Create Manual Entries in bexio with AI | Fiduza

Discover how Fiduza helps Swiss SMEs and accounting firms create manual entries in bexio faster with AI. Fiduza is a Swiss web app that connects to your existing accounting software, so you can benefit from AI without migrating to a new system. Fiduza is integrated with bexio via API and can help you create manual entries and bills with payments. In this demo, we focus on creating manual entries in bexio. You’ll see how Fiduza syncs your bexio contacts, VAT settings and accounts automatically, then helps you upload bank statements, bills, receipts and invoices. Fiduza reads the documents, extracts transactions from PDF bank statements, suggests accounts, VAT rates and journal descriptions, reconciles documents with bank transactions, and exports manual entries to bexio with the supporting files attached. Fiduza can help with scanned receipts, multi-page PDFs, documents containing multiple receipts, bank fees, partial payments, payments covering multiple bills, foreign currency invoices and transactions with different VAT rates. Before anything is exported, you stay in control by reviewing the suggested entries, reconciliations, VAT, accounts, rules, confidence levels and journal descriptions. In this video: 00:00 Introduction to Fiduza and the bexio Marketplace 00:53 Create your Fiduza account 01:20 Create your organization 01:34 Create a company linked to bexio 02:00 Automatic sync with bexio 02:24 Upload bank statements, bills, receipts and invoices 02:34 Select Journal Entry export type 03:00 AI processing and document understanding 03:30 Crop multiple receipts from one scan 04:10 Split multi-document PDFs 04:20 Review PDF bank statement extraction 05:09 Reconcile bank transactions with documents 05:43 Set accounts, VAT and multiline journal entries 06:09 Use accounting rules 06:35 Use AI without rules 07:20 Review reconciliation examples 07:50 Bank fees and payments covering multiple bills 08:14 Partial payments 08:33 Foreign currency invoice matching 08:52 Journal descriptions adapted to your style 09:02 Rule-based accounting suggestions 09:34 Export progress even with items still in review 09:59 Export manual entries to bexio 10:14 Check the result in bexio 10:37 Add AI to your existing accounting software Fiduza is a Swiss web app hosted in Switzerland and available in English, German, French and Italian. Try Fiduza free for 2 weeks: https://fiduza.com #Fiduza #bexio #AIAccounting #SwissAccounting #Bookkeeping #BankReconciliation #JournalEntries #AccountingAutomation #AccountingSoftware