Lexoffice Automation

Lexoffice is a program for automatic bookkeeping and payroll accounting, especially for small and medium-sized enterprises. The business software operates in the cloud and has a so-called API interface. This is precisely why lexoffice is optimally suited for fully comprehensive, cost-effective automation. This means that lexoffice can be connected to other applications used that work with the same data. The goal? Streamlined and efficient processes and always up-to-date and correct data.

However, the software itself poses some hurdles, which we have overcome with the help of Make. This means that the automation of lexoffice can now be fully mapped and makes your bookkeeping and payroll accounting much easier.

Why Automate Lexoffice?

Apart from lexoffice, you certainly use other software and tools. If you automate lexoffice, you reduce the effort of data maintenance and manual processes to a minimum: this saves valuable working time. This also allows you to focus more on your core business, increase your productivity and minimize sources of error. Bookkeeping in particular is an entrepreneurial duty that is rarely fun. Let automation take care of this tedious work for you and free up capacity for the really important tasks.

• Cut down on administrative tasks

• Increased added value

• Streamlined and optimized business processes

• Innovation and sustainability

• Growth through scaling

With the help of Lexoffice's API interface, it is possible to transfer data from software to software according to defined procedures. This makes it easy to exchange data between your different applications. Applications such as Google Drive, Dropbox, Gmail, OneDrive and many more are supported. But as nice as that sounds, the automation of lexoffice is not quite as satisfactory at the moment.

Lexoffice Features

Lexoffice itself provides an API (interface) that allows us to automate numerous applications:

• Invoicing: By linking to other project management tools, your webshop or sales system, automating your invoices is no longer a problem. This way you can create, finalize or correct invoices.  

• Quotation preparation: The duration of your quotation preparation can be reduced many times over if you connect your CRM system to lexoffice and thus automate order confirmation, invoicing or even the payment status of your customers.

• Synchronization of contacts: Duplicate contact maintenance is time-consuming and now also superfluous: By linking with your industry software, you only have to maintain your address data in one tool, which also prevents errors.

• Document creation: The automated creation of your legally compliant documents is also possible through the linking of lexoffice with applications, such as your project management software.

Automate Lexoffice: The Problem with This

Lexoffice itself advertises automation using Zapier on its website. Simply put, Zapier is a tool for linking and integrating web applications. This enables the automation of numerous web tools and ensures the fully automatic running of cross-software processes without human intervention.  

The problem: If you want to automate lexoffice and use the functions listed above, the automation via Zapier does not include file upload. This means that you first have to manually upload invoices or files, for example from email attachments, Google Drive or Dropbox, so that lexoffice and Zapier can process them in the next step.

In our eyes, however, uploading files manually does not correspond to the basic idea of automation.

Make as the Solution for Lexoffice Automation

In all our automation projects, we strive for a long-term satisfactory solution for your internal process flows. The file upload step can also be easily automated by simply including the required file in the integration process.

That is why we have fully mapped and standardized the automation of lexoffice with the help of Make. This makes it possible to integrate your files into the process chain. Make pulls the relevant files from Google Drive, email attachments, Dropbox, and many other software programs independently and then initiates the further automation process.  

Examples of Possible Lexoffice Automations

• E-mail attachments

Important accounting documents, such as invoices, are sent by e-mail as attachments. Automate lexoffice and have these attachments sent to lexoffice and uploaded to your account all by themselves.

• Upload receipts

Via the connection to Dropbox or Google Drive, you can easily upload your documents to lexoffice and use them as new receipts.

• Transfer files from OneDrive

Link selected OneDrive folders and have new files always appear automatically in your lexoffice account.

• Manage contacts

It is possible to manage your contacts via the lexoffice API interface. Addresses, phone numbers or email addresses can be bundled in a contact collection and automatically created, retrieved or updated.

• Create credit notes

Different types of credit notes, such as net, gross or tax-free, can be created automatically with or without reference to an invoice. Both the partial and the total amount of an invoice are thus refunded to your customers.

• Changes to data in lexoffice

Via a so-called event subscription, it is possible for you to receive notifications about changes to your resources, for example when a contact changes in lexoffice. This makes manual data retrieval superfluous, and you always have all the necessary information available promptly. Best of all, these changes are automatically passed on to all linked programs.

Automate Lexoffice with Make Now

Automating lexoffice is completely customizable, whether fully comprehensive, partially standardized or just for you. This saves you work, time and effort and leaves you more freedom for everything you prefer to do other than bookkeeping.

Do you also want to take the next step to make your company fit for the future? Set out to lead your company successfully into the future and make an appointment for automation and IT consulting today. We are happy to support you in the analysis and subsequent automation of business processes, explain possibilities and individually address the company processes.