Capturing invoices and receipts automatically
AI for bookkeeping, without switching software
Does someone type every invoice into the spreadsheet by hand? The AI reads receipts including attachments and enters the values into your existing spreadsheet. Uncertain fields are flagged, and your team only checks those.
The honest question first: do you need us for this?
For pure financial accounting there is good document recognition in accounting software and through tax advisers. In that case it is the simpler and usually cheaper route, and we will tell you so in the initial call.
Accounting software or your tax adviser are enough if
- The receipts are only needed for financial accounting.
- Your accounting software has document recognition, or your tax adviser processes the receipts with their DATEV tools.
- The fields you need are the usual ones: supplier, date, amount, tax, account.
A package is worth it if
- The data goes into a spreadsheet with its own rules, for example for controlling, project billing or recharging your customers.
- Statements arrive with many attachments, and values have to be collected from several documents.
- The target is a business application with its own import format and no ready-made interface.
- Someone regularly types up receipts by hand today, even though accounting software is in place.
How it works
Receipts arrive as usual
In a folder in OneDrive or SharePoint, or in a dedicated mailbox they are forwarded to. Paper is scanned first.
Every receipt is read, scans and attachments included
The values go exactly into the columns of your spreadsheet, for example supplier, invoice number, date, net, tax, gross, cost centre, project, due date. We agree the mapping with you once.
Anything uncertain is highlighted in yellow
Each row links to the receipt. Fields the model is unsure about, or where totals do not add up (net plus tax not equal to gross, duplicate invoice number), are highlighted in yellow.
Your team checks and ticks off
The highlighted fields are reviewed. Processed receipts move to a "Done" folder. The spreadsheet remains your team's working basis.
What the solution does not do
No postings, no payments, no approvals. It replaces neither your accounting software nor your document archive. The decisions stay with you.
Do the maths yourself
Whether a package pays off depends on three numbers: receipts per month, minutes per receipt today and minutes per receipt left for checking. An example with assumed values:
150 receipts per month
assumption
4 minutes per receipt today
10 hours in total
1 minute checking per receipt
2.5 hours remain
Example calculation with assumed values, not a promise. How much time you actually save is measured in the test on your own receipts.
For tax firms
Client data under professional secrecy
Tax advisers in Germany are bound by professional secrecy under Section 203 of the Criminal Code. If you want to process client receipts with AI, the solution can also run locally in your own firm.
Local AI for practices and law firms →Operation
With us, with your own AI account or in-house
The solution can run with us, through your own contract with a model provider or in your infrastructure. The four operating options and the other packages are on the overview page.
To the operating options →Fixed price after a free demonstration
In the initial call you tell us the volume, the time spent today and your template. We then show the solution free of charge on synthetic sample data in your spreadsheet layout and quote a fixed price. We only process real receipts once the necessary agreements and your approval are in place.
Frequently asked questions
Does this replace our accounting software?
No. The solution fills a spreadsheet or an import file. Postings continue in your accounting software or at your tax adviser, and retention and archiving of receipts stay as they are.
We use DATEV and a tax adviser. Do we need you at all?
Often not. If the receipts only go into the books, document recognition through your tax adviser is usually the simpler route, and we will tell you so in the initial call. A package makes sense when you also maintain your own analysis that no standard software covers.
Does it work with scanned receipts?
Yes. PDF files, scans and attachments are read. How well that works with your receipts is shown by the test on your own documents, and uncertain fields are flagged rather than guessed.
What happens if our spreadsheet changes?
Then the column mapping is adjusted. How adjustments are handled during operation is set out in the quote.
Where are our receipts processed?
That depends on the operating option: with us, through your own AI account or in your infrastructure. A requirement in every case: data processing covered by contract, no training on your data, processing within the EU where you require it.
Your spreadsheet stays your spreadsheet
Send us your template. We will show you on sample data how the receipts end up in it.