Client Mail and Documents
Documents arrive via email, as photos, or paper stacks. An AI assigns them to the client, reads out important fields, and flags unclear items for follow-up. Emails are sorted by concern, and standard replies are prepared.
Keeping Deadlines in View
Submission deadlines, advance payments, objection deadlines: Recurring deadlines can be stored as fixed workflows that provide timely reminders and create tasks for the team.
Better Data from Clients
When clients manage their accounting with AI, more order arrives at the firm:
- Incoming invoices are already read and checked.
- Payments are assigned to invoices.
- The export comes in a familiar format, for example, DATEV.
- Cash books are maintained securely against alteration.
Who Does What?
AIRIS Prepares
- DivineMail: Sort client mail, summarize, and prepare replies.
- Workflows with Deadlines: Deadlines as fixed workflows with reminders and tasks for the team.
- DivineFinance for Clients: Read documents, assign payments, DATEV export for the firm.
- DivineTasks: Tasks per client, personal or team-based.
You Decide
- Tax assessment, planning, and consulting remain with the firm.
- The firm checks accounts and tax codes from an automatic export.
- Client data is subject to confidentiality: Systems only with appropriate contracts.
