Onboarding
How does onboarding work?
It’s simple: on our website, you create an account and buy your first credit package. Then you select one or more companies from Bexio — conveniently in just a few clicks.
After that, we automatically download your general ledger, sub-ledgers, and documents from the last five years. This can take anywhere from 15 minutes to a few hours, depending on system load and the amount of data. Once completed, the platform opens automatically.
How much does it cost?
Our pricing follows a simple principle: you only pay for real results.
That’s why we cover all onboarding costs. The credits you purchase during onboarding are credited to your account 1:1 — no deductions.
Can I add further companies and users in the app?
Yes! You can add further companies and users in the app for free anytime.
Any admin can add users to a company. Just select the company, open Settings, and go to Members.
New companies can only be created by the Billing Admin*. To do this, go to the overview where you see all your companies and add a new one there via "+".
Updated on: 31/01/2026
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