Manual client assignment
Documents have to be checked one by one and assigned to the right client.
For tax firms and bookkeeping offices
Your clients. Your documents. Less manual work.
Automate the capture, assignment and review of incoming documents. Bürokratie-Copilot prepares structured data for your DATEV export – with clear review processes and traceable results.
More overview. Less routine. Traceable control.
Document workflow
Document intakePDF · E-mail · Scan
Document recognitionAI recognition
Client assignmentSuggested automatically
Data reviewUnclear values flagged
DATEV exportStructured data
Document types
880Documents per month
- Invoices59%
- Receipts26%
- Bank statements10%
- Other5%
0
Documents per month
0 s
Recognition time per document
Sample data – no guarantee
Everyday reality in many firms
How much time does manual document processing cost your firm?
Repeated data entry
Invoice data is taken from documents and entered again in other systems.
Missing or unclear details
Illegible documents, missing pages and incomplete data must be spotted and clarified.
Duplicate documents
Already processed documents can arrive again and must be recognised reliably.
Laborious export preparation
Data must be checked and brought into the right format before the DATEV export.
Little transparency
Without traceable status information it is hard to see which documents are done, faulty or still open.
Time per document: manual vs. with Copilot
Capture an invoice
2 Min.
Assign a document
1 Min.
Review the data
2 Min.
With Copilot Manual
Sample values for typical single documents – the actual time depends on the document and the process.
The path of a document
From the incoming document to the prepared DATEV export
1. Document intake
Documents are taken in through the input channels that are actually supported.
2. Document recognition
The system recognises the document type and extracts relevant information.
3. Client assignment
Documents are assigned to the right client based on defined criteria. Uncertain cases are flagged.
4. Data review
Required fields, duplicate documents and conspicuous values are checked.
5. Manual approval
Staff review unclear cases and confirm or correct the results.
6. DATEV export
Reviewed data is prepared and output in the export format that is actually supported.
The illustration shows the planned processing flow. We show the currently supported input channels and functions in the live demo.
Features
What Bürokratie-Copilot supports
Intelligent document capture
Extract relevant details from supported documents in a structured way.
Client management and assignment
Assign documents to the right client and flag uncertain results for review.
Duplicate detection
Identify possible duplicate documents before they are processed again.
Quality control
Make missing required fields, illegible documents and conspicuous values visible.
Review and approval process
Staff can check, correct and approve results.
DATEV export preparation
Export reviewed data for the DATEV import process that is currently supported.
Traceable processing
Document status, corrections and export runs in a traceable way, where these functions are implemented.
Organisation across clients
Manage several clients in one structured workflow, with consistent data separation and role-based access rights.
DATEV connection
Structured data for your DATEV workflow
Bürokratie-Copilot supports the preparation of structured booking data and document information for the DATEV export. The goal is to reduce manual intermediate steps and to review the data traceably before further processing.
Current version: file exportNo direct API integration
The concrete export process depends on the DATEV procedure you use and your firm's configuration.
- Preparation of structured booking data and document information
- Check of required fields before the export
- Check of the export format
- Traceable export result
- Visible errors and correction options before output
Export status
- Booking data preparedOK
- Required fields checkedOK
- Export format checkedOK
- Export file readyOK
Sample data – no guarantee
Not an official DATEV product and no official DATEV partnership. "DATEV export" means the preparation of structured data for import into your DATEV applications.
People and automation
Automation with control by your team
Not every document is unambiguous. That is why unclear results must stay visible and reviewable by staff.
Unclear cases are flagged
Documents that cannot be clearly recognised or assigned do not slip unnoticed into the export – they are visibly marked.
Staff keep the final say
Results are checked, corrected and approved by your team. No document is exported without approval.
Changes stay traceable
Relevant processing steps and corrections are documented, where these functions are technically supported.
Estimate the time value
How much working time can automation save?
Estimate the values for your firm – the result is calculated directly and never leaves your browser.
How much working time can automation save?
Estimate the values for your firm – the result is calculated directly and never leaves your browser.
All values are estimates and no guarantee of concrete savings. Also consider manual review, error cases, rollout and operating costs. The actual time saving depends on your processes and how the automation is implemented in your firm.
Estimate the time value
- Processing time today per month
- 125.0 Std.
- Estimated saving per month
- 50.0 Std.
- Time value per month
- €2,250
- Time value per year
- €27,000
Your savings over 12 months
Cumulative savings
Calculated from your inputs – an estimate, not a guarantee. Sample data – no guarantee
Privacy and security
Confidential client data deserves special care
Bürokratie-Copilot separates client data consistently and relies on role-based access rights. The concrete security measures are agreed per deployment model and documented in writing.
Data storage
Details will be added before publication.
Access control
Details will be added before publication.
Processing and deletion
Details will be added before publication.
Data transfer
Details will be added before publication.
External AI services
Details will be added before publication.
Contractual basis (DPA)
Details will be added before publication.
Processing logs
Details will be added before publication.
Information on data storage, transfer, deletion, the AI services used and the contractual basis will only be published after confirmation by the provider.
Offer
Individual terms for your firm
The first version deliberately publishes no flat-rate tariffs. The right scope depends on your number of clients, your document volume and your DATEV procedure.
- No flat-rate pricing – an offer based on your scope of use
- Pilot project with clear review criteria possible
- Terms are agreed in writing in advance
Frequent questions
Answers to the most important questions
Which tax firms is Bürokratie-Copilot suited for?
Bürokratie-Copilot is aimed at small and medium-sized tax firms and bookkeeping offices that process many documents for different clients and are looking for a structured transition to DATEV processing. Whether the current feature set fits your firm is something we clarify together in the live demo.
Which documents can be processed?
Bürokratie-Copilot is designed for typical client documents such as invoices. Which document types are supported in the current version and how further types are added, we show you in the live demo using sample data.
How are documents assigned to clients?
Documents are assigned to the right client based on defined criteria. Cases where the assignment is uncertain are flagged and reviewed by staff – no document is pushed through without review.
What happens when a document is illegible or incomplete?
Illegible or incomplete documents are visibly marked as needing review and moved into the review and approval queue. Your team decides whether details are corrected, completed or followed up with the client.
How does the DATEV export work?
In the current version, reviewed data is prepared and output in the supported file format for DATEV import. The concrete export process depends on the DATEV procedure and your firm's configuration – we discuss this individually in the demo.
Does Bürokratie-Copilot support a direct DATEV API integration?
No. In the current version the export is a file. A direct API integration or automatic synchronisation with DATEV is currently not part of the product and is not advertised as an available feature.
How are confidential client data protected?
Client data is handled according to the principle of consistent separation between clients and role-based access rights. The concrete measures for data storage, transfer, deletion and the service providers used depend on the deployment model and are documented in writing before the contract is signed – including the required data processing agreements.
Does my team have to trust the AI results without checking them?
No. Unclear results stay visible and must be reviewed by staff. Your team keeps the final say: before the export, a person confirms or corrects the results. Error-free recognition is not promised.
How does a pilot project work?
We start with a joint conversation about your typical document process: input channels, document types, client structure and your DATEV procedure. Based on that we define a manageable pilot scope with clear review criteria and evaluate the results together. The process is agreed individually – without blanket date promises.
How is the price calculated?
The first version publishes no flat-rate tariffs. The terms depend on your firm's scope of use and are offered individually. Request an offer or discuss a pilot project with us.
Live demo
See how Bürokratie-Copilot fits into your everyday work.
Let us talk through a typical document process from your firm and check where automation makes sense.
- No obligation – the demo is non-binding
- We show the current feature set using sample data
- We do not use real client data for the demo