One shared view for everything that belongs together each day.

Bank transactions remain visible in the ongoing working view. This makes it possible to review account movements, assign the right receipts and flag unresolved transactions early.

In day-to-day work, new account movements remain visible, are brought together with the available documents and are only completed once the transaction has been processed in a traceable way.

Incoming receipts, invoices created in BuchhaltIQ and e-invoices remain available wherever they are needed in the operating workflow. BuchhaltIQ supports Factur-X/ZUGFeRD and XRechnung.

Documents are captured in an orderly way and linked to the appropriate transaction. Missing supporting documents, invoice details and corrections are therefore identified before the month is passed to the tax advisory firm.

Cash movements arise every day. BuchhaltIQ keeps them traceable in the ongoing working view and helps prepare the cash position for month-end close.

The cash position and supporting documents are reviewed together. This allows the cash book to be prepared continuously instead of having to search for discrepancies at the end of the month.

Missing receipts, unresolved transactions and outstanding tasks do not first become visible at month-end. The business can see what should be clarified next.

Outstanding information remains attached to the relevant transaction. The team can therefore continue working purposefully without maintaining an additional task list in emails, chats or spreadsheets.

The month-end assistant guides users through the transactions that should still be reviewed before the month changes. Open receipts, assignments and internal approvals remain visible in context.

Only once the shared working view is traceable is the month prepared for the agreed tax-firm workflow. Professional bookkeeping and tax review remain the responsibility of the tax advisory firm.

Employees and their personnel, master and transaction data can be managed and reviewed in the business and prepared for the payroll process agreed with the tax advisory firm.

BuchhaltIQ keeps master data, monthly data and absences in one traceable view. Once approved, the firm can continue with the prepared information; payroll itself continues to be processed outside BuchhaltIQ.

The BuchhaltIQ app can be used in German, English, Italian and Turkish. This lets the team work in the same operating workflow even when different languages are preferred day to day.

The language changes the user interface, not the shared data. Receipts, cash, invoices and open transactions remain traceable for everyone involved in the same process.

Depending on the configured setup, DATEV Rechnungsdatenservice 1.0 and DATEV Lohnaustauschdatenservice connect approved receipt and payroll data with DATEV.

Data is provided in a controlled way while the tax advisory firm continues to work in its familiar DATEV environment. BuchhaltIQ replaces neither the firm nor its professional review; setup and further processing are coordinated together.