Receipts, declarations, audits, client communication and deadline management — efficient, accurate and with full audit trail.
Use case 01
Clients, finances and annual reports at a glance — always current, always available.
The AI dashboard condenses all relevant firm data into a visual overview: client status, open bookkeeping, liquidity KPIs and deadlines are visible at a glance. Early-warning indicators surface deviations, bottlenecks and critical deadlines immediately — before they become a problem.
Instead of searching through lists and reports, you see the state of your firm in real time — and can direct your attention exactly where it is needed.
Use case 02
An AI assistant that learns with your firm and removes routine work from everyday operations.
The AI assistant relieves your employees where routine consumes most of the time: receipts are scanned in seconds, account assignment suggestions are delivered based on your booking history and recurring questions are answered directly in chat. Instead of searching files or maintaining tables, your team focuses on what advisory work is really about.
The assistant learns with your clients, adopts your firm's tone in written communication and remembers the peculiarities of individual clients. This frees up more time for personal service — and less for administrative duties.
Use case 03
All files, policies and experience from your firm — accessible through a single question.
In addition to AI assistants, the knowledge management platform provides a central, intelligent access point to all files, policies, templates and experience from your firm. Complex questions are answered in context — based on your client data, current tax law and internal best practices.
Knowledge no longer stays trapped in individual heads or scattered PDFs but becomes a shared tool for the entire firm. New employees are productive faster, senior know-how is preserved when people leave — and research times drop to minutes.
Use case 04
Six concrete areas where your AI agent delivers immediate value.
Automates processing of incoming receipts, reads invoices via OCR, identifies suppliers and account assignments and matches payments automatically. In addition, inconsistencies, missing receipts or unusual postings can be detected at an early stage.
This significantly reduces manual data entry and control effort.
Automatically prepares tax-relevant data and supports tax returns, VAT advance returns and authority filings. Plausibility checks detect missing data, deviations or potential errors before submission.
This significantly improves quality and processing speed.
Processes time data, overtime, bonuses, vacation and sick leave automatically and checks them against stored rules and working time models. Anomalies or incorrect calculations can be detected at an early stage.
This significantly reduces the effort for control and rework.
Continuously analyses company and financial data and automatically produces KPIs, forecasts and scenario calculations. Risks, cost deviations or liquidity bottlenecks can be detected significantly earlier.
Management reports become available faster and more data-driven.
Automatically analyses large data sets and detects unusual posting patterns, anomalies or potential risks significantly faster than classical sample audits.
This makes audit processes more efficient, precise and risk-oriented.
Organises documents, processes incoming information automatically and supports internal workflows through intelligent matching, prioritisation and semantic search.
Recurring administrative tasks are reduced and firm processes are managed more efficiently.
How it works
Together we identify the tasks with the highest leverage — based on your real workflows.
Seamless integration with your software (BMD, RZL, DATEV …) — securely, locally and GDPR-compliant.
The agent learns with your firm — we support and optimise continuously.