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OperationsLive

Talk to your books.

The bexio MCP

Connect KontorTalk to us
Kontor, the object

bexio,without theclicking.

bexio is great at keeping the books. Working in it is slow: forms, clicks, exports, and the insights you need are three menus deep. So we built Kontor, an MCP server that brings bexio into your AI assistant. Ask for an offer, an invoice, a partial invoice, a new contact, the open items or the year so far, and it happens in bexio, in your structure and your words. All you need is a bexio account, connected once. The rest we set up with you.

For exampleAsk for an invoice of 40 percent of the order. It is in bexio, exact to the rappen, waiting for you to send it.

bexio by hand.bexio by asking.

bexio holds everything a small company needs: contacts, offers, invoices, the books. But the work in it is still done by hand, one form at a time, and the numbers that matter only show up when someone builds a report.

  • Form after form for every offer.
  • Partial invoices worked out by hand.
  • Reports built when someone has time.
  • Open items found too late.
  • Receipts typed in one by one.
  • The accountant cleans up at year end.

Kontor turns bexio into something you talk to. The routine is written for you, the questions get answered from your own books, and the rules decide what waits for your yes and what runs on its own.

Expenses thatbook themselves.

With your accountant: receipts from your mailbox, your PEAX inbox, uploads and the bank flow into bexio, are read, matched and booked, and only the unclear ones wait for a person.

CollectEvery receipt, wherever it lands
ReadAmount, date, VAT, supplier
MatchTo the bank and the account
CheckRules first, then a person
In bexio
EmailPEAXUploadBankCredit card

What it does.

Contacts and CRM

Create, update and find contacts and companies, with structured Swiss addresses, and see everything about a client in one answer.

Offers, orders and invoices

Offers, order confirmations, invoices and partial invoices, in your structure, with your texts, items and terms.

Projects and hours

Projects and the hours on them, ready to be invoiced, when your bexio uses them.

Books and reports

The journal, account balances, revenue, open and overdue items, top customers, and the profit and loss and balance sheet worked out from your books.

Sales analysis

Revenue by month, by customer and by product, offers by status, and where the money is still open.

Your rules

Every write can wait for your yes or run on its own where you allow it. Sending, payments and reminders stay with a person.

Who itis for.

SMEs on bexio

The office, without the forms

Offers, invoices, contacts and numbers by asking. We help with onboarding, ideas and the tricks we use ourselves.

  • Offers and invoices
  • Contacts
  • Open items
  • Revenue
Accountants

Many clients, one way of working

Automate a large part of your clients' bookkeeping together with us, and offer Kontor to them. Reselling is welcome.

  • Bookkeeping
  • Expenses
  • Month end
  • Reselling

How it works.

  1. Connect

    Your bexio account, connected once to Kontor. Nothing to install.

  2. Set up

    Your texts, terms, items and conventions captured in skills, and the rules for what runs on its own.

  3. Ask

    Offers, invoices, contacts and numbers, by asking in Claude, ChatGPT or co.

  4. Automate

    Email flows, dashboards and routines added step by step, with your accountant where it helps.

Where itis going.

Human led today. Every product has its own next step towards autonomous.

Kontor at each stage, from human led to autonomous

Your bexio, run by asking your AI assistant. Kontor writes offers and invoices and prepares the bookings; a person checks and sends.

Inside.

For the person who will have to live with it.

Endpoint
A hosted MCP server. No install and no key on a laptop.
Assistants
Built for Claude, and for ChatGPT and other assistants that speak MCP.
Coverage
Contacts, offers, orders, invoices, partial invoices, items, bills, expenses, accounts, the journal and reports.
Swiss rules
Domestic and export VAT resolved per contact, structured Swiss addresses, amounts exact to the rappen.
Guard rails
Sending, payments and reminders are not even available to the assistant. A person does them.
Data
Your data stays in bexio. Kontor passes it through and stores nothing.
Skills
Offer, invoice and order skills in your conventions, with a check before anything leaves.

Plans.

All you need is a bexio account. Your account and your data stay yours.

Connector

Recommended

CHF 90

per month per company

  • Every document type
  • Sign in with your own login
  • Updates included
Choose

House rules

CHF 490

once

  • Your texts, terms and layout loaded
  • Your product catalogue mapped
  • One hour of training
Choose

Prices in Swiss francs, excluding 8.1% Swiss VAT. Prices are a guide: choosing a plan is a request, not an order. We set your final price individually in a call and confirm it by email.

Bring your bexio conventions. We will connect them.

bexio is a trademark of bexio AG. Kontor is an independent product by crue and is not affiliated with bexio AG.

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