above zero whose due date has passed. For each one it reads the customer's history and the reminders already sent with List Invoice Reminders. A customer three days late who has paid on time for two years and a customer forty days late on their second invoice get different treatment. The agent drafts the reminder with Create Invoice Reminder, and the queue posts to Microsoft Teams for the credit controller to release. Send Invoice Reminder runs on the released ones. The escalation ladder is proposed by the agent and chosen by a person, which is the only version of dunning that does not eventually annoy a good customer.
Time that reaches the invoice it belongs on

Timesheets flow in from the field or from an expense app like Expensify. The agent resolves the project with List Projects, resolves the activity with List Business Activities, and calls Create Timesheet with the duration in a tracking block. The billable flag on that call is a real business decision rather than a display setting, because unbillable time is recorded and never invoiced, so the agent applies the project's own rule and flags anything ambiguous. At month end it lists the billable timesheets per project and adds them to the open invoice with Add Item Position, then posts the summary to Slack before anyone issues anything.

Human-in-Loop Highlight

Create Payment is where bexio stops being forgiving. Cancel Payment exists, and it works only before the bank executes the payment, so the window is real but it is not yours to control. The same call also carries a salary flag, and that flag is an access control rather than a label: a payment marked as salary is hidden from users without payroll rights. Set it wrongly in one direction and a salary is visible to the whole team. Set it wrongly in the other and an ordinary supplier payment becomes invisible to the person whose job is to approve it. So the agent prepares the run and stops: "Payment run ready, 14 bills, 62,480.00 CHF. 13 IBAN, 1 QR bill with reference 21 00000 00003 13947 14300 09017. Two suppliers are new this quarter and their bank details came from the invoice PDF rather than a prior payment. Salary flag off on all 14. Release?" The finance owner answers. The agent did the matching, the account coding and the file assembly. It did not decide that money leaves.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

150 actions

Account and reference data

Get Current User Returns the user the connection is authorized as.
List Users Lists account users, used to resolve the owner or the assignee a write requires.
Get Company Profile Returns the company's own record.
Get Permissions Reports what the connection is allowed to do, which is worth reading before a flow assumes a module is available.
List Accounts Lists the chart of accounts, used to book a bill or an expense to the right place.
List Taxes Lists the tax rates, which document lines reference by numeric id.
List Units Lists the units of measure a line can carry.
List Currencies Lists the currencies the account trades in.
List Currency Exchange Rates Lists the exchange rates bexio holds, used when a document is not in the account currency.
List Payment Types Lists the payment types available on a banking payment.
List Languages Lists the languages documents can be rendered in.
List Countries Lists countries, used to set a contact's country by id rather than by name.
List Salutations Lists the salutations available on a contact.
List Titles Lists the titles available on a contact.
List Business Years Lists the business years, which is how a flow knows which period it is posting into.

Contacts

List Contacts Lists contacts with paging, ordered so a flow can poll for what changed.
Get Contact Retrieves a single contact by id.
Search Contacts Finds contacts by a condition array. The only way to look a contact up by email address.
Create Contact Creates a contact. Type one is a company and type two is a person, which also changes what the name fields mean.
Update Contact Updates a contact. bexio requires the type, first name field, user and owner on every update, so the agent reads the record first.
Delete Contact Deletes a contact.
Restore Contact Restores a deleted contact, which makes contact deletion cleanly reversible.
Bulk Create Contacts Creates many contacts in one call, the documented path for an import.
List Contact Groups Lists the groups contacts are organized into.
Create Contact Group Creates a contact group.
Delete Contact Group Removes a contact group.
List Contact Relations Lists the relationships between contacts, such as a person belonging to a company.
Create Contact Relation Links two contacts.
Delete Contact Relation Removes a link between contacts.
List Additional Addresses Lists the extra addresses on a contact, such as a separate delivery address.
Create Additional Address Adds an address to a contact.
Delete Additional Address Removes an address from a contact.

Items

List Items Lists the catalog with prices and accounts.
Get Item Retrieves a single catalog item.
Search Items Finds catalog items by a condition array.
Create Item Creates a catalog item.
Update Item Updates a catalog item's price, tax or account.
Delete Item Removes a catalog item.

Quotes

List Quotes Lists quotes with their status.
Get Quote Retrieves a single quote, including every kind of position together.
Search Quotes Finds quotes by a condition array, including by your own reference.
Create Quote Creates a quote. Positions supplied here are the only inline position set the API accepts.
Update Quote Updates a quote's header. It does not touch positions.
Delete Quote Deletes a quote outright.
Issue Quote Assigns the document number and moves the quote out of draft.
Revert Issue Quote Returns an issued quote to draft, which is unusual for accounting software and useful for an agent.
Accept Quote Records the customer's acceptance.
Decline Quote Records that the customer declined.
Reissue Quote Issues the quote again after a revert.
Copy Quote Duplicates a quote as a new draft.
Create Order From Quote Converts an accepted quote into an order, carrying the lines across.
Create Invoice From Quote Converts a quote straight into an invoice.
Send Quote Emails the quote to the customer.
Mark Quote As Sent Records that the quote was sent, for when your own mail system did the sending.
Download Quote PDF Fetches the rendered quote PDF.

Orders and deliveries

List Orders Lists orders with their status.
Get Order Retrieves a single order.
Search Orders Finds orders by a condition array.
Create Order Creates an order, with positions supplied inline.
Update Order Updates an order's header. Positions are managed separately.
Delete Order Deletes an order.
Create Invoice From Order Raises the invoice for an order.
Create Delivery From Order Raises the delivery note for an order.
Download Order PDF Fetches the rendered order PDF.
Get Order Repetition Returns the recurrence configured on an order.
Delete Order Repetition Removes the recurrence from an order, stopping a repeating order from raising again.
List Deliveries Lists delivery notes.
Get Delivery Retrieves a single delivery note.
Issue Delivery Assigns the delivery note's number and makes it real.

