• LIST
  • DETAILS
  • ACTION
  • HUMAN

How to track overdue invoices with your AI

Connect Lexware Office to your AI client once. After that, you can ask your agent to find unpaid bills and pull the data you need to get paid.

Ask AI about this page

Short answer

How can I use AI to find unpaid invoices in Lexware Office?

Your AI uses the Lexware Office connector to scan your account for outstanding balances. It identifies which invoices are past due and pulls the specific details for each one. You'll see a breakdown of what's owed and who owes it below.

The results.

Where your data lands.

The AI organizes your unpaid billing info into these categories.

LIST

Unpaid invoice list

The AI identifies every invoice marked as unpaid. You get a clean list of names and amounts to review.

DETAILS

Specific invoice data

The AI pulls the exact line items and dates for a single bill. This gives you the context needed for a polite nudge.

ACTION

Follow up list

The AI flags which customers are most overdue. You can use this to prioritize your morning outreach.

HUMAN

Manual review needed

The AI identifies discrepancies or missing info. You'll need to step in to resolve these specific edge cases.

The workflow

What your AI does when the invoices arrive.

The AI handles the heavy lifting of searching through your accounting records.

  1. Scan for unpaid bills

    The AI looks through your entire Lexware Office account to find any invoice that hasn't been settled.

    list_invoices

  2. Identify overdue items

    The agent filters the list to isolate only the invoices that have passed their due date.

    list_invoices

  3. Pull billing specifics

    Once you pick a specific overdue bill, the AI grabs the full details like items, quantities, and totals.

    get_invoice

  4. Summarize for follow-up

    The AI compiles the names and amounts into a summary you can use to draft emails or messages.

    get_invoice

Try it

Copy these to start.

Use these prompts to kick off the task in your chat interface.

Starting points

These are just ways to start the conversation. Swap out the names for your actual clients or specific dates.

Lexware Office Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mYFhAugLgluYKnx9hp8aILLuBsDQbKqL8Ue9DY7b/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Lexware Office capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lexware-office-accounting-invoicing-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mYFhAugLgluYKnx9hp8aILLuBsDQbKqL8Ue9DY7b/mcp"
    }
  }
}
Copy into chat04

  • Show me all the unpaid invoices in Lexware Office.

  • Which invoices from last month are still outstanding?

  • Get the details for invoice #12345 so I can check the line items.

  • List all overdue invoices for Acme Corp.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Lexware Office once, then ask.

Just follow the link to link your account. Your credentials stay encrypted and secure, and you'll be ready to chat with your data immediately.

Connect Lexware Office to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the reminder emails for me?

    No. The AI can only read your invoice data and provide the details you need to write the emails yourself.

  • 02

    Can the AI mark an invoice as paid in Lexware Office?

    No. The AI can only retrieve information. You must log in to Lexware Office to update payment statuses.

  • 03

    Does the AI see my bank account details?

    No. The AI only has access to the invoice data provided by the tools.

  • 04

    Can I ask for a total of all overdue amounts?

    Yes. Once the AI lists the unpaid invoices, you can ask it to sum up the totals for you.

  • 05

    Will the AI delete any of my records?

    No. The AI is strictly read-only. It cannot delete, edit, or change any data in your Lexware Office account.

  • More questions about Lexware Office? The Connector page answers them. See everything the Lexware Office Connector can do

Connect Lexware Office to Claude, Cursor, ChatGPT & more