LexOffice automation

Automating LexOffice: bookkeeping that takes care of itself

Writing invoices, matching receipts, preparing the DATEV export: this eats up hours a week in many companies. With the right LexOffice automation, your bookkeeping runs in the background. Correctly, on time and with no manual effort.

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What we automate

These LexOffice processes will run automatically from now on

From invoice creation to the DATEV export: we automate the bookkeeping processes that steal your time.

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Automatic invoice creation

Deal won or order received? The invoice is created automatically in LexOffice, with customer data, line items, VAT rates and payment terms. Either as a draft or sent straight away.

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Receipt capture & matching

Incoming receipts are captured automatically, read out via OCR and assigned to the right account. No more manual matching, as receipts land exactly where they belong.

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DATEV export

At month end the DATEV export is created automatically and made available to your tax advisor. No forgotten exports, no late deliveries, and your tax advisor gets everything on time.

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Automatic dunning

Overdue invoices are detected automatically. After defined deadlines, payment reminders and dunning notices are sent, friendly but consistent. You take care of customers, not of debt collection.

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Contact synchronisation

Customer data stays in sync between CRM and LexOffice automatically. New customer in the CRM? Created automatically as a contact in LexOffice. Change of address? Updated everywhere.

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Revenue reporting

Monthly revenue reports are generated automatically from LexOffice data and sent by email or Slack to management, with a comparison to the previous month and the annual trend.

Integrations

Connect LexOffice seamlessly with your tools

LexOffice becomes the heart of your bookkeeping, connected to CRM, shop and automation platform.

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LexOffice + Pipedrive

Deal won in Pipedrive? The invoice is created automatically in LexOffice. Customer data, products and terms flow through seamlessly, with no retyping and no errors.

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LexOffice + Shopify

New Shopify order? The invoice is generated automatically in LexOffice and assigned to the customer. Ideal for e-commerce with high order volumes.

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LexOffice + Make

Through Make we connect LexOffice to hundreds of other tools: Stripe payments, Calendly bookings, Typeform submissions. Any event can trigger an invoice.

Workflow examples

3 LexOffice workflows that take effect immediately

Concrete automations we have successfully implemented in mid-sized companies.

1. From CRM deal to sent invoice

A salesperson sets the deal in Pipedrive to "Won". Automatically, a contact in LexOffice is checked (or newly created), an invoice with all the deal's line items is created and sent to the customer as a PDF by email. The salesperson gets a confirmation in Slack.

emoji_events Deal won arrow_forward Check contact arrow_forward Create invoice arrow_forward Send PDF arrow_forward Slack confirmation

2. Automatic dunning with escalation

An invoice is 7 days overdue? A friendly payment reminder is sent by email automatically. After 14 days the first dunning notice follows, after 28 days the second. The responsible employee is notified at every escalation and can step in manually at any time.

schedule +7 days: reminder arrow_forward +14 days: 1st dunning notice arrow_forward +28 days: 2nd dunning notice arrow_forward Employee notification

3. Posting Shopify orders automatically

New Shopify order? The customer is created automatically in LexOffice (if not already there), an invoice with all order line items is created and the payment status is synchronised from Stripe. At month end the DATEV export is sent automatically to the tax advisor.

shopping_cart Shopify order arrow_forward Create customer arrow_forward Create invoice arrow_forward Sync payment arrow_forward DATEV export

Frequently asked questions

LexOffice automation: your questions

What can be automated in LexOffice?

Many bookkeeping processes can be automated in LexOffice: invoice creation from CRM deals or Shopify orders, automatic receipt capture and matching, DATEV export for the tax advisor, dunning for overdue invoices and contact synchronisation with your CRM. The automation runs through the LexOffice Public API in combination with Make or n8n.

Can LexOffice create invoices automatically from my CRM?

Yes. As soon as a deal in Pipedrive or HubSpot is set to "Won", our workflow automatically creates an invoice in LexOffice, with all customer data, line items, quantities and payment terms. The invoice is saved as a draft or sent directly by email, as you prefer.

Does LexOffice automation also work with Shopify or WooCommerce?

Yes. New orders in Shopify or WooCommerce automatically generate invoices in LexOffice. Customer data, products and shipping costs are transferred correctly. Especially for e-commerce companies with high order volumes, this saves hours a week.

Can the DATEV connection be automated?

Yes. LexOffice offers a native DATEV export, which we integrate into the automated workflow. At month end the export is created automatically and provided to your tax advisor by email or via DATEV Unternehmen Online, without you having to export manually.

What does LexOffice automation cost?

The cost depends on the number and complexity of the workflows. We usually start with a basic integration (CRM to invoice). After the free initial consultation you receive a transparent quote. Most customers save 5–10 hours a week of manual bookkeeping work.

Next step

Ready to put your bookkeeping on autopilot?

In 30 minutes we analyse your LexOffice processes and show you which workflows can be automated right away. Free and non-binding.

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