Invoices

List Invoices Lists invoices with paging and ordering, which is the polling path since bexio publishes no webhooks.
Get Invoice Retrieves a single invoice with all of its positions.
Search Invoices Finds invoices by a condition array, including the one carrying your own reference.
Create Invoice Creates an invoice as a draft with no number, positions supplied inline.
Update Invoice Updates an invoice's header only.
Delete Invoice Deletes an invoice and breaks the numbering sequence if it had one. Prefer Cancel Invoice on anything already issued.
Issue Invoice Assigns the invoice number.
Revert Issue Invoice Returns an issued invoice to draft.
Cancel Invoice Voids an issued invoice while preserving the numbering sequence.
Copy Invoice Duplicates an invoice as a new draft.
Send Invoice Emails the invoice to the customer.
Mark Invoice As Sent Records that the invoice was sent without bexio doing the sending.
Download Invoice PDF Fetches the rendered invoice PDF.
List Invoice Payments Lists the payments recorded against an invoice.
Create Invoice Payment Records a settlement against an invoice.
Delete Invoice Payment Removes a recorded settlement.
List Invoice Reminders Lists the dunning reminders already sent, which is the context a collections decision needs.
Create Invoice Reminder Raises the next dunning reminder on an overdue invoice.
Send Invoice Reminder Emails a raised reminder to the customer.
Delete Invoice Reminder Removes a raised reminder.
Download Invoice Reminder PDF Fetches the rendered reminder PDF.

Document positions

List Document Positions Lists the positions of a given kind on a document. The kind is part of the call, and the wrong one answers not found.
Add Item Position Adds a catalog line to a document.
Update Item Position Changes an existing catalog line.
Add Text Position Adds a free text line to a document.
Add Custom Position Adds a line that is not from the catalog, carrying its own description and price.
Add Discount Position Adds a discount line.
Add Subtotal Position Adds a subtotal line to structure a long document.
Delete Document Position Removes a position, taking the position kind as part of the call.
List Document Comments Lists the comments recorded on a document.
Add Document Comment Adds a comment to a document, which is where an agent records why it decided what it decided.

Projects, tasks and time

List Projects Lists projects with their state and type.
Get Project Retrieves a single project.
Create Project Creates a project against a contact.
Update Project Updates a project. Name, contact, type, state and user are all required even when unchanged.
Delete Project Deletes a project.
Archive Project Archives a project without destroying it.
Unarchive Project Returns an archived project to active.
List Project States Lists the project states configured on the account.
List Project Types Lists the project types configured on the account.
List Project Milestones Lists a project's milestones.
Create Project Milestone Adds a milestone to a project.
List Project Work Packages Lists a project's work packages.
List Tasks Lists tasks across projects.
Create Task Creates a task, which is how an agent hands work to a named person.
Update Task Updates a task. Subject and user are required even when unchanged.
Delete Task Removes a task.
List Timesheets Lists recorded time.
Create Timesheet Records time against a project and activity. The billable flag decides whether the time can ever be invoiced.
Delete Timesheet Removes a time entry.
List Business Activities Lists the activities time can be booked against.

Purchasing

List Bills Lists supplier bills with their status.
Get Bill Retrieves a single supplier bill.
Create Bill Records a supplier bill. Several fields are mandatory even when empty, including the line items and attachment arrays.
Set Bill Status Moves a bill through its states, which is how it reaches the ledger.
Duplicate Bill Copies a bill, useful for a recurring supplier charge.
Delete Bill Removes a supplier bill.
List Expenses Lists recorded expenses.
Create Expense Records an expense with the same shape as a bill and a shorter mandatory list.
Set Expense Status Moves an expense through its states.
Delete Expense Removes an expense.

Banking and bookkeeping

List Bank Accounts Lists the bank accounts payments can be drawn from.
List Payments Lists queued and executed payments.
Create Payment Queues a payment to the bank. The salary flag on this call decides who can see the payment afterwards, and this is the operation this page's human gate exists for.
Cancel Payment Cancels a queued payment, and only before the bank executes it.
Delete Payment Removes a payment record.
List Manual Entries Lists manual journal entries.
Create Manual Entry Posts a manual double entry, used for corrections at close.
Get Next Journal Reference Number Returns the next reference in the journal sequence.
Delete Manual Entry Removes a manual journal entry.
Get Journal Reads the journal, which is what a warehouse or a reporting flow pulls.
List VAT Periods Lists the VAT periods, used to check what is still open before posting.

Files and notes

List Files Lists stored files.
Upload File Stores a file, which is the first step in attaching a supplier PDF to a bill.
Download File Fetches a stored file's bytes.
Update File Updates a stored file's metadata.
Delete File Removes a stored file.
Get File Usage Reports where a file is referenced, which is what makes deleting one safe to consider.
List Notes Lists notes on the account.
Create Note Adds a note, used to record context where a person will read it.
Delete Note Removes a note.

Frequently Asked Questions

What can FlowRunner do with bexio?

FlowRunner agents can run Get Current User, List Users, and Get Company Profile in bexio, plus 147 more actions.

Does connecting bexio to FlowRunner require OAuth?

Yes. bexio connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can bexio trigger a FlowRunner workflow automatically?

bexio doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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