AI WorkflowLess manual office work, with custom solutions for your practice.
AI Workflow (Mitja Beuthe, Klagenfurt am Wörthersee, Austria) builds custom solutions for tax advisory firms in Austria, Germany and Switzerland: n8n workflows and custom software built with Next.js and Supabase. BMD, RZL or DATEV remains the leading system, with data handed over through its import format or an interface. A module solves one process and costs from 249 €; ongoing costs for support and hosting depend on scope. The first call takes 30 minutes and is free. For the tax consultancy Treuhand-Control, AI Workflow built a web app for digital fee notes with reusable service templates.
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.
Implementation takes 2 to at most 4 weeks per module, from receiving access. It covers 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. Practice systems that connect several processes consist of several modules. After go-live we stay involved for 30 days, so unusual cases surface while someone is still watching.
A Custom Module starts at 249 €. 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; support and hosting stay optional, and their running costs depend on the scope. 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 find out what your project costs 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 in Europe (EU). Where a provider based outside the EU is involved, for example an AI API, the transfer is covered by the EU-U.S. Data Privacy Framework or standard contractual clauses, and on request we use European providers only. 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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