GmbH / UG operators (DE)
Bank connection, auto-categorisation via SKR03/SKR04, GoBD compliance, DATEV export. Monthly P&L ready for your Steuerberater without a spreadsheet.
AI Belegverarbeitung fuer Kanzleien
Sammelrechnungen, DATEV-konforme Exporte, Belegmodul und Multi-Tenant Workflows fuer Steuerberater und Insolvenzverwalter.
LIVE PRODUCT MAP / FULL DETAILS BELOW
Product detail
AI-powered Belegverarbeitung for small businesses, Steuerberater and Insolvenzverwalter: Sammelrechnungen, DATEV-ready exports, multi-tenant review flows, and weekly metric learning across tenants.
Bank connection, auto-categorisation via SKR03/SKR04, GoBD compliance, DATEV export. Monthly P&L ready for your Steuerberater without a spreadsheet.
Plaid bank connection, COA-mapped categories, 1099 tracking, state-by-state sales tax nexus analysis. Year-end package delivered to your CPA automatically.
Manage clients from one dashboard. AI handles routine categorisation, Sammelrechnungen and Belegvorbereitung; the advisor keeps judgement and filing control.
Multi-tenant case handling, document intake, recurring metric views and export packages for structured weekly reviews.
Local AI model option (Qwen2.5-VL) available. Sensitive data never has to leave your infrastructure.
Capabilities
Tax is in active development. It prepares bookkeeping and tax work, but it does not replace a Steuerberater, CPA, accountant, lawyer, or tax adviser. Access is handled manually while deployment is prepared.
Incoming receipts can be grouped, checked and prepared for DATEV-compatible export. The goal is less manual sorting, clearer review queues and advisor-ready handover.
Separate tenants for clients, cases or companies. Shared patterns improve weekly metrics and categorisation quality without mixing client ownership or review responsibility.
The full bookkeeping cycle runs automatically. Monthly: fetch transactions → AI categorise → P&L report → email client. Quarterly: compute Vorsteuer/Umsatzsteuer (DE) or state sales tax (US) → generate filing package → deliver to advisor. Annual: year-end income statement + DATEV export. Zero manual steps.
Separate books per currency, consolidated dashboard view. German operations in EUR with VAT at 19% / 7% / 0% (export). US operations in USD with nexus-based sales tax per state. Cross-currency businesses handled in a single account.
Every client shares anonymised accuracy signals. The central model improves continuously. Vendor recognition, category patterns, and fraud signals strengthen with every business that uses the platform.
Upload photo or PDF. Vendor, amount, date, category, and VAT extracted automatically. Confidence score shown per invoice. Flagged invoices held for review before entering your books.
EXTF format for DATEV Buchungsstapel — ready for direct Steuerberater import. Belegverknüpfung (document linking) included. US: QuickBooks-compatible CSV plus 1099 contractor report for payments over $600.
One-click GoBD compliance check per monthly batch. Anomalous invoices, duplicates, and round-number patterns flagged before they reach your books. Based on network-wide patterns individual businesses cannot see alone.
Left sidebar shows all clients: OK, Needs Review, Alert, New. Batch approval, search, filter. Invoice count and last-update per client. Built for accounting firms handling 5–50 companies.
Access
Access, pricing and availability are presented as the current product direction and remain subject to manual confirmation.
€39/month
€99/month
€299/month
Annual billing available: 2 months free. DATEV Enterprise integration (Steuerberater reseller program) available on request.