FormWiseFormWise Integrations
Accounting

Add bexio to your AI agent

bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll.

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Things your agent can do in bexio
309

Things your AI can do in bexio

Your FormWise AI can handle any of these in bexio — on its own, without you needing to click a button.

  • Accept Quote

    Accept a quote.

  • Archive Project

    Archive a project.

  • Cancel Invoice

    Cancel an invoice. Applies the state-changing action immediately.

  • Cancel Payment

    Cancel a payment. Applies the state-changing action immediately.

  • Check Bill Document Number

    Validate whether document number is available or not.

  • Check Expense Document Number

    Validate whether document number is available or not.

  • Copy Invoice

    Copy a invoice.

  • Copy Quote

    Copy a quote.

  • Create Additional Address

    Create additional address.

  • Create Bill

    Create new Bill.

  • Create Business Activity

    Create business activity.

  • Create Calendar Year

    Create calendar year.

Show 297 more things it can do

  • Create Comment

    Create a comment.

  • Create Contact

    Create contact.

  • Create Contact Group

    Create contact group.

  • Create Contact Relation

    Create contact relation.

  • Create Contacts Bulk

    Bulk create contacts.

  • Create Country

    Create country.

  • Create Currency

    Create a currency.

  • Create Default Position

    Create a default position.

  • Create Delivery From Order

    Create delivery from order.

  • Create Discount Position

    Create a discount position.

  • Create Employee

    Create employee.

  • Create Employee Absence

    Create absence for employee.

  • Create Expense

    Create new Expense.

  • Create Fictional User

    Create a fictional user.

  • Create File

    Create new file.

  • Create Invoice

    Create invoice.

  • Create Invoice From Order

    Create invoice from order.

  • Create Invoice From Quote

    Create invoice from quote.

  • Create Invoice Payment

    Create payment.

  • Create Invoice Reminder

    Create reminder.

  • Create Item

    Create item.

  • Create Item Position

    Create an item position.

  • Create Manual Entry

    Create manual entry.

  • Create Milestone

    Create milestone.

  • Create Note

    Create note.

  • Create Order

    Create order.

  • Create Order From Quote

    Create order from quote.

  • Create Outgoing Payment

    Create new Outgoing Payment.

  • Create Pagebreak Position

    Create a pagebreak position.

  • Create Payment

    Create a payment.

  • Create Project

    Create project.

  • Create Purchase Order

    Create a purchase order.

  • Create Quote

    Create quote.

  • Create Salutation

    Create salutation.

  • Create Subposition Position

    Create a sub position.

  • Create Subtotal Position

    Create a subtotal position.

  • Create Task

    Create task.

  • Create Text Position

    Create a text position.

  • Create Timesheet

    Create timesheet.

  • Create Title

    Create title.

  • Create Unit

    Create unit.

  • Create Work Package

    Create work package.

  • Decline Quote

    Decline a quote.

  • Delete Additional Address

    Delete an additional address. Permanently removes the selected resource.

  • Delete Bill

    Delete Bill. Permanently removes the selected resource.

  • Delete Contact

    Delete a contact. Permanently removes the selected resource.

  • Delete Contact Group

    Delete a contact group. Permanently removes the selected resource.

  • Delete Contact Relation

    Delete a contact relation. Permanently removes the selected resource.

  • Delete Country

    Delete a country. Permanently removes the selected resource.

  • Delete Currency

    Delete a currency. Permanently removes the selected resource.

  • Delete Default Position

    Delete a default position. Permanently removes the selected resource.

  • Delete Discount Position

    Delete a discount position. Permanently removes the selected resource.

  • Delete Employee Absence

    Deleting employee absence with given id. Permanently removes the selected resource.

  • Delete Expense

    Delete Expense. Permanently removes the selected resource.

  • Delete Fictional User

    Delete a fictional user. Permanently removes the selected resource.

  • Delete File

    Delete a existing file. Permanently removes the selected resource.

  • Delete Invoice

    Delete an invoice. Permanently removes the selected resource.

  • Delete Invoice Payment

    Delete a payment. Permanently removes the selected resource.

  • Delete Invoice Reminder

    Delete a reminder. Permanently removes the selected resource.

  • Delete Item

    Delete an item. Permanently removes the selected resource.

  • Delete Item Position

    Delete a item position. Permanently removes the selected resource.

  • Delete Manual Compound Entry File

    Delete connection between file and manual compound entry. Permanently removes the selected resource.

  • Delete Manual Entry

    Delete manual entry. Permanently removes the selected resource.

  • Delete Manual Entry File

    Delete connection between file and manual entry line. Permanently removes the selected resource.

  • Delete Milestone

    Delete a milestone. Permanently removes the selected resource.

