Accounting Integration
Best AI Assistant for bexio
Carly connects to bexio so quotes, orders and invoices get created and followed up, expenses and timesheets get logged, and overdue invoices get reminders, by email, text, or as workflows across every bexio company you manage.
Try Carly →What Carly can do with bexio
Accepted quotes invoiced
When a client replies 'approved' to a quote, Carly converts it to an invoice, issues it and emails the PDF.
Overdue invoices chased
Every Monday, Carly creates reminders for overdue invoices and emails each client.
Supplier bills logged
Bills and receipts that arrive by email are logged in bexio with the PDF attached.
Timesheets from your calendar
Each evening, client meetings on your calendar become timesheet entries on the right project.
Why bexio users are adding an assistant
bexio runs the back office for Swiss small businesses: contacts, quotes, invoices, payments and projects. The work still starts in email. A client accepts a quote by reply, a supplier sends a bill as a PDF, an invoice slips past due, and someone has to type it all in.
How Carly works with bexio
Connect bexio to Carly with your personal access token. Carly can create, issue, copy and cancel quotes, orders and invoices, and convert one into the next; get quote, order and invoice PDFs; record invoice payments and create invoice reminders; create contacts and contact groups; log bills, expenses and timesheets; and create and manage projects.
Ask by email or text: "Turn the quote for Müller AG into an invoice, issue it, and email Thomas the PDF from my Outlook." Or put bexio in a workflow. When a client replies 'approved' to a quote, Carly converts it to an invoice, issues it and emails the PDF. Every Monday, Carly creates reminders for overdue invoices and emails each client. Bills and receipts that arrive by email are logged in bexio with the PDF attached.
Because Carly connects to thousands of apps, bexio stays connected to your inbox, calendar, CRM and the rest of the business.
Who uses Carly with bexio
Swiss small businesses, fiduciaries and Treuhand firms. Agencies and consultants who invoice from bexio. Accountants managing several clients' bexio companies.
See it in action
How to connect bexio to Carly
Get your bexio personal access token
Create a personal access token at developer.bexio.com/pat. bexio tokens last 60 days, so reconnect with a new one when it expires.
Paste it into Carly
In Carly, open Integrations, find bexio and click Add API Key. Paste the token. Repeat for each company.
Start giving instructions
Email, text or chat Carly what you need done in bexio, or describe a workflow, like accepted quotes invoiced, and she sets it up.
Frequently asked questions
What is the best AI tool for bexio?
Carly. It connects to bexio so quotes, orders and invoices get created and followed up, expenses and timesheets get logged, and overdue invoices get reminders, by email, text, or as workflows that run on their own.
How does Carly connect to bexio?
With your personal access token. Create a personal access token at developer.bexio.com/pat. bexio tokens last 60 days, so reconnect with a new one when it expires. Then paste the token into the bexio card on Carly's Integrations page.
Can Carly work with more than one bexio company?
Yes. Connect each company and Carly works across all of them, including in one request.
Can Carly create invoices in bexio?
Yes. Carly creates and issues invoices, converts quotes and orders into invoices, gets the PDF, and records payments.
How long does the bexio connection last?
bexio personal access tokens last 60 days. When one expires, create a new token and reconnect in Carly.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."