Name: bexio
Price: 29 USD
Author: bexio

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

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### Accounting and Finance
Users have expressed mixed sentiments regarding bexio's accounting and finance functionalities. While some find the software suitable for small businesses due to its simplicity in tasks like invoice management and bank account synchronization, others have raised concerns about the lack of essential features such as budgeting and specific text options for functions like reminders. Additionally, criticisms have been directed towards the diminishing quality of customer support and the software's failure to adhere to Swiss accounting standards, leading to frustrations in tasks like creating credit notes for suppliers and generating journal reports in PDF format. These varying opinions highlight the importance of thoroughly evaluating bexio's accounting and finance capabilities to determine its suitability for specific business needs.

### Invoicing and Payments
Users have highlighted various issues with bexio's invoicing and payments functionalities, citing challenges such as non-compliance with Swiss accounting standards, inability to create supplier credit notes, and limitations in printing journals in PDF format. The lack of adequate support and the time-consuming nature of manual adjustments have also been major pain points for users. Despite some positive feedback on the simplicity of creating invoices and managing finances for small businesses, the overall consensus leans towards dissatisfaction with bexio's invoicing and payments features.

### Banking Integration
Users appreciate bexio's banking integration for streamlining sales, purchase, and banking activities in one convenient platform. The cloud-based interface allows for easy access anytime, anywhere, enhancing efficiency in creating invoices and managing banking transactions. Additionally, the automatic bank account reconciliation feature and the ability to make e-banking payments directly through bexio are highlighted as valuable functionalities by users.

### User Interface and Usability
Reviewers also note that while bexio's user interface is generally user-friendly, there are suggestions for enhancements to make it more interactive and flexible. The ease of deployment is highlighted as a significant advantage, contributing to cost savings and efficient operations. Users appreciate the multi-user interface and the system's overall simplicity, although there is room for improvement in terms of customization and user experience. Despite some criticisms, bexio's user interface and usability features are seen as beneficial for small businesses looking for an economical and practical solution.

Centralized platform: Users have found the software to be helpful in providing a centralized platform for sales, purchases, and banking activities. This convenience has been appreciated by multiple reviewers.

Quick invoicing: Many users have praised the software's ability to create quick invoices for clients, streamlining their invoicing process and saving them time.

Multi-user interface: The economical pricing of the software combined with its multi-user interface has been well-received by customers. Reviewers have highlighted that this feature allows multiple team members to access and use the software efficiently.

Limited language support: Several users have expressed frustration over the software's lack of support for multiple languages. This has been seen as a hindrance for users from different regions who prefer to work in their native language. 

Slow server performance: Some reviewers have complained about the software experiencing slow server performance at times, leading to delays and frustrations during their work. 

Lack of professional features: A number of users, including accountants, have mentioned that the software lacks essential professional features needed for efficient work. This includes the absence of audit logs to track accountant activities, unreliable transaction imports, difficult-to-use filters and search functionality, and limited reporting options.

Users have found bexio to be an effective solution for their banking and invoicing needs. The software allows them to integrate all their financial data in one place, making it convenient for managing their finances. With bexio, users can easily generate custom invoices and track their income and expenses, saving them time and effort. Debtors management is also made easier with bexio, further streamlining the financial processes. Additionally, users appreciate the cost-efficiency of bexio, as it helps with target budgeting and eliminates the need for multiple software tools. The simplicity and user-friendliness of bexio make it especially suitable for small businesses. Users also commend the better graphical user interface that sets bexio apart from other options in the market. Furthermore, the availability of a mobile application allows for access from any location, promoting efficient time management. While there may be other solutions available, users still consider bexio their favorite choice due to its comprehensive features as an invoice maker. They believe that with a few improvements, bexio has the potential to dominate the market as a complete accounting software. Overall, bexio provides a one-stop solution for accounting and finance needs with its ease of use, comprehensive features, and cost-efficiency.

Basic

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

bexio

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.