Integration · lexoffice

Forecast from your lexoffice books

lexoffice tells you what happened. Foreqast takes the same bookings and tells you what happens next — with every fixed cost, tax date and open invoice in the curve.

Foreqast×
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lexoffice

What is read

Your lexoffice bookings, via the DATEV export

lexoffice writes a DATEV-format export of your bookings — the same file a tax advisor would receive. Foreqast reads it directly, so there is no separate connection to set up and nothing to retype.

FieldDirectionWhenRange
Bookings with amount and directionRead-onlyPer exportWhatever period you export
Accounts (SKR03/SKR04)Read-onlyPer exportWhatever period you export
VAT keys → VAT rateRead-onlyPer exportWhatever period you export
Booking dateRead-onlyPer exportWhatever period you export
Posting text & document numbersRead-onlyPer exportWhatever period you export

How the bookings land in your model

From bookkeeping to a plan you can test against

The point of the import is not to show your bookings again — lexoffice already does that well. It is to make them the baseline: the past side of a forecast that a hire, a price change or a bigger ad budget can be measured against.

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Expense accounts
Fixed and variable costs

Recurring costs are recognised from your own bookings rather than estimated.

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Revenue accounts
Revenue baseline

The starting point for the driver model that projects the months ahead.

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VAT keys
VAT liability

VAT is separated out and lands on its filing date instead of sitting in the balance.

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Booking date
Booking month

Every line in its own month, which is what makes seasonality visible.

What you can do with it

Once your books are in

Setup

Export, import, read

You do this yourself — no accountant in the loop, no developer.

2 min

1.Export from lexoffice

Pick the period and export the bookings in DATEV format. It is the standard export, not a special one.

2 min

2.Upload it to Foreqast

The mapping is preset for the DATEV format, and you confirm it before anything is written.

~15 min

3.Read your forecast

Costs, revenue and VAT land in the model, and the twelve months ahead build themselves.

Cashflow Forecast

Jan – Jun 2026
€1,234Forecast — drivers & models€1,234Actuals — booked
Revenue
CategoryJan 26Feb 26Mar 26Apr 26May 26Jun 26
Subscription revenue
€58,000€56,840
€61,000€62,220
€64,500€0
€68,000€0
€72,000€0
€76,000€0
Active customers
Stripe
820
865
915
965
1,020
1,080
ARPU / month
Stripe
71
71
70
70
71
70
Services & one-off
€6,000€5,880
€4,500€4,590
€7,000€0
€5,500€0
€6,500€0
€8,000€0
Total revenue€64,000€65,500€71,500€73,500€78,500€84,000
Cost of revenue
CategoryJan 26Feb 26Mar 26Apr 26May 26Jun 26
Hosting & infrastructure
−€3,200−€3,136
−€3,400−€3,468
−€3,600€0
−€3,800€0
−€4,000€0
−€4,200€0
Payment processing
−€1,540−€1,509
−€1,572−€1,603
−€1,716€0
−€1,764€0
−€1,884€0
−€2,016€0
RevenueForecast
64,000
65,500
71,500
73,500
78,500
84,000
Average fee
Stripe
2.4%
2.4%
2.4%
2.4%
2.4%
2.4%
Total cost of revenue−€4,740−€4,972−€5,316−€5,564−€5,884−€6,216
Operating expenses
CategoryJan 26Feb 26Mar 26Apr 26May 26Jun 26
Team & payroll
−€34,000−€33,320
−€34,000−€34,680
−€38,000€0
−€38,000€0
−€38,000€0
−€42,000€0
Marketing & ads
−€9,000−€8,820
−€9,576−€9,768
−€10,164€0
−€10,764€0
−€11,376€0
−€12,000€0
New customers / mo
Meta Ads
120
126
132
138
144
150
Cost per acquisition
Meta Ads
75
76
77
78
79
80
Software & tools
−€1,400−€1,372
−€1,400−€1,428
−€1,500€0
−€1,500€0
−€1,600€0
−€1,600€0
Total operating expenses−€44,400−€44,976−€49,664−€50,264−€50,976−€55,600
Gross profit€59,260€60,528€66,184€67,936€72,616€77,784
EBIT€14,860€15,552€16,520€17,672€21,640€22,184
Net income€11,888€12,442€13,216€14,138€17,312€17,747
Projected cash balance€107,888€120,330€133,546€147,684€164,996€182,743

Better together

Books behind, revenue ahead

lexoffice covers what was booked. A shop or billing connection covers what is coming — and that is what the forecast plans on.

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lexoffice

Booked actuals

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Shopify

Revenue drivers

Security & permissions

A file you send, not an account we hold

You choose the file

There is no connection into lexoffice. You export the period you want and decide when to upload it.

Hosted in the EU

Your data sits on EU servers, encrypted in transit and at rest.

Yours to revoke

Disconnect it in settings and access ends immediately — and you can delete what was imported.

FAQ

lexoffice questions, answered

Is there a direct lexoffice connection?

Not yet. Today it runs through the DATEV-format export lexoffice already produces, which needs no setup on either side. A direct connection is on the roadmap.

Do I need my tax advisor for this?

No. The export is one you can create yourself in lexoffice.

Does it work if I use lexoffice only for invoicing?

Partly. Invoices give the revenue side, but without booked costs the expense side will be thin — you can enter fixed costs by hand to close the gap.

How current does the import stay?

As current as your last export. Once a month, after the previous month is booked, keeps the baseline honest.

See what your books say about next year

One lexoffice export is enough to read your own twelve-month cash and profit forecast.

Get early access

Free during early access · no card required