If you have created a company in ServeManager, it's important to create a contact in bexio. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in ServeManager whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with ServeManager and bexio!
You Can Also Connect bexio or ServeManager With 1400+ Other Apps
bexio
bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.
ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.