Case study · Document AI & ERP
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
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.
The solution
Outcomes
Technology
FAQ
No. The AI recognises, validates and proposes; posting happens after approval. Uncertain cases route to human review automatically.
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.
On our own servers in Germany, or on-premise at your site. Financial documents never leave the controlled environment.