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.
What can AI do in a tax advisory firm?
AILoopwise builds AI for tax advisors and their firms: your team answers regulatory questions from its own document library, with page numbers, and incoming invoices are extracted and passed to DATEV. The system works inside the tools your team already uses.
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
- Upload your library
- AI indexes everything
- Staff asks questions
- Invoices get extracted
- Team gets notified
- Team gets notifiedA morning summary in the tools your team already uses — e.g. Slack, where the project needs it: documents processed, invoices pushed, questions answered.
From document upload to DATEV push — five steps. Every draft goes to a person in your firm for release before it is handed to DATEV.
Step 5 of 5: Team gets notified
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.
Free working document
20 questions to ask your AI vendor — before client data flows
A vendor questionnaire for professional firms: confidentiality and contract (§62a StBerG, §203 StGB), architecture and isolation — and the inference-layer question almost nobody asks. With the warning sign hidden in each answer. No signup required.
Questions about AI in tax firms
What can AI do in a tax advisory firm?
AILoopwise builds AI for tax advisors and their firms: your team answers regulatory questions from its own document library, with page numbers, and incoming invoices are extracted and passed to DATEV. The system works inside the tools your team already uses.
Is AI in a tax firm compatible with professional secrecy under § 203 StGB?
We settle that with you per project, before the build: where each part of the system runs and who can access the data.
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