Migrating from Bexio to Neoffice
Bring your entire history with you — contacts, items, invoices, quotes — without a single manual re-entry. The import connects directly to the Bexio API, your original PDFs are preserved, and you test on a disposable instance before going live.
Bexio vs. Neoffice
Sans Neoffice
Monthly subscription that climbs with every user and every module you add
Your data on shared servers you don't control
Features locked behind the next pricing tier
No AI — you enter every document by hand
Avec Neoffice
Dedicated instance: predictable cost, unlimited users
Your ERP runs on your own Swiss VPS server
Everything included — accounting, CRM, stock, HR, projects, e-commerce
Nora, the AI assistant, prepares your documents and answers your questions
What we bring over from your Bexio
The import connects directly to the Bexio API in read-only mode. No manual export, no re-entry — your Bexio data is never modified.
Contacts & addresses
All your customers, their contacts and addresses become editable Neoffice records. Company ↔ person links and contact details are preserved.
Items & prices
Products and services transferred with their selling and purchase prices, units, item groups and VAT rates.
Customer invoices
All your sales invoices with their line details, archived and searchable — the original PDF remains attached to each invoice.
Supplier invoices
Your purchase invoices transferred as archives with the original PDF. The Swiss legal 10-year retention obligation is respected.
Quotes & orders
The history of your offers and customer orders, accessible at any time in your new instance.
Inbox & scans
Documents from your Bexio inbox become classifiable scans in Neoffice, ready to be processed.
Your migration
in 4 steps
Connection Bexio API
You generate an access token in your Bexio account. Neoffice connects in read-only mode — your Bexio data is never touched.
Analysis & preview
We run a dry run: the import lists everything that will be brought over, without creating anything. You approve the scope before continuing.
Test on disposable instance
The migration runs first on a test instance. You verify the result under real conditions. If something is off, we start again — zero risk.
Go live in production
Once approved, we replay the import on your definitive instance. Idempotent: no duplicates, line-by-line log.
One migration, three reliefs
Management
No more per-user subscription — one predictable instance cost
Your data with you, on a Swiss VPS, exportable at any time
One single platform instead of a stack of paid modules
manual re-entry — the Bexio API does all the work
of PDFs preserved — Swiss legal compliance
technical import time for a complete dataset
Bexio or Neoffice — le comparatif
| Bexio | Neoffice | |
|---|---|---|
| Hosting | Shared servers | Dedicated instance on Swiss VPS |
| Pricing | Per user + per module | Instance flat rate, unlimited users |
| Accounting & Swiss VAT | Included | Included |
| CRM & customer relations | Paid module | Included |
| Stock management | Paid module | Included |
| HR & Swiss payroll | Limited | Included |
| Project management | Not available | Included |
| E-commerce & webshop | Paid module | Included |
| AI assistant | Not available | Nora — chat, voice, automations |
| Source code | Closed | Open (Frappe / ERPNext) |
| Your data | With Bexio | With you, exportable at any time |
Migration from Bexio is included in your Neoffice onboarding. We handle the API connection, the analysis, the test and the switchover — you approve at every step.
Frequently asked questions — Migrating from Bexio to Neoffice
Will I lose my history?
How long does the migration take?
What about my invoice PDFs?
How do I work during the migration?
My data is not clean — missing emails, badly formatted phone numbers…
What if I want to roll back?
Ready to migrate ?
Chat with Nora, our AI assistant, to discuss your data migration.
- Your data stays safe, hosted in Switzerland.
- Migration tested on a throwaway instance before going live.
- We guide you through every step.
Propulsé par IA locale — vos données restent en Suisse