One cockpit for your entire company.

Complete outbound document workflow per company — from quote to reversal, GoBD-compliant.

• Document types: quote, order confirmation, invoice, partial/interim/final invoice, credit note, delivery note, letter
• Number ranges per document type and company (format, counter)
• Letterhead per company (PDF background, logo, footers)
• Convert documents (quote → order → invoice → credit note) and duplicate ("as template")
• Share quotes publicly with accept/decline
• Text templates per document type (header/footer, default presets)
• Status tabs incl. due filter with a "for X days" indicator
• Recurring / subscription invoices with a wizard
• VAT rules: § 4 exempt, § 13b reverse charge, EU supply, third country (incl. PDF note)
• XRechnung / EN 16931 e-invoice
• Document dispatch straight from the system (email, post, SMS with a dispatch log)
• Digital quote signature with a log PDF (session, IP, device, browser)
• Draft PDF with a diagonal DRAFT watermark
• Reversal workflow: reversal credit note as counter-document, original kept GoBD-compliant

Open items at a glance, multi-stage dunning and the handover to collections/legal.

• 360° cockpit with clickable due-date buckets (invoice list with delay and dunning level)
• Open-item list with partial-payment balance
• Dunning texts editable per level (placeholders for company, number, amount, deadline)
• Dunning runs with amount thresholds and escalation deadlines
• Dunning by email, post (incl. registered mail with proof of delivery) and SMS
• Collections dry run (test invoice through the full dunning chain)
• One-click handover of the complete file to the legal module
• Resubmission dashboard (open matters, deadlines, drafts)
• Automatic payment assignment from bank transactions
• Dunning block per document

Legal cases as a kanban board with deadline automation, payment plans and partner access.

• Case board across 7 phases (kanban) with drag & drop
• Bidirectional ticket sync with configurable phase mapping
• Sync balance and status inventory with a warning list
• Handover-package checklist as a hard gate
• Payment plans with delay escalation
• Deadline automation (limitation 6/3/1 months, long-term resubmission of titled claims)
• Interest calculation (base rate + 9/5 percentage points)
• RVG cost analysis (1.3 fee scale)
• Payment reconciliation per case
• Partner portal for legal service providers with their own view

Read statements in bulk, enrich transactions and assign them cleanly.

• Bulk statement upload (PDF/JPG/PNG/CSV/XLSX + ZIP) with AI extraction
• Auto company assignment by IBAN, renaming by scheme, duplicate and gap detection
• Balances as anchors + end-of-day time series per account
• Category and reference harmonization with learning rules
• AI enrichment per transaction (category pills with an AI marker)
• Resolve credit-card statements (PDF → line items per category with a total check)
• Transaction splitting (break a batch booking into items, manually or by AI)
• Returned-debit matching
• Bank API connection (FinTS/finAPI) — prepared, provider decision open planned

Planning matrix, scenarios and controller metrics across all companies.

• Planning matrix (categories × months, actuals automatic, plan editable)
• Best/base/worst scenarios
• Forecast from receivables and payables
• Learning category suggestions, company and category filters
• Controller metrics (earnings position, cost ratios with a traffic light, cash cards)
• Credit-card line items flow into the matrix
• Consolidated group BWA with intercompany revenue netted out
• Bank-package PDF (BWA, open-item lists, cash flow) per company and for the group
• Amortization schedules from loans/leasing as outflows in the planning grid planned
• Expansion of the scenario forecast (best/worst case) planned

Preparatory accounting with analyses and export to the tax advisor.

• P&L and VAT-return views
• BWA-style report contrasting income and expenses per year with prior-year comparison
• Accounts and cost centers, fixed costs
• Cash book
• Asset accounting and depreciation (straight-line/declining-balance with switch, low-value immediate write-off)
• Intercompany recharge: one company pays, proportional allocation to sister companies with offsetting document
• Break a credit-card summary posting into individual items via AI
• Incoming invoices and suppliers with creditor numbers
• Payment assignment
• DATEV booking batch (EXTF format 700, SKR03/04, mixed tax rates)
• Tax-advisor export with read-only access
• Direct ELSTER submission (views available, transmission to follow) planned

AI document recognition, automatic filing and sharing — one inbox for everything.

• DMS with AI document recognition, matter assignment, automatic filing and renaming
• Document file across all related documents of a matter
• Statement, contract and document-fetch import through one shared intake
• ZUGFeRD/XRechnung XML extraction (without AI)
• Files and share links with an expiry date and password
• PDF preview images and compression
• Appointment detection with calendar invites (travel/appointment/return) incl. scan attachment
• Automatic deadline detection on import (objection, appeal, payment deadlines)
• Approval workflows (invoice approval) and due-diligence export planned

Digital personnel file, time tracking and absences — one source for ERP and employee portal.

