The invoice workflow, from incoming invoice to booking.
Incoming invoices move through a structured review and approval process and are then automatically handed over to your accounting system — faster, traceable and without media breaks.
Upload & automatic checks
Invoices arrive via upload, email or folder monitoring, and even scanner systems — without OCR. Readability and e-invoice conformity (ZUGFeRD, XRechnung, CII) are verified automatically.
AI-assisted pre-capture
The AI checks the amount and other header data on the invoice and makes pre-capture easier for the bookkeeper.
Multi-step review
Departments review invoices digitally against purchase orders and delivery notes. Depending on the case, an invoice can pass through several review stages before approval.
Partial approvals
Consolidated invoices and delivery notes can be partially approved line by line and split across several cost centres.
Approval by amount threshold
Spending limits, deputisation rules and escalations control who approves and when. Not every invoice needs to escalate to management — approve on mobile or desktop with one click.
Booking preparation & handover to DATEV
Only once the bookkeeper has entered the booking record (booking preparation) are the booking suggestion, booking record and receipt handed over to DATEV — no duplicate entry. Further systems such as SAP are planned.
Audit-proof history
Every step is logged with a timestamp, person and context. Hash values on every file make subsequent changes reliably detectable — the history can be evaluated at any time.
The path of an incoming invoice
- 01
Upload
- 02
Pre-capture
- 03
Review (multi-step if needed)
- 04
Approval
- 05
Booking preparation & handover