Tax Advisory
AI for Tax Firms
Your staff answers regulatory questions in seconds, not hours. Incoming invoices get extracted and pushed to DATEV automatically. The knowledge stays — even when employees leave.
Problems your firm knows too well
Hours spent searching through regulatory documents for a single answer — every time a client asks
Manual invoice data entry into DATEV, one field at a time, hundreds of documents per month
Critical knowledge locked in experienced employees' heads — one retirement creates a gap
Client file requests that mean digging through folders, not typing a question
How it works in your firm
From document upload to DATEV push — five steps, fully automatic after setup.
Upload your library
Tax regulations, client correspondence, internal guidelines — upload everything. The system accepts PDF, Word, and scanned documents.
AI indexes everything
Every document — regulations, correspondence, client files — is processed and indexed. Staff can query the full archive from the first day.
Staff asks questions
Your team types questions in German. The AI returns sourced answers with document names and page numbers.
Invoices get extracted
Incoming invoices are processed automatically. Invoice number, amount, due date, tax ID — extracted and pushed to DATEV.
Team gets notified
Slack summary every morning: documents processed, invoices pushed, questions answered. Your team starts the day informed.
What changes in your firm
Invoice processing in seconds
Each invoice goes from PDF to DATEV entry without manual data entry. Confidence scoring catches edge cases for human review.
Regulatory answers in seconds
Your staff types a question, gets a sourced answer with page numbers. No more digging through folders or asking the senior partner.
Knowledge that stays
When employees leave, the answers they knew stay in the system — indexed, searchable, attributed to the right document.
See it with tax firm data.
Book a 30-minute demo. We show the system answering tax questions and extracting invoice data — on sample data from your industry.
Or email us at contact@ailoopwise.com