Technical details summary
 
 

Receipt recognition

  • Any receipt format with no training
  • Special formats for invoice items and product group recognition
  • High speed processing (around 1 second per document)
  • Customer/supplier recognition
  • General ledger accounts (learned from past experience) - also for sales receipts
  • VAT rates (as a percent or split transaction)
  • Steuercodes (Vorsteuer, Umsatzsteuer, diverse Reverse Charge und ig Erwerb)
  • Currencies
  • Credits, Till sales invoices
  • Automatic transfer to book-keeping (pre-organising)

Receipt upload

  • Formats pdf, tiff, jpg, png
  • Suggestions for Receipt separation
  • Automatic turning
  • Detail view of receipts with correction function

Preparation support for book-keepers

  • Displays documents in a preview with results marked
  • Customer/supplier care: simple creation and master data maintenance
  • Update of the UID-inspection date

Customer area

  • Dashboard - Financial overview with current revenue/expenditure and profit
  • Receipt search
  • Document sharing with a tax adviser (access to customer archive)
  • Payment
  • Profit and loss calculations
  • Accounts ledger
  • Open items list
  • Balance
  • Document workflow with sharing
  • Email import function - Transfer documents to the client area via email
  • Available within your domain e.g. clientarea@your-taxadvisor.com

User and permissions management

  • Granted to employees using the permissions from the book-keeping software (access to clients)
  • Granted to customers: Can be restricted, from upload of documents to full digital book keeping
    • Only document upload or transfer via email
    • Receipt separation and document transfer in preparation
    • Complete booking with attachments and editing of customer/supplier details

Available interfaces

  • BMD
  • Navision
  • DATEV (coming soon)
  • others on request
 

 
 
Achievement potential
 
 
5000

Documents in 1 hour
Scan rate

90%

Correctly identified documents
Recognition rate

50%

Yearly time saving
Time spent

100%

DSGVO-conformity
Data protection

 
 

 
 
Interface

Can't find your interface here? We are happy to prepare it for you upon request!

 
 
 
 

 
 
 
 

 
 
References
 
 
 
 
 
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