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Case study · Document AI & ERP

Document automation in accounting and administration

For a corporate group with several legal entities we automate the entire document flow on our platform. AI reads the inbox and proposes postings; approval, dunning and DATEV export run in the same system, in daily production use.

The challenge

Every document passed through human hands

Invoices, contracts, expenses and correspondence arrived by email, as scans or on paper, spread across several legal entities. Every document was manually reviewed, assigned, retyped and passed on. Time got lost, approvals sat waiting, early-payment discounts expired, and retyping introduced errors.

The goal: a document flow that carries itself, where people decide only where a decision is needed, and accounting stays audit-ready at all times.

  • Several entities, one document flow
  • Manual retyping and routing as the bottleneck
  • Audit-readiness as a must
Document AI

The solution

From inbox to posted invoice

01

Capture

  • Email, scan, upload, one intake
  • OCR + vision models read every document
02

Understand

  • AI extracts vendor, lines, amounts, taxes
  • Matched against master data & orders
03

Propose

  • Posting proposal with account & cost centre
  • Uncertain cases go to human review
04

Post & steer

  • Approval workflow (BPMN), dunning, DATEV
  • Gap-free history per document

Outcomes

What changes day to day

Minutes instead of days Documents are captured and assigned as they arrive, not at month-end.
Fewer errors No more retyping; validation against master data catches outliers.
Humans decide AI proposes, people approve, uncertain cases route to review automatically.
Audit-ready Every step logged, clean DATEV export to the tax advisor.
Multi-company Several entities, currencies and journals in one flow.
Sovereign Document AI runs on our own servers in Germany, financial data stays in-house.

Technology

The stack we used

Document AI

  • OCR
  • Vision models
  • LLM-Extraktion
  • Validation
  • Confidence routing

ERP & Workflow

  • Odoo
  • BPMN-Workflows
  • Dunning
  • DATEV
  • Multi-company

Operations

  • LiteLLM
  • vLLM
  • Own servers (DE)
  • Audit log

FAQ

Frequently asked about this case study

Does the AI post on its own?

No. The AI recognises, validates and proposes; posting happens after approval. Uncertain cases route to human review automatically.

Does this work with our tax advisor?

Yes. Export to the tax advisor uses the DATEV formats of the German localisation; we align format and posting logic with your tax advisor at project start.

Where does the document AI run?

On our own servers in Germany, or on-premise at your site. Financial documents never leave the controlled environment.

How much time is buried in your document flow?

We analyse your current process and show which steps can be automated.