Bexio: supplier invoices prepared, approved, then sent via the API.

What Bexio already does

Beyond the quota, bexio states that the data has to be entered by hand or that you need to move to a higher plan. Plan prices at 27 September 2026, excl. VAT: Basic CHF 35, Advanced CHF 42, Optima CHF 69, Ultimate CHF 119 per month, billed annually.

How Dossivio connects to Bexio

1. Connection: you authorise Dossivio to access your bexio account, using the OAuth 2.0 protocol provided by bexio.
2. Preparation: each document is read, matched to the supplier and to the proposed expense account, then presented for approval.
3. Sending: after approval, Dossivio creates the supplier invoice in bexio with the original PDF attached.
4. Traceability: who approved what, and when, is recorded in the Dossivio log.

What Dossivio adds

• All channels in one place: dedicated email, upload portal, scan and photo, not just the mobile app.
• The right file: for an accounting firm, each document is matched to the right client and financial year before it enters the books.
• Checks before payment: a duplicate received through two channels, an IBAN that differs from the one known for the supplier, inconsistent VAT.
• The exception queue: whatever fails a rule is set aside with its reason, never booked at random.
• Missing documents: the status of expected documents per client, with chase-ups drafted.

An authorised person approves each entry before it goes out. Nothing is booked or paid automatically at the start.