ceven

Lexoffice

Syncs invoices, expenses, and customer data between Lexoffice and your other tools to automate bookkeeping and payment tracking.

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Why use Ceven?

  1. AI native Lexoffice integration

    • Describe the outcome and Ceven picks the right Lexoffice calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Lexoffice data, across all 41 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Lexoffice access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Lexoffice, when, and on whose behalf.
    • The agent pauses and asks when Lexoffice is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Lexoffice.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Lexoffice action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Lexoffice, and when to use it.

Create invoice
Use this to generate a new invoice for a customer. Include line items, tax rates, and due dates to trigger the billing cycle.
Get invoice
Pull a specific invoice by ID to check its current status, payment date, or total amount.
List invoices
Pull a list of all invoices, optionally filtered by status like unpaid or overdue, to identify payment gaps.
Update invoice
Modify an existing invoice. Use this for adjusting quantities or updating the billing address before final send.
Create customer
Add a new client to Lexoffice. Use this when a new lead converts in your CRM to ensure billing is ready.
Get customer
Pull full customer details including contact info and payment history for a specific client ID.
Search customers
Query customers by name or email to avoid creating duplicate records in the accounting system.
Create expense
Log a new business expense. Map this from an email receipt or a company credit card transaction.
List expenses
Pull recent expenses to categorize them for tax reporting or budget tracking.
Get bank transaction
Pull details of a specific bank movement to match it against a known invoice.
List bank transactions
Pull recent bank activity to identify unmatched payments that need to be reconciled.
Update payment status
Mark an invoice as paid manually when a payment arrives via a non tracked channel.

12 actions · scroll to see them all

Frequently asked questions

Ceven does not calculate taxes independently. It relies entirely on the tax settings and rules you have configured within your Lexoffice account. When the agent creates an invoice, it uses the tax IDs and rates already defined in your Lexoffice profile to ensure compliance with local regulations. If you change a tax rate in Lexoffice, the agent automatically uses the updated rate for all subsequent requests. This ensures that your accounting remains the source of truth and the agent simply acts as the operator executing the entries based on your predefined business logic.
Yes. Ceven can pull bank transactions from Lexoffice and compare them against open invoices using the amount and customer name. If a perfect match is found, the agent can trigger the payment status update. For partial matches, the agent can flag the transaction and draft a note for your review. This removes the need to manually click through every single transaction in the Lexoffice dashboard, allowing you to only intervene when the agent cannot confidently match a payment to a specific invoice or customer record.
The integration supports whatever currency settings are active in your Lexoffice plan. If your Lexoffice account allows for foreign currencies, Ceven can pass those currency codes during the invoice creation process. However, the agent does not perform real time currency conversion. It uses the exchange rates provided by Lexoffice at the time of the API call. If you need specific historical rates, you must ensure they are updated within the Lexoffice settings before triggering the agent workflow to ensure the final totals are correct.
To prevent duplicates, Ceven uses a search first approach. Before creating a new customer, the agent queries Lexoffice by email address. If a match is found, it uses the existing customer ID instead of creating a new record. If you have already created duplicates, you can use a Ceven workflow to list all customers and identify those with matching emails. You can then manually merge them in Lexoffice or use the agent to update the incorrect records to a deactivated state to keep your books clean.
Yes. Lexoffice imposes strict rate limits on their API to ensure platform stability. If you attempt to sync thousands of historical invoices in a very short window, you may encounter a 429 too many requests error. Ceven handles this by implementing an automatic retry logic with exponential backoff. This means the agent will pause and try again after a few seconds. While this prevents the workflow from failing entirely, it may mean that very large data migrations take longer than expected to complete.
For audit and compliance reasons, Lexoffice and Ceven prioritize the use of voiding or canceling over hard deletion. The agent can mark an invoice as canceled or create a credit note to reverse a charge, which is the standard accounting practice. Hard deleting records is generally restricted to prevent gaps in invoice numbering which could trigger issues during a tax audit. If you need to remove a mistake, the agent will follow the Lexoffice recommended path of issuing a cancellation to maintain a clean audit trail.
Ceven uses the official Lexoffice API and OAuth 2.0 for authentication. We never see or store your Lexoffice password. When you connect, you are redirected to the Lexoffice login page to grant specific permissions. Once authorized, Lexoffice provides a token that Ceven uses to make requests. This token is stored using high level encryption. You can revoke this access at any time from your Lexoffice account settings, which immediately cuts off the agent's ability to read or write data to your accounting books.
Yes. Once an invoice is created via the API, Ceven can trigger the send action to email the invoice directly to the customer using the Lexoffice mail server. You can set up a workflow where the agent creates the invoice, waits for a manager to approve it in a tool like Slack, and then sends it. This gives you a human in the loop for quality control while still removing the manual effort of logging into Lexoffice and clicking send for every single client.

Alternatives to Lexoffice

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

SevDesk logoSevDeskQuickBooks logoQuickBooksXero logoXero

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