Extend Bexio, don't replace it

Quotes approved digitally — with the conversation and documents attached to the job, not scattered across mailboxes.

Bexio runs your quotes and invoices. athemi runs the conversation around them — approvals, questions and documents sit with the job instead of in three mailboxes.

Start Free Trial View Setup Guide

What is Bexio?

Bexio is the leading Swiss cloud-based business software for small and medium enterprises, with over 70,000 active customers across Switzerland. It combines accounting, invoicing, CRM, time tracking, inventory management, and payroll into a single integrated platform designed specifically for Swiss SMEs.

Bexio is particularly popular with service businesses, trades, freelancers, and small agencies because of its clean interface, Swiss-compliant accounting features (MWST/TVA, QR-bill support), and seamless integration with Swiss banks via eBill and direct banking.

bexio.com

How athemi integrates with Bexio

What athemi connects to Bexio:

📥

Pull quotes straight from Bexio

Browse your open Bexio quotes inside athemi and move one into a project with a click — PDF, customer and amount come along.

🔄

Company and person, properly linked

athemi tells the company apart from the person inside it, and writes new links back to Bexio as a contact_relation. Bexio itself cannot nest companies — athemi models that without distorting your Bexio data.

✅

Approval flows back

When your customer approves the quote in athemi, the Bexio quote is set to accepted. Nobody maintains the status twice.

📤

Supplier invoices back into Bexio

Invoices you receive in a project can be pushed into Bexio as incoming bills, structured address included.

Best for

For Swiss SMEs already running Bexio as their backbone who notice that the customer side still ends up in email. If quotes, questions and approvals belong to the job rather than to a mail thread, this is the missing piece.

Frequently asked questions about Bexio & athemi

Any Bexio plan that allows API access works. The integration uses standard Bexio API endpoints available in all business plans. For contact sync and quote handling you need at least Bexio Pro or higher.

athemi fetches only pending Bexio offers (Entwurf and Versendet status) so your list stays relevant. Already-accepted or cancelled offers are filtered out automatically. You import them one at a time when creating a new project.

Click "Import Contacts" in athemi to pull your full Bexio contact database. Bexio's API limits responses to 500 contacts per page, so athemi paginates automatically — large databases take a few seconds longer. Sync is bidirectional: new contacts added in athemi can be pushed back to Bexio.

The linked Bexio offer is automatically updated to Akzeptiert status via the Bexio API. The signed PDF is attached to the offer and stored in athemi with a cryptographic hash for audit purposes. You don't need to manually update Bexio.

Generate an API access token in your Bexio account settings, then paste it into athemi's Company → Connectors → Bexio section. We have a detailed step-by-step setup guide that walks you through the entire process.

Ready to connect Bexio with athemi?

Start free — no credit card required.

Start Free Trial View Setup Guide