bexio Go Mobile App: Your Complete Guide to Business Management on the Go

Managing your Swiss SME from your smartphone isn't just convenient—it's essential in today's mobile-first business world. The bexio Go app brings professional accounting, invoicing, and expense management to your pocket.

This comprehensive guide walks you through everything you need to know about bexio Go in 2026, from installation to advanced features, with honest insights about what works well and where it falls short.

What is bexio Go?

bexio Go is the official mobile companion app for bexio, Switzerland's leading business management platform serving over 90,000 companies. Unlike many business apps that offer watered-down mobile experiences, bexio Go brings genuine productivity to your smartphone—particularly since the major 2025 update that enabled complete purchasing processes directly in the app.

Key capabilities:

AI-powered receipt and document scanning
Unlimited QR invoice processing
Contact management and communication
Mobile time tracking (from the Optima package)
Document viewing and status checks
Complete expense creation and posting

The app is designed for Swiss entrepreneurs, freelancers, and SME managers who need to handle business tasks while traveling, meeting clients, or working away from their desk.

Getting Started

Before You Install: Prerequisites and Requirements

Understanding what you need before downloading bexio Go will save you time and frustration.

bexio Account Required

You cannot create a bexio account directly through the mobile app. Register first at bexio.com using a desktop or mobile web browser.

iOS 12.4 or Later

Compatible with iPhone, iPad, and iPod touch. Camera and photo library access recommended for full functionality.

Recent Android Version

Check Google Play Store for specific version requirements. Camera permissions essential for scanning features.

Internet Connection

bexio Go requires an active internet connection to function. All data synchronizes in real-time with cloud servers.

Step-by-Step Installation Guide

Installing bexio Go takes just minutes. Here's exactly how to get started on iOS or Android devices.

Installing on iPhone

Open the App Store on your iPhone
Tap the search icon and type "bexio Go"
Select the official app (published by bexio AG)
Tap "Get" then authenticate with Face ID, Touch ID, or your Apple ID password
Wait for the download to complete (typically 30-60 seconds)
Tap "Open" or find the bexio Go icon on your home screen

First launch:

Enter your bexio account email and password
Grant camera and photo permissions when prompted
Complete the quick tour (recommended for new users)

Installing on Android

Open Google Play Store
Search for "bexio Go"
Select the official bexio AG app
Tap "Install"
Accept permissions when requested
Launch the app once installation completes

Initial setup:

Log in with your existing bexio credentials
Allow necessary permissions (camera, storage)
Explore the guided walkthrough

The installation process is straightforward, but remember: without an existing bexio account, you'll be stuck at the login screen.

Core Features

What bexio Go Actually Does

Understanding the core capabilities helps you maximize productivity on the go.

Scan2Go: AI-Powered Document Processing

This is where bexio Go truly shines. The Scan2Go feature uses artificial intelligence to extract information from receipts and invoices automatically. Simply point your camera at the receipt, and AI extracts date, amount, supplier, and VAT rate.

Automatic edge detection and capture
Intelligent data extraction with learning AI
None on Basic, 50/month on Advanced, 100/month on Optima
Manual entry option when limit reached

QR Invoice Processing

Switzerland's QR invoice system is fully supported with unlimited scanning and processing—a huge advantage for Swiss businesses dealing with modern invoicing.

Unlimited QR code scanning
Automatic payment detail pre-filling
Eliminates manual data entry errors
Built specifically for Swiss business

Contact Management on the Go

Access your complete bexio contact database from anywhere. Create new contacts during client meetings, edit existing information, and communicate directly from the app.

View complete contact database
Create and edit contacts instantly
Tap to call, email, or SMS
Automatic cross-device synchronization

Time Tracking (Optima and Above)

For service-based businesses, mobile time tracking is essential. Start timers for ongoing tasks, punch in and out, or manually enter time ranges.

Multiple tracking modes available
Link entries to projects or clients
Real-time sync with desktop
Accurate billing preparation

Document Viewing and Management

While you can't create customer invoices in the mobile app, you can view all quotes, orders, and invoices, check document status, and share PDFs.

View all business documents
Real-time payment status tracking
Share via email or messaging
Stay informed about cash flow

Complete Expense Creation

Major 2025 update enables the entire purchasing process directly in-app. Scan receipts, review AI-extracted data, categorize expenses, and post directly to accounting.

Full in-app expense workflow
AI data extraction and review
Direct posting to accounting books
Immediate synchronization

Package Comparison: Basic vs Advanced vs Optima

Understanding what's included in each package helps you choose the right level for your business needs.

