Receipts arrive in chaos
Clients send receipts by email, photo, post — in every quality. Your clerk types instead of checks.
For tax advisors & firms
7:15 a.m. 47 client receipts pre-sorted — before the first coffee is poured.
DATEV runs along. No data pull, no interruption.
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.
The tax advisor taps Approve on the first receipt — DATEV takes it. On the second he changes the account. On the third he puts it back: “Query to Müller GmbH.” HEINI sends the email for approval — he approves.
Four VAT returns are due this week. For three the receipts are complete — HEINI prepared the hand-over. One still lacks a fuel receipt.
7:45 a.m. Done. What used to eat the clerk’s first hour is finished before the coffee goes cold.
HEINI prepares. You approve.
Hosting in FalkensteinDATEV hand in handYou keep control Available today
heini · client receipts
Approve
Approve
Check
47 receipts · 44 clear · 3 query
HEINI accepts client receipts, suggests DATEV accounts and hands over cleanly — nothing important without your OK.
You know the pain
Three things that cost every month-end close.
Deadlines live in Excel
VAT, payroll, P&L, balance sheet — one list, one liability risk. Who looked last?
DATEV errors found late
What does not go through surfaces at month-end — when time is shortest.
Client receipts
Receipts in. Pre-sorted out.
HEINI accepts client receipts over any channel, reads issuer, date and amount and suggests the DATEV account. You check and approve.
47 receipts sorted today — 44 clear, 3 with a client query.
Deadline cockpit
No deadline in Excel anymore.
HEINI keeps VAT, payroll, P&L and balance sheets in view and prepares the hand-over once the receipts are complete.
4 VAT returns due this week — for 3 the receipts are ready.
DATEV live status
You see immediately what is stuck.
If a receipt is stuck in DATEV, you see it at once — with the reason, not at month-end close.
3 receipts stuck yesterday: 1 account unknown, 2 client permission missing.
How your firm morning runs
Accept receipts
Email, scan, photo — HEINI reads along and pre-sorts.
Suggest account
SKR03 accounts from your records — you check and approve.
Cleanly to DATEV
Hand-over with live status — you see errors today, not at month-end.
In depth
What HEINI takes on in the firm.
Client inbox
All channels in one window — not ten folders and a shoebox.
Account suggestion
HEINI suggests, you confirm — the last click stays with you.
Deadlines in view
VAT, payroll, P&L, balance sheet — prepared when receipts are there.
DATEV status live
What is stuck, why it is stuck — in plain language, not as an error code.
Audit-proof
Every step in the log — as PDF for the tax auditor, even years later.
Hosting in Germany
Client data on Hetzner in Falkenstein — Single-tenant on Hetzner in Falkenstein — operational data in Germany.
Trust
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 27001GoBD preparationDATEV certification in preparation
One plan. The full colleague team.
You pick a plan — from €1,290 per month, all AI colleagues included. You pay for tasks done, not for staff licences. Enterprise on request only.
FAQ
What firms ask first.
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.
See HEINI on your receipts.
30 minutes on your real client example. No sales pitch — a demonstration.