aumico Release 26.2: Bexio Integration, Zefix, Capital Contribution Reserves, 2FA & Feedback Board

Bexio Integration

With the native Bexio integration, you can import the accounting journal of your Bexio clients directly into aumico – without manual CSV export, without any Excel detour. The connection is set up once via OAuth and remains permanently active.

One-time setup:

Configure the OAuth connection per client once, after that the import runs automatically

Automatic data import:

Accounting journal, account balances, balance sheet and income statement are built directly in aumico

No manual steps:

No manual export from Bexio, no preparation in Excel

Zefix Integration: Automatically Import Company Data

When creating a new client or updating an existing one, you can search for Swiss companies directly in the name field via the commercial register. One click on the result automatically imports all verified master data – changes in the commercial register can thus be easily updated at any time.

Direct search in the commercial register:

Enter the name or UID and Zefix results appear directly in the input field

New and existing clients:

Usable both when creating new mandates and when updating existing ones

Also for international clients:

For non-Swiss companies, the system automatically falls back to manual entry

Capital Contribution Reserves (CCR) in the Appropriation of Profits

For clients with capital contribution reserves, you can now activate a separate CCR section in the appropriation of profits proposal. The section is hidden by default and only appears on demand – the workflow remains unchanged for all other clients.

Separate and legally compliant:

CCR and retained earnings are presented in two clearly separated calculation blocks

Difference check:

Opening and closing balances of capital contribution reserves are automatically compared and any open difference is shown

Annual carry-forward:

Prior-year values are automatically carried forward

Two-Factor Authentication (2FA)

Two-factor authentication protects your aumico account with an additional security layer. In addition to your password, a time-based verification code from the Google Authenticator app is required – keeping sensitive financial data protected even if your password is compromised.

Additional security layer:

Login requires password and verification code from the Authenticator app

For the entire organization:

Admins can enforce 2FA for all users in the organization

Simple setup:

Scan the QR code, connect the app, and you're done

Feedback board

In the Feedback Board, you can directly shape how aumico evolves. Submit new feature ideas, vote for existing proposals and track at any time what we are currently working on and what is planned next. Accessible via "Feedback" in the left sidebar.

Feature requests & improvements:

Suggest new features or vote for ideas from other users

Roadmap transparency:

See at any time which features are in progress, planned or already completed

Directly in aumico:

Click on "Feedback" in the left sidebar and you're immediately in the board