accounting

Add Lexoffice to your AI agent

Lexoffice is a cloud-based accounting software designed for freelancers and small businesses, offering invoicing, expense management, and integration with banks

Things your agent can do in Lexoffice
43

Things your AI can do in Lexoffice

Your FormWise AI can handle any of these in Lexoffice — on its own, without you needing to click a button.

  • Create contact

    Popular

    Tool to create a new contact (customer or vendor) in Lexoffice. Use when you need to add a new business contact. Either company or person details must be provided, and at least one role (customer/vendor) must be assigned.

  • Create Credit Note

    Popular

    Tool to create a credit note in Lexoffice. Credit notes are created in draft mode by default; set finalize=true to create with status 'open'. Use when you need to issue a refund or credit for an invoice. Maximum 300 line items per credit note.

  • Create Delivery Note

    Popular

    Create a delivery note in lexoffice. Delivery notes are created in draft mode by default (set finalize=true for open status). Use when shipping goods or providing services and need to document what was delivered without prices/payment terms. Maximum 300 line items allowed per delivery note.

  • Create Order Confirmation

    Popular

    Tool to create an Order Confirmation in Lexoffice/Lexware. Order confirmations are always created in draft mode and do not need to be finalized. Use when you need to confirm a customer order with line items, pricing, and shipping details.

  • Create Quotation

    Popular

    Tool to create a quotation in Lexoffice. Quotations are created in draft mode by default. Use the finalize parameter to create a finalized quotation with status 'open'. Requires address with either contactId or name+countryCode, line items, total pricing, and tax conditions.

  • Create Voucher

    Popular

    Tool to create a bookkeeping voucher in Lexoffice. Use when you need to create expense receipts, sales invoices, purchase invoices, or other accounting vouchers. The voucher requires line items with amounts, tax rates, and posting category IDs.

  • Download File

    Popular

    Download a file from lexoffice by its ID. Use this to retrieve PDF documents, images, or XML files associated with invoices, vouchers, or other records. The file format returned depends on the Accept header specified.

  • Get Contact

    Popular

    Tool to retrieve a specific contact by its ID. Use when you need to fetch detailed information about a contact.

  • Get Credit Note

    Popular

    Tool to retrieve a credit note by its UUID from Lexoffice. Use when you need to fetch details of a specific credit note. Credit notes can be in draft or finalized (open) mode.

  • Get Invoice

    Popular

    Tool to retrieve a specific invoice by its UUID. Use when you need to fetch detailed information about an invoice including line items, pricing, and payment terms.

  • List Contacts

    Popular

    Tool to retrieve all contacts from Lexoffice with optional filters. Use when you need to list contacts with filtering options for number, email, name, vendor status, or customer status.

  • List Voucherlist

    Popular

    Tool to retrieve voucherlist from Lexoffice including bookkeeping vouchers (salesinvoices, salescreditnotes), invoices, credit notes, order confirmations, quotations, and delivery notes. Use when you need to list vouchers with filtering options for type, status, dates, or contact.

Show 31 more things it can do
  • Update lexoffice contact

    Popular

    Tool to update an existing contact in lexoffice. Use when modifying customer or vendor information. Requires the contact ID and current version number for optimistic locking.

  • Create Article

    Tool to create a new article (product or service) in Lexoffice. Use when you need to add items to the product/service catalog for invoicing or quotations. The leadingPrice field must be uppercase (NET or GROSS).

  • Create Event Subscription

    Tool to register a new webhook for Lexoffice events. Use when you need to receive real-time notifications for specific events like invoice creation, contact changes, or payment updates.

  • Create Invoice

    Create a Lexware invoice as an editable draft by default, or set finalize=true to irreversibly create it as open and no longer editable; finalization generates its document representation but does not email the invoice.

  • Delete Article

    Tool to permanently delete an article by its ID. Returns success confirmation on 204, or raises error if article not found (404).

  • Delete Event Subscription

    Tool to delete an event subscription by its ID. Use when you need to remove an existing event subscription from Lexoffice.

  • Get Article

    Tool to retrieve an article by ID from Lexoffice. Use when you need to fetch details of a specific article including its price, type, and other metadata.

  • Get Credit Note Document

    Tool to render a credit note document (PDF). Use to trigger PDF document file rendering for credit notes in status 'open'. Note: This endpoint only works for credit notes that have been finalized (status 'open'), not for draft credit notes.

  • Get Delivery Note

    Tool to retrieve a specific delivery note from Lexoffice by its ID. Use when you need to fetch complete details of a delivery note including address, line items, and tax information.

  • Get Dunning

    Tool to retrieve a dunning document by its ID. Use when you need to fetch details of a specific dunning from Lexoffice.

  • Get Dunning Document

    Tool to render and retrieve a dunning document (PDF) reference. Triggers the PDF document file rendering for newly created dunnings. Use when you need to get the document file ID for a specific dunning to download or reference the PDF.