Basic

CHF 45/ month

Per month, billed monthly (CHF 35 billed annually), excl. VAT

1 user account
No AI document scans
Contacts, documents and invoices in bexio Go
No expenses or e-banking
Best for solo entrepreneurs

Start Free Trial

Popular Choice

Advanced

CHF 52/ month

Per month, billed monthly (CHF 42 billed annually), excl. VAT

2 users
50 AI document scans/month
Expenses and e-banking
All Basic features
Best for small teams

Start Free Trial

Optima

CHF 79/ month

Per month, billed monthly (CHF 69 billed annually), excl. VAT

5 users
100 AI document scans/month
Mobile time tracking
Projects and document archive
All Advanced features
Best for established SMEs

Start Free Trial

30-day free trial available. Test which package level meets your actual document scanning needs before committing.

Real-World Applications

bexio Go in Action

See how Swiss entrepreneurs use bexio Go to streamline daily business tasks while on the move.

Business Travel Expenses

Scan taxi receipts while waiting for trains. Photograph restaurant bills after business lunches. Process hotel invoices before packing. No more shoebox of crumpled receipts.

On-Site Invoice Processing

Scan supplier QR codes before leaving their premises. Invoice is in your system immediately, payment scheduled, and you can take advantage of early payment discounts.

Networking Event Updates

Create contacts immediately while chatting with potential clients. Add notes about interests and needs. Schedule follow-up tasks. Everything synchronized instantly.

Remote Status Checks

Client calls about invoice status while you're away? Open bexio Go, search the client name, view the invoice, and provide immediate, professional answers.

Limitations

Known Limitations and Practical Workarounds

bexio Go is powerful, but it's not perfect. Understanding its limitations helps set realistic expectations.

Mobile Constraints

What You Can't Do (Yet)

Important limitations to understand before committing to bexio Go

Customer Invoice Creation: Cannot create quotes, orders, or invoices to clients in mobile app. Use mobile web browser or desktop instead.
Single VAT Rate Only: Supplier invoices with multiple VAT rates require desktop processing.
Monthly AI Limits: Document scan allowances (50-100/month on Advanced and Optima, none on Basic) can feel restrictive for high-volume users.
No Credit Card Automation: Credit card bill processing requires the separate Kontera app.
No Banking Transactions: Payment execution must use your bank's dedicated app (security feature).

Honest Comparison

bexio Go vs Magic Heidi

As a company offering an alternative, we believe in transparent comparisons. Here's how bexio Go stacks up against Magic Heidi.

Feature	bexio Go	Magic Heidi
Monthly Price (entry plan)	CHF 35 (annual, excl. VAT)	CHF 24.99 (annual)
Create Invoices on Mobile	✗ Web only	✓ Full functionality
AI Expense Scanning	⚠ From Advanced, 50-100/month	✓ Unlimited
Time Tracking	✓ From Optima	✓ All plans
User Accounts (entry plan)	1 user	1 user
Third-Party Integrations	✓ 120+ apps	⚠ Limited
Market Position	90,000+ customers	Growing alternative
Best For	Growing SMEs with teams	Freelancers & solo entrepreneurs

Best Use Cases

Choose bexio Go if you:

Run a growing SME with multiple team members
Need comprehensive ERP functionality
Work with an accountant who uses bexio
Require extensive third-party integrations
Value market-leading position and stability

Choose Magic Heidi if you:

Are a freelancer or solo entrepreneur
Need to create invoices while mobile
Want simpler, more intuitive interface
Prefer cost-effective solutions
Value having identical features on mobile and desktop

The truth: Neither app is objectively "better"—they serve different needs. Many users choose based on whether they prioritize comprehensive business management (bexio) or mobile-first simplicity (Magic Heidi).

Integration Ecosystem

Extending bexio Go

One of bexio's significant advantages is its extensive marketplace with 120+ integrations.

CRM & Marketing

HubSpot for CRM synchronization, Mailchimp for email marketing contact sync, and more.

E-Commerce

WooCommerce and Shopify integration for automatic order import and inventory management.

Team Communication

Slack integration for team notifications and workflow automation across your business.

Financial Tools

Kontera for credit card transactions, Abacus for advanced expense management, and banking connections.

4.5 Billion API Calls in 2025

The API has been accessed over 4.5 billion times, demonstrating robust integration capabilities. While integrations primarily work through the web platform, data synchronizes with bexio Go for mobile access.

View All Integrations

Security & Compliance

Swiss Data Protection Standards

For Swiss businesses, data security isn't optional—it's mandatory. bexio meets all Swiss compliance requirements.

Swiss Data Storage

All bexio data stored on Swiss servers, ensuring compliance with Swiss data protection laws.

GeBüV Compliant

Meets Swiss Business Records Ordinance (Geschäftsbücherverordnung) requirements for legal compliance.

Swissdec Certified

Certified for Swiss payroll standards, ensuring accurate salary processing and reporting.

