New mandates wait because onboarding is manual.
Forms, missing documents and first questions slow revenue before the work starts.
What the agent does
Prepares the onboarding checklist, requests missing items, keeps the mandate moving.
For whom / Tax & accounting
More mandates than qualified hands. Put the routine on an AI employee.
An AI employee is a small piece of software that does one repeatable job inside the tools you already use — Outlook, Teams, and documents prepared for DATEV. For a practice that means document intake, reminders, deadline prep and routine replies. Your qualified staff keep professional judgment and stay in control of compliance. Agents run inside permissions, approval gates and an audit trail (GDPR and GoBD).
Document Review Queue
In reviewPosteingangprepped für DATEV
Rechnung_2406.pdfZur Prüfung
EingangsrechnungBetrag erkanntDatum erkannt
Beleg_4412.pdfZur Prüfung
BewirtungBetrag erkanntDatum erkannt
Kontoauszug_03.pdfFreigegeben · M. Weber
BankBetrag erkanntDatum erkannt
Belegvorerfassung-Agent · DSGVO/GoBD · Audit-Log
Built for regulated work: permissions, approval gates, audit trail. Diagnosis: €990, paid up front, roadmap you own.
Where the time goes
The shortage is not abstract. It shows up in the inbox.
A practice loses capacity in small repeatable steps. An AI employee is useful here only when each step can be bounded, checked and documented. That is how we build them.
Documents arrive in every possible state.
Qualified staff sort, rename and pre-capture instead of advising clients.
What the agent does
Classifies incoming files, pulls the obvious fields, prepares them for review.
Client reminders take over the calendar.
The team chases documents, deadlines and standard answers all day.
What the agent does
Drafts reminders and routine replies from approved templates and deadline rules.
Compliance worry blocks any automation at all.
Either nothing changes, or a risky tool appears with no process owner.
What the agent does
Runs inside permissions and approval gates, with a trail leadership can inspect.
What it takes off your team
Routine moves. Professional judgment stays.
In a regulated practice the handoff has to be narrow. Intake, checks and drafts move faster. Professional judgment stays exactly where it belongs.
The agent prepares
Your professionals decide
01
New mandate starts
The agent prepares
Prepares onboarding, requests missing items, keeps the mandate queue visible.
Your professionals decide
Practice owner decides scope, risk and client-specific exceptions.
02
Documents arrive
The agent prepares
Classifies documents, extracts visible fields, prepares a review queue.
Your professionals decide
Qualified staff validate the fields and handle exceptions before anything is filed.
03
Deadline gets close
The agent prepares
Tracks deadline rules, drafts reminders, surfaces blockers early.
Your professionals decide
Process owner decides escalation and any sensitive wording.
04
Routine client question
The agent prepares
Drafts replies from approved language, mandate context and permission rules.
Your professionals decide
Qualified staff approve, edit or escalate before anything is sent.
The line is narrow on purpose. Routine ends, professional judgment begins.
What lands in week one
Three review-ready outputs in week one.
You do not start with a platform rollout. You start with three recurring jobs that produce review-ready work inside your permissions and audit trail. Each output has a clear trigger, a named reviewer and a record of what it did.
Rechnung_2406.pdfZur Prüfung
Kontoauszug_03.pdfFreigegeben
Output 01Review-ready
Document Review Queue
A clean review queue with far fewer manual sorting steps.
- Prepared by
- Document pre-capture agent
- Trigger
- A client uploads files or sends documents to the shared mailbox.
- Includes
- Classified documents, the visible fields, named missing items and a sorted queue.
- Reviewed by
- Qualified staff check the fields and exceptions before anything enters the system of record.
Re: FristverlängerungEntwurf · Freigabe
Output 02Review-ready
Client Reply Drafts
Faster client communication that stays inside your tone and your rules.
- Prepared by
- Client-comms agent
- Trigger
- A deadline, a missing document or a standard client question comes up.
- Includes
- Reminders, document requests and routine replies from approved language and mandate context.
- Reviewed by
- The team approves the send, edits the wording or escalates a sensitive case.
USt-Voranmeldung10.05
Jahresabschluss31.05
LSt-Anmeldung10.06
Output 03Review-ready
Deadline Watchlist
Visible mandate status and fewer last-minute surprises.
- Prepared by
- Deadline and onboarding agent
- Trigger
- A new mandate, a recurring deadline, a missing signature or an open checklist item.
- Includes
- Tracked next actions, prepared reminders and blockers surfaced before the due date turns urgent.
- Reviewed by
- Process owner decides exceptions, priority and client escalation.
Where it runs
It runs inside your practice's tools.
No new platform to learn. The agent works in Outlook and Teams, prepares documents for DATEV, and routes everything to a qualified reviewer — inside permissions and a full audit trail.
Your tools
OutlookTeamsDATEVDMS
AI employee
Classifies, extracts, drafts
Your team
Qualified staff approve
What you control
Compliance is built into every agent.
An AI employee here is narrow enough to govern. It knows what it can read, what it can draft and where a qualified person has to decide. The mechanics are concrete.
01
The agent prepares
Classification, drafts, reminders, missing-item checks and a structured review queue. It never files or sends on its own.
02
The professional decides
Tax judgment, client advice, legal interpretation, every final send and every system change.
03
The practice holds the controls
Permissions per agent, named approval points, a full audit trail, a signed DPA, EU-region hosting and a monthly review. GDPR and GoBD requirements are mapped to each agent before it goes live.
What an approval looks like
Nothing is filed or sent without a name on it.
Every agent step is stamped and stored. The agent classifies, extracts and prepares — then stops at the review gate. A qualified person approves before anything reaches DATEV. The agent never makes a tax determination or gives advice; professional judgment and your duty of confidentiality stay with your staff.
Audit-Log · Mandat 2024-0118DSGVO · GoBD
- 09:14:02AgentBeleg_4412.pdf klassifiziert · Bewirtung
- 09:14:03AgentFelder extrahiert · Betrag, Datum, USt-Satz
- 09:15:21QueueZur Prüfung vorgelegt
- 09:31:08M. WeberGeprüft & freigegeben
- 09:31:09SystemFür DATEV vorbereitet · protokolliert
How we build it
Start where the shortage is visible.
We do not start with tool shopping. We start with the repeatable work your qualified people should not be doing by hand, and we bound it so it stays compliant.
- 01
Diagnose
One working session, €990 paid up front. We name the task, the source, the output and who signs off. You leave with a roadmap you own.
- 02
Build
We set up the first agent where the work already happens: your mailbox, workspace, CRM or document flow.
- 03
Govern
We define permissions, approval points and fallback paths before the agent scales.
- 04
Operate
We run the agents for you as managed agents, or we train your team to own and extend them.
What it costs
€990
paid up front
Diagnosis
A roadmap you own.
€250
per agent / month
Managed agents
We run them for you.
€990
one-off
Self-serve onboarding
Waived on a 12-month commit.
€4,800
four 4-hour sessions · 90 days
AI Operator Training
Your team runs the agents.
Start here
Bring one mandate flow that keeps slowing down.
In the diagnosis we map that flow: the documents, the messages, the deadlines, the permissions and the sign-off. If a task is not safe for an agent, we keep it out of scope and tell you why. You keep the roadmap either way.
Book a diagnosis · €990Paid diagnosis. You get a roadmap you own. No pitch.