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bexio

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

What agents can do

Actions309

  • Accept quote

    Accept a quote.

  • Archive project

    Archive a project.

  • Cancel invoice

    Cancel an invoice.

  • Cancel payment

    Cancel a payment.

  • 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.

52 more
  • Create additional address

    Create additional address.

  • Create bill

    Create new Bill.

  • Create business activity

    Create business activity.

  • Create calendar year

    Create calendar year.

  • 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.

  • Delete bill

    Delete Bill.

  • Delete contact

    Delete a contact.

  • Delete contact group

    Delete a contact group.

  • Delete contact relation

    Delete a contact relation.

And 249 more in Definable.

How it connects

You sign in to bexio in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.