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Knowledge for bexio users

Backup, GeBüV, OCR search and exit safety — explained soberly, no hype.

BEXIO

The Most-Requested bexio Features: What Became of the Wishlist

For years, bexio users collected votes in the ideas portal for features that never came — the city autofill from the postcode alone gathered 511. The portal has been offline since 2022, the requests remained. What works today anyway: with a free extension and the mirror.

18 AUGUST 2026 · 7 MIN READ

BEXIO

AI for bexio: Ask Your Receipts Questions with Gemini — No Extra Software

bexio gets AI for bookkeeping — but your documents stay silent. How to bring Google Gemini to your bexio documents: quintio mirrors them into your Google Drive, Gemini answers questions about them. No new software, in every bexio plan.

23 JULY 2026 · 7 MIN READ

BEXIO

bexio Document Archive Review: What It Does, Where It Ends (2026)

The bexio document archive in an independent review: GeBüV-compliant storage with timestamps and full-text search — but only in Optima/Ultimate, with no export and no backup effect. The fiduciary's assessment.

23 JULY 2026 · 6 MIN READ

BEXIO

Downloading All Receipts from bexio: the Most-Requested Feature That Never Shipped

For eight years, bexio users asked for a ZIP download of all receipts per financial year — 277 votes, never built, the ideas portal discontinued in 2022. How to get the complete year today: automatically, in your own Google Drive.

23 JULY 2026 · 8 MIN READ

ALTERNATIVES

A bexio Alternative? Secure Your Documents First (2026)

Looking for a bexio alternative? Whether you switch or stay — get your documents out of bexio first. All the options compared honestly.

13 JULY 2026 · 10 MIN READ

TRUSTEES

bexio for Trustees: Receipt Exchange Without Email Ping-Pong

Trustees exchange receipts with bexio clients without email ping-pong — connect each client once, quintio mirrors every receipt into your own Google Drive.

13 JULY 2026 · 9 MIN READ

PRICING

bexio Pricing 2026: Which Plan Do You Really Need?

What bexio costs in 2026, which plan you really need — and why the interesting receipt features only start at Optima and still stay inside bexio.

13 JULY 2026 · 15 MIN READ

REVIEWS

bexio Reviews 2026: Strengths, Weaknesses, Hidden Costs

Honest bexio reviews 2026: the genuine strengths, the criticism that keeps coming back in the ratings — and the hidden costs around your documents, documented and put in context.

13 JULY 2026 · 10 MIN READ

DIGITIZING

Digitizing Receipts in Switzerland: the Complete Guide

Scanning, making searchable, organising, backing up: the complete guide to how a Swiss SME digitizes its receipts in a GeBüV-compliant way.

13 JULY 2026 · 11 MIN READ

TRUSTEES

The 8-Second Receipt: Client Reconciliation with Drive Full-Text Search

At the end of the quarter the auditor asks for one receipt — with a Drive mirror you find it in seconds across all bexio clients, by full-text search instead of a login per client.

13 JULY 2026 · 7 MIN READ

BACKUP & EXPORT

Exporting the bexio Inbox: Manually and Automatically

How to export the bexio inbox: why files only download one by one, what a full export costs — and how a mirror backs up every receipt automatically.

13 JULY 2026 · 7 MIN READ

GEBÜV

Is Google Drive GeBüV-Compliant? The Honest Answer

Yes, technically — but 'GeBüV-compliant' is not a product you can buy. What Google Drive covers, what remains your task, and why there is no state GeBüV certification.

13 JULY 2026 · 8 MIN READ

COMPARISON

klara vs bexio vs swiss21: the honest comparison for SMEs

klara, bexio or swiss21 — which Swiss accounting software fits your SME? An honest comparison by budget, size and requirements.

13 JULY 2026 · 10 MIN READ

GEBÜV

Retention Obligation in Switzerland: Which Documents, How Long? (2026)

How long must you keep receipts, invoices and books of account? The periods (10, 20, 5 years), who is affected — and how to archive digitally in a GeBüV-compliant way.

13 JULY 2026 · 10 MIN READ

GOING DIGITAL

Does an SME Need a DMS? Google Drive as Your Filing System

Does a small SME really need a document management system? Usually not. What a structured Google Drive covers, where the limit lies — and when a DMS does pay off after all.

13 JULY 2026 · 11 MIN READ

GEBÜV

Tax Audit: Providing Every Receipt in Order (bexio Field Guide)

What a tax or VAT audit demands — and how you produce every receipt in time. The practical workflow for bexio users and fiduciaries.

13 JULY 2026 · 9 MIN READ

BASICS

What Is bexio? The Sober Overview

bexio explained in one sentence: what the Swiss cloud business software for SMEs does, who it is meant for and what it costs — neutral and factual.

13 JULY 2026 · 7 MIN READ

FOLDER STRUCTURE

A Folder Structure for Bookkeeping: the Template That Lasts Ten Years

A folder structure that lasts ten years: year, month, document type — the template to copy.

7 JULY 2026 · 6 MIN READ

TRUSTEES

Finding Receipts Across All Your bexio Clients: Cockpit, Trustee Access — and the Search That's Missing

The bexio Cockpit connects your clients — a cross-client receipt search it does not have. The workflow that fills the gap.

7 JULY 2026 · 8 MIN READ

OCR SEARCH

Make a PDF searchable: text recognition for one file — or for your whole document archive

Make a PDF searchable: the tools for single files — and the way to keep your whole document archive searchable from the start.

7 JULY 2026 · 7 MIN READ

GEBÜV

Audit-Proof Records and CO, GeBüV and Tax Compliance — a Fiduciary's View

What the CO and GeBüV actually require, where a Drive mirror stands, and when you need a certified archive — the fiduciary's view.

5 JULY 2026 · 8 MIN READ

BACKUP & EXPORT

bexio Backup & Export 2026: All Options Compared

bexio has no self-service full export. All the options compared — and how your document archive stays complete automatically.

3 JULY 2026 · 15 MIN READ

ALTERNATIVES

bexio Document Archive: Features, Costs — and the Alternative for Basic & Advanced

What the bexio Document Archive can do, what it costs — and when a mirror into your own Google Drive is the better choice.

3 JULY 2026 · 7 MIN READ

GOOGLE DRIVE

Connect bexio and Google Drive: All the Options (2026)

The ways to get bexio documents into Google Drive automatically — from manual to continuous, honestly compared.

3 JULY 2026 · 8 MIN READ

GEBÜV

GeBüV Explained Simply: Digital Document Retention in Switzerland (2026)

Retain for ten years, safeguard integrity, keep it available: the GeBüV obligations for digital records — explained simply.

3 JULY 2026 · 12 MIN READ

FINDING RECEIPTS

How do I quickly find an old receipt in bexio?

Where you search for old receipts in bexio, where the built-in search hits its limits — and how you find any receipt in seconds.

3 JULY 2026 · 6 MIN READ

PAPER RECEIPTS

Do You Have to Keep Paper Receipts? (Switzerland, 2026)

The short answer: usually no. Which records you may keep digitally, which exceptions apply — and how to digitize them properly.

3 JULY 2026 · 5 MIN READ