Accounting Agent: Prepare Receipts, Track Deadlines

4–8 weeksto pilot start (guideline)

A personapproves what matters

Privacy-mindedbuilt with clear limits

Guideline values and concept – not results of real customers.

Dashboard view

Accounting agent: What the work looks like in the dashboard

Everything important at a glance: what the agent has handled, what needs your approval and what was handed to a person.

Documents read and prepared

Posting proposals for review

Deadlines in view – not tax advice

Everything is approved by you or your advisor

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Flow

Automatic where it is safe – with a person where it matters

Every step is visible and traceable. In special cases or when unsure, a person decides.

1Document arrivesEmail or upload
2Read the dataAmount, date, supplier
3Check the rulesAccounts, cost centres
4A person checksPosting and anomaliesA person decides
5Proposal & filingPosting proposal, document

Concept illustration. We define the exact flow together with you in the analysis call.

See the dashboard and flow for your case?

In the demo we show both using your processes – no obligation, 30 minutes.

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Example

Prepare instead of posting blindly

Invented example.

Anomalies are flagged
Approval before every posting
Traceable audit trail

Example receipt

Incoming invoice recognised as PDF (example data)

AI agentSuggestion: supplier “Example Ltd.”, account “Office supplies”, due in 14 days. Amount differs from last month – please check.

Awaiting approval by bookkeeping

Example viewInvented example

Clear boundaries

What the agent may do – and what not

The agent handles itself

Read and assign receipts
Create posting suggestions
Remind of due dates
Flag duplicate invoices

Submitted for approval

Posting in the system
Payment approvals
Reminders

Never does

Provide tax advice
Trigger payments
File tax returns

The agent prepares – posting and tax advice stay with people.

Integration

Where the agent can connect

Accounting software
DATEV export (depending on setup)
Email
Document storage

Which systems can be connected is clarified in the analysis call – it depends on the interfaces of your software.

Use cases

Typical fields of use

Trades

Prepare incoming supplier invoices.

Law & tax firms

Pre-sort clients’ receipts.

Retail

Reconcile supplier invoices.

Example calculation

Calculate with your own numbers

A thought model for receipt work.

Example calculation

Receipts per weekMinutes per receiptShare the agent takes over (%)Internal cost per hour (€)

Relief per month (hours)–

Calculated value per year–

Example calculation with freely editable assumptions – not a forecast and not a promise. Actual relief depends on your workflows; we work it out in the analysis.

Control & security

You stay in control

AI agents only work within the rules you define together with us.

People decide

Important steps are submitted for approval. You decide what may run automatically.

Traceable

Every action is logged so you can always see what happened.

Privacy from the start

Built with GDPR in mind: data minimisation, processing agreements and deletion concepts are planned from the beginning.

AI disclosure

Agents identify themselves as AI towards customers, as the EU AI Act (Art. 50) envisages for interaction with AI systems.

Legal requirements depend on the individual case. We do not replace legal advice.

Delivery

How the rollout works

Manageable, in stages, with clear decision points.

Analysis
Joint conversation, document the process, define goal and limits.
Pilot · 4–8 weeks
Limited deployment with real but non-critical cases.
Go-live
Step-by-step release, training, hand-off rules.
Optimisation
Evaluation, adjustment, controlled expansion.

FAQ

Answers to the most common questions

Is this tax advice?

No. The agent supports preparation. Tax assessments and decisions are made by you or your tax office.

Does the agent post on its own?

Not by default. Postings follow your approval. Whether you allow automation for clearly defined cases is up to you.

Does it fit German GoBD rules?

GoBD requirements (e.g. traceability, immutability) must be considered during setup. We coordinate with your tax office; we do not give a blanket assurance of conformity.

Which software is supported?

Depending on the interfaces. In the analysis call we clarify what is possible with your software.

How secure is the receipt data?

We plan access rights, encryption and data processing agreements from the start.

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The accounting agent that prepares receipts