Tag: bookkeeping
Automated DATEV Export Preparation and Validation
This skill automates the preparation and validation of data required for a DATEV export. It systematically checks company settings, transaction categorization, and missing receipts before triggering the final EXTF CSV package.
Suggests and manages SKR chart of accounts categories
This skill assists Small and Medium Enterprises (SMEs) in identifying or creating correct bookkeeping categories within the German SKR chart of accounts. It supports both fast code lookups and AI-driven semantic matching against the full ca…
Automated Monthly Financial Reconciliation and Closing
This skill guides the user through a comprehensive monthly financial reconciliation, automating transaction categorization, matching invoices, and verifying outstanding payments. It concludes by generating tax reports and providing a detail…
Automated Bank Transaction Categorization and Reconciliation
This skill automates the review and categorization of uncategorized bank transactions, supporting both freelance and SME accounting workflows. It intelligently suggests categories, matches payments to invoices, and facilitates the attachmen…