Automated bookkeeping with AI recommendations
Receipt capture, bank sync, and AI-assisted categorisation in your accounting tool.
The problem
Receipts pile up, the tax adviser waits, and you don't see your numbers until it's too late to act.
What we do
- Set up receipt capture and bank synchronisation in your accounting software.
- Configure AI-assisted categorisation suggestions and a simple monthly overview of costs and revenue.
- Connect invoicing to your pipeline so won deals become invoices automatically.
What you get
- Accounting tool setup
- Receipt and bank automation
- Monthly numbers overview
Costs & ownership
What it costs and what stays yours.
- Cost
- Covered by your fixed monthly retainer. Paid separately: Accounting software subscriptions are paid by you to the vendor.
- Ownership
- All financial data stays in your own accounting account.
Good to know
- We set up and maintain the automation. We don't provide tax advice or bookkeeping services reserved for tax advisers (StBerG). Your Steuerberater stays responsible for your books and filings.
- AI suggestions are suggestions. They are checked by you or your tax adviser.
Free strategy call
Is this the right service for your business?
Book a free strategy call. We'll look at your situation and tell you honestly whether this service would pay off.