Does it actually execute actions in bexio?

Yes. Unlike AI copilots that only suggest actions, DoMyWork agents perform the work. They can create invoices, update contact records, and reconcile bank entries directly within your bexio account.

How is this different from native bexio AI?

Native AI features in bexio are often limited to specific internal functions. DoMyWork agents work across bexio and 1,500+ other apps, allowing for complex, multi-step tasks that native tools cannot handle.

Is this better than Zapier for bexio tasks?

Zapier requires you to build rigid logic step by step. With DoMyWork, you describe the task in plain English, and the agent uses intelligence to handle variables, exceptions, and multi-app workflows automatically.

Can the agent monitor my bexio account?

Yes. You can set up agents on autopilot to watch for events like new invoices or payments, allowing them to act instantly the moment something changes in your bexio account.

Is my financial data safe?

Data security is our priority. DoMyWork uses secure, encrypted connections to interact with bexio. We never store your credentials or sensitive financial data longer than necessary to complete your tasks.

Can it connect bexio to other apps?

Absolutely. Our agents bridge bexio with 1,500+ apps, including Gmail, Slack, Google Sheets, and various CRM platforms, enabling seamless data flow across your entire business stack.

AI Agent for bexio

Process invoices, reconcile payments, and manage your contacts automatically. DoMyWork AI agents work with bexio and 1,500+ apps to keep your business finances accurate.

Find unpaid invoices in bexio and email reminders

Sync new [Project] contacts from Gmail to bexio

Draft a report of this month's expenses

Match bank transactions to open invoices

Check for duplicate contacts in bexio

Export sales data to Google Sheets

Agent for

bexio

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your financial data into resolved business actions

Reconcile bank entries, chase overdue payments, update contact details, and generate expense reports.

12 reminders sent to clients

Chase every unpaid invoice from last month

"Look at my unpaid invoices in bexio from last month, identify the ones over 30 days late, and draft a friendly reminder email in Gmail for each one. Post the list to Slack when done."

Send Message

Summarise monthly cash flow for quick review

"Pull the last 30 days of income and expenses from bexio, calculate the net cash flow, and post a summary to my Slack channel."

Send Message

Find contacts missing essential tax details

"Check my bexio contacts for missing VAT numbers or tax IDs, and list them in a new Google Sheet."

Send Message

Identify your top spending categories

"Analyse my bexio expenses for the quarter and tell me which three categories cost the most."

Send Message

Clean up contact lists for better clarity

"Find all contacts in bexio with no activity in the last year and tag them as 'Inactive' for review."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile pending bank transactions

"Look at the pending transactions in bexio, match them against open invoices based on amount and date, and mark them as paid."

Send Message

Prepare expense reports for the team

"Gather all expense records from bexio for the current month, group them by department, and export to a summary sheet."

Send Message

Verify invoice data against purchase orders

"Compare the invoices in bexio with my purchase orders in Google Sheets and flag any discrepancies."

Send Message

Standardise contact information formats

"Check all bexio contact addresses and ensure they follow the standard Swiss format."

Send Message

Audit tax settings for recent invoices

"Review invoices created this week in bexio and confirm the correct tax rate was applied."

Send Message

Got a different task in mind? Describe it

Send Message

Onboard new project partners in bexio

"Take the new partner details from my email, create a contact in bexio, and set up a recurring invoice template."

Send Message

Update project billing status

"Check the project status in my tracker and update the corresponding invoice status in bexio."

Send Message

Archive completed project files

"Find all completed projects in bexio and move their associated documents to my cloud storage."

Send Message

Report on project profitability

"Calculate the total costs vs revenue for active projects in bexio and update my dashboard."

Send Message

Notify team of payment delays

"Check for overdue invoices in bexio and alert the project leads in Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Update client records after a sale

"Take the deal details from my CRM and update the client contact info in bexio."

Send Message

Check client credit limits before quoting

"Look up the client in bexio and check their current outstanding balance before I send a new quote."

Send Message

Convert quotes to invoices instantly

"Find the accepted quote in bexio and convert it into a final invoice for the client."

Send Message

Follow up on sent quotes

"Identify quotes sent more than 7 days ago in bexio and draft a follow-up email in Gmail."

