bexio + Wave Integration

Q: Can I automatically create Wave invoices when a bexio invoice is generated?

Yes, you can create Wave invoices automatically whenever a new invoice is created in bexio using 1-click ready templates.

Q: Can I connect bexio, Wave, and Slack?

Yes, you can connect bexio, Wave, and Slack together in multi-step automations along with 1,500+ other apps.

Q: What is a good Zapier alternative for bexio and Wave?

Most alternatives charge significantly more, but Integrately provides 20 million+ templates, 24/5 live chat, and an AI builder for your bexio and Wave integration.

Q: How does bexio handle invoice and customer data during sync?

Bexio securely transmits invoice and person details to your destination apps using reliable 1-click automations.

Q: Can Wave customer profiles be updated automatically?

Yes, customer profiles in Wave can be created or updated automatically whenever changes occur in your source apps.

Q: Do I need coding skills to automate bexio and Wave?

No coding is required to connect bexio and Wave. You can start with ready templates or use Integrately AI to build your workflow.

Q: Is the bexio and Wave integration free?

You can start the bexio and Wave integration with a free forever plan available on Integrately.

Integrate bexio to Wave in one click, or tell Integrately AI how you want each invoice handled. Sync financial records, update your accounts, alert your team, and track your cash flow automatically.

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Free forever.

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Order is created/updated in bexio
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio
Invoice is created in Wave
Customer is created in Wave

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio
Create invoice in Wave
Create customer in Wave
Search customer in Wave
Create Money Transaction in Wave
Create Money Deposit Transaction in Wave
Update customer in Wave
Update product in Wave
Create product in Wave

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Ready Workflows for bexio + Wave Integration

Create Wave invoices from bexio invoices, sync new customers, update transactions, track expenses, and manage your cash flow, all in just one click.

Create bexio contact for new Wave customer

If you are using Wave, then you may want to also use bexio to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding contact will be created in bexio.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create Wave customer for new bexio contact

In order to keep your accounting and customer records in sync, when you create a contact in bexio, this automation will automatically create a customer in Wave.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with bexio and Wave!

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Create bexio invoice for new Wave invoice

Wave + bexio Integration

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Create Wave invoice for new bexio invoice

bexio + Wave Integration

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Create Wave customer from new bexio company

If you have created a company in bexio, it's important to create a customer in Wave. 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.

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Create bexio company from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a company profile in bexio whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with bexio and Wave!

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Connect more apps to your bexio + Wave flow

Streamline payments, sync customer records, notify your team, and back up financial data across your stack after every transaction. Pick a combination and activate it in one click.

Stripe (3)

HubSpot (3)

QuickBooks Online (2)

Gmail (3)

Slack (3)

Google Drive (2)

Create a bexio invoice when a Stripe payment succeeds, and log the transaction in Wave.

Successful Stripe payments automatically generate a bexio invoice and record a money transaction in Wave without manual data entry.

When a customer is created in Stripe, add them as a person in bexio and create a customer in Wave.

New Stripe customers appear in both bexio and Wave instantly, keeping your client directories aligned.

Create a Wave invoice when a bexio invoice is issued, and charge the customer in Stripe.

Issued bexio invoices generate a Wave financial record and trigger an immediate charge in Stripe.

Add every new HubSpot contact to bexio as a person, and create a customer in Wave.

New HubSpot contacts sync into bexio and Wave automatically, aligning your sales pipeline with your accounts.

Create a bexio invoice when a HubSpot deal is won, and record the sale in Wave.

Won deals in HubSpot immediately generate an invoice in bexio and a transaction record in Wave.

Use ChatGPT to summarise HubSpot deal notes, create a bexio project, and log it in Wave.

ChatGPT summarises new HubSpot deal notes to set up structured project records in bexio and Wave.

Create a QuickBooks Online invoice when a bexio invoice is created, and log it in Wave.

New bexio invoices sync across QuickBooks Online and Wave to keep multi-platform accounting aligned.

When a customer is created in Wave, add them to bexio and create a customer in QuickBooks Online.

Wave customer profiles sync to bexio and QuickBooks Online instantly for unified client management.

Send an email via Gmail when a bexio invoice is created, and log the transaction in Wave.

Clients receive automated email notifications via Gmail when bexio invoices are generated and logged in Wave.

Email payment confirmation via Gmail when a Wave invoice is created and exported from bexio.

Wave invoices generated from bexio trigger automated confirmation emails sent through Gmail.

Use Claude to draft client follow-ups for unpaid bexio invoices, send via Gmail, and update Wave.

