Create and review e-invoices. Without file chaos.
BuchhaltIQ brings outgoing invoices, incoming invoices, cancellations, invoice corrections and preparation for the tax advisory firm into one mobile workflow.
An e-invoice is not a PDF with a new name. What matters is structured data, complete details and the right format for the respective recipient.
Both directions. One invoice workflow.
Incoming and outgoing invoices remain in the same working view, even though the professional steps are different.
Recognize the structure and review the content.
BuchhaltIQ recognizes structured incoming invoices such as ZUGFeRD/Factur-X and XRechnung. The invoice and company data they contain becomes visible in the transaction, while a regular PDF remains clearly identifiable as such.
See what is missing before finalization.
For outgoing invoices, BuchhaltIQ checks important details and considers the recipient type. Depending on the case, the invoice is prepared as Factur-X/ZUGFeRD or XRechnung.
Three files that are often confused.
The transmission channel alone says nothing about the invoice format. What matters is whether a structured data record is present.
- Factur-X / ZUGFeRD
- PDF + XML
A visible PDF with an embedded structured data record. People read the invoice as usual, while systems process the XML.
- XRechnung
- XML
A fully structured format that is particularly relevant for invoices to public authorities. Additional recipient details are often required.
- Regular PDF
- PDF
A PDF remains readable and useful, but without a structured data record it is not an e-invoice. BuchhaltIQ keeps that distinction visible.
Not every invoice follows the same route.
BuchhaltIQ distinguishes between business customers, public authorities and private customers. Additional details are only requested where they belong to the recipient and invoice case.
Cancellations, invoice corrections and credit notes also remain separate transactions. The connection to the original invoice remains traceable instead of combining several cases in one document.
- Business customer
- Company and tax details are checked for the B2B invoice case.
- Public authority
- The routing ID, reference and electronic address are considered where required.
- Private customer
- The transaction remains clearly separate from B2B and public-sector cases.
The e-invoice does not end with the file.
In BuchhaltIQ, invoices form part of the ongoing working view alongside receipts, banking and month-end close. Depending on the setup, approved invoice data can be provided to the tax firm through DATEV Rechnungsdatenservice 1.0.
BuchhaltIQ supports the preparation. Professional bookkeeping, tax review and advice remain the responsibility of the tax advisory firm.
Explore collaboration with the tax firm