• Shared personnel file (ERP + employee portal) with a change workflow and log
• Complete master data (person, contact, employment, pay/bank, DATEV, emergency contact)
• Employee notes and reminders (contract end, end of probation, etc.)
• Time tracking: punch clock, harmonized times from multiple sources, clock-out lock
• Attendance and absences with a team calendar, monthly calendar, KPIs and overtime history
• Absence request with an approval workflow, deputy and eAU note
• Real-time attendance board (in/out, location, daily total)
• Performance: feedback, review cycles with questionnaires, goals (OKR-light)
• Shift planning (monthly plan, staffing traffic light, series, minimum staffing)
• Full costs and hourly rates with exact employer social contributions per fund
• AAG reimbursements (U1/U2 reconciliation of sick days ↔ fund reimbursements)
• Leave quotas, HR KPIs, org chart
• Public holidays automatically per the employee's federal state
• Compensation components with validity, exit documentation
• Daily approval of time tracking per employee and day
• Working-time and leave models (full-time/part-time/mini-job/working student) assigned per employee
• Employment-contract generator (personal data, working time, pay incl. capital-forming benefits/holiday & Christmas pay, probation)
• Time-tracking clearing: net working-time reconciliation between clock and HR system (e.g. TimeMoto vs. Personio)
• Staff mail with delivery and read receipt
• Automatic payroll import and admin re-evaluation of individual time blocks planned

From applicant to instruction — onboarding and records included.

• Applicant management with connections to recruiting platforms
• Courses and onboarding (video courses with sections, lessons, learning progress)
• On-/offboarding checklists
• Occupational-safety instructions with confirmation and record
• Occupational-safety expansion: target groups per department, risk matrix, escalation on overdue planned

Customer master and pipeline across all companies in the group — the marketing suite to follow.

• Customer master and customer 360° (avg. payment time, open items, history)
• Group-wide customer search across all companies and accounting instances (incl. live scan)
• CRM overview and pipeline (kanban with deal phases, forecast)
• Marketing suite: post planning, newsletter/email and WhatsApp campaigns, reach analysis planned
• Form builder and automation recipes planned

Vehicles, devices, contracts and properties — relationally linked instead of scattered across lists.

• Vehicles with registration upload, inspection deadlines and employee assignment
• Devices and handovers with a handover protocol
• Financing and leasing, intercompany loans, rental agreements
• Contracts and notary matters with cancellation early-warning periods
• Real estate (properties, defect list as PDF, checking off)
• Inventory: keys, RFID, transmitters, credit cards, software licenses
• Procurement workflow: request → approval → order → receipt → handover declaration

Three external portals on the same data — each role sees only its area.

• Customer portal: dashboard, documents, orders, requests & service, files, profile
• Employee portal: attendance/absence, performance, team, courses, documents, receipt upload
• Partner portal: case board, sync, news, profile
• Live chat customer ↔ team with AI handover, takeover and history
• Chat center across all companies (my/all chats, tone and badge)
• Two-step login with mandatory two-factor (TOTP, SMS)
• Messaging channels (WhatsApp, Instagram, Messenger, website widget) planned

Internal portal with building-block widgets, news and announcements.

• Intranet builder (sections, tiles with flexible width and height, drag & drop)
• 10 widget types (public holidays per state, birthdays, new colleagues, quotes, etc.)
• News and announcements with a feed
• Knowledge base with articles, structured page tree and semantic search
• Add DMS documents as knowledge sources and index them (role- and company-aware)

The assistant inside the cockpit — role-based, secured server-side.

• Permission matrix (role × topic area, enforced server-side, violation log)
• Data agent in the ERP (information about company data), narrow portal modes
• Navigation on command (opens pages, scrolls to a section, sets filters)
• Actions (create tickets, hand a chat over to humans)
• Voice dialog (hands-free: pause detection, automatic read-out of answers)
• Announcement guard and hard timeouts at all call sites
• Hard technical demo lock and a table whitelist per role planned

Docked onto accounting, HR, time tracking, CRM, ticketing and more.

• Accounting connection with multiple instances per company
• HR, time-tracking, CRM and ticket-system connections (bidirectional)
• HubSpot explorer: browse and display imported CRM objects
• Afterbuy connector (XML API) for e-commerce orders in a source-neutral order table
• Automatic document fetch and e-commerce connection
• Prepared direct integrations: PayPal, DATEV sync, ELSTER advance VAT, eAU
• Letter-dispatch service (post and registered mail with proof of delivery)
• Email dispatch (SMTP per company) and SMS dispatch
• Inbox import from Microsoft 365
• External-partner directory (14 categories) with AI creation and completion
• All API accesses with a live test, lock logic and masked keys

User center, white-label and hardening — built for continuous operation.

• User center for all four portals (activation, account actions)
• Invite by email and SMS, password and 2FA reset, blocking
• Portal jump: as management, step directly into the employee or customer portal
• Feature flags: show/hide sections per role
• Email digest: daily/weekly summary of due documents, requests and enquiries per user
• Visitor management (on-site appointments, reception)
• Patch management with status, logs and controlled execution
• White-label/branding per company (logo, colors, favicon, imprint)
• Setup wizard, audit log, security hardening (CSP, path-traversal protection)
• Build guard with automatic cache refresh on a new deploy