AI READY · Service area

AI for Finance & Accounting

Accounting, document management, reporting, liquidity planning and audit processes — automated, transparent and with clear early-warning signals.

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Use case 01

Live dashboard for Finance & Accounting

Accounting, cash flow, receivables, payables, tax and reporting KPIs — condensed in one interface, always up to date.

All financial KPIs at a glance

The AI finance dashboard condenses operational and strategic KPIs from accounting, controlling, treasury and tax into one interface. Trends, deviations and early-warning indicators are surfaced automatically — without manual reporting effort.

Management, CFO and accounting can see the company's financial position at any time — and intervene exactly where needed.

AI dashboard for finance – live overview of accounting, cash flow and KPIs

How it works

Three steps to the AI finance dashboard
with AI READY

1

Connect systems

We connect accounting, ERP, banking and other financial sources — securely, locally and without data leaving your company.

2

Configure KPIs & reports

KPIs, reports and early-warning rules are tailored to your accounting logic and reporting obligations.

3

Use and refine continuously

We support and optimise continuously — the dashboard grows with your processes and requirements.

Use case 02

AI assistant for Finance & Accounting

A direct contact point for accounting, controlling and tax — based on your own data, receipts and transactions.

Answers in seconds rather than hours

The AI assistant answers concrete questions about postings, open items, KPIs or tax topics — context-aware and traceable, based on your internal data and receipts.

Accounting and controlling save time on research, inquiries and preparing analyses. Complex questions are answered in natural language, with references to the underlying documents.

AI assistant for finance and accounting questions

Use case 03

AI knowledge management for Finance & Accounting

Tax files, contracts, policies, balance sheets and experience — accessible through a single question.

Your company's financial knowledge available at any time

The knowledge management platform provides an intelligent, central access point to all finance-relevant documents: balance sheets, tax documentation, contracts, policies, internal guidelines and experience from past closings.

Research times drop to minutes, new employees become productive faster, and senior know-how is preserved when people leave. Knowledge becomes a shared tool for the entire finance team.

AI knowledge management platform for finance in SMEs

Use case 04

AI agents for Finance & Accounting

Eight areas where AI agents relieve accounting, controlling and treasury and accelerate processes.

AI agents working for Finance & Accounting

Day-to-day accounting

Processes postings automatically, suggests account assignments and intelligently matches receipts and business transactions.

Inconsistencies and incorrect postings are spotted early.

Digital document management

Reads documents via OCR, identifies relevant content and organises receipts in a structured, searchable digital archive.

Information is processed and found faster.

Invoicing & payment processes

Validates invoices automatically, reconciles payments with open items and supports dunning through intelligent prioritisation.

Errors and delays become visible earlier.

Receivables & payables management

Continuously analyses payment and business data, supports automatic matching and monitors deadlines and risks.

Open receivables and payables are managed more efficiently.

Tax & filing processes

Automatically prepares tax-relevant data and supports VAT advance returns, standard filings and plausibility checks before submission.

Sources of error are reduced, processes are accelerated.

Reporting & controlling

Continuously analyses financial data and produces KPIs, reports, forecasts and variance analyses automatically.

Developments, risks and optimisation potential become visible faster.

Liquidity & financial planning

Analyses cash flows and produces cash flow forecasts, scenarios and early warnings of potential liquidity bottlenecks.

Financial decisions can be prepared more thoroughly.

Audit & control processes

Analyses large data sets and detects anomalies, irregularities or potential compliance violations at an early stage.

Audit and control processes become more efficient and risk-oriented.

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