← Back to HEINI

HEINI · HEINI in Accounting

Receipts pre-sorted. DATEV runs along.

The accounting colleague reads receipts, suggests the account and prepares the hand-over to your tax advisor — GoBD preparation, you approve.

Assess scope, data and required integrations on your own workflow.

  • Accounting
  • Assess the scope together
See the product proof

Example workflow

Receipts pre-sorted. DATEV runs along.

The accounting colleague reads receipts, suggests the account and prepares the hand-over to your tax advisor — GoBD preparation, you approve.

HEINI Illustrated example workflow
Illustration · example workflow: From document to a clear decision.
Illustration · example workflow: From document to a clear decision.
Guided example · example data Connected
The request

The invoice and purchase order show different amounts.

Nothing has been sent or changed yet.

What HEINI takes off your desk

What HEINI prepares here

  1. 01

    Task 1

    Reads receipts and suggests the account (SKR03 / SKR04)

  2. 02

    Task 2

    Prepares the DATEV hand-over — no double entry

  3. 03

    Task 3

    Open items and dunning in view

Explore the workflow and further possibilities

How the work moves forward

How the work moves forward

The accounting colleague reads receipts, suggests the account and prepares the hand-over to your tax advisor — GoBD preparation, you approve.

  1. 01

    The request

    The invoice and purchase order show different amounts.

  2. 02

    Still to clarify

    The reason for the discrepancy needs clarification.

  3. 03

    Prepared

    The document, proposed account and discrepancy are ready for review.

What is already included

How the work connects

01Accounting

Explore this work area and its approvals.

Explore the workflow
02Receipts

Explore this work area and its approvals.

Explore the workflow
03HEINI and SUSI in conversation

All work areas, Predictions and supervision at a glance.

Meet the whole team

Trust · human decision

Prepared by HEINI. Decided by you.

Assess scope, data and required integrations on your own workflow.

Security facts
Prepared product state Review and approve the next step
Still to clarify
The reason for the discrepancy needs clarification.
Prepared
The document, proposed account and discrepancy are ready for review.
Nothing has been sent or changed yet.

Your business. Your case.

See HEINI in Accounting.

Assess scope, data and required integrations on your own workflow.

See HEINI on your own case