belege.ai collects your Agile CRM invoices and receipts automatically, matches them to the right bank transaction and brings them into Lexware Office – with no manual work.
How it works
Store your Agile CRM login once, securely – the browser agent fetches the receipts and you confirm 2FA via Telegram.
belege.ai collects your Agile CRM invoices and fee receipts automatically and matches them to the right bank transaction – even later, when they arrive after the fact.
belege.ai books the receipt straight back onto the open Lexware Office transaction – matched by amount, date and counterparty, with no manual work in the portal.
Why belege.ai
Agile CRM-Belege liegen hinter dem Login – der Browser-Agent meldet sich für dich an und lädt den passenden Beleg, 2FA bestätigst du per Telegram.
If a receipt is missing for a Agile CRM payment, the agent reaches out on its own – and, if needed, proposes a legally compliant self-receipt so the transaction doesn't stay open.
belege.ai reads your Lexware transactions daily and books found receipts onto the right open transaction automatically.
Servers in Germany, encrypted credentials, no training on your data.
FAQ
FAQ
belege.ai collects your Agile CRM invoices automatically, matches them to the bank transaction and brings them into Lexware Office – no manual upload or retyping.
Yes – found receipts are matched to the correct open transaction in Lexware Office (by amount, date and counterparty). You keep the bookkeeping in Lexware.
Then the agent reaches out on its own – and, if needed, proposes a legally compliant self-receipt (Eigenbeleg) so the transaction doesn't stay open.
Set up in 2 minutes – free, no credit card.
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