Incoming Invoices Without Re-typing
Invoices arrive via email, post, or as a photo. AI reads the important fields, recognizes known suppliers, and warns about duplicates. For amounts exceeding a defined limit, the invoice requires approval.
Outgoing Invoices, E-invoicing, and Debt Collection
From an accepted quote, an order and invoice are created with a few clicks. The format is important: In Germany, companies must be able to receive e-invoices starting in 2025, with the obligation to issue them following gradually. E-invoicing is also becoming standard in other EU countries.
Open items are monitored. After set deadlines, payment reminders and dunning notices are generated, which can be reviewed before sending.
Assign Payments and Hand Over to Tax Advisor
Bank statements can be imported, and AI assigns payments to open invoices using reference, amount, and name. Uncertain matches land on a review list. An export, for example in DATEV format, is generated for the tax advisor.
Who Does What?
AIRIS Prepares
- Read Invoices: Supplier, number, date, amounts, tax, and IBAN from PDF or photo, with duplicate checking.
- E-invoicing and DATEV: XRechnung for sending, DATEV export for tax advisors, SEPA file for transfers.
- Debt Collection: Multi-stage reminders according to your deadlines.
- Invoices from the Inbox: Invoice attachments in emails are captured directly.
You Decide
- Approve Transfers: Always a Human.
- Tax classification and closing remain with the tax advisor.
- Verify amounts read from difficult-to-read documents.
