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
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.
The invoice and purchase order show different amounts.
Nothing has been sent or changed yet.
- ContextDATEV, GoBD, bookings
- ResponsibilityResponsible role and agreed permissions
The reason for the discrepancy needs clarification.
The document, proposed account and discrepancy are ready for review.
Nothing has been sent or changed yet.
What HEINI takes off your desk
What HEINI prepares here
- 01
Task 1
Reads receipts and suggests the account (SKR03 / SKR04)
- 02
Task 2
Prepares the DATEV hand-over — no double entry
- 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.
- 01
The request
The invoice and purchase order show different amounts.
- 02
Still to clarify
The reason for the discrepancy needs clarification.
- 03
Prepared
The document, proposed account and discrepancy are ready for review.
What is already included
How the work connects
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- Still to clarify
- The reason for the discrepancy needs clarification.
- Prepared
- The document, proposed account and discrepancy are ready for review.
Your business. Your case.
See HEINI in Accounting.
Assess scope, data and required integrations on your own workflow.
See HEINI on your own case