Like many other SME in Switzerland, we are using bexio as our administration and accounting tool. bexio allows for some limited standardized reporting within the service but we needed more flexibility. So we created our own report with Power BI, focusing mainly on two points:
- Invoices by customer and date
- Revenue and expenditures in comparison with last year
Our report allows to compare liquid assets year over year and shows how the invoices are spread across your customers. And the best thing is, we are giving out this report for fellow SMEs. No strings attached.
What you need to set up the report with your own bexio data:
- Power BI Desktop
- Your bexio API token (How To)
- The report template
Open the .pbit file with Power BI Desktop and add your bexio API token.
The report is provided as-is.
