Finance & Accounting
Connect lexoffice to Your AI Agents
Enable your Wkil agents to manage contacts, quotations, invoices, and bookkeeping vouchers through lexoffice.
Authentication: API key
What you can do
- Create contacts, quotations, and invoices
- Track vouchers and bookkeeping records
- Render and download invoice documents
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create contact
Create a new customer or vendor contact.
Create Quotation
Create a quotation for a customer.
Get Invoice
Retrieve a specific invoice by its ID.
List Contacts
Retrieve all contacts with optional filters.
Create Voucher
Create a bookkeeping voucher for revenue or expense tracking.
Practical agent use cases
- An agent creates a quotation for a customer and converts it once approved.
- An agent retrieves an invoice document to attach to a customer email.
How it works with Wkil
- 1Choose the integrationAdd Lexoffice to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent generate a PDF invoice to send to a customer?
Yes — an agent can render an invoice document as a PDF for download or attachment.