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Ogment + Bexio

Bexio, prepared before you open it.

Ogment’s AI agent prepares the bookkeeping your team does in Bexio: receipts read, bank lines matched, entries proposed. You approve, and Bexio stays your ledger.

  • Every bank line matched to its receipt
  • Every entry labelled and proposed
  • An import-ready file for Bexio

What changes

Your team keeps working in Bexio. The prep work is done before they open it.

Invoices and receipts read

Documents arrive by email, shared drive or client portal. The agent reads them, extracts the fields and codes them to your chart of accounts.

Bank lines matched

Every bank line is matched to its receipt. What does not match is flagged, not guessed.

Missing documents chased

The agent drafts the reminder to the client. You decide who gets chased.

Ready to import into Bexio

Entries come out labelled, proposed and in a file ready to import into Bexio. Nothing is posted without your approval.

How it fits

Ogment prepares. You approve. Bexio stays your ledger.

  1. 01

    Documents arrive

    From email, shared drives and client portals, as they come in.

  2. 02

    The agent prepares

    It reads, codes, reconciles and flags exceptions, mandate by mandate.

  3. 03

    You review

    Every entry is a proposal until someone on your team approves it.

  4. 04

    Import into Bexio

    Bexio remains your system of record. Nothing changes in how you close or report.

Cover of the Ogment case study: How much time do you still spend on bookkeeping data entry?

Measured at a Swiss fiduciary

In our case study, the time spent per mandate fell by 48%.

Get the AI case study

Also works with

Teo BorschbergCEO, Ogment

Book your free 30-min AI audit

  • Where your team’s hours go, mandate by mandate
  • Which workflows an AI agent can take over first
  • A clear AI ROI estimate for your firm
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