Bexio
Swiss business software for accounting, invoicing, and project management
Connect it
In Keystile Automations → Connections → New connection, choose Bexio and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Bexio: export invoice to pdf (Export an existing sales invoice as a PDF document).What it can do (24 actions)
| Action | What it does | Changes data |
|---|---|---|
| Create Company | Create a new company contact | Yes |
| Create File | Upload a new file to Bexio | Yes |
| Create Manual Entry | Create a manual accounting entry (single, compound, or group) | Yes |
| Create Person | Create a new person contact | Yes |
| Create Product | Create a new product or service | Yes |
| Create Project | Create a new project | Yes |
| Create Sales Invoice | Create a new product-based sales invoice | Yes |
| Create Sales Order | Create a new product-based sales order | Yes |
| Create Sales Quote | Create a new product-based sales quote | Yes |
| Create Time Tracking | Create a new timesheet entry | Yes |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Export Invoice to PDF | Export an existing sales invoice as a PDF document | |
| Find Account | Search for accounts using various criteria | |
| Find Company | Search for company contacts using various criteria | |
| Find Country | Search for countries using various criteria | |
| Find Person | Search for person contacts using various criteria | |
| Find Product | Search for products by name or code | |
| Search Invoice | Search for invoices using various criteria | |
| Search Order | Search for orders using various criteria | |
| Search Quote | Search for quotes using various criteria | |
| Send Sales Invoice | Send a sales invoice to an email address | Yes |
| Update Company | Update an existing company contact | Yes |
| Update Person | Update an existing person contact | Yes |
| Update Product | Update an existing product or service | Yes |
Start a workflow when… (7 triggers)
- New/Updated Company — Triggers when a company is added or updated
- New/Updated Person — Triggers when a person is added or updated
- New Product — Triggers when a new product is created
- New Project — Triggers when a Project is created or updated with the chosen status
- New Sales-Invoice — Triggers when a Sales-Invoice is created or updated with the chosen status
- New Order — Triggers when an Order is created or updated with the chosen status
- New Quotes — Triggers when a quote is created or updated with the chosen status
How Keystile protects it
Every Bexio action is checked before it runs, whether it comes from an AI tool or a workflow. 15 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Bexio with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
Get early access