Tax consulting firms and accounting departments have the highest automation potential of all industries — and the highest willingness to pay because the ROI can be measured immediately.
AI-based document entry: Automatic extraction of all relevant data and pre-accounting.
Automatic reminders and status updates via email — without manual follow-up.
Seamless DATEV integration with automatic booking transfer and reconciliation.
Receive receipts via email or upload, automatically read them out and pre-account.
Automatic notifications when documents are missing and tasks are pending.
Automatically create and send BWA, summary balances and individual reports.
Automatically monitor tax appointments and deadlines and remind them in good time.
Analysis of client structure, processes and system landscape.
Configuration of DATEV interfaces and booking logic.
Training document recognition AI for your clients.
Step-by-step introduction per client with fine-tuning.