  • Get Event Subscription

    Tool to retrieve a specific event subscription by its ID. Use when you need to get details about an existing event subscription.

  • Get Invoice Document

    Tool to render an Invoice Document (PDF) by invoice ID. Use when you need to generate or retrieve the PDF document reference for an invoice that is in 'open' status. This triggers the PDF rendering process and returns a document file ID that can be used to download the actual PDF file.

  • Get Order Confirmation

    Tool to retrieve a specific order confirmation by its ID. Use when you need to fetch the complete details of an order confirmation including line items, pricing, addresses, and payment terms.

  • Render Order Confirmation Document

    Tool to render an Order Confirmation Document as PDF. Use when you need to trigger PDF document rendering for a specific order confirmation by providing its ID. Returns a document file reference that can be used to retrieve the rendered PDF.

  • Get Payment Information

    Tool to retrieve payment information for a specific voucher (invoice or credit note) from Lexoffice. Use when you need to check payment status, outstanding amounts, or view payment transaction details for bookkeeping or sales vouchers.

  • Get Profile

    Retrieves the user and company profile information from Lexoffice. Use this action to get account details, enabled features, subscription status, and company information.

  • Get Quotation

    Tool to retrieve a quotation by its ID. Use when you need to fetch details of a specific quotation including line items, pricing, and payment terms.

  • Get Quotation Document

    Tool to render a quotation document as a PDF file. Triggers the PDF document file rendering for newly created quotations in status open. Returns a document file ID that can be used to download the PDF.

  • Get Voucher

    Tool to retrieve a specific voucher by its UUID. Use when you need to fetch detailed information about vouchers such as sales invoices, credit notes, and other financial documents.

  • List Articles

    Tool to list articles from Lexoffice using filters and pagination. Use when you need to retrieve articles filtered by articleNumber, gtin, or type (PRODUCT/SERVICE). Supports pagination with page and size parameters.

  • List Countries

    Tool to retrieve the list of all available countries with tax classifications from Lexoffice. Use when you need to get country information for invoicing, tax calculations, or address validation.

  • List Event Subscriptions

    Tool to retrieve all event subscriptions for the current access token. Use when you need to inspect configured webhook subscriptions for events.

  • List Payment Conditions

    Tool to retrieve list of currently configured payment conditions from Lexoffice. Use when you need to view all payment terms and conditions set up in the organization.

  • List Posting Categories

    Tool to retrieve the list of posting categories for bookkeeping vouchers (revenue or expense) supported in lexoffice. Use when you need to get available posting categories for creating or updating vouchers.

  • List Print Layouts

    Tool to retrieve all print layouts for invoices and other documents. Use when you need to list available print layouts that can be referenced when creating sales vouchers (invoices, delivery notes, credit notes, etc.).

  • List Recurring Templates

    Tool to retrieve all recurring templates from Lexoffice. Use when you need to list recurring invoice templates with pagination and sorting options.

  • List Vouchers

    Tool to filter vouchers by voucher number from Lexoffice. Use when you need to retrieve vouchers with a specific voucher number.

  • Update Article

    Tool to update an existing article in Lexoffice with new data. Use when you need to modify article details such as price, title, type, or other attributes. Requires the article ID and version number for optimistic locking.

  • Update Voucher

    Update a currently open voucher after checking its version, or finalize a currently unchecked voucher by explicitly transitioning it to open. Other current statuses are non-writable. Files are preserved when omitted or null; supplying a full retention list permanently deletes every omitted attachment.

  • Upload Voucher File

    Tool to upload and assign files (PDF or image) to a specific voucher in lexoffice. Use when you need to attach supporting documents or receipts to an existing voucher. The file upload is asynchronous and returns HTTP 202 (Accepted) when the file is accepted for processing.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Lexoffice is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Lexoffice, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Lexoffice for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Lexoffice work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Lexoffice to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Lexoffice in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Lexoffice.

  3. 3

    Hit "Connect"

    Click "Connect Lexoffice" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Lexoffice

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Lexoffice actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Lexoffice for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Lexoffice workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Lexoffice users had before signing up

Do I need to know how to code?

Not even a little. If you can use Lexoffice today, you can set this up. You'll connect Lexoffice, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Lexoffice login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Lexoffice or delete everything any time.

What happens when Lexoffice updates their app?

We handle it. When Lexoffice adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Lexoffice takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Lexoffice — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Lexoffice on FormWise

Lexoffice is a cloud-based accounting software designed for freelancers and small businesses, offering invoicing, expense management, and integration with banks

Connect Lexoffice once and your FormWise AI gets 43 things it can do inside it. That means your AI can handle the Lexoffice work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Lexoffice? Take a look at office.lexware.de.

Stop doing the Lexoffice work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.