AI for Finance
Intelligently automate document extraction, onboarding, reporting and review. Less manual work, more speed — audit-proof and GDPR-compliant.
audit-proof compliant GDPR-compliant
By the numbers
faster document capture through AI extraction
less manual effort in onboarding & review
audit-proof, compliant processing
to a positive ROI
Typical values from comparable projects — depending on starting point, document volume and use case.
Sound familiar?
These are the challenges we see at banks, insurers, firms and finance departments.
Capturing documents by hand
Invoices, statements, receipts — data is typed and matched manually. Slow, expensive and error-prone, especially around month- and year-end close.
Onboarding & KYC are slow
Collecting, checking and matching documents drags client and customer onboarding over days. Media breaks and follow-ups cost everyone time.
Reporting takes days
Gathering numbers from different systems, reconciling and preparing them — every month anew. Reports are outdated the moment they are finished.
Compliance and audit pressure
Regulatory requirements keep rising — risk management, retention rules, the EU AI Act. Manual controls tie up exactly the specialists who are already scarce.
AI solutions for finance
Four building blocks that can be used individually or combined.
Biggest lever
Document & statement extraction
Automatically recognize invoices, statements and receipts, extract data, validate and post it. No more typing — audit-proof and compliant.
- OCR for invoices, statements, receipts
- Automatic extraction & validation
- Connects to DATEV, SAP & accounting
- Audit-proof archiving
Onboarding & KYC automation
Collect documents digitally, check and match them automatically. Client and customer onboarding in hours, not days — with a clear audit trail.
- Digital document requests
- Automatic check & matching
- Complete audit trail
- Faster onboarding
Reporting automation
Automatically consolidate numbers from different systems, reconcile and present them as a dashboard. Current insights instead of manual Excel rounds.
- Automatic data consolidation
- Interactive real-time dashboards
- Scheduled report generation
- Multi-system integration
Anomaly & exception detection
AI detects unusual patterns in transactions and postings and flags them for review. Supports your team in compliance and fraud prevention.
- Pattern detection in transactions
- Early warning on anomalies
- Prioritized review queue
- Traceable explanations
How an AI project in finance works
Four phases — from the free initial call to the scaled solution.
Analysis
Free initial call (30 min). We understand your workflows in the firm, bank or finance department and identify the biggest time sinks.
Pilot
Implementation of the highest-impact use case in 4–8 weeks. Measurable proof with your real documents and data — including a compliance pre-check.
Integration
Connection to DATEV, SAP, banking and accounting systems. Audit-proof and GDPR-compliant, data in European data centers.
Scaling
Roll out to further processes and sites. Training your team and documentation for auditors and supervisors.
Typical results
Reference values from comparable projects — for orientation, not a promise.
faster document capture through automatic extraction
less manual effort in onboarding & review
shorter turnaround in reporting
Actual results depend on your starting point, data quality and the chosen use case.
Run the numbers
What could AI save your finance function?
Calculate your savings potential in document capture, onboarding and reporting in 2 minutes — free and non-binding.
Frequently asked questions about AI in finance
Answers to the most important questions.
Is AI-assisted processing audit-proof and compliant?
Yes. Documents and posting data are processed and archived in an audit-proof manner with a complete audit trail. Personal data is processed GDPR-compliant in European data centers. Every project goes through a compliance pre-check.
How does this fit with financial regulation and the EU AI Act?
We build solutions that support regulatory requirements: traceable decisions, documented processes, human-in-the-loop for critical steps. We classify and document the use case under the EU AI Act — so you stay audit-ready.
Does the AI make financial or credit decisions on its own?
No. Our solutions extract, check, suggest and warn. The decision stays with your specialists. Especially in regulated processes we deliberately use "human confirms" — AI takes over the routine, not the responsibility.
Can it connect to DATEV, SAP and our accounting?
Usually yes. We integrate with DATEV, SAP, common accounting and banking software via existing interfaces and APIs — including older systems. Integration is part of every project.
Is this worthwhile for a tax firm or a smaller finance department?
Yes. Exactly where document capture and closing take a lot of time, automation has immediate impact. We start with one focused use case — often document extraction — that relieves quickly, and build from there.
Is there funding for digitalization in finance?
Often yes — via federal and state digitalization and AI funding programs. We support assessment and application. More on our funding page.
More industries
AI solutions tailored to your industry.
Ready to relieve your finance function?
30-minute initial call — free and non-binding. We analyze your automation potential and show concrete, compliant next steps.