Finance & Accounting
Live
Steuerportal
Firm and client in one flow. Upload documents, AI suggests, the accountant confirms, the client approves – DATEV stays the single source of truth, we're the layer in front of it.
The problem
Firms lose time on unstructured emails, missed deadlines and manual document work. And the client never knows what's going on or what's needed from them.
What it does
Ready-made workflows
Monthly bookkeeping, year-end closing, VAT return approval and more – ready to use right away, no configuration needed.
Monthly bookkeeping, year-end closing, VAT return approval and more – ready to use right away, no configuration needed.
AI document processing
Documents are classified, SKR03/04 account assignment suggested with a confidence score. Every correction makes it better.
Documents are classified, SKR03/04 account assignment suggested with a confidence score. Every correction makes it better.
Role-based dashboards
The client only sees their own tasks, the firm sees the work queue. No information overload, no lost mails.
The client only sees their own tasks, the firm sees the work queue. No information overload, no lost mails.
Queries on the document
If something's missing, the query happens right on the document – structured, not endless email ping-pong.
If something's missing, the query happens right on the document – structured, not endless email ping-pong.
AI risk analysis
Deviations from the previous month and year, missing recurring entries, optimizations with a euro impact.
Deviations from the previous month and year, missing recurring entries, optimizations with a euro impact.
DATEV sync & White-Label
Automatic DATEV sync after approval. Optionally in the firm's own branding.
Automatic DATEV sync after approval. Optionally in the firm's own branding.
How it works
A period opens → the client uploads documents → AI processes them and suggests account assignments → the accountant confirms via a traffic-light signal → AI checks for anomalies → the tax advisor approves → DATEV sync → the client signs off, logged in an audit-proof way.
Secure & GDPR
Data in the EU (IONOS Germany), GoBD-compliant, audit-proof trail (every action traceable), role-based access. Login via Azure AD.