HEINI · For tax advisors & firms
The posting proposal comes with its original document.
DATEV runs along. No data pull, no interruption.
Example workflow: Overnight, HEINI read client receipts from email, photo and scan. Issuer, date, amount — account suggestion ready. 44 are clear, three need a query to the client. Nothing booked in DATEV. Everything waits for your OK .
- Hosting in Falkenstein
- DATEV hand in hand
- You keep control
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.
What HEINI takes off your desk
You know the pain
- 01
Receipts arrive in chaos
Clients send receipts by email, photo, post — in every quality. Your clerk types instead of checks.
- 02
Deadlines live in Excel
VAT, payroll, P&L, balance sheet — one list, one liability risk. Who looked last?
- 03
DATEV errors found late
What does not go through surfaces at month-end — when time is shortest.
Explore the workflow and further possibilities
How the work moves forward
How your firm morning runs
The document, assignment and open question reach the accounting practice together.
- 01
Accept receipts
Email, scan, photo — HEINI reads along and pre-sorts.
- 02
Suggest account
SKR03 accounts from your records — you check and approve.
- 03
Cleanly to DATEV
Hand-over with live status — you see errors today, not at month-end.
What is already included
What HEINI takes on in the firm.
01Client inbox
All channels in one window — not ten folders and a shoebox.
02Account suggestion
HEINI suggests, you confirm — the last click stays with you.
03Deadlines in view
VAT, payroll, P&L, balance sheet — prepared when receipts are there.
04DATEV status live
What is stuck, why it is stuck — in plain language, not as an error code.
05Audit-proof
Every step in the log — as PDF for the tax auditor, even years later.
06Hosting in Germany
Client data on Hetzner in Falkenstein — Single-tenant on Hetzner in Falkenstein — operational data in Germany.
Trust · human decision
Client data does not leave Germany.
Single-tenant on Hetzner in Falkenstein, own encryption per account. Every step lands in the audit-proof log — as PDF for the tax auditor, even years later.
- Servers: Falkenstein · ISO 27001
- GoBD preparation
- DATEV certification in preparation
- Still to clarify
- The tax classification requires a professional decision.
- Prepared for review
- The original, rationale and follow-up question can be reviewed together.
FAQ
FAQ
Does HEINI replace my clerks?
No. HEINI prepares, you and your team approve. The last click stays with people.
Who is liable for an error?
As today, you as the tax advisor. HEINI only prepares and logs every step traceably.
Does it work with my DATEV licence?
Yes. HEINI uses the existing DATEV interface. The DATEV certification programme is in preparation — HEINI is not a DATEV-certified product.
Where is the client data?
Operational data on Hetzner servers in Falkenstein, Germany — single-tenant. For AI inference on the SaaS platform, EU sub-processors with US parent companies may apply per the DPA; the marketing website (Umami) has no third-country transfer in normal operation.
How fast am I ready?
About two hours setup together with Susi — no IT project.
Your business. Your case.
See HEINI on your receipts.
30 minutes on your real client example. No sales pitch — a demonstration.
See HEINI on your own case