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Private AI for tax practices
In tax practices, voucher capture costs the most time, and this is exactly the data that must not leave the practice. We build the AI so that it runs on your servers or in your named zone, connects to DATEV, and backs every answer with its source.
DATEVGoBDE-invoicing requirementProfessional confidentiality
Three processes that cost time
| Process | Today | With private AI |
|---|---|---|
| Voucher capture | manual entry and matching, follow-up questions to the client | proposal with account coding and source citation, released by the staff member |
| Client enquiries | searching files, emails and prior-year records | draft answer with the source reference, from your own files, not from the internet |
| Deadlines and changes | reading trade literature and applying it per client, manually | a notice of which client a change affects, with evidence |
The duties, without a scare tone
| Professional confidentiality | processing outside the practice's control is practically unenforceable |
| GoBD | traceability and immutability, hence logging for every answer |
| E-invoicing | format requirements on incoming invoices, the reason for the connection |
Entry package for practices
Voucher capture pilot
X to Y euro
internal operation in 72 hours
One client base, one voucher type, connection to your practice system, acceptance against a measurable figure.