Settings

Workspace configuration.

Run everything

One run for the whole tool: HubSpot → Lexware Office → inbox & documents → payment matching → classification → reports → data checks. Every per-page sync button is part of this pipeline, so this replaces running them one by one.

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1. HubSpot — companies, products, deals & links
2. Lexware Office — invoices, line items, contacts
3. Lexware Office — recurring contracts & renewal dates
4. Forecast — planned billings from won deals (rent, service, terms)
5. Inbox — pull supplier mail & documents
6. Read documents — invoice header, line items, repairs
7. Match supplier payments against the bank
8. Classify bank transactions, invoices & revenue
9. Match revenue lines to the product catalog
10. Rebuild reports (month, previous month, quarter)
11. Run data checks

All checks live on their own page: Settings → Data checks.

Data syncs

Lexware & HubSpot are read-only — data is pulled in, never written back.

Next automatic sync

daily at 00:30, 07:00, 12:30, 16:00, 18:00 Berlin time

Lexware OfficeRead-only Never run
Invoices, credit notes, payment status, contacts, recurring templates
Last sync: never
—
HubSpotRead-only Never run
Deals, won/installed dates, companies, products, deal ↔ customer links
Last sync: never
—
Google Drive Never run
Nightly CSV backup of every table
Last sync: never
—

Invoice-Postfach (Document Inbox)

Eingehende Lieferantenrechnungen werden automatisch alle 30 Minuten abgeholt.

read-only

Postfach: wird geprüft…
Verbindung: —
Letzte Prüfung: noch nie
Ergebnis: —
Nächste Prüfung: —

Account executives

No AEs yet.

Bank accounts

No accounts yet.

Exclusion rules

No rules yet.

Connections

lexware
—
not_configured
hubspot
—
not_configured
google drive
—
not_configured
claude
—
not_configured
email
—
not_configured

Data checks →Concession rules →Lexware Office →HubSpot →HubSpot pipelines & stages →Error Log →Google Drive backup →