  • Delete Note

    Delete a note. Permanently removes the selected resource.

  • Delete Order

    Delete an order. Permanently removes the selected resource.

  • Delete Order Repetition

    Delete a repetition. Permanently removes the selected resource.

  • Delete Outgoing Payment

    Delete Outgoing Payment. Permanently removes the selected resource.

  • Delete Pagebreak Position

    Delete a pagebreak position. Permanently removes the selected resource.

  • Delete Payment

    Delete a payment. Permanently removes the selected resource.

  • Delete Project

    Delete a project. Permanently removes the selected resource.

  • Delete Purchase Order

    Delete a purchase order. Permanently removes the selected resource.

  • Delete Quote

    Delete a quote. Permanently removes the selected resource.

  • Delete Salutation

    Delete a salutation. Permanently removes the selected resource.

  • Delete Subposition Position

    Delete a sub position. Permanently removes the selected resource.

  • Delete Subtotal Position

    Delete a subtotal position. Permanently removes the selected resource.

  • Delete Task

    Delete a task. Permanently removes the selected resource.

  • Delete Tax

    Delete a tax. Permanently removes the selected resource.

  • Delete Text Position

    Delete a text position. Permanently removes the selected resource.

  • Delete Timesheet

    Delete a timesheet. Permanently removes the selected resource.

  • Delete Title

    Delete a title. Permanently removes the selected resource.

  • Delete Unit

    Delete a unit. Permanently removes the selected resource.

  • Delete Work Package

    Delete a work package. Permanently removes the selected resource.

  • Download File

    Download file.

  • Download Paystub Pdf

    Download paystub pdf for employee for given month.

  • Duplicate Bill

    Create a duplicate of the selected bill.

  • Duplicate Expense

    Create a duplicate of the selected expense.

  • Get Additional Address

    Return the additional address.

  • Get Bank Account

    Return the single bank account.

  • Get Bill

    Return Bill.

  • Get Business Year

    Return the business year.

  • Get Calendar Year

    Return the calendar year.

  • Get Comment

    Return the comment.

  • Get Company Profile

    Return company profile.

  • Get Contact

    Return the contact.

  • Get Contact Group

    Return the contact group.

  • Get Contact Relation

    Return the contact relation.

  • Get Country

    Return the country.

  • Get Currency

    Return the currency.

  • Get Current User

    Return the authenticated user.

  • Get Default Position

    Return the default position.

  • Get Delivery

    Return the delivery.

  • Get Discount Position

    Return the discount position.

  • Get Employee

    Retrieve a single employee on a specific date.

  • Get Employee Absence

    Retrieving absence for employee with given absence id.

  • Get Expense

    Return Expense.

  • Get Fictional User

    Return the fictional User.

  • Get File

    Return metadata for a single file; use Download File to retrieve its content.

  • Get File Usage

    Return file usage.

  • Get Invoice

    Return the invoice.

  • Get Invoice Payment

    Return the payment.

  • Get Invoice Pdf

    Return PDF.

  • Get Invoice Reminder

    Return the reminder.

  • Get Invoice Reminder Pdf

    Return reminder PDF.

  • Get Item

    Return the item.

  • Get Item Position

    Return the item position.

  • Get Manual Compound Entry File

    Return file of manual compound entry.

  • Get Manual Entry File

    Return file of manual entry line.

  • Get Milestone

    Return the milestone.

  • Get Next Reference Number

    Return next reference number.

  • Get Note

    Return the note.

  • Get Order

    Return the order.

  • Get Order Pdf

    Return PDF.

  • Get Order Repetition

    Return repetition.

  • Get Outgoing Payment

    Return Outgoing Payment.

  • Get Pagebreak Position

    Return the pagebreak position.

  • Get Payment

    Return a payment.

  • Get Permissions

    Return access information of logged in user.

  • Get Project

    Return the project.

  • Get Purchase Order

    Return the single purchase order.

  • Get Quote

    Return the quote.

  • Get Quote Pdf

    Return PDF.

  • Get Salutation

    Return the salutation.

  • Get Subposition Position

    Return the sub position.

  • Get Subtotal Position

    Return the subtotal position.

  • Get Task

    Return the task.

  • Get Tax

    Return the tax.

  • Get Text Position

    Return the text position.

  • Get Timesheet

    Return the timesheet.

  • Get Title

    Return the title.

  • Get Unit

    Return the unit.

  • Get User

    Return the user.

  • Get Vat Period

    Return the vat period.

  • Get Work Package

    Return the work package.

  • Issue Delivery

    Issue a delivery.

  • Issue Invoice

    Issue an invoice.

  • Issue Quote

    Issue a quote.

  • List Account Groups

    Return one page of account groups.

  • List Accounts

    Return one page of accounts.

