Sorting documents, reminding clients of missing paperwork, tracking deadlines: a digital colleague handles the case processing, your team gives the sign-off.
Paper receipts, scans, email attachments, and DATEV Unternehmen online all arrive unsorted. Every bookkeeper sorts and codes them by hand before the actual work even starts.
Before every closing, bank statements, invoices, or receipts from individual clients are missing. Chasing them by phone or email eats time and often gets pushed off.
VAT pre-filings, payroll tax, annual financial statements: with several hundred clients on the books, it's easy to lose track of which deadline is about to slip next.
Questions about bookings, status checks on tax assessments, reminders for signatures: the same requests get answered manually, month after month.
There are surely spots in this process that are unique to you, where time is lost every day. Those are exactly the ones we take on.
The agent prepares, you give the sign-off.
Captures incoming documents from scans, email, and online inboxes, assigns them to accounts and clients, and prepares the booking proposal for review.
Spots gaps before the closing and writes to clients automatically, with a clear list of what's still missing. Escalates to your team if nothing arrives after a second reminder.
Keeps VAT pre-filings, payroll tax dates, and closing deadlines in view per client, and flags in good time when a date is getting tight, instead of it getting buried in the calendar.
Answers recurring client questions about status and simple matters using stored information; complex cases go straight to the responsible team member.
Reconciles booking data against DATEV, flags discrepancies, and prepares an auditable overview before your team gives final sign-off.
The individual checks, exceptions and rules that apply only at your company, the digital employee handles them just the same. That is the tailored fit.
What your team does by hand today, and what stays.
| Task | Today, by hand | With the digital employee |
|---|---|---|
| Client setup & onboarding | Send around a questionnaire, type in data, chase repeatedly | The client explains everything in a guided conversation; the agent asks for anything missing and sets up the client and master data |
| Maintaining master data | Type in address, bank and personnel changes from email or phone | The change is read out, fields are pre-filled and written after your approval |
| Feeding in documents | Review, assign to the right client, upload, request what is missing | The document is assigned and imported; the agent requests anything missing itself |
| Payroll preparation | Collect monthly changes and type them into the payroll program | Notifications arrive structured and are handed over after approval |
| Deadlines & resubmission | Read notices, remember the deadline, create a resubmission, remind | The deadline is detected, resubmission and task created, the client reminded |
| Client correspondence | Write standard emails and letters yourself | Drafted in your firm's tone with real client data; your team reads and sends |
| Inbox | Review mail and email, assign, file, forward | Classified, assigned, filed and routed to agent or human |
DATEV stays your bookkeeping logic. Bee Hub collects the unstructured input up front (email, messages, paper), writes it back in structured form, and produces the finished documents at the end.
Capture incoming invoices, check against the purchase order, prepare the coding.
Triage inboxes, route them, prepare them. Part of practically every digital employee.
Answers from your documents, with source. Basic knowledge base always included free.
Eight specialist sparring partners (sales, purchasing, costing, controlling …) on your real numbers. Add-on, for existing customers.
Open items, staged payment reminders, deadlines and follow-ups all in view.
Internal AI chat on your data. Ask instead of search. Included with every employee.
Less case processing, more time for the clients who need advice.
In 30 minutes, we'll show you the concrete leverage point in one of your processes.