Automate office processes easily - Finmatics as an assistance system for your tax office
The digital age also offers tax firms new opportunities to make document processing more efficient and to digitize collaboration with their clients. With the intelligent assistants from Finmatics, you can reduce costs thanks to automated processing and create digital added value for your clients - quickly, easily and audit-proof.
This ranges from document scanning to automatic document booking. The modular structure of Finmatics allows you to use any technology that is appropriate for your digital transformation. Finmatics seamlessly integrates with your pre- and main-accounting-systems to streamline and automate processes.
“For several years, we have been processing our documents digitally with our partner Finmatics - our digital processes mean that we are ideally prepared for the digitalization of the firm.”
Management | Schröder & Partner GmbH, Berlin
"With Finmatics, we were able to significantly increase the satisfaction of our clients, 85% of whom we now serve digitally. For us in the office, digitization with Finmatics resulted in time savings of about 50% when scanning documents and a clear, digital work process with DATEV."
Dr. Stefan Thiems
Management | Dr. Thiems & Kollegen Steuerberatungsgesellschaft
Scan & Sort- Scanning documents in the office and at the client's premises
As a tax office, you are often faced with the challenge of scanning your clients' documents. Finmatics' artificial intelligence automatically recognizes the first and last page of a document and separates the documents accordingly. The company code is also recognized automatically. No more manual preparatory work is required, such as assigning barcodes or marking with a stamp.
Automatic booking machine – Book receipts automatically
The Finmatics booking machine is the automation turbo for your document processing. The artificial intelligence of Finmatics automatically extracts the required data from the documents. Master records are also created automatically, G/L account and tax codes are predicted. The Finmatics capture technology is also used in large companies and allows position-precise capturing of documents. This relieves your staff of annoying standard tasks, speeds up your accounting processes (daily accounting), lowers costs and reduces errors to a minimum. Thanks to optional shared service center services, the automatic accounting system can also fully capture handwritten receipts, handwritten cost centers or cash receipts. Your accounting specialists continue to check the processed documents in the usual accounting software.
Mobile app for clients - digitize expense receipts, enter cost centers and approve invoices.
The Finmatics mobile app for Android and iOS gives your clients the opportunity to carry out the essential tasks in the approval process on the move. Viewing invoices, approving them and forwarding them to the tax office for booking, all this is done on-the-go with just a few clicks. Expense receipts can be entered directly on site with a simple photo using your smartphone camera and can then be transferred to the processing process. Help your clients establish clear approval workflows that can be completed quickly and easily "on the go" by those responsible on any device with Internet access. This optimizes the overall process and your clients benefit from this modern digital solution.
AI - supported digital document processing with RZL & Finmatics
law firm WT&AR
The Upper Austrian law firm WT&AR was able to increase its capacities enormously with the digitalization by Finmatics and now process incoming documents more easily and efficiently with Finmatics in RZL.
The digitalization of the Schröder & Partner law firm
law firm Schröder & Partner
"We have been processing our documents digitally with our partner Finmatics for several years - our digital processes mean we are well prepared for the digitization of the tax office." Since 2016, the firm has been working completely digitally with Finmatics.
Tax Firm TREUHAND-UNION Klagenfurt and Millstätter See Tourismus GmbH
Millstätter See Tourismus GmbH
After the digitalization of internal office processes, TREUHAND-UNION Klagenfurt also implemented digital invoice approval solutions with its clients. For example, with Millstätter See Tourismus GmBH.
Easy integration of Finmatics for ERPs and accounting systems:
50% time savings in document processing and smart workflows.Ready-made Finmatics interfaces enable incredibly short implementation time, high automation, and fast ROI.
I’m happy to help
"It is my concern to advise our customers and interested persons in the best possible way and to make the implementation of the intelligent assistants as easy as possible."
Anne Gelhaus, MSc.
T: +43 123 456 789 01