Claude drafts professional follow-up emails for overdue bexio invoices sent via Gmail and tracked in Wave.

Notify your finance channel in Slack when a bexio invoice is created and logged in Wave.

New bexio invoices and Wave financial records trigger instant team notifications in Slack.

Post an alert in Slack when a new customer is created in Wave and added to bexio.

New customer creations in Wave and bexio trigger instant welcome notifications in Slack.

Use Gemini to categorise new bexio orders, log them in Wave, and alert your team in Slack.

Gemini categorises bexio order details before logging them in Wave and posting summaries to Slack.

Save a PDF export of every bexio invoice to Google Drive, and log the record in Wave.

Exported bexio invoice PDFs save automatically to Google Drive alongside Wave financial logs.

Upload Wave receipt attachments to Google Drive when a bexio purchase order is created.

Bexio purchase orders trigger automatic receipt archiving in Google Drive and Wave transaction logging.

Supported triggers and actions for bexio and Wave

Mix and match to build the exact automation you need

bexio Triggers & Actions

Order is created/updated in bexio

Triggers the automation when an order is created or updated

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Person is created or updated in bexio

Triggers the automation when a person is created or updated

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Invoice is created in bexio

Triggers the automation when any invoice is added or modified

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Order is created in bexio

Triggers the automation when a new order is created

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Quote is created in bexio

Triggers the automation when a new quote is created

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Product is created in bexio

Triggers the automation when a new product is created

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Project is created in bexio

Triggers the automation when a new project is created

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Company is created or updated in bexio

Triggers the automation when a company is created or updated

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Wave Triggers & Actions

Invoice is created in Wave

Triggers the automation when any invoice is added or modified

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Customer is created in Wave

Triggers the automation when a new customer is created

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What can you automate with bexio + Wave?

Streamline your financial operations, eliminate double-entry, and keep your accounting ledgers perfectly synchronised.

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🧾

Create Wave invoices from bexio invoices

Generate matching invoices in Wave automatically the moment an invoice is created in bexio. Eliminate manual re-keying and keep your billing records aligned across platforms.

📋

Capture every submitted invoice field

Map all available line items, tax details, and customer notes between bexio and Wave instead of just basic totals. Your financial records remain comprehensive and detailed.

🔔

Notify your team instantly on Slack

Alert your finance channel in Slack the second a new invoice or customer record is created. Keep your team informed without switching between financial dashboards.

🔀

Route transactions based on order value

Trigger different approval workflows or priority handling in Wave depending on specific order amounts or customer tiers submitted in bexio.

🔄

Keep financial destination records updated

Automatically update customer profiles and invoice statuses in Wave whenever corresponding records are modified in bexio.

🔍

Search and update instead of creating duplicates

Check whether a customer already exists in Wave before creating a new record, updating their existing profile with fresh details from bexio.

💳

Handle payment and status changes

Log money transactions, deposits, or status changes in Wave the moment an order or invoice is settled or updated in bexio.

✉️

Extend your workflow to Gmail or Slack

Connect your accounting core pair with Gmail or Slack to send automated billing notifications or team alerts after every financial event.

And much more...

Who is bexio + Wave integration for?

Finance teams, business owners, and operations managers eliminate manual data entry and keep financial ledgers synchronized across bexio and Wave.

Financial Controllers

Operations Managers

Client Services Directors

Accounting Teams

Sales Executives

Compliance Officers

📈

Financial Controllers

You're reviewing financial ledgers across multiple platforms but your reports only update when someone manually exports records, so the totals you're auditing against are always outdated — automating both apps means every new invoice and transaction lands instantly and your data stays current.

⚡

Operations Managers

You need to track incoming orders and customer billing immediately, but manual handoffs leave gaps between systems — integrating these apps means every order creates matching financial records without delay.

🤝

Client Services Directors

You answer to stakeholders who want to see accurate project billings and status updates, but gathering figures from separate tools takes hours — this integration means all financial milestones and customer records update automatically.

📊

Accounting Teams

The volume of daily invoices and customer transactions is too high for anyone to keep up by hand, leading to costly data entry mistakes — with this integration, every record maps across platforms accurately.

🔄

Sales Executives

You close new accounts and depend on accounting to set up billing profiles, but manual handoffs stall onboarding — connecting these apps means client records transition instantly into invoicing workflows.

🗂️

Compliance Officers

You need a reliable history of all financial documents and customer accounts, but manual filing often leaves missing entries — automating both apps means every invoice and receipt is logged without gaps.

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Why choose Integrately to automate bexio + Wave

Build and manage your bexio + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect bexio + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.