Get Live Quote SavyX: Digital Fiduciary Services with Cloud-Based Efficiency
Switzerland
Challenge
SavyX, founded in 2015, is a 5-person accounting and fiduciary services company specialising in the requirements and demands of SMEs. Owner and Managing Director Dominik Gmür, with experience from a large international auditing company, wanted to run his own business focused on helping SMEs with modern fiduciary services. He recognised that digitisation offers SMEs huge benefits by optimising processes, saving time, and reducing costs. When founding SavyX, Dominik needed a bookkeeping programme that would make it easy to exchange information with clients whilst providing flexibility to work from anywhere without tedious installation processes or massive data transfers.
bexio delivers the solution we need for our everyday business. Working digitally with flexible structures is exactly what is important to us. The cloud solution complements my strategy perfectly. — Dominik Gmür, Owner and Managing Director, SavyX GmbH
The integrated banking interface impressed me right from the start. I can easily explain the software to my clients. There's no need for IT expertise – all it takes is a few clicks. — Dominik Gmür
We offer our customers advice that helps them to manage their administrative tasks more successfully, more easily and digitally! — Dominik Gmür
Solution
Dominik Gmür and his team adopted bexio's cloud-based business software from the company's founding in 2015. The solution provided immediate usability without installation, allowing easy client collaboration. The integrated banking interface impressed Gmür from the start, enabling simple explanation to clients without requiring IT expertise. The software's intuitive interface meant clients could manage their work processes with just a few clicks. The team also integrated the clockodo app from the bexio Marketplace, a cloud-based timekeeping software that enabled easy recording of working hours and assignment of hours directly to clients or projects for invoicing. The mobile app provided flexibility for Dominik and his team who are constantly on the move. The cloud-based platform worked with any device, anytime and anywhere.
Results
SavyX achieved significantly improved efficiency and client collaboration through bexio. The cloud-based solution enabled Dominik to react more quickly to client needs and provide appropriate recommendations if liquidity bottlenecks occurred or payment deadlines were not met. The team could now react so much faster that they could help clients prevent such problems from arising in the first place. Invoicing became so fast that Dominik no longer had to give up his weekends. The timekeeping integration with clockodo enabled accurate tracking of hours for billing. The support team was described as amazing, providing exceptional service to both clients and Dominik personally. The software enabled SavyX to collaborate with clients in a much more goal-oriented and efficient manner. The company could now offer clients advice that helped them manage their administrative tasks more successfully, easily, and digitally.
More case studies from bexio AG
bexio AG
Nordwand AG: Clean and Fast Administration for Creative Agencies
Nordwand AG, founded in 2016, is an ASW-certified St. Gallen advertising agency specialising in strategy and online and offline communication. The 2-person team is focused on developing groundbreaking concepts and turning companies into strong brands. From the outset, the team recognised that clean and fast administration was essential to their success, as they wanted to minimise time spent on administrative tasks and maximise time spent on creative work. They needed a solution that would allow them to manage customer data,...
bexio AG
Your Sidekicks AG: Digital Processes for Location-Independent Consulting
Your Sidekicks AG, founded in 2017, is a 6-person Basel-based company supporting SMEs in all online marketing topics including website design, social media marketing, and Google Adwords advertising. The company's mission required location independence, speed, and efficiency. All consultants (Sidekicks) needed to be able to process quotations, assignments, and invoices from anywhere. The classical approach of using Word or Excel for accounting and administration was quickly ruled out as incompatible with their digital-first business model and need for real-time data...
bexio AG
West Snowboarding: Cloud-Based Accounting for Passionate Entrepreneurs
West Snowboarding, founded in 2016, is a 4-person company founded by four professional snowboarders (David, Ferdinand, Michel, and Mathieu) with over 25 years of combined experience. Their mission is to develop high-quality snowboards with eclectic shapes and inspiring designs. In the early years, the company's accounting was done via a competing product installed locally on a Windows-based PC. This created significant limitations: the team couldn't use their preferred Macs, the software was quickly outdated without manual updates, and the system...
