AI WorkflowWe save you 10+ hours a week, with custom solutions for your practice.
Receipts that code themselves. New clients who are ready to go in minutes. Deadlines nobody has to keep in their head anymore. We build you the system that has been holding your practice together by hand until now.
Four building blocks against the paperwork in your practice.
No off-the-shelf standard tool. Systems cut precisely to your practice workflows.
Receipts land in the system automatically and correctly coded
Receipt automationThe client photographs the receipt with their phone. An AI agent reads out amount, date and category, assigns it correctly and hands it straight to your accounting software. No more manual retyping.
Fee notes that almost write themselves
Digital fee notesReusable service templates, automatic recurring invoices and time tracking that flows directly into the fee note, instead of building every invoice individually in Word and Excel.
This is what your practice looks like on autopilot.
An example flow: client photographs a receipt via app → AI agent reads out amount, date & category → receipt is handed to the accounting software correctly coded → if there are questions, the client automatically gets a reminder.
View reference project →Not a concept. Already built and in use.
Laura · Practice administration
Digital fee notes with reusable service templates, automatic recurring invoices, time tracking that flows directly into the fee note. No more manual invoicing.
View full case study →Automation in 3 steps
Analysis
We identify your time-consuming processes in a free 30-minute initial consultation.
Implementation
We build the custom workflow and integrate it into your existing software.
Go-live
The system runs. We support you after launch and keep optimizing.
One module per problem, from 249 €
In the first call we find the pain point. Then we build exactly one module for it: a workflow, a tool, an integration or your own software. No package, no overhead.
Frequently asked questions from tax advisors
Receipt capture is usually the first candidate. Documents arrive scanned, photographed or by email, AI text recognition reads them, pre-codes them and hands them over to DATEV, BMD or RZL. Instead of two to five minutes per document, roughly 20 to 40 seconds of checking remain. Beyond that, client onboarding, deadline reminders and fee billing are common cases, along with sorting the shared inbox so that routine enquiries get a prepared draft and only genuine exceptions reach a person. What does not suit automation is anything that needs an individual professional judgement each time.
The technical setup for a first workflow is typically done within 24 hours: defining the input channels, building the workflow, adapting the text recognition to your chart of accounts, setting the checking rules and verifying the DATEV, BMD or RZL connection with real test documents from two or three clients. What takes longer in practice is agreeing the edge cases, meaning what should happen when a receipt is unreadable or a booking is ambiguous. More complex practice systems are built in one to two weeks. After go-live we stay involved for 30 to 60 days, so unusual cases surface while someone is still watching.
A Custom Module starts at 249 € one-off. One module solves exactly one process: receipt capture towards DATEV, BMD or RZL, automated deadline reminders, fee billing, or a piece of custom software such as a client portal. There are no packages and no monthly base fee, and support and hosting stay optional. On top of that come running costs for the automation platform and, depending on the case, for AI text recognition. Those scale with document volume rather than with the number of staff. You get a fixed price after the free 30 minute initial consultation, in which we identify the process that currently costs the most time.
Yes. All systems and databases run on servers inside the EU, and no data is transferred to third countries outside the EU and the EEA. A data processing agreement can be concluded for the components in use, and sensitive data is processed for its stated purpose only. Before a project starts we go through where exactly receipt data and client information are processed and which component gets to see what. Under the EU AI Act the systems in use generally fall into the limited risk category; where AI generated content has to be labelled, that is implemented transparently.
Ready to leave the flood of receipts behind?
In 30 minutes we show you where the biggest impact is in your practice.
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