Accounting Automation

Receipt intake, invoice capture and handover to your accountant, automated with Xero, DATEV, lexoffice or sevDesk.

The problem

Collecting receipts, capturing invoices, matching payments and preparing everything for your accountant: bookkeeping prep eats hours every month. The information is scattered across inboxes, shop systems and bank accounts.

What is included

Automatic receipt intake from email, upload or messenger
Extraction and pre-entry of incoming invoices
Transfer of outgoing invoices from your shop, CRM or spreadsheet
Integration with Xero, lexoffice, sevDesk or DATEV Unternehmen online
Structured filing for handover to your accountant
Alerts for missing receipts or discrepancies
Optional: ongoing support and adjustments

What you get

Workflows running for receipt intake and invoice capture
Integration with your accounting software
Folder and naming structure for your receipt archive
Documentation for you and your accountant

Process

How it works

01
Review the current setup
We find out where receipts come from, which software you use and what your accountant needs.
02
Build workflows
We set up and connect intake, extraction, transfer and filing.
03
Trial month
We accompany one accounting period and review the results with you.
04
Hand over
The automation runs, and you and your accountant receive the documentation.

Examples

Related projects and demos

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Client project

Review management company, Germany · Review & reputation management

Automation suite for a review management company

Two Make.com automations: a pipeline from review monitoring to sales outreach, and a bill processing flow using Telegram, AI text recognition and Xero.

Make.comApifyMonday.comTelegram

Details

Live demoSaaS / software concept

Klarbord

Business dashboard of a fictional SaaS app: customers, invoices, workflow runs and KPIs with sample data, search, filters and status – a concept for internal tools and customer portals.

View demo Details

FAQ

Questions about this service

Does this replace my accountant?

No. We automate the groundwork: collecting, reading, matching and handing over documents. Bookkeeping, review and tax advice stay with your accountant.

Does it work with DATEV?

Yes, through the intended interfaces such as DATEV Unternehmen online. We agree the best route with your accounting firm, since it depends on how they work.

What happens to unclear receipts?

They are not simply transferred; they are flagged and come to you for review. We process data through providers with data processing agreements, and the originals stay in your storage.

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