One platform for different approval and document processes.
The invoice workflow is already in productive use. Leave requests, HR files and folder permissions are also available on the same platform; further use cases such as contract management are being built.
DATEV users & tax advisors
AvailableMulti-tenant archiving and booking pre-capture for paper receipts and e-invoices, with a direct DATEV connection. Tax advisors run their clients' data independently — sometimes even invisibly to one another — and each client gets their own area to approve their receipts.
- Multi-tenant
- Booking pre-capture
- Handover to DATEV
Leave requests
AvailableSubmit and approve leave and absence requests digitally: with leave balance, annual overview, period-based assignment of line managers (including several parallel managers, optionally read-only per tenant), team timeline when approving, public holidays by federal state, and email notifications and reminders. Line managers see sickness only as a neutral absence unless explicitly enabled. Approved absences can be exported as an import file for DATEV LODAS or DATEV Lohn und Gehalt.
- Digital requests
- Approval workflow
- Leave balance
- DATEV payroll export
HR files
AvailableDigital HR files with fine-grained access control and document management: PDF documents can be uploaded and viewed directly on the file. Sensitive documents stay protected, yet are quickly found by authorised staff; master data can be imported and reports exported as Excel files. Access to the menu can optionally be granted per tenant via an AD group.
- Access control
- Structured files
- Audit-proof
Contract management
PlannedManage contracts centrally, with deadline and termination tracking. Reminders make sure important dates are never missed.
- Deadline tracking
- Reminders
- Central filing
Folder permissions
AvailableManage folder roles and permissions centrally: assignment via quick entry in the tree view, a table of all folder roles with their groups and members, automatic user folders per root folder, creation of the Active Directory groups in the nightly sync — groups no longer needed are removed — and reconciliation of NTFS rights via PowerShell script. Licensable as a separate module.
- Folder roles
- AD group sync
- NTFS reconciliation
- User folders