Actionist·Lexware Office
Lexware Office

Lexware Office

· #304 most-used

Automate German accounting — invoices, vouchers, and contacts handled by your agents

ProductivityDocumentsFinanceAutomationAccounting

Lexware Office (formerly Lexoffice) is the cloud accounting platform built for German SMEs, freelancers, and accounting firms — handling invoicing, quotations, voucher bookkeeping, and GoBD-compliant document management with full eInvoice (XRechnung / ZUGFeRD) support for public-sector billing. Connect it to Actionist and your agents can create and finalize invoices the moment a deal closes, upload supplier receipts to the bookkeeping queue within about a minute of arrival, manage customer and vendor contacts, download GoBD-compliant PDFs for archiving, and monitor outstanding receivables on a schedule — all without anyone logging into the accounting system manually.

Try Lexware Office with ActionistVisit Lexware Office
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate manual AP inbox processing, invoice creation at deal close, billing query lookups, and weekly GoBD archiving — the repetitive accounting tasks that cost German SME finance teams the most time each week.

Schedule

What your Lexware Office agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Lexware Office × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
7Apps spanned
~13 hrsSaved / week
6Personas served
For finance
Featured4 apps

Supplier invoice auto-uploaded within a minute of receipt

When a supplier invoice lands in the AP inbox, the Finance Agent verifies the vendor contact in Lexware Office, uploads the PDF to the bookkeeping queue for OCR parsing, confirms the upload in Slack, and logs the entry to the AP tracker in Google Sheets. The bookkeeper sees structured draft vouchers rather than raw emails.

~3 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new email with a PDF attachment arrives in the shared AP inbox
Trigger
Step 1
Gmail
Detect new supplier invoice PDF in AP inbox
read
Step 2
Lexware Office
List Contacts to find or confirm the vendor record
write
Step 3
Lexware Office
Upload Document for Bookkeeping to the voucher inbox
write
Step 4
Slack
Post AP inbox upload confirmation to #finance channel
write
Step 5
Google Sheets
Log vendor name, invoice amount, and upload timestamp to AP tracker
Result
Upload Document for Bookkeeping to the voucher inboxPost AP inbox upload confirmation to #finance channelLog vendor name, invoice amount, and upload timestamp to AP tracker
The win
Saved per run
8 min
Runs / week
~20×
Bookkeeper's queue fills automatically — no manual AP inbox processing
Driven byFinance Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    50 min / week
    Manual invoice entry after deal close

    Sales reps notify finance, finance opens Lexware Office, manually enters the customer, line items, and amount, then downloads and emails the PDF — an average of 20 minutes per deal.

    Sales Agent
    0 min
    Agent creates and finalizes invoices at deal close

    When a deal closes in HubSpot, the agent creates and finalizes the invoice in Lexware Office and emails the PDF to the customer — billing complete within a minute of the deal closing.

  • Marketing
    45 min / week
    Manual revenue attribution report

    The marketing team asks finance for a revenue breakdown by lead source, waits for a spreadsheet export, and re-formats the data for the planning meeting — a weekly cycle that delays decisions.

    Marketing Agent
    0 min
    Agent pulls billing attribution data automatically

    Every week the agent retrieves finalized invoices for marketing-sourced customers and posts the revenue attribution summary to Slack before the planning meeting — no finance request needed.

  • Customer Support
    40 min / week
    Finance escalation for every billing query

    Support agents ping the finance team for invoice details, wait for a response, and relay the information to the customer — adding a multi-hour lag to every billing question.

    Customer Support Agent
    0 min
    Agent retrieves invoice status in seconds

    When a billing query arrives, the agent looks up the invoice in Lexware Office and replies in the support channel with invoice number, amount, and status — the support agent never needs a finance login.

  • Human Resources
    20 min / week
    Manual vendor contact setup

    HR emails finance when a new freelancer starts, finance manually creates the vendor contact in Lexware Office — a process that takes two to three days and delays the first payment.

    Human Resources Agent
    0 min
    Agent registers new vendor contacts automatically

    When a new freelancer is onboarded, the agent creates the vendor contact in Lexware Office with correct bank details and payment terms before their first invoice arrives — no payment delay on day one.

  • Finance
    60 min / week
    Manual AP inbox processing

    Finance manually downloads PDF attachments from the AP inbox, opens Lexware Office, uploads each file individually, and waits for OCR — 5 minutes per supplier invoice, every day.

    Finance Agent
    0 min
    Agent uploads AP inbox receipts within a minute

    Supplier invoices are uploaded to Lexware Office's bookkeeping queue automatically as they arrive, OCR-parsed into draft vouchers for the bookkeeper to review.

  • Operations
    30 min / week
    Quarterly contact data clean-up

    The operations team manually exports the Lexware Office contact list, checks for duplicates in Excel, and coordinates with the bookkeeper to merge records — a half-day effort every quarter.

    Operations Agent
    0 min
    Agent monitors contact data quality weekly

    The Operations Agent runs a duplicate contact check every Monday and flags any discrepancies to a Google Sheets log for the bookkeeper to resolve — clean data without a quarterly manual audit.

