One dashboard for every Bexio client.
End the re-login hell and Excel lists. Rolak Invoice automates invoice capture per client and consolidates everything into one inbox.
Trustee work today
We keep hearing the same points from trustees.
Capturing receipts client by client in Bexio — endless
Each client means a new login, a new Bexio session, manual capture again. Per receipt.
No overview of open receipts
Which client still has open bookings? Which inbound invoices are unbooked? Currently: log in ten times, check, log out.
Switching between clients is re-login hell
Multiple Bexio tabs open at once, the browser asks for 2FA constantly. Focus lost.
Sorting receipts out of email and ZIP attachments
Clients send PDFs as ZIPs, forget the subject line, or attach them to the wrong email. Half a day per week goes to sorting.
Keeping client data isolated is hard work
Data protection demands strict separation per client. One mis-booked receipt = an awkward call to the customer.
How Rolak Invoice solves it
One central dashboard, all clients in parallel — without compromising data protection or the Bexio workflow.
Multi-client dashboard
See open receipts, errors and status per client at a glance. Aggregated KPIs, click through per client.
One-click switch between clients
Instead of 10 Bexio logins, one click. Safer thanks to server-side auth — your trustee login stays active, you only switch context.
Bulk onboarding in 30 seconds per client
Create a new client, connect Bexio, link the client's mailbox via IMAP — done. No CSV imports.
Data isolation at the database level
Clients only see their own data. As the trustee you have aggregated read access — write actions are audited.
How it works
Four steps from setup to a productive multi-client workflow.
- Step 1
Create the client
Add a new client in the trustee dashboard — name, master data, done in 30 seconds.
- Step 2
Connect Bexio
OAuth flow against the client's Bexio account. One-click authorization, the token lives on the server.
- Step 3
Connect the mailbox
Each client's existing email mailbox is connected via IMAP. Incoming receipts are captured automatically and assigned to the right client.
- Step 4
Approve, push to Bexio
The consolidated inbox shows all clients. You review, click approve, and the receipt lands in the right Bexio.
Security and compliance
What trustees and their clients expect — and what we deliver.
Swiss data-protection compliant
Compliant with the revised Swiss data-protection act. Data processing documented, data-processing agreement available.
Hosting in Switzerland
All data stays on Swiss servers. No US cloud, no EU routing, no cross-border data flow.
Documented client confidentiality
Technical measures for client separation: database isolation, per-client audit log, per-staff-member permissions.
Frequently Asked Questions
The trustee module is coming soon — join the waitlist.
The multi-client module is currently in development. Join the waitlist — we'll reach out as soon as it's available, and early sign-ups get priority access.