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Bexio für die Buchhaltung in der Schweiz – vollständiger Leitfaden für Treuhänder und Buchhalter

Date of last update: January 27, 2026

Ihr Berater

Maria Werner

Of Counsel

Die Bexio AG (Sitz: Rapperswil, gegründet Dezember 2013) entwickelt eine cloudbasierte Plattform. Sie vereint Buchhaltung, CRM, Auftragsabwicklung, Lohnbuchhaltung und E-Banking in einer Anwendung. Mit über 90'000 aktiven Nutzern (Stand 2026) gilt Bexio als Marktführer im Schweizer KMU-Segment.

Die Software arbeitet nach dem SaaS-Prinzip. Alle Daten liegen auf Schweizer Servern. Der Zugriff erfolgt browserbasiert ohne lokale Installation. Bexio automatisiert wiederkehrende Prozesse wie Rechnungsstellung, Bankabstimmung und MWST-Abrechnung gemäss den Vorgaben der Eidgenössischen Steuerverwaltung (ESTV).

+41 (44) 5152530

MARKTFÜHRER SCHWEIZ

Bexio im Überblick

„Bexio hat sich als pragmatische Lösung für KMU etabliert. Der Vorteil liegt in der konsequenten Anpassung an Schweizer Anforderungen: von MWST-Sätzen bis zur Swissdec-Zertifizierung."

— Marcus Altenburg, Goldblum & Partners

90'000+

Aktive Nutzer in der Schweiz

1'300+

Zertifizierte Treuhandpartner

100%

Datenhaltung in der Schweiz

Ideale Nutzerprofile

★

Startups & Einzelfirmen

Profitieren vom schnellen Setup (8 Schritte) und einfacher MWST-Abrechnung ohne Vorkenntnisse.

????

KMU bis 25 MA

Zentrale Plattform für Buchhaltung, Lohn und Projekte. Ideal, um Insellösungen abzuschaffen.

????

Treuhänder & Buchhalter

Nutzen das kostenlose Treuhänder-Portal für Echtzeit-Zugriff auf Mandantenkonten ohne Medienbrüche.

LABEL

Was bedeutet „Swiss Made Software"?

✓

Schweizer Wertschöpfung

Mindestens 60 % der Entwicklungskosten (R&D) fallen in der Schweiz an.

✓

Compliance & MWST

Automatische Updates bei Gesetzesänderungen (z. B. neue MWST-Sätze 8,1 %). ESTV-konforme Formulare.

✓

Datenschutz (DSG)

Datenhaltung ausschliesslich auf Schweizer Servern (optional EU-Infrastruktur).

Kontakt

Bitte wenden Sie sich direkt oder per E-Mail an uns, wenn Sie Unterstützung benötigen. Wir sind da, um Ihnen weiterzuhelfen.

Der automatisierte Finanzprozess

SCHRITT 1

Rechnung & QR

Erstellung der QR-Rechnung aus Offerte heraus per Klick.

SCHRITT 2

Bank-Sync

Nächtlicher Import der Zahlungsdaten (UBS, ZKB, Postfinance etc.).

SCHRITT 3

Auto-Match

Automatischer Abgleich: Zahlung wird der offenen Rechnung zugewiesen.

✓ Ergebnis: Reduzierung des manuellen Aufwands um ca. 30 %

Pakete & Preise (Stand 2026)

GO

ab CHF 29 / Mt.

• Rechnungen & QR

• Banking-Basics

• Ideal für Freelancer

POPULÄR

PRO

CHF 99–149 / Mt.

• Erweiterte Buchhaltung

• Einkaufsbelege

• Bis 10 Mitarbeitende

PRO+

bis CHF 249 / Mt.

• Priority Support

• Erweiterte Analytik

• API-Zugriff

Zusatzmodul Lohnbuchhaltung:

CHF 7/Mt. (1 MA) bis CHF 25/Mt. (5 MA). Swissdec-zertifizierte Abrechnung.

Stärken vs. Schwächen

Was gut funktioniert

Schweiz-Anpassung

Vorkonfigurierte MWST-Sätze (8,1 %) und Kontenpläne (KMU) sparen Einrichtungszeit.

Ökosystem

Schnittstellen zu Banken und 1'300 Treuhändern machen die Datenübergabe nahtlos.

Automatisierung

Über 1/3 weniger Administrationsaufwand durch Auto-Abgleich von Zahlungen.

Kritische Grenzen

Keine Kostenstellen

Keine native Cost-Center-Funktion. Für komplexe Analysen unzureichend.

Skalierung

Optimiert bis ca. 25 Mitarbeitende. Danach werden Prozesse oft zu starr.

API-Limiten

Eingeschränkte Möglichkeiten für tiefe Custom-Integrationen (Rate Limits).

Bexio vs. Alternativen

BEXIO

KLARA

SWISS21

Fokus

Standard KMU

Fokus

Micro-Firmen

Fokus

E-Commerce / Retail

Idealgrösse

1–25 MA

Idealgrösse

1–5 MA

Idealgrösse

bis 50+ MA

Limitation

Keine Kostenstellen

Limitation

Starrer Kontenplan

Limitation

Setup-Komplexität

Maria Werner

Of Counsel für GmbH- und AG-Kauf in der Schweiz

info@goldblum.ch

+41 (44) 5152530

System & Sicherheit

Infrastruktur (SaaS)

Datenhaltung in zertifizierten Rechenzentren (ISO 27001) in der Schweiz. Backups und SSL/TLS-Verschlüsselung.

Bank-Schnittstellen

Sicherer Datenaustausch mit UBS, CS, ZKB, PostFinance etc. ohne lokale Installation.

Integrationen

Offene API für 60+ Add-ons (Shopify, Stripe, Trello). E-Commerce und Zeiterfassung.

Das Experten-Fazit

1. Pragmatisch statt revolutionär

Die Stärke liegt in der soliden Abdeckung von Schweizer Standards (QR, MWST, Swissdec), nicht in experimentellen Features.

2. Kollaboration ist Key

Der kostenlose Treuhänder-Zugang digitalisiert die Zusammenarbeit mit dem Buchhalter effizienter als reine PDF-Exports.

3. Grenzen beachten

Für Firmen unter 25 MA ideal. Wer Kostenstellenrechnung oder komplexe Konsolidierung braucht, sollte Alternativen prüfen.

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Labor Law

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Low-Tax Cantons

Double Tax Treaties

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Salary Management

VAT Guide

Recruitment Licenses

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FINMA Register

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