Bexio vs. TecArt: Which Program Fits Trustees in Switzerland?

At a glance

• Bexio does not offer a classic affiliate model but lead generation via a trustee directory with > 5 000 inquiries per month
• TecArt offers 7.5% lifetime commission on MRR — direct and predictable cash flow
• Bexio’s strength: accounting-centred SME mandates; TecArt’s strength: CRM-centred sales organisations
• Many trustees use both programs in parallel — they hardly overlap

The two models at a glance

Bexio has been the leading Swiss SME accounting suite since 2013 with over 80 000 customers. The trustee partner program focuses on lead generation via a public directory as well as marketing materials and client discounts.

TecArt is a complete CRM suite with German roots and hosting in Germany (EU). The partner program pays a direct, lifetime commission of 7.5% on the client’s monthly revenue — for as long as the client remains active.

The two models address different needs:

• Bexio: You want client acquisition through a reliable stream of leads
• TecArt: You want recurring cash flow from recommendations you would make anyway

Commission model in detail

Bexio: Lead generation instead of commission

Bexio does not pay affiliate commission on client revenue. Instead, registered trustees receive:

• An entry in the public fiduciary directory with filters by region and specialty
• 20–40% client discount on Bexio licenses in the first year (for the client)
• Marketing pack with logos, trust badges, email signatures
• "Preferred Partner" status from 5 active clients

Economic effect: Bexio increases the sales success of trustee advisory sales, but does not remunerate the CRM recommendation itself.

TecArt: 7.5% lifetime on MRR

TecArt pays directly on every contract concluded through your recommendation:

• 7.5% on the client’s monthly revenue (MRR)
• Paid monthly by bank transfer
• Lifetime — as long as the client remains active
• Tier system with higher rates from defined client counts

Example calculation: 10 clients × CHF 200 MRR over 5 years = 7.5% × 12 000 × 60 = CHF 9 000 cumulative commission.

When Bexio is the right choice

Bexio’s model fits if:

• Your core business is accounting and ERP advisory, not sales structure
• You need a stream of leads more than recurring revenue
• Your clients primarily look for accounting software, not a sales CRM
• You find Bexio’s onboarding path (trustee academy, Bexio certification) attractive

Swiss trustee firms with 50+ SME clients often benefit enormously from the Bexio directory, because it receives 5 000+ lead inquiries per month — a real acquisition lever.

When TecArt is the better lever

TecArt’s model fits if:

• You already discuss sales or CRM topics with clients
• You want predictable recurring cash flow that does not depend on single sales
• Your clients need sales, marketing and CRM workflows, not just accounting
• You value a clearly defined EU hosting location and a revFADP-compliant stack choice

A typical TecArt partner profile: IT consultancy with CRM focus, trustee firms with a sales-module focus, business consultants with operational optimisation mandates.

Both in parallel — the pragmatic route

There is no contradiction between the two models. In fact, many established Swiss trustee firms use both at the same time:

• Bexio for accounting mandates and lead generation
• TecArt for CRM/sales mandates and recurring commission

The tools hardly overlap — Bexio is primarily ERP, TecArt primarily CRM. Clients benefit from integrating both systems via the open Bexio API.

Direct comparison

| Criterion | Bexio | TecArt | |-----------|-------|--------| | Commission rate | — (leads instead of commission) | 7.5% on MRR | | Duration | — | Lifetime | | Lead generation | > 5,000 inquiries/month | Planned Q3 2026 | | Marketing pack | Available | Planned Q3 2026 | | Data residency | Switzerland | Germany (EU) | | Languages | DE/FR/IT | DE/EN/FR/IT | | Product focus | Accounting, ERP | CRM, sales, marketing | | Ideal target group | Accounting mandates | CRM/sales mandates |

Conclusion: Complementary, not competitive

Seeing Bexio as "competition" to TecArt misunderstands the market reality. The two programs serve different needs: Bexio delivers acquisition power through visibility, TecArt delivers cash flow through direct commission.

The strategic question for you as a trustee is not "Bexio or TecArt?" but "Which client is which tool for?" — and using both programs in parallel is often the economically best path.

Sources

• Bexio Treuhand-Partnerprogramm
• Bexio Bevorzugter Partner
• TecArt CRM Partnerprogramm-Konditionen, Stand Mai 2026