Sorting documents, reminding clients of missing paperwork, tracking deadlines: an AI employee handles the processing work, and your team gives final approval.
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 put off.
Advance VAT returns, 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.
Bottlenecks specific to your workflow are included in the scope.
The agent prepares, you approve.
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 drafts the message to the client, with a clear list of what's still missing. Your team approves the sending. Escalates to your team if nothing arrives after a second reminder.
Keeps advance VAT returns, 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 approval.
Your own checks, exceptions and rules, built in like the standard.
What your team does by hand today, and what stays.
| Task | Today, by hand | With the AI 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 extracted, fields are pre-filled and saved 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 | Changes arrive in structured form and are handed over after approval |
| Deadlines & follow-ups | Read notices, remember the deadline, create a follow-up, remind | The deadline is detected, follow-up and task created, the client reminder prepared for approval |
| 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.ai 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 messages, prepare replies. 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 AI employee.
Less processing work, more time for the clients who need advice.
30 minutes, one process from your business.