Receipts and bookings
Bring receipts and invoice records together with booking suggestions and document matching.
The accounting area brings together bookkeeping, bank connections, booking suggestions, missing-document tracking and adviser exports. Available tools depend on the selected plan and connected providers.
Organise receipts, bank records, open items and the DATEV handover.
Bring receipts and invoice records together with booking suggestions and document matching.
Explore financial performance, bank-transfer records and receivable/payable follow-up.
Prepare a DATEV export and identify documents still needed for the bookkeeping process.
Follow the work from your first details to the next milestone.
Prepare bank, invoice and receipt information for the company.
Resolve suggested bookings, missing documents and outstanding items.
Review the export and coordinate the next steps with your accountant.
The app has different accounting plans. Confirm transaction limits, bank connections and export scope before choosing one.
Confirm what a workflow prepares and what requires approval or execution through your bank. A generated payment file is not the same as a completed transfer.