Send Message

Log new client meetings

"Take my meeting notes from Slack and add them as a comment to the client profile in bexio."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a bexio AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try bexio AI Agent

🛸 Autopilot

Act on financial data as soon as it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, reconcile payments, and flag urgent issues before you even open bexio.

Setting up an autopilot is too easy

New invoice is created in bexio

Describe...

1. Alert on large incoming payments

WhenNew payment is received in bexio

Then

Check if the payment exceeds 5,000 CHF, and if so, post a celebratory message to the team Slack channel.

Put on Autopilot

2. Flag new overdue accounts

WhenInvoice becomes overdue in bexio

Then

Check the client's history, and if they have multiple late payments, flag them for a personal call.

Put on Autopilot

3. Weekly financial snapshot

WhenEvery Monday at 09:00 AM

Then

Summarise total revenue and outstanding invoices from bexio and email the report to me.

Put on Autopilot

4. Monitor new high-value invoices

WhenNew invoice is created in bexio

Then

If the invoice is over 10,000 CHF, flag it in Slack for priority tracking.

Put on Autopilot

5. Detect potential duplicate contacts

WhenNew contact is created in bexio

Then

Compare the new contact against existing bexio records and alert me if a match is found.

Put on Autopilot

1. Auto-reconcile bank transactions

WhenNew bank transaction is created in bexio

Then

Match the transaction to the closest unpaid invoice and mark it as reconciled if the amount matches.

Put on Autopilot

2. Flag missing tax identifiers

WhenNew contact is created in bexio

Then

Check if the VAT field is empty, and if so, draft a request email to the client.

Put on Autopilot

3. Daily expense summary

WhenEvery day at 05:00 PM

Then

Gather all expenses logged today in bexio and post a summary to the accounting Slack channel.

Put on Autopilot

4. Verify invoice tax rates

WhenNew invoice is created in bexio

Then

Check if the tax rate matches the client's country and flag any errors in Slack.

Put on Autopilot

5. Notify on credit limit breaches

WhenNew invoice is created in bexio

Then

Check the client's total outstanding balance, and if it exceeds their limit, alert the accountant.

Put on Autopilot

1. Sync project contacts to bexio

WhenNew row is added in Google Sheets

Then

Take the contact details from the sheet and create a new contact in bexio.

Put on Autopilot

2. Update project billing status

WhenInvoice is paid in bexio

Then

Identify the project in my tracker and update the status to 'Paid'.

Put on Autopilot

3. Alert on cancelled projects

WhenInvoice is cancelled in bexio

Then

Post an alert to the project Slack channel so the team stops work.

Put on Autopilot

4. Onboard new clients automatically

WhenNew entry is received in Typeform

Then

Create a new contact in bexio and draft a welcome email in Gmail.

Put on Autopilot

5. Monthly project cost recap

WhenEvery first of the month at 08:00 AM

Then

Pull all project-related expenses from bexio and export them to a Google Sheet.

Put on Autopilot

1. Track quote status updates

WhenQuote status is updated in bexio

Then

If the quote is accepted, notify the sales team in Slack.

Put on Autopilot

2. Log new client interactions

WhenNew email is received in Gmail

Then

If the email is from an existing client, log it as a note in bexio.

Put on Autopilot

3. Follow up on sent quotes

WhenNew quote is created in bexio

Then

Schedule a reminder in 5 days to follow up if the status remains 'Sent'.

Put on Autopilot

4. New lead notification

WhenNew lead is created in Facebook Lead Ads

Then

Create a new contact in bexio and assign it to the sales lead.

Put on Autopilot

5. Update client details on change

WhenContact is updated in bexio

Then

Check if the phone number changed and update the lead record in the CRM.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

bexio

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Invoice Reminder Playbook

FormCollect data with form

1. Enter Invoice Details

Enter Invoice Details

Fill fields below 👇

Invoice ID *

AI AgentExecute agent from playbook

2. Check Status

Agent

Check status of {{Invoice ID}} in bexio and find client contact info.

3. Draft Email

Create DraftinGmail

Invoice Reminder Playbook

Send professional reminders for overdue invoices.

