Use case / 13

Process invoices and receipts

Receipts pile up, amounts are retyped, the tax office asks the same things every month. We pre-capture, you approve.

What people search for: automate invoices, pre-capture receipts, DATEV AI

The situation

  • Staff retype supplier, date and amount, and at some point the coding no longer matches.

  • Expense reports take weeks because receipts are missing or unreadable.

  • The tax advisor gets the same pile as last month, only later.

What we build

  1. / 01

    Read the receipt

    PDF, photo, mail attachment. Supplier, date, amount, tax rate, receipt number. What is unambiguous becomes a record. What is unclear stays unclear and goes to review, not into the books.

  2. / 02

    Pre-capture against your account logic

    The mapping follows your existing scheme, DATEV, sevDesk or lexoffice, not a generic table from the internet. New suppliers land in a queue, not on a guessed account.

  3. / 03

    Approval, then handover

    A person sees the proposal next to the receipt image and signs off. Only then does the record enter the accounting system. An automation that books silently will not hold under GoBD.

What we do not automate

The most honest part of any project. On the left, what a system can take over. On the right, what stays with a person.

The system handles itA person keeps it
CaptureRead fields and map them to the account logicQuietly correct values that do not match
BookingPre-capture and submit for approvalBook without a person having looked
Unreadable receiptsStop and send to review with a guess attachedGuess and file the receipt as done
PaymentsPrepare a payment proposalTrigger transfers

What came out of it

Pre-capture in minutes instead of the morning

Tax firm, 11 staff, Münsterland.

Receipts pre-coded, approval in the existing DATEV chain. Unclear receipts stay put, instead of going through wrong.

What the status quo costs

Your numbers, our formula, laid open.

Open the calculator

Common questions

Is this GoBD-compliant?
GoBD require traceable, immutable bookings. That is why the system does not book itself: it pre-captures, a person approves, the booking is created afterwards in the existing system. The original receipt is kept, the processing is logged. Whether your tax advisor signs off on the flow is settled before the build, not after.
Does this work with DATEV, sevDesk or lexoffice?
Yes, those are the three we hand over to most often. The receipt stays where it is, the record moves. Switching accounting systems is its own project and rarely the answer to a pile of receipts.
What if the receipt is unreadable?
Then it goes into the review queue, with what was readable and the part that is missing. A system that invents the amount in doubt creates exactly the discrepancies the tax advisor later has to hunt.
How is this different from document processing?
Invoices have a fixed shape: supplier, amount, tax, account. Contracts and delivery notes do not. That is why they are two pages. In practice receipts often arrive by mail, and the chain into accounting is workflow automation.

Where to start

Hand off the routine

For companies whose teams do the same motions every day.