GDPR Ready

Full compliance with European data protection requirements for cross-border business.

End-to-End Encryption

Secure data transmission with bank-level encryption protocols for all communications.

2FA Available

Two-factor authentication option adds extra security layer to protect your business data.

Common Questions

Frequently Asked Questions

Can I create customer invoices in bexio Go?

No, customer invoice creation is not available in the mobile app. You can view invoices and check their status, but creating new quotes, orders, or invoices to customers must be done through the web platform (desktop or mobile browser) or using an alternative like Magic Heidi.

What happens when I use up my document extraction allowance?

You can still scan documents and save them, but the AI won't automatically extract data. You'll need to manually enter the date, amount, supplier, and other details. Your allowance resets at the beginning of each billing cycle.

Do I need internet connection to use bexio Go?

Yes, bexio Go requires an active internet connection to function. It's a cloud-based system, so all data synchronizes in real-time with servers. You cannot work offline.

Can I handle multiple companies in bexio Go?

Yes, if you have access to multiple bexio accounts (for example, as an accountant serving multiple clients), you can switch between them within the app.

Does bexio Go support multiple languages?

Yes, bexio supports German, French, Italian, and English—the primary languages of Swiss business. You can change the language in your account settings.

Can my accountant access data through bexio Go?

Accountants with fiduciary access to your bexio account can log in and view data through their own bexio Go app. The improved bexio Cockpit streamlines this collaboration.

Is there a desktop version of bexio?

bexio is primarily web-based (accessed through any browser at bexio.com). There isn't a dedicated desktop application, but the web interface is fully functional on computers.

How secure is scanning sensitive receipts?

Very secure. Documents are transmitted using end-to-end encryption, stored on Swiss servers, and protected by the same security measures as your banking information.

Troubleshooting Common Issues

"Cannot Scan Documents" Error

Problem: Camera not working or scan feature unresponsive

Solutions:

Check if bexio Go has camera permissions (Settings → Privacy → Camera)
Ensure adequate lighting when scanning
Clean your camera lens
Restart the app
Update to the latest app version

Syncing Problems

Problem: Changes not appearing across devices

Solutions:

Check internet connection (bexio Go requires active connection)
Force-close and reopen the app
Log out and log back in
Clear app cache (Android: Settings → Apps → bexio Go → Storage → Clear Cache)

AI Extraction Not Working

Problem: Scan2Go captures image but doesn't extract data

Possible causes:

You've exceeded your monthly extraction limit (check package allowance)
Document quality is too poor (blurry, torn, folded)
Document type is unsupported

Solutions:

Upgrade package if consistently hitting limits
Retake photo with better lighting and focus
Flatten documents before scanning
Enter data manually when extraction fails

Problem: Cannot log in with correct credentials

Solutions:

Reset password at bexio.com
Check if Caps Lock is accidentally enabled
Ensure you're using email (not username) to log in
Check if your subscription is active
Contact bexio support if persistently blocked

Get Started

Your Next Steps

Ready to transform how you manage business on the go? Here's your action plan.

1. Start Free Trial

Visit bexio.com and sign up for 30-day free trial

2. Install bexio Go

Download from App Store or Google Play Store

3. Grant Permissions

Allow camera and photo access

4. Take Tutorial

Complete in-app walkthrough

5. Scan First Receipt

Try Scan2Go with AI extraction

6. Explore Features

Test contact management and time tracking

7. Evaluate Package

Choose Basic, Advanced, Optima or Ultimate

Is bexio Go Right for You?

bexio Go delivers genuine mobile productivity for Swiss SMEs, especially after the 2025 updates that enabled complete expense processing in-app. With over 90,000 Swiss businesses trusting bexio, and 13 million invoices sent through the platform in 2025 alone, you're joining a proven ecosystem.

Start Free Trial Try Magic Heidi Instead

App Store Google Play Microsoft Store Web App

The Bottom Line

bexio Go excels when you:

Need reliable expense scanning on the go
Work with Swiss suppliers using QR invoices
Want to manage contacts during client meetings
Need to check invoice statuses remotely
Have a team that benefits from mobile time tracking

Consider alternatives if you:

Frequently need to create customer invoices while mobile
Are a solo freelancer seeking maximum simplicity
Find the pricing steep for your business size
Prioritize mobile-first workflow over comprehensive ERP

Whether you choose bexio Go, Magic Heidi, or another solution, the key is finding a mobile business management tool that fits your workflow. In 2026, managing your business from your smartphone isn't futuristic—it's fundamental.

Looking for a simpler alternative with full mobile functionality? Try Magic Heidi free and create invoices, manage expenses, and handle accounting directly from your smartphone—from CHF 24.99/month.