Practical examples for receipts, banking, cash, month-end close and collaboration with your tax firm.
12 use cases
BuchhaltIQ shows early which documents are still missing and what should be completed next before closing.
Shortly before month-end close, invoices or receipts are still missing for individual bank or card payments.
BuchhaltIQ keeps the affected transactions visible as open items so the team can provide the missing documents directly.
Payments and documents enter one shared workflow so matching does not begin only shortly before handover.
A supplier invoice is already available, but the corresponding transaction only appears in the bank account later.
In BuchhaltIQ, the bank transaction and document remain in the same workflow so the match can be prepared traceably.
A guided status shows which checks are complete and where something is still missing before approval.
At the end of the day or month, the cash balance, supporting documents or individual entries do not yet fully match.
BuchhaltIQ shows which checks are already complete and which cash movement still needs to be clarified before approval.
Receipts, cash questions and follow-ups have visible owners instead of disappearing between chats, emails and folders.
An invoice is missing, a cash question is unresolved and nobody knows clearly who is handling it.
BuchhaltIQ shows the task, the affected transaction and its owner in one shared operating record.
Approved data and documents are organised for further processing by the tax firm.
The month is ready to be handed to the tax firm, but documents and approval statuses are still spread across different places.
BuchhaltIQ bundles the reviewed operating record and, depending on the configured setup, provides approved data through connected DATEV data services for further processing.
Open information becomes visible where it originates. The business and tax firm see the same next step.
Only during processing does the tax firm discover that a receipt or explanation is still missing for a transaction.
BuchhaltIQ keeps open information visible during preparation in the business so it can be clarified before further processing.
Incoming invoices are collected centrally and processed further instead of remaining in individual inboxes.
Invoices arrive in several email inboxes and are handled by different team members.
BuchhaltIQ collects incoming documents in the shared operating record so they do not remain in individual inboxes.
Several businesses use one shared structure for receipts, cash, responsibilities and month-end status.
Another location opens and initially works with its own folders, responsibilities and monthly routines.
With BuchhaltIQ, the agreed workflow for receipts, cash and open tasks can be prepared using the same structure at every location.
The client's daily preparation remains traceable before structured documents reach the tax firm.
A tax firm receives documents from a hospitality business through paper folders, emails and separate file stores.
The client prepares its current operating record in BuchhaltIQ; the tax firm performs the professional review and further processing in the agreed workflow.
