Best integrations for Bexio 2025
Supercharge your business! These integrations unlock new automation possibilities with Bexio.
Google Sheets
Automate data transfers between Bexio and Google Sheets. Keep financial reports up-to-date. Use spreadsheets for custom calculations based on Bexio data. Archive Bexio data for auditing or long-term storage. You can create dynamic dashboards.
Slack
Receive real-time Slack alerts for new Bexio invoices or payments. Post daily sales summaries to a channel. Get notified about overdue invoices. Send reminders. It enables quicker responses to key financial events. Improve team awareness.
Mailchimp
Automatically add new Bexio contacts to your Mailchimp lists. Segment customers based on purchase history. Send targeted email campaigns. Track campaign performance. Update customer data. Keep your marketing efforts aligned with sales activities.
Twilio
Send SMS reminders for upcoming payments. Send automated notifications for invoice confirmations. Improve customer communication using SMS. Get immediate feedback on payment issues. Use two-factor authentication. Secure sensitive data.
HubSpot
Synchronize contacts between Bexio and HubSpot. Track deal stages and revenue. Align sales and marketing data. Generate reports on customer lifetime value. Automate lead nurturing. Improve sales and marketing alignment with shared insights.
Airtable
Manage Bexio data within flexible Airtable bases. Create custom views for specific needs. Collaborate on financial data. Generate custom reports and dashboards. Automate project tracking tied to invoices. Control data with multiple views.
Calendly
Create invoices automatically after a Calendly meeting books. Track billable hours or services. Streamline your billing process. Reduce manual invoice creation. Match invoices to scheduled appointments. Automate invoice process and save time.
Jira
Automatically create Jira tickets from new Bexio support requests. Track time spent on resolving customer issues. Link invoices to specific projects. Manage project costs. Gain better visibility into project profitability. Improve issue resolution workflow.
Microsoft Excel
Export Bexio data to Excel for in-depth analysis. Create custom financial models. Generate pivot tables. Perform advanced calculations. Archive data. You can gain granular control over your financial insights through flexible reporting.
Google Calendar
Create invoices when a Google Calendar event ends. Track billable time accurately. Automate billing. Ensure you invoice promptly for every consultation. Link billable events to contacts and invoices. Reduce administrative overhead.