Strong partners: Tidely and lexoffice by Lexware

10 benefits of lexoffice
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In this article, we introduce 10 of the many other benefits of lexoffice that will take the pressure off you as an entrepreneur.

Benefit 1: The lexoffice dashboard

You can access an up-to-date overview of your VAT liability, the status of outstanding invoices, and—thanks to synchronization with your business account—your real-time account balance with just a few clicks. This means you always know how much you should set aside for taxes. The lexoffice landing page consists of a practical dashboard:

When you log in to the lexoffice app or open the application on your desktop, you will see your most important key figures, such as income and expenses, at a glance—unless you are working on the go and switch on privacy mode. With lexoffice, you can work on mobile or desktop wherever you have internet access. In privacy mode, your data is visible only to you, even when you're in a café.

Benefit 2: "Automagic" receipt booking

The "automagic" AI technology integrated into lexoffice for the automatic and accurate recognition of incoming and outgoing receipts is constantly being further developed. It helps you with fully automated booking allocation and uses text recognition to reliably identify what a receipt is for. All you have to do is confirm it.

With lexoffice and the scan app, you can capture all incoming receipts for your accounting the moment the payment occurs: for example, scan the receipt directly at a wholesaler or gas station, check the allocation suggestion made "automagically" by lexoffice, and the receipt is booked. Invoices arriving via email or download can, of course, be allocated automatically just as easily; they are simply uploaded into the application.

Benefit 3: Integrated online banking

Because lexoffice allows you to connect your business accounts, credit cards, and PayPal to the app, you always benefit from real-time data reconciliation. The online banking feature integrated into lexoffice connects to your business account—or ideally, to all your relevant business accounts. You can see which amounts are still outstanding at any time, with no extra effort. All transactions are automatically categorized, and any necessary transfers can be made directly within lexoffice.

Benefit 4: Reports and EÜR/P&L

In addition to the legally compliant archiving of your incoming and outgoing invoices and the valid cash book in lexoffice, you can also easily fulfill your business obligations: important tax requirements such as filing VAT returns, EC sales lists, as well as income surplus statements (EÜR) and profit and loss statements (P&L) are conveniently possible at the click of a button with lexoffice. The necessary data is transmitted to the tax office immediately—and if a payment is due, it can also be made instantly from within lexoffice.

Benefit 5: lexoffice Business Account

If you are looking for a different or new business account, you should take a closer look at the lexoffice business account: it offers the perfect integration of accounting and banking at favorable rates. You can open an account online in just a few minutes. The banking functions, fully integrated into the accounting solution, save you even more of your valuable time.

Benefit 6: lexoffice is e-invoice ready

A special plus: lexoffice is e-invoice ready. When you create invoices with lexoffice and book incoming receipts, you don't have to worry about implementing new legal requirements, because the business solution from Lexware handles everything for you: E stands for easy.

Benefit 7: lexoffice Payroll

If you want to hire employees, part-time staff, or even mini-jobbers for your company, you will find it particularly exciting how effortlessly payroll accounting is seamlessly integrated into the rest of your bookkeeping with lexoffice. This even includes the digital provision of payslips for employees, who can simply take care of downloading their own payroll documents. Payroll accounting is efficient, certified, and legally compliant, just as you would expect from lexoffice.

Benefit 8: Integrated Cash Book

Do you occasionally need a cash book for cash transactions and have been struggling with paper until now? You’ll be pleased to hear that thanks to lexoffice, you no longer need to keep a manual cash book. Instead, you can use the integrated lexoffice version, which meets all tax office requirements. Cash expenses and income can be easily recorded, categorized, and split.

Benefit 9: Efficient collaboration with your tax firm

As a lexoffice user, you will never have to send documents back and forth again, whether on paper or digitally. Thanks to the integrated tax advisor access, your tax firm can access all data at any time, regardless of your availability, and export it as needed. Access is free for your tax advisor; simply enter your contact person's email address at the firm into the lexoffice invitation for tax advisors, and you can start collaborating from anywhere at any time.

Your tax firm can export the data in their preferred format. Should you encounter any initial difficulties, the lexoffice support team for tax firms is happy to assist with your collaboration until everything runs smoothly.

Benefit 10: Partner integrations and API

Particularly exciting: The connection between Tidely and lexoffice is not the only way to expand your IT environment with additional features. You can also integrate time-tracking solutions, e-commerce tools, payment providers, CRM tools, and much more. Just take a look at lexoffice.de/partner to explore over 100 ways to integrate lexoffice technology partners.

Conclusion: Connecting with lexoffice takes your business to the next level

From the Tidely integration and the ELSTER interface to one-click payment reminders, lexoffice successfully has your back every day, allowing you to focus on other aspects of your daily business with peace of mind. There are so many ways to automate processes and workflows. We explain the benefits of connecting Tidely and lexoffice in more detail in this interview: (link to follow when interview is available).

About lexoffice by Lexware

lexoffice ist der #Rückenfreihalter aus der Cloud für alle Ihre Anforderungen an Buchhaltung und eine optimale Organisation des Alltags als selbständiger Unternehmer oder Unternehmerin. Als Marktführer mit inzwischen einer Viertelmillion selbständiger Kundinnen und Kunden bietet die lexoffice Unternehmenslösung Shop-Betreibern hohen Komfort im Arbeitsalltag:

Ortsunabhängiges und mobiles Arbeiten, rechtskonforme Angebote und Rechnungen und Lieferscheine sowohl eine Dokumentenarchivierung der GoBD entsprechend, ein integriertes Mahnwesen und Dutzende anderer Funktionen machen lexoffice zu einer unverzichtbaren App.

Besonders wichtig: Sie können sich um alles selbst kümmern – doch sobald Sie professionelle Unternehmensberatung durch eine Steuerkanzlei in Anspruch nehmen, können Sie einen kostenfreien Zugang freischalten und dem Steuerberater oder der Steuerberaterin komfortabel Zugriff und Datenexportmöglichkeiten bieten. Sie machen, was Ihnen leicht fällt –  die Steuerkanzlei den Rest und die Steuererklärungen. lexoffice ist so easy zu bedienen wie Tidely und ebenso klar und übersichtlich strukturiert.

Die Kombination dieser beiden Rückenfreihalter-Tools wird Ihr Leben mit eigenem Shop einfacher und schöner machen. Probieren Sie es aus: Beide Anwendungen können unverbindlich getestet werden.

Mit lexoffice einfach starten - keine Installation, automatische Updates, immer aktuell und monatlich neue Funktionen.

Jetzt mit Lexoffice starten und 50% sparen!

Mehr über die Anbindung von lexoffice an Tidely  – so easy geht’s:
https://www.lexoffice.de/partner/tidely/