Automation & interfaces
Connecting accounting
Documents that file themselves
What this is about
In many businesses, between the order system and accounting there is a folder and an afternoon each month. We connect the two so that invoices, receipts and payments end up where they belong by themselves.
What is included
- Handing outgoing invoices over to accounting
- Capturing and assigning incoming documents automatically
- Matching bank payments to cases
- Chart of accounts and tax codes mapped correctly
- A log of every handover for audits
Process
How we go about it.
Survey
Which accounting system, which accounts, which rules?
Connect
Set up the interface and check it in a dry run.
Reconcile
Cross-check with the tax adviser or bookkeeper.
Operate
Ongoing handover with checks.
Frequent questions
This is what we are often asked.
Does this work with our tax adviser?
Yes. Most use DATEV, and the handover is made in the agreed format.
Are receipts recognised automatically?
Invoice number, amount and supplier usually are. For unclear cases a checklist remains.
What happens when there are errors?
Nothing is booked silently. Doubtful cases land in a list for clarification.
Sollen wir uns das ansehen?
Ein kurzes Gespräch genügt, um einzuschätzen, was in Ihrem Betrieb sinnvoll ist — und was nicht.