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HEINI · Accounting

Accounting, ready for review.

HEINI assigns documents, matches purchase order, delivery and invoice, and prepares posting and DATEV handoff for review.

Your team reviews the exception instead of every line. HEINI does not provide tax advice and never posts silently in the background.

  • Documents
  • Three-way match
  • Open items
  • DATEV
  • Approval
See the posting proposal

Product proof · Accounting

The original document stays beside the decision.

Keep the original PDF, supplier, case and open question together. Review provenance and assignment beside the document.

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
Incoming invoice

Example conversation

  1. SUSI

    This invoice shows a different purchase order reference.

  2. HEINI

    The original, proposed match and question are ready. You confirm the connection; displaying a document does not mean it has been posted.

What HEINI takes off your desk

Accounting becomes reviewable preparation.

  1. 01

    Less manual assignment

    Document, supplier, order and bank line are connected with their source.

  2. 02

    Exceptions first

    Different amounts, missing evidence and unclear coding visibly return to the responsible role.

  3. 03

    A cleaner handoff

    Only reviewed and approved entries are prepared for accounting or the tax adviser.

Explore the workflow and further possibilities

How the work moves forward

How the work leaves your desk.

Keep the original PDF, supplier, case and open question together. Review provenance and assignment beside the document.

  1. 01

    Understand the input

    An invoice names a different order reference from the case.

  2. 02

    Connect the relevant truth

    Source: Original PDF · Source: Supplier and purchase order · Source: Source history

  3. 03

    Expose the exception

    The assignment has not been confirmed.

  4. 04

    Return a decision

    Document, proposal and question are ready for review. A visible document does not prove that a posting has occurred.

What is already included

From invoice to handoff.

01E-invoice and document

PDF, scan, ZUGFeRD or XRechnung stay connected to the original and extracted data.

02Matching and open items

Purchase order, delivery, invoice and payment become one reviewable context.

03Coding proposal

HEINI explains the proposal and marks uncertainty; the professional decision remains with the responsible person.

04DATEV handoff

Approved data is prepared for the interface. No certification is claimed.

Trust · human decision

See the source. Understand the consequence. Decide deliberately.

The assignment has not been confirmed. Document, proposal and question are ready for review. A visible document does not prove that a posting has occurred.

  • Source visible
  • Open question visible
  • Responsible role
  • Your go-ahead
Security facts
Prepared product state Check the original and decide the assignment
Deviation
The assignment has not been confirmed.
Posting proposal
Document, proposal and question are ready for review. A visible document does not prove that a posting has occurred.
Nothing has been sent or changed yet.

Your business. Your case.

Bring a document batch and one real exception.

We show what HEINI assigns, what remains open and what reaches your adviser cleanly.

See HEINI on your own case