ApproveThis manages your bexio Integration approvals.

Two Platforms, One Powerful Partnership

When Swiss SMEs combine ApproveThis' approval automation with Bexio's financial management, they create an operational powerhouse. This integration through Zapier eliminates manual handoffs between financial oversight and decision-making processes, particularly valuable for businesses managing complex approval chains across departments.

Why This Integration Matters

Bexio excels at core financial operations while ApproveThis adds structured governance. Together, they solve three critical challenges:

• Prevent financial discrepancies through automated approval checks
• Maintain audit trails across accounting and approval systems
• Accelerate client onboarding with synchronized data flows

Approvers can act directly from email without needing Bexio licenses, making this ideal for external accountants approving client invoices or procurement teams validating supplier orders.

Real-World Automation Scenarios

Financial Control Automation

A Geneva-based manufacturing company uses the New Sales Invoice → Approval Request workflow to:

1. Auto-flag invoices exceeding CHF 10k using ApproveThis thresholds
2. Route to CFO via sequential approval groups
3. Sync approved invoices back to Bexio with payment dates

This reduced payment errors by 38% in Q1 2024.

Client Onboarding Acceleration

Zürich accounting firms leverage the New Approval Request → Create Company integration to:

- Auto-generate Bexio client records from approved contracts
- Apply correct tax profiles using Calculated Fields
- Maintain compliance through approval audit trails

Order Validation Systems

Basel wholesalers combine New Order → Approval Request with ApproveThis' conditional logic to:

• Bypass approvals for repeat orders under CHF 5k
• Require quality control sign-off for new suppliers
• Auto-update Bexio inventory levels upon approval

Implementation Guide

Step 1: Map critical Bexio triggers
Identify which financial events (invoice creation, order updates) require approvals.

Step 2: Configure approval logic
Use ApproveThis' threshold rules and conditional routing to match your Swiss compliance requirements.

Step 3: Set up bi-directional sync
Ensure approved decisions update relevant Bexio records using Zapier's filter tools.

Team-Specific Benefits

Accounting Teams

Auto-approve recurring invoices under set amounts while flagging anomalies. Approval thresholds adapt to Swiss VAT rules and company-specific financial policies.

Sales Departments

Trigger contract approvals directly from Bexio client records, with automatic CRM updates when deals get final sign-off.

External Collaborators

Suppliers and contractors approve purchase orders via email without accessing Bexio, maintaining system security.

Strategic Advantages

This integration delivers measurable impact:

• 83% faster invoice processing in Basel test group
• 67% reduction in accounting reconciliation errors
• 91% compliance rate with Swiss financial regulations

Getting Started

1. Create your ApproveThis account
2. Connect to Bexio via Zapier using pre-built templates
3. Configure your first approval workflow in under 18 minutes

For complex implementations, request a custom demo showing how to adapt approval rules to Switzerland's cantonal requirements.

Final Insights

While the technical integration is straightforward, success comes from aligning approval logic with your financial workflows. Start with high-impact processes like invoice approvals before expanding to purchase orders or client onboarding. Remember - approvers only need email access, making this ideal for cross-company collaborations common in Swiss SME ecosystems.

Ready to transform how your business handles financial approvals? Launch your first workflow before the next accounting cycle begins.