Discovery call
Starting point
My AI employee
Anton runs in my own business and is also available as a ready-made AI employee package in my AI Employee Framework community, where you hire him for your own business.
Anton is a downloadable AI employee who turns an initial conversation into an offer PDF in your design and your voice, and once a client says yes, creates the contact, offer and invoice as a draft in Lexware Office, or through a self-built adapter for your own tool. You always review and send it yourself, nothing leaves the system without your click.
13 lessons
ready-made community package
5 to 10 offers
used as training material
Always a draft
approval stays human
Sales
Anton has already run the full offer and invoice workflow in my business. The following scenario shows the chain from clarifying the need to a checked draft.
Discovery call
Starting point
Offer PDF
Result
Invoice as a draft
After approval
In a documented run, Anton receives an inquiry with a leadership topic and time pressure, "before October", with an open budget. Instead of guessing a price, he suggests targeted follow-up questions. In the conversation review, he identifies the need for individual leadership coaching, a budget signal of "up to two and a half, I'd have to sleep on it", the confirmation "offer by the end of next week", and an open point, possible employer co-funding.
For the actual build, he picks the individual coaching building block, stays within the 2,500-euro signal, and delivers the offer PDF together with a reasoning memo. He recalculates net, VAT and gross, then checks the finished PDF page by page as an image for line breaks and special characters. Once approved, he creates the contact, offer and invoice as drafts in the accounting tool. Final approval and sending stay with me.
Anton for your business
You do not copy my coaching offer. You give Anton your services, your voice, your design and the system where you manage proposals and invoices.
How I use him
Anton identifies needs and open questions, selects the right service blocks, builds the proposal and, once approved, creates contact, proposal and invoice drafts in Lexware Office.
Adapted to you
Instead of Lexware Office, Anton can work through a suitable adapter with sevdesk or another accounting system that offers an appropriate interface. The important part is keeping drafting, checking and approval separate.
What you change
Other possible uses
The process stays: Extract the need from the source, invent nothing, verify totals, inspect the document visually and hand it over only after your approval.
Anton has his own course in my community, 13 lessons, that shows exactly this chain:
An offer building-block system, trained on 5 to 10 old offers instead of prompt tinkering.
An onboarding journal that stores feedback permanently and reads it back into every new offer.
The Lexware Office API, to create contact, offer and invoice as a draft, with HTTP responses as a signal whether the plan is sufficient.
For anyone without Lexware Office: an adapter path for a custom connection, with the same safety pattern: everything a draft, one test draft before going live.
Anton drafts, I approve. No offer and no invoice leaves the system without my click.
The invoice is always created in the accounting tool, never as a loose PDF. Sequential numbering, GoBD immutability and e-invoice formats such as XRechnung or ZUGFeRD are handled by Lexware Office, not by Anton.
He never finalizes on his own. Even if pushed, he first names the consequences, final invoice number, immutability, and wants a clear yes from me.
Without a price source, he sets no price. If he finds two different prices for the same service in the materials, he lists both with their source and asks, instead of averaging.
API access requires a matching Lexware plan. If the connection test returns HTTP 402 or 403, the plan needs clarifying first.
Standard
$5a month
Learn the structure, rules and approval gates, then adapt Anton to your own business.
Premium
Ready-made template$149a month
Anton's ready-made template is available exclusively in the community.
As of October 29, 2026
Yes, when it's trained: Anton learns from old offers and pricing documents instead of writing freely. He turns that into an offer PDF in your own design, recalculates the totals himself, and checks the result page by page before it reaches me. Without a price source, he sets no price and asks instead.
Anton creates invoices as a draft inside the accounting tool, usually Lexware Office, never as a loose PDF. Sequential numbering, GoBD immutability and e-invoice formats are handled by the tool. Finalizing only happens after explicit approval, Anton names the consequences beforehand.
Through the Lexware Office API, which requires a matching plan. A connection test shows via the HTTP response whether access works; HTTP 402 or 403 means the plan needs clarifying first. Anyone not using Lexware Office builds their own connection through an adapter path with the same safety pattern.
Anton's course, as of July 2026, assumes a staggered rollout in 2027 and 2028. This page offers no legal advice of its own, only the course's stated status at that date. For the current status and exact deadlines, checking independently is worthwhile.
Per Anton's course status, July 2026, the obligation to receive e-invoices generally applies to small businesses too, with their own transition periods. This is course status, not legal advice from this page. For a binding assessment in your specific case, an independent check is recommended.
Anton's template is in the community, with the building-block system and onboarding journal ready to rebuild.
Join the communitySeptember 16, 2026 · 18 min read
A quote convinces through clear structure, a named deliverable and a validity date. Building blocks, text snippets to copy, a freelancer example.
Read the article: How to Write a Quote That ConvincesSeptember 17, 2026 · 19 min read
Automation in the trades rarely fails on the software. It fails on missing services and prices. The right order, German legal rules, the path to a quote.
Read the article: Automating Quotes in the TradesSeptember 18, 2026 · 15 min read
Deriving line items, drafting the wording, calculating totals, checking for gaps: what AI really does when creating quotes and invoices, where it stops.
Read the article: Writing Quotes and Invoices with AIAlso:Free Quote Template: Word, Excel, PDF·German E-Invoicing: Dates and Exemptions·Lexoffice Integration: The Main Routes·Automating Marketplace Invoices in Germany·German Small Business Invoices: The Rules·Free German Invoice Template·sevDesk Interfaces: API and Integrations·Learn Claude: The Path in Five Stages·Hiring an AI Employee: The Process·Creating an AI Employee: How to Start·AI Employees for Consultants and Agencies·AI Agent for Bookkeeping and Inbox·AI for Freelancers: What Pays Off·AI for Coaches: Practice Over Hype·Bringing AI to a Small Business·Hire your first AI employee·Back to the org chart