Your Sidekicks AG: Digital Processes for Location-Independent Consulting

Online Marketing Switzerland Switzerland
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Challenge

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 access.

bexio is the power tool for all my consultants (Sidekicks) who can use it to efficiently process quotes and assignments. Thanks to bexio, we can flexibly manage assignments and tailor them to our customers. — Jonas Felix, CEO, Founding Member and Co-Owner, Your Sidekicks AG



It's not just about reducing effort, it's about getting up-to-date and accurate data at all times. As managing director, current data, seamless processes and processing without delay are essential. — Jonas Felix



Using bexio will definitely make us more successful. We can handle processes completely digitally that would not have been possible without bexio. — Jonas Felix

Your Sidekicks AG bexio AG

Solution

Your Sidekicks AG relied on bexio business software from the start, choosing a complete digital process approach. The platform's good API for developers was a critical factor, allowing the company to integrate bexio with their own systems. The cloud-based solution enabled all consultants to work independently of location and device, with the ability to induct new employees quickly from anywhere. The repetitive order function with individual cycles allowed flexible management of customer-specific subscriptions and service contracts. Integration with their partner trust company perrig-ag.ch minimised administrative effort. The seamless integration with UBS for payment matching (BESR) and the ability to manage payroll administration and employee data through one system provided comprehensive functionality.

Results

Your Sidekicks AG achieved minimal administrative effort whilst maintaining up-to-date data across the organisation. The bexio interface enabled the company to attach its own company processes efficiently, handling internal processes completely digitally in ways that would not have been possible otherwise. The integration with their accountant and trustee created a seamless workflow. Lower total costs compared to traditional Excel/Word applications or bookkeeper packages were achieved. The bexio API enabled in-house developments that further customised the solution to their needs. Consultants could create quotes simply and efficiently. The company confirmed that using bexio would definitely make them more successful and enable them to handle processes completely digitally.

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