bexio API

Name: bexio API API
Brand: bexio API
Availability: InStock

✓ Official Vendor SpecFinanceAccountingbearer115 EndpointsREST

For Agents

Manage Swiss SME accounting workflows: create invoices, quotes, and orders, sync contacts, and book ledger entries through bexio's business management platform.

Quickstart

Get started with bexio API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a bexio invoice"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with bexio API API.

Create and send invoices in multiple currencies and email them to customers

Generate quotes and convert accepted quotes into orders or invoices

Sync contact records between bexio and external CRM systems

Track product stock levels and update the bexio product catalogue

Record customer payments and reconcile them against open invoices

GET STARTED

Start building with bexio API API

Explore with Jentic

View OpenAPI Document

The bexio API provides programmatic access to Switzerland's leading SME business management and accounting platform, covering contacts, invoices, quotes, orders, deliveries, products, projects, time tracking, and accounting ledgers. Agents can create and manage invoices in CHF, EUR and other currencies, track payments, sync product catalogues, and book accounting entries. The API uses OAuth bearer tokens and supports the full quote-to-cash workflow used by Swiss small businesses. Rate limits and idempotency depend on the bexio plan tier.

Use Cases

Patterns agents use bexio API API for, with concrete tasks.

★ Quote-to-Cash Automation

Automate the full sales cycle from quote generation to invoice payment for Swiss SMEs. Agents can create a quote with line items, monitor its status, convert it into an order on acceptance, generate the corresponding invoice, and reconcile the incoming payment against the bexio ledger. Typical integration time through the bexio API is 1-2 weeks for a complete workflow.

Create a quote in bexio for contact ID 1234 with two line items totalling 2500 CHF, then convert it to an order once the quote status changes to accepted.

Contact and CRM Synchronisation

Keep customer and supplier records in sync between bexio and an external CRM such as HubSpot or Pipedrive. The API exposes List, Create, Update, and Delete operations on the /2.0/contacts collection, allowing bidirectional sync of names, addresses, VAT numbers, and contact groups. Agents can also tag contacts to drive segmentation in marketing tools.

Pull all contacts modified since yesterday from bexio and upsert them into the connected HubSpot account.

Inventory and Product Catalogue Updates

Maintain accurate stock levels across bexio and an e-commerce storefront. Agents can list products, update stock counts, and adjust pricing in CHF when supplier costs change. This prevents overselling on Shopify or WooCommerce when bexio is the source of truth for inventory.

Reduce the stock_count of product SKU ABC-100 by 5 units after a Shopify order is fulfilled.

AI Agent Bookkeeping Assistant

An AI agent acts as a bookkeeping assistant for a Swiss SME, answering questions like 'how much revenue did we book in May?' and 'which invoices are overdue?'. Through Jentic, the agent discovers the relevant bexio operations by intent, loads schemas on demand, and executes calls without needing to memorise the 115 endpoints in the spec. Credentials stay in the Jentic vault.

Search Jentic for 'list overdue bexio invoices', load the matching operation, and return the list of invoices where the due_date is before today and is_valid_from is true.

Key Endpoints

115 endpoints — the bexio api provides programmatic access to switzerland's leading sme business management and accounting platform, covering contacts, invoices, quotes, orders, deliveries, products, projects, time tracking, and accounting ledgers.

METHOD

PATH

DESCRIPTION

GET

/2.0/contacts

List contacts

POST

/2.0/contacts

Create a contact

GET

/2.0/invoices

List invoices

POST

/2.0/invoices

Create an invoice

POST

/2.0/quotes

Create a quote

POST

/2.0/orders

Create a sales order

GET

/2.0/deliveries

List deliveries

GET

/2.0/contacts

List contacts

POST

/2.0/contacts

Create a contact

GET

/2.0/invoices

List invoices

POST

/2.0/invoices

Create an invoice

POST

/2.0/quotes

Create a quote

POST

/2.0/orders

Create a sales order

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

bexio OAuth bearer tokens are stored encrypted in the Jentic vault (MAXsystem). Agents call bexio operations via Jentic and never see the raw access token, eliminating the risk of leaked credentials in agent transcripts or logs.

Intent-based discovery

Agents search by intent (e.g., 'create a Swiss invoice') and Jentic returns matching bexio operations with their input schemas, so the agent can execute the right endpoint without browsing the 115-endpoint reference.

Time to first call

Direct bexio integration: 1-2 weeks for OAuth setup, error handling, and the quote-to-cash workflow. Through Jentic: under 1 hour — search, load schema, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Xero Accounting API

Xero is a global SME accounting platform with broader regional coverage than bexio's Swiss focus.

Choose Xero when the customer operates in the UK, Australia, New Zealand, or the US; choose bexio when Swiss VAT and CHF are central.

Complementary

Stripe API

Stripe handles card and bank payment collection that can be reconciled back into bexio invoices.

Use Stripe to collect the payment, then call bexio to mark the corresponding invoice as paid.

Complementary

HubSpot CRM Contacts API

HubSpot manages the sales pipeline; bexio handles the invoicing once a deal closes.

Use HubSpot for prospecting and lead nurturing, then sync the resulting customer into bexio for invoicing.

FAQs

Specific to using bexio API API through Jentic.

What authentication does the bexio API use?

The bexio API uses HTTP Bearer authentication with an OAuth 2.0 access token sent in the Authorization header. Through Jentic, the bearer token is stored encrypted in the Jentic vault (MAXsystem) and never enters the agent's context — the agent receives a scoped reference and Jentic injects the credential at execution time.

Can I create invoices in multiple currencies with the bexio API?

Yes. The POST /2.0/invoices endpoint accepts a currency_id field that lets you issue invoices in CHF, EUR, USD, or any currency configured in your bexio account. Line items can carry their own tax rates, which is useful for Swiss VAT handling.

What are the rate limits for the bexio API?

bexio enforces plan-tier-dependent rate limits and returns HTTP 429 with a Retry-After header when exceeded. Specific limits are not declared in the OpenAPI spec — confirm your plan's quota in the bexio admin dashboard or by inspecting response headers on a real call.

How do I list overdue invoices through Jentic?

Search Jentic for 'list overdue bexio invoices' or 'GET /2.0/invoices', load the schema, and filter the response client-side on is_valid_from and due_date. With the SDK: pip install jentic, then use SearchRequest, LoadRequest, and ExecutionRequest in an async flow.

Does the bexio API support webhooks for invoice paid events?

The bexio platform offers webhook subscriptions for some object types, but they are managed through the bexio web UI rather than the public REST endpoints listed in this spec. If you need event-driven flows, configure webhooks in bexio and have your agent consume them via your own HTTPS endpoint.

Is there a sandbox environment for the bexio API?

bexio offers a free trial account that functions as a development sandbox — you can register a trial, generate an OAuth client, and use the same https://api.bexio.com base URL. There is no separate sandbox host in the spec.