  • Legal
    45 min / week
    Manual GoBD document archiving

    Legal manually downloads finalized invoices from Lexware Office, organises them into archive folders by customer and month, and updates the compliance log — a monthly task taking 2-3 hours.

    Legal Agent
    0 min
    Agent archives GoBD documents every week

    Finalized invoice PDFs and eInvoice XML files are downloaded from Lexware Office and saved to the GoBD archive in Google Drive weekly — the archive is always current without human intervention.

+ 100s of other Lexware Office automations
Average time saved
29 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on Lexware Office's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Lexware Office into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Lexware Office using your organisation's Public API key — generated in Settings → Add-ons → Public API. The key grants full access to invoices, contacts, vouchers, and all other API resources in your Lexware Office account.

1
Generate your API key

Log in to Lexware Office and go to Settings → Add-ons → Public API. Generate a new API key for Actionist.

2
Copy and store the key

Copy the key immediately — Lexware Office only shows it once. Store it in a secrets manager.

3
Paste into Actionist and test

Paste the key into Actionist and click Test connection. Actionist will call the Lexware Office profile endpoint to confirm the handshake.

Credentials you'll need
API key*
Lexware Office → Settings → Public API → Generate key
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
MCP servers

MCP servers that work with Lexware Office

Connect Actionist to MCP servers built for or around this app.

lexware

MCP server for the Lexware Office API — invoices, contacts, articles, and vouchers.

FAQs

Questions about Lexware Office + Actionist

How does Actionist connect to Lexware Office?
Go to the Apps tab in Actionist, find Lexware Office, and click Connect. The recommended path is via API key — open Lexware Office at app.lexoffice.de/addons/public-api, generate a Public API key, and paste it into Actionist. Actionist will run a test call (retrieving your profile) to confirm the handshake before any actions run. If your organisation uses the MCP server, install it in one click and the agent connects through a permissioned handshake instead.
What exactly is Lexware Office and who is it for?
Lexware Office (formerly Lexoffice) is a cloud accounting application built for the German market. It handles invoicing (Ausgangsrechnungen), voucher bookkeeping (Belege), contact management, and tax reporting in full compliance with German GoBD requirements. It supports eInvoice (XRechnung / ZUGFeRD) for public-sector billing, and its API exposes the full document lifecycle — from creating a quotation through finalising and downloading a GoBD-compliant PDF.
Which Lexware Office resources can Actionist agents work with?
The Actionist integration exposes all major document types: invoices, quotations, order confirmations, credit notes, delivery notes, and dunning notices — plus contacts, articles (product catalogue), vouchers, payments, and file uploads. You can create and finalize documents, download GoBD-compliant PDFs, and read posting categories for bookkeeping. Actions that Lexware Office itself locks after finalization (e.g. editing a finalized invoice) are not exposed, because the API does not permit them.
Can the agent create and finalize invoices, not just read them?
Yes. The Create Invoice action creates a draft in Lexware Office. Finalize Invoice then locks the document and assigns it a sequential German invoice number — at which point it is GoBD-compliant and can be sent to the customer. The Download Invoice PDF action fetches the rendered PDF (including XRechnung XML for eInvoice-flagged customers). You can automate the full cycle: receive an order in another app → create an invoice in Lexware Office → finalize it → attach the PDF to an outgoing email, all in one agent task.
Does Actionist support both customer and vendor contacts in Lexware Office?
Lexware Office contacts carry a `roles` field that marks them as customer, vendor, or both. Actionist's Create Contact and Update Contact actions support both roles. When automating a purchase-to-pay flow, the agent can upsert a vendor contact and create a voucher against it in the same task. When automating order-to-cash, it upserts a customer contact and creates an invoice. Searching contacts by name, customer number, or email is supported via the List Contacts (filtered) action.
How does the document upload for bookkeeping work?
Upload Document for Bookkeeping is the action that covers this. The agent posts a receipt or supplier invoice (PDF, JPG, PNG, or XML) to Lexware Office's voucher inbox, where the built-in OCR reads the document and creates a draft voucher for your bookkeeper to review. This is the main automation path for accounts-payable teams: incoming receipts land in a shared mailbox or cloud folder, the agent picks them up and uploads them to Lexware Office within about a minute, and the bookkeeper reviews the OCR result rather than re-keying every line.
Can I limit what the agent is allowed to do in Lexware Office?
Lexware Office's Public API uses a single API key per organisation (generated at app.lexoffice.de/addons/public-api). The key grants full access to the account — there is no scoped permission system at the API level. For Actionist, this means the agent can read and write all document types the key owner has access to. If you need to restrict what the agent can do, use Actionist's built-in Approval Modes to require human sign-off before any write action is executed.
What other apps work well alongside Lexware Office in an Actionist workflow?
The most common combinations are: Lexware Office + Google Sheets (pull invoice data into a revenue dashboard), Lexware Office + Slack (post a Slack notification when an invoice is finalized or a payment is overdue), Lexware Office + Notion or ClickUp (create a project task when a new customer is added), and Lexware Office + Gmail (attach the finalized invoice PDF to an outgoing email in one step). Any of Actionist's 300+ connected apps can send or receive data alongside Lexware Office in the same scheduled agent task.