bexio
bexio is Switzerland's accounting and ERP software for SMBs — the integration will connect your personal bexio access token live to BauGPT Pro's chat.
Visit bexio websiteOnce the integration launches, you will connect your personal bexio access token (Personal Access Token) to BauGPT Pro in a few minutes. In chat you will then be able to ask directly about contacts, invoices, quotes and projects from bexio. The connection is planned as read-only — BauGPT will never change, create or delete data in bexio.
What this integration does
Look up invoices
You will be able to ask about an invoice by title or document number — BauGPT pulls the details live from bexio.
Find quotes in chat
Quotes from bexio will be findable directly in chat, without switching apps.
Search contacts
You will be able to search customers and suppliers from your bexio account directly in chat.
Project overview in chat
BauGPT will be able to pull up your projects tracked in bexio, including project number.
How to set it up
- 1
Join the waitlist to be notified as soon as the integration is available.
- 2
Once available, you'll create your personal access token (PAT) at developer.bexio.com/pat — not in your bexio account settings — and enter it in BauGPT Pro under Settings → Integrations → bexio. Note that bexio PATs expire after 6 months, so you'll need to reconnect twice a year.
Which data goes where
| Data | Direction | Purpose |
|---|---|---|
| Contacts (customers, suppliers) (planned) | bexio → BauGPT | Look up contacts in chat |
| Invoices (planned) | bexio → BauGPT | Look up status and document number in chat |
| Quotes (planned) | bexio → BauGPT | Find quotes in chat |
| Projects (planned) | bexio → BauGPT | Project context for chat answers |
FAQ
- When is the bexio integration coming?
- It's launching shortly. Join the waitlist to be notified.
- Will BauGPT be able to change data in bexio?
- No. The connection is planned as read-only — BauGPT will never be able to create, change or delete anything in bexio.
- Do I need my own bexio account?
- Yes, an existing bexio account for your company will be required.
- How do I get early access?
- Join the waitlist, and we'll let you know as soon as early access becomes available.
Planned for the Business plan. Each user will connect their own bexio account in Settings.
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Ready to connect bexio with BauGPT Pro?
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