HEINI · Your industry. Your workflow.
Bring the records together. Apply your expertise.
HEINI prepares the supporting records and open questions. Professional review remains with you.
See HEINI on your own case See the example ↓Assess the first workflow and required integrations together.
HEINI in your business
The posting proposal comes with its original document.
The document, assignment and open question reach the accounting practice together.
An incoming invoice needs to be assigned to the correct case.
Nothing has been sent or changed yet.
- Required contextOriginal PDF · supplier · case and proposed account assignment
The tax classification requires a professional decision.
The original, rationale and follow-up question can be reviewed together.
Nothing has been sent or changed yet.
Opens a draft in the existing Bar. Nothing is sent until you send it.
What HEINI takes off your desk
What HEINI takes off your desk
- 01
Required context
Original PDF · supplier · case and proposed account assignment
Explore the workflow and further possibilities
How the work moves forward
How the work moves forward
The document, assignment and open question reach the accounting practice together.
- 01
Starting point
An incoming invoice needs to be assigned to the correct case.
- 02
Still to clarify
The tax classification requires a professional decision.
- 03
Prepared for review
The original, rationale and follow-up question can be reviewed together.
What is already included
Where the work goes next
01Receive organised documents
Review the original and its assignment together.
Explore document processing↗02Review the proposed posting
Spot discrepancies and missing information before posting.
Explore accounting↗
Trust · human decision
You determine the next step.
This illustrates an example workflow. Available integrations, permissions and actual impact are verified against your case before use.
Security facts- Still to clarify
- The tax classification requires a professional decision.
- Prepared for review
- The original, rationale and follow-up question can be reviewed together.
Your business. Your case.
Show us your first workflow.
Assess the first workflow and required integrations together.