Clone This Playbook

Expense Report Playbook

Generate a monthly expense summary.

Clone This Playbook

Client Onboarding Playbook

Set up a new client in your system.

Clone This Playbook

Contact Cleanup Playbook

Remove inactive contacts.

Clone This Playbook

Revenue Forecast Playbook

Project upcoming revenue.

Clone This Playbook

Payment Reconciliation Playbook

Match bank entries to invoices.

Clone This Playbook

VAT Audit Playbook

Check VAT compliance on invoices.

Clone This Playbook

Expense Categorisation Playbook

Fix miscategorised expenses.

Clone This Playbook

Supplier Statement Playbook

Reconcile supplier statements.

Clone This Playbook

Year-End Prep Playbook

Prepare for year-end closing.

Clone This Playbook

Project Billing Playbook

Invoice based on project hours.

Clone This Playbook

Asset Management Playbook

Update asset depreciation.

Clone This Playbook

Inventory Sync Playbook

Sync inventory levels.

Clone This Playbook

Contract Renewal Playbook

Manage contract renewals.

Clone This Playbook

Team Expense Approval Playbook

Approve team expenses.

Clone This Playbook

Quote Generation Playbook

Create quotes from CRM data.

Clone This Playbook

Client Credit Check Playbook

Check credit before quoting.

Clone This Playbook

Invoice Follow-up Playbook

Follow up on sent invoices.

Clone This Playbook

Sales Commission Playbook

Calculate sales commissions.

Clone This Playbook

Client Detail Update Playbook

Update client records.

Clone This Playbook

1500+ App Integrations

Connect bexio + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Click Funnels

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New invoice is created in bexio

Then

Recurring Work on autopilot

Autopilot

Invoice Processing

Enter invoice data

Validate details

Create in bexio

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

bexio

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About bexio AI Agent

An AI agent for bexio is an autonomous system that executes administrative and accounting tasks. It connects to your bexio account to process invoices, manage contacts, and reconcile data without human intervention.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for bexio

Turn your financial data into resolved business actions

Chase every unpaid invoice from last month

Summarise monthly cash flow for quick review

Find contacts missing essential tax details

Identify your top spending categories

Clean up contact lists for better clarity

Got a different task in mind? Describe it

Reconcile pending bank transactions

Prepare expense reports for the team

Verify invoice data against purchase orders

Standardise contact information formats

Audit tax settings for recent invoices

Got a different task in mind? Describe it

Onboard new project partners in bexio

Update project billing status

Archive completed project files

Report on project profitability

Notify team of payment delays

Got a different task in mind? Describe it

Update client records after a sale

Check client credit limits before quoting

Convert quotes to invoices instantly

Follow up on sent quotes

Log new client meetings

Got a different task in mind? Describe it

How Does a bexio AI Agent Work

Act on financial data as soon as it lands — with agents on autopilot

1. Alert on large incoming payments

2. Flag new overdue accounts

3. Weekly financial snapshot

4. Monitor new high-value invoices

5. Detect potential duplicate contacts

1. Auto-reconcile bank transactions

2. Flag missing tax identifiers

3. Daily expense summary

4. Verify invoice tax rates

5. Notify on credit limit breaches

1. Sync project contacts to bexio

2. Update project billing status

3. Alert on cancelled projects

4. Onboard new clients automatically

5. Monthly project cost recap

1. Track quote status updates

2. Log new client interactions

3. Follow up on sent quotes

4. New lead notification

5. Update client details on change

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Invoice Reminder Playbook

Expense Report Playbook

Client Onboarding Playbook

Contact Cleanup Playbook

Revenue Forecast Playbook

Payment Reconciliation Playbook

VAT Audit Playbook

Expense Categorisation Playbook

Supplier Statement Playbook

Year-End Prep Playbook

Project Billing Playbook

Asset Management Playbook

Inventory Sync Playbook

Contract Renewal Playbook

Team Expense Approval Playbook

Quote Generation Playbook

Client Credit Check Playbook

Invoice Follow-up Playbook

Sales Commission Playbook

Client Detail Update Playbook

Connect bexio + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About bexio AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About bexio AI Agent