AI Accounting Automation for Bexio
Budget: -
HOURLY / PART_TIME
⭐ 5.00 (14)
Switzerland
automation
Bevorzugte Qualifikationen
- Erfahrung: Fortgeschritten
We are a Swiss company looking for an experienced automation/API developer to build an AI-powered accounting automation workflow for Bexio.
Our goal is to automate as much of our recurring bookkeeping work as possible while keeping human review/approval for critical accounting steps.
The solution should ideally use the Bexio API together with an AI/LLM (Claude/Anthropic, OpenAI, or another suitable solution).
WE WANT TO AUTOMATE:
- Processing supplier invoices and receipts (PDFs/images)
- Extracting invoice information automatically (supplier, invoice number, date, amount, currency, VAT, etc.)
- Suggesting or assigning the correct Bexio accounting account based on previous bookings and defined accounting rules
- Correct handling of Swiss VAT (MWST), including different VAT codes and foreign supplier invoices / reverse charge where applicable
- Creating expenses or supplier invoices directly in Bexio
- Detecting possible duplicate invoices
- Preparing data for quarterly Swiss VAT (MWST) reporting
- Monthly accounting/reporting overview
- Monitoring overdue customer invoices in Bexio
- Sending an email notification to our assistant when invoices become overdue so that she can follow up with the customer
IMPORTANT
The automation should learn/follow our existing bookkeeping logic. We already have historical bookings in Bexio that can be used as examples for how recurring suppliers and expenses are categorized.
For uncertain transactions, the system should flag the transaction for human review instead of automatically booking it.
We do not need automation for payroll, HR, payments, government correspondence, or direct communication with customers. These tasks remain with our assistant.
REQUIREMENTS:
We are open to the technical approach, but experience with the following is highly desirable:
Bexio API
Accounting/bookkeeping automation
AI/LLM APIs (Claude/Anthropic, OpenAI, etc.)
PDF/document extraction
Workflow automation (n8n, Make, Python or similar)
Swiss accounting / VAT logic is a strong advantage
The system should be reliable, auditable and designed so that accounting entries can always be traced back to the original document.
When applying, please briefly explain:
- Your experience with Bexio API integrations
- Similar accounting/invoice automation projects you have built
- Which technical architecture you would recommend
- How you would handle AI confidence and human approval for uncertain bookings
- Your estimated cost and implementation time
- Whether you have experience with Swiss VAT (MWST)
We are looking for someone who can first build the workflow and, if successful, potentially support and improve the automation long-term.
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