  • List Additional Addresses

    Return one page of additional addresses.

  • List Bank Accounts

    Return one page of bank accounts.

  • List Bills

    Return Bills, one page at a time.

  • List Business Activities

    Return one page of business activities.

  • List Business Years

    Return one page of business years.

  • List Calendar Years

    Return one page of calendar years.

  • List Comments

    Return one page of comments.

  • List Communication Types

    Return one page of communication types.

  • List Company Profile

    Return one page of company profiles.

  • List Contact Groups

    Return one page of contact groups.

  • List Contact Relations

    Return one page of contact relations.

  • List Contact Sectors

    Return one page of contact sectors.

  • List Contacts

    Return one page of contacts.

  • List Countries

    Return one page of countries.

  • List Currencies

    Return one page of currencies.

  • List Currency Codes

    Return one page of possible currency codes.

  • List Default Positions

    Return one page of default positions.

  • List Deliveries

    Return one page of deliveries.

  • List Discount Positions

    Return one page of discount positions.

  • List Document Settings

    Return one page of document settings.

  • List Document Template

    List document templates.

  • List Employee Absences

    Retrieving absences of employee for given year.

  • List Employees

    Retrieves all active employees.

  • List Exchange Rates For Currency

    Return exchange rates for currencies.

  • List Expenses

    Return Expenses, one page at a time.

  • List Fictional Users

    Return one page of fictional users.

  • List Files

    Return one page of files.

  • List Invoice Payments

    Return one page of payments.

  • List Invoice Reminders

    Return one page of reminders.

  • List Invoices

    Return one page of invoices.

  • List Item Positions

    Return one page of item positions.

  • List Items

    Return one page of items.

  • List Journal Entries

    Journal, one page at a time.

  • List Languages

    Return one page of languages.

  • List Manual Compound Entry Files

    Return files of manual compound entry, one page at a time.

  • List Manual Entries

    Return one page of manual entries.

  • List Manual Entry Files

    Return files of manual entry line, one page at a time.

  • List Milestones

    Return one page of milestones.

  • List Notes

    Return one page of notes.

  • List Orders

    Return one page of orders.

  • List Outgoing Payments

    Retrieve Outgoing Payments, one page at a time.

  • List Pagebreak Positions

    Return one page of pagebreak positions.

  • List Payment Types

    Return one page of payment types.

  • List Payments

    Return one page of payments.

  • List Project Status

    Project status.

  • List Project Type

    Project types.

  • List Projects

    Return one page of projects.

  • List Purchase Orders

    Return one page of purchase orders.

  • List Quotes

    Return one page of quotes.

  • List Salutations

    Return one page of salutations.

  • List Stock Areas

    Return one page of stock areas.

  • List Stock Locations

    Return one page of stock locations.

  • List Subposition Positions

    Return one page of sub positions.

  • List Subtotal Positions

    Return one page of subtotal positions.

  • List Task Priorities

    Task priorities, one page at a time.

  • List Task Status

    Task status, one page at a time.

  • List Tasks

    Return one page of tasks.

  • List Taxes

    Return one page of taxes.

  • List Text Positions

    Return one page of text positions.

  • List Time Sheet Status

    Timesheet status, one page at a time.

  • List Timesheets

    Return one page of timesheets.

  • List Titles

    Return one page of titles.

  • List Units

    Return one page of units.

  • List Users

    Return one page of users.

  • List Vat Periods

    Return one page of vat periods.

  • List Work Packages

    Return one page of work packages.

  • Mark As Sent Invoice

    Mark invoice as sent.

  • Mark As Sent Invoice Reminder

    Mark reminder as sent.

  • Mark As Sent Quote

    Mark quote as sent.

  • Mark As Unsent Invoice Reminder

    Mark reminder as unsent.

  • Preview File

    Return file preview.

  • Reissue Quote

    Reissue a quote.

  • Restore Contact

    Restore a contact.

  • Revert Issue Invoice

    Sets issued invoice to draft.

  • Revert Issue Quote

    Revert issue a quote.

  • Search Accounts

    Search Accounts, one page at a time.

  • Search Additional Addresses

    Search additional addresses, one page at a time.

  • Search Business Activities

    Search business activities, one page at a time.

  • Search Calendar Years

    Search calendar years, one page at a time.

  • Search Communication Types

    Search communication types, one page at a time.

  • Search Contact

    Search contacts, one page at a time.

  • Search Contact Groups

    Search contact groups, one page at a time.

  • Search Contact Relations

    Search contact relations, one page at a time.

  • Search Contact Sectors

    Search contact sectors, one page at a time.

  • Search Countries

    Search countries, one page at a time.

  • Search Files

    Search files, one page at a time.

