Intake is scattered
Documents, bank rows, exports, payout reports, and explanations arrive in different places.
Privacy choice
For accountants
Hans prepares client months before review: documents and transactions connected, recurring flows structured, unresolved items kept visible. Your firm keeps professional judgment, close, filing, and approval.
Before firm review
Documents, bank rows, exports, payout reports, and explanations arrive in different places.
Straightforward cases, VAT edge cases, missing proof, and judgment items compete for the same review time.
The firm has to chase purpose, private use, missing receipts, and unusual payments while trying to review.
Prepared review flow
01 Prepared intake
Hans brings documents, bank rows, and source files into prepared work queues your team can inspect.
02 Review speed
Throughput comes from separating prepared items, adjustable flags, and risky cases.
03 Structured handover
After review, matched evidence, visible status, and unresolved exceptions remain organized for the firm's existing workflow.
Authority
Hans prepares work and keeps the evidence trail attached.
Your team decides approval, posting, export, filing, and advice.
Every exception remains visible until it is handled.
Hans brings documents, bank rows, and source files into prepared work queues your team can inspect.
Kreuzberg Core Pilates GmbH · Synthetic Pilates studio example
Sorted intake map
Kreuzberg Core Pilates GmbH · April 2026 close
Synthetic Pilates studio example
Sorted
Files are not just stored; they are placed into the close workflow.
Matched
Payments and documents that support each other are already connected.
Extracted
Vendor, amount, date, and source fields are visible for review.
Flagged
Risky or unclear cases are not mixed into clean work.
Matched
Sorted
Prepared evidence groups.
Matched
Matched payments and documents.
Extracted
Exception queue separated from clean work.
Throughput comes from separating prepared items, adjustable flags, and risky cases.
Kreuzberg Core Pilates GmbH · Synthetic Pilates studio example
Review speed map
Kreuzberg Core Pilates GmbH · April 2026 close
Synthetic Pilates studio example
Bulk
Accountants can move low-risk prepared work at the right speed.
Open
Unusual, missing, or ambiguous evidence stays one-by-one.
Edit
The accountant can correct, approve, or send back facts.
Finalize
Hans does not replace the accountant decision.
Open
Bulk
Bulk-confirm clean prepared rows.
Open
Open risky cases one by one.
Edit
Edit, approve, post, or send back deliberately.
Authority
Hans prepares work and keeps the evidence trail attached.
Your team decides approval, posting, export, filing, and advice.
Every exception remains visible until it is handled.
After review, matched evidence, visible status, and unresolved exceptions remain organized for the firm's existing workflow.
Kreuzberg Core Pilates GmbH · Synthetic Pilates studio example
Reporting and export map
Kreuzberg Core Pilates GmbH · April 2026 close
Synthetic Pilates studio example
Complete
The accountant sees what is confirmed, changed, or still held.
Log
Risk decisions and client answers are retained with the month.
Package
Evidence and decisions travel together.
Export
The reviewed package is ready for downstream export without turning into an automatic filing promise.
Log
Complete
Review complete state.
Log
Exception log retained.
Package
Package export-ready after accountant review.
Start with one month
Selected path
What happens next
AccountantPick one client month
Choose a recurring client with messy intake or review drag.
Confirm review boundaries
Client questions, risk queues, review, and export control stay explicit.
Open the review path
Access follows once the first client-month scope is clear.
FAQ