Versicherung & Finanzen

Fonds Finanz invoices into Lexware Office
collected automatically, booked cleanly

belege.ai collects your Fonds Finanz invoices and receipts automatically, matches them to the right bank transaction and brings them into Lexware Office – with no manual work.

How it works

In three steps
from Fonds Finanz to Lexware Office

1

Connect Fonds Finanz

Store your Fonds Finanz login once, securely – the browser agent fetches the receipts and you confirm 2FA via Telegram.

2

Receipts are fetched automatically

belege.ai collects your Fonds Finanz invoices and fee receipts automatically and matches them to the right bank transaction – even later, when they arrive after the fact.

3

Book to Lexware Office

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

Fonds Finanz receipts,
automatically in Lexware Office

Logs in for you

Fonds Finanz-Belege liegen hinter dem Login – der Browser-Agent meldet sich für dich an und lädt den passenden Beleg, 2FA bestätigst du per Telegram.

No receipt gets lost

If a receipt is missing for a Fonds Finanz payment, the agent reaches out on its own – and, if needed, proposes a legally compliant self-receipt so the transaction doesn't stay open.

Booked straight into Lexware Office

belege.ai reads your Lexware transactions daily and books found receipts onto the right open transaction automatically.

Tax-compliant & GDPR

Servers in Germany, encrypted credentials, no training on your data.

FAQ

Fonds Finanz and Lexware Office
in brief

FAQ

Häufige Fragen

How do my Fonds Finanz invoices get into Lexware Office?

belege.ai collects your Fonds Finanz invoices automatically, matches them to the bank transaction and brings them into Lexware Office – no manual upload or retyping.

Does belege.ai book straight into Lexware Office?

Yes – found receipts are matched to the correct open transaction in Lexware Office (by amount, date and counterparty). You keep the bookkeeping in Lexware.

What if a receipt is missing for a Fonds Finanz payment?

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.

Fonds Finanz receipts now flow into Lexware Office on autopilot

Set up in 2 minutes – free, no credit card.

Jetzt kostenlos starten