Use case · Tax advisory
In a tax practice, document processing is the volume business: hundreds of clients, each with their own account logic and their own idea of what a complete document is. The bottleneck is not the documents, it is the queries.
The process that pays for itself fastest
What is different here
The same document is coded differently for two clients. That is not arbitrary but grown practice - exactly the kind of rule nobody has written down, and which can be learned from completed postings.
A missing document produces a query, the query produces waiting time, and the waiting time pushes back the close. Checking completeness up front is therefore worth more than the coding itself.
VAT returns, payroll, year-end close. Whatever is left lying piles up against one cut-off date - and that date does not move because a client delivered late.
If yours is not listed, that is not an exclusion. Where no interface exists, we build one - that is the most demanding part and it is our trade.
In a practice the pre-check is worth more than the posting. Spot the incomplete early and you gain days; spot it late and you lose a filing date.
The difference
A person does itThe system does it
How it runs today
How it would run with us
What it gets you
Where it does not fit
With very small document volumes the effort does not pay. Below roughly 300 documents a month the saving is smaller than the upkeep.
In a practice the pre-check is worth more than the posting. Spot the incomplete early and you gain days; spot it late and you lose a filing date. Whether it pays for you depends on your volume - the audit establishes that.
Yes. The ones listed are those we most often meet in tax practices - a list, not a precondition. Where no interface exists, we build one.
A mailbox or folder where the documents arrive - email, scan, portal. Read access to orders and delivery notes; without them there is nothing to check against. The posting logic in writing, once: which cost centre applies when. Nothing more is needed to start.
Across 200 real documents, supplier, purchase order and cost centre are matched correctly in at least 95 %. Every discrepancy between invoice and order ends up in the clarification loop, not in the ledger. No posting without a reference to the document it came from.
3 to 5 weeks, depending on the number of document formats.
The unambiguous part runs through. Anything with a discrepancy, a missing order or an unusual amount goes to a person - together with the reason why.
With very small document volumes the effort does not pay. Below roughly 300 documents a month the saving is smaller than the upkeep.
This page shows the fit in tax practices. The process itself is sector-independent - what matters is whether it repeats.
Invoice processing in generalYou tell us where your time goes. We put it in writing: what is worth automating, and roughly what that costs.
