Accounting & Administration
Capture receipts, reconcile data, generate reports — the workflow takes care of recurring accounting work.
What is "Accounting & Administration" about?
In accounting and administration, the tasks are structurally similar: receipt of documents, recording, categorizing, forwarding to accounting, and filing. AI-OCR and workflow automation handle most of this, allowing accounting staff to concentrate on auditing, correction, and business analysis.
Benefits and typical leverage
Document processing is a significant time drain in many companies—and simultaneously one of the biggest sources of errors. AI-OCR reliably reads addresses, amounts, tax rates, and account numbers aloud, so accounting staff only need to check instead of typing. In addition, monthly reports (profit and loss statement, liquidity forecast, accounts receivable overview) are generated automatically—no more manual Excel maintenance.
How we will build it specifically
- Document recording: Emails, scans, DATEV mailboxes, and lexoffice inboxes are analyzed. AI-powered OCR (e.g., Mindee, custom vision model) extracts the relevant fields and assigns them to cost centers.
- Accounting: The proposal is generated automatically, the accounting staff confirms it with a click — it learns from every correction.
- Debt collection process: Outstanding debts are automatically reminded in stages (gently, then formally, then via a personal call trigger).
- Reports: Business analysis, cash flow forecast, and top customer overview are automatically generated monthly and delivered via email/dashboard.
- Tools: lexoffice/sevDesk/DATEV, Mindee/Klippa OCR, n8n, Metabase/Google Data Studio for reports.
Related automation fields
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Service chatbots
AI chatbots for website, WhatsApp and social media — trained on your knowledge, available 24/7.
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Order and quotation processing
From inquiry email to sent invoice — offers, orders, status tracking without copy-paste.
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Employee & team processes
Vacation requests, time tracking, onboarding, internal coordination — all digital, all documented.
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Customer communication
Automatically answer emails, prioritize requests and forward them internally — without inbox chaos.
This exact area in your company — can it be automated?
15-minute initial consultation — we will provide a concrete assessment of the effort and benefits.
Further information:
Overview of Automation ·
AI complements ·
Up to 80 % subsidized
