Delegmate for bexio

An AI teammate that works in bexio

An AI teammate with its own Google Workspace account. Connect bexio and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About bexio

bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll.

What it does in bexio

Keeps bexio records current after every email, call and meeting
Adds new leads and contacts with the context from the conversation
Moves deals forward and logs every activity
Prepares a brief on an account before you talk to them

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect bexio
From its Apps tab with your API key, with the bexio account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales SaaS and tech Agencies

Questions

How does it connect to bexio?

With a bexio API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the bexio account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in bexio without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own bexio seat?

No. It works through the connection your team sets up, so there is no extra bexio seat to buy for it.

Is Delegmate made by bexio?

No. Delegmate is independent and is not affiliated with or endorsed by bexio. bexio is a trademark of its owner.