  • Search Invoices

    Search invoices, one page at a time.

  • Search Items

    Search items, one page at a time.

  • Search Languages

    Search languages, one page at a time.

  • Search Notes

    Search notes, one page at a time.

  • Search Orders

    Search orders, one page at a time.

  • Search Payment Types

    Search payment types, one page at a time.

  • Search Projects

    Search projects, one page at a time.

  • Search Quotes

    Search quotes, one page at a time.

  • Search Reminders

    Search invoice reminders.

  • Search Salutations

    Search salutations, one page at a time.

  • Search Stock Areas

    Search stock areas, one page at a time.

  • Search Stock Locations

    Search stock locations, one page at a time.

  • Search Tasks

    Search tasks, one page at a time.

  • Search Timesheets

    Search timesheets, one page at a time.

  • Search Titles

    Search titles, one page at a time.

  • Search Units

    Search units, one page at a time.

  • Send Invoice

    Send an invoice. Applies the state-changing action immediately.

  • Send Invoice Reminder

    Send a reminder. Applies the state-changing action immediately.

  • Send Quote

    Send a quote. Applies the state-changing action immediately.

  • Unarchive Project

    Unarchive a project.

  • Update Additional Address

    Edit an additional address.

  • Update Bill

    Update Bill.

  • Update Bill Booking Status

    Update Bill status.

  • Update Contact

    Edit a contact.

  • Update Contact Group

    Edit a contact group.

  • Update Contact Relation

    Edit a contact relation.

  • Update Country

    Edit a country.

  • Update Currency

    Update a currency.

  • Update Default Position

    Edit a default position.

  • Update Discount Position

    Edit a discount position.

  • Update Employee

    Update employee.

  • Update Employee Absence

    Updating existing absence.

  • Update Expense

    Update Expense.

  • Update Expense Booking Status

    Update Expense status.

  • Update Fictional User

    Update a fictional User.

  • Update File

    Update existing file.

  • Update Invoice

    Edit an invoice.

  • Update Item

    Edit an item.

  • Update Item Position

    Edit an item position.

  • Update Manual Entry

    Update manual entry.

  • Update Milestone

    Edit a milestone.

  • Update Note

    Edit a note.

  • Update Order

    Edit an order.

  • Update Order Repetition

    Edit a repetition.

  • Update Outgoing Payment

    Edit Outgoing Payment.

  • Update Pagebreak Position

    Edit a pagebreak position.

  • Update Payment

    Update a payment.

  • Update Project

    Edit a project.

  • Update Purchase Order

    Update a single purchase order.

  • Update Quote

    Edit a quote.

  • Update Salutation

    Edit a salutation.

  • Update Subposition Position

    Edit a sub position.

  • Update Subtotal Position

    Edit a subtotal position.

  • Update Task

    Edit a task.

  • Update Text Position

    Edit a text position.

  • Update Timesheet

    Edit a timesheet.

  • Update Title

    Edit a title.

  • Update Unit

    Edit a unit.

  • Update Work Package

    Edit a work package.

  • Upload Manual Compound Entry File

    Add file to manual compound entry.

  • Upload Manual Entry File

    Add file to manual entry line.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once bexio is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in bexio, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches bexio for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive bexio work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect bexio to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find bexio in your connected apps

    Inside FormWise, open Connectors and look for bexio.

  3. 3

    Hit "Connect"

    Click "Connect bexio" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in bexio

    Build a quick AI Agent (it's like writing instructions, not code), and pick the bexio actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of bexio for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your bexio workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other bexio users had before signing up

Do I need to know how to code?

Not even a little. If you can use bexio today, you can set this up. You'll connect bexio, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your bexio login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect bexio or delete everything any time.

What happens when bexio updates their app?

We handle it. When bexio adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting bexio takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like bexio — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About bexio on FormWise

bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll.

Connect bexio once and your FormWise AI gets 309 things it can do inside it. That means your AI can handle the bexio work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to bexio? Take a look at www.bexio.com.

More Accounting integrations

Workday

Workday is a cloud-based enterprise resource planning (ERP) software that provides comprehensive solutions for human capital management, financial management, and analytics

ServiceTitan

ServiceTitan is field service management software for home and commercial service contractors, covering customers, jobs, dispatch, estimates, invoicing, inventory, memberships, payroll, and reporting.

Deel

Deel provides a global payroll and compliance platform for hiring international contractors and employees. This toolkit supports Deel Organization OAuth connections only.

Coupa

Coupa provides a comprehensive business spend management platform with procurement, invoicing, and expense capabilities.

freee

Read freee Accounting and HR data, and manage Accounting partners and HR organizational groups.

Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Stop doing the bexio work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.

Try it freeSee other apps you can plug in