Features in detail.
Everything that comes together after closing.
Banking, cash book, receipts, invoices, staff and DATEV work together in one flow. Here is what each feature actually does.
10
Feature areas
1000+
Banks
few min
Daily check
DATEV
prepared
01 / 10
Banking integration
Connect business accounts and review transactions
Connect your business account and see bank transactions directly in the app. New movements are loaded regularly and can be refreshed manually when needed.
What you notice day to day
Connect business accounts and see transactions in the app
Review payments before they enter the accounting workflow
Attach receipts, invoices and categories to the right payment
Keep several accounts visible in one place
What happens in the background
Your bank is already supported.
Thousands of German banks connect directly — savings banks, cooperative banks, direct banks and business accounts.
02 / 10
Daily revenue
Daily close without Excel or handwritten notes
Enter daily revenue after closing. BuchhaltIQ helps you keep payment methods, VAT and open days cleanly in view.
What you notice day to day
Record the daily close without Excel or paper lists
Separate cash, card, invoice and voucher payments
Split 7% and 19% VAT clearly
Spot open days immediately in the calendar
Payment methods by industry
03 / 10
Customers & invoices
Create invoices and keep payments traceable
Create customers, generate invoices as PDFs and keep unpaid amounts visible. Incoming payments, partial payments and reminders stay traceable.
What you notice day to day
Create customers and invoices as PDFs
Share or send invoices from the app
Track incoming and partial payments
Follow overdue invoices and reminders cleanly
Invoice workflow
04 / 10
Contract tracking
Keep recurring costs in view
BuchhaltIQ recognizes recurring debits and suggests them as contracts, so you see faster which fixed costs repeat each month.
What you notice day to day
See recurring debits as contract suggestions
Track fixed costs like leasing, energy or insurance
Store contract documents directly on the contract
Plan the monthly fixed-cost base more clearly
How suggestions are created
05 / 10
Live dashboard
Bank, cash and open tasks at a glance
The dashboard shows what sits in bank and cash, which income and expenses are running this month and where something still needs attention.
What you notice day to day
See bank, cash, income and expenses in one view
Recognize missing receipts or categories immediately
Compare fixed costs with monthly revenue
Switch between gross and net views as needed
Dashboard data
06 / 10
AI categorization
Category suggestions instead of manual pre-sorting
BuchhaltIQ suggests fitting categories for payments. You review the suggestions and keep the decision in your hands.
What you notice day to day
BuchhaltIQ suggests suitable categories
You review and confirm each suggestion
Recurring merchants are recognized faster next time
Uncertain suggestions remain visible and controllable
How AI helps
07 / 10
Receipt management
Scan receipts and match them to payments
Scan or upload receipts. BuchhaltIQ prepares amount, date and merchant and suggests matching payments for linking.
What you notice day to day
Scan or upload receipts
Amount, date and merchant are prepared
Matching payment is suggested
Missing receipts are easy to spot
Receipt processing
08 / 10
Cash book
Digital cash book for daily operations
Run cash movements digitally and prepare month-end and tax-advisor documents cleanly.
What you notice day to day
Record cash movements digitally instead of by hand
Keep daily reports with cash balance and VAT
Close a month and keep it unchanged afterwards
Prepare entries cleanly for the tax advisor
Cash book system
09 / 10
DATEV export
Prepare month-end for the tax advisor
At month-end, BuchhaltIQ guides you through review, closing and export, so bookings, receipts and reports are prepared in a structured way.
What you notice day to day
Review first, then close the month
Export bookings, receipts and reports together
Prepare data cleanly for the tax advisor
Certified DATEV invoice data service 1.0 ready to use
Export for tax advisors
10 / 10
Staff management
Prepare staff, times and payroll data
Maintain employee data, record working times and prepare relevant payroll data for the tax advisor.
What you notice day to day
Keep employee data in one place
Record working times and absences
Handle night shifts across midnight cleanly
Prepare payroll data for the tax advisor
DATEV integration
Everything in one product
If the features fit your daily work, the pricing is easy to compare.
Every plan includes the same feature set. You only choose whether you want to pay monthly, semi-annually or annually.
The flow behind it.
A daily close that is connected from start to finish.
Update bank data
Transactions enter the workflow from the banking context.
Review revenue
Daily reports, payment methods and cash balance are reviewed.
Match receipts
Receipts, categories and invoices are matched directly.
Prepare DATEV
At month-end, this turns into a clean export.
Bring accounting to the place
where your business really happens.
Pricing, subscription setup and legal documents stay on the website. The daily work happens in the app.