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Integrations & Partners

We simplify accounting: The integration of lexoffice with fileee

Apr 6, 2017
3
min

Bookkeeping is something you like to leave to others... until now. Because from now on you can link fileee with the accounting software lexoffice. With lexoffice, writing invoices, creating offers, managing customer data and bookkeeping are all done automatically.

What is lexoffice?

lexoffice is an automated invoicing software from lexware. You can use it to process and manage your financial documents. Bookkeeping becomes child's play. Just like fileee, you can use lexoffice without any previous knowledge. lexoffice is primarily aimed at the self-employed, freelancers and small and medium-sized businesses. The integration of lexoffice with fileee is a further step towards simplifying your time-consuming office work. All documents relevant to accounting can be automatically shared with lexoffice with just one click.

What functions does lexoffice offer?

lexoffice enables you to manage financial documents easily and in a time-saving manner. Quotations, delivery notes and invoices can be created with one click, all document forms are supported by the software. This avoids overdue payments or order confirmations.

With the dashboard, you can get a compact overview of your financial situation at any time. There you can see daily account balances, open invoices and offers and a comparison of income and expenses at a glance.

The programme suggests booking categories, recognises vouchers from known suppliers and assigns them correctly. This ensures correct booking. lexoffice is the only software on the market to offer an integrated online banking function. Data protection is guaranteed by an audited high-security centre in Germany.

The most important functions:

  • automated accounting
  • GoBD certification
  • Text recognition (OCR) for document capture
  • Convert documents (1 click from offer to invoice)
  • Serial invoices and automatic reminders
  • Automatic reports (e.g. P&L, EÜR)
  • Online banking and Easy payment reconciliation
  • Cash book, account overview and open items
  • Fixed assets and depreciation
  • Advance VAT return
  • Contact data management

How does the integration with fileee work?

The documents relevant to your accounting can be shared with lexoffice with just one click. With fileee and lexoffice, you have the perfect combination of digital document management and automated accounting.

To connect lexoffice, log in to fileee and "connect lexoffice as a service". Afterwards, the option "lexoffice" appears for all documents, with which you can share documents directly with your connected lexoffice account. For the integration, you need a lexoffice account, which you can test free of charge for 30 days.

What advantage does the integration offer fileee users?

With fileee, you can upload and manage all classic documents, from medical bills to train tickets. fileee, however, is not yet specialised in processing your accounting documents. This is where lexoffice comes into play. All the documents you need for your bookkeeping can be easily processed with lexoffice in the future. Thanks to the integration with fileee, this no longer has to be done in a cumbersome way by means of a manual export, but your documents can be forwarded directly to lexoffice and processed.

What advantage does the integration offer lexoffice users?

With fileee, you have a digital file folder with which you can manage all other classic documents in addition to accounting-relevant documents. So you have one place for all your documents. With our variety of import methods (scan, cloud and email sync, drag & drop), you can import your invoices, receipts and other accounting documents even more easily.

Author
Tobias Emmerich

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