Automation

Twelve and a half hours a month, without any AI

Most of the saving comes from the routine, not from AI: fewer manual steps, fewer media breaks, less rework. With 500 documents a month the example below comes to 12.5 hours saved, and AI is switched off for it. You can add AI later. You do not need it to start.

In vorerfasst Accounting from €99.99 per month · 14 days free · no credit card.

Automation first, AI after

AI support is an optional building block: read documents automatically and propose the matching line. It can be switched on and off per client. The base automation works regardless. Whoever works without AI only loses the reading of images and scans.

What automation means here, concretely

Many firms spend a large part of their time on recurring routine work: checking CSV lists, searching for incomplete postings, manually hunting missing details such as account, tax rate and duplicates, coordinating approvals and then transferring the same data into different systems. vorerfasst bundles exactly these steps.

Map the lists once

Journal, open items and bank statements arrive as CSV or Excel. You map the columns once. vorerfasst remembers it and applies it to every further list, even when it comes from another system.

Only the open cases stay

Instead of looking at every document, vorerfasst proposes only the incomplete or unusual positions: missing contra account, empty tax rate, possible duplicate. Complete entries are skipped. Pile processing becomes a worklist that you work through.

No field is invented

Missing details stay visible and are not filled automatically. The tax rate stays empty until someone adds it deliberately. Automation here means: find faster what is missing. Not: close gaps with guessed values.

Approval with server time, immutable

The roles are separate: accounting prepares, the financial accountant reviews, C-level approves. Every approval writes a new line with person and server time. If a document changes later, the old approval stays visible and no longer applies.

One journal, many target formats

The same journal lines go to DATEV, BMD, RZL, Lexware, Sage 50 or SAP Business One without manual adjustment. No second entry, no copy and paste between programs. The trial run happens in the target system, with the same approved lines.

What else runs on its own

Ageing sorts overdue items for reminders, SEPA proposals are created from overdue vendors, depreciation proposals stay adjustable, and the bank statement matches against the open items. That too is rule based and needs no AI.

Why that matters for firms in particular

Accounting firms and bookkeeping offices work under time pressure, with changing clients and often several target systems. Every manual transfer costs time, raises the risk of error and ties qualified staff to routine work. Add client separation, data in the EU and mandatory 2FA: automation must not replace control.

Conclusion

Saving time and staff hours at vorerfasst does not mean waiting for AI. It means automating the recurring steps of preparation, review and handover so that only the professional decisions remain. Whoever adds AI later increases the saving further. The base works before that.

Example calculation

VariantHours per monthCost per month
Manualabout 37.5 h2,250 €
With vorerfasstabout 25 h1,500 €
Saving12.5 h750 €

Assumptions: 500 documents, internal hourly rate 60 €. That is around 33 % less time, from removing search, review and transfer work alone. Depending on volume and the number of target systems, savings range from several hours per week to almost a working day. An indicative example: it does not show how much time falls away in a particular firm.

How it works

  1. 1

    Import the lists

    Journal, customers and vendors as well as open items as CSV or Excel. You map the columns once.

  2. 2

    Let it assign

    Personal account from the number or the name, contra account from the journal: rule based, without AI.

  3. 3

    Settle the open cases

    Only a missing account, a missing tax rate and possible duplicates stay.

  4. 4

    Review and approve

    The financial accountant reviews, C-level approves. The stamp comes with server time.

  5. 5

    File for the firm

    The same lines leave as EXTF, BMD Satzart 0, RZL euro file or SAP DTW.

Questions

Does this work without AI?

Yes, completely: import, matching of open items, booking proposal from the journal, review, approval, reminder, payment, export, depreciation and bank matching are pure rules. Without AI only the reading of images and scans and the chat are missing. E-invoices and PDFs with a text layer are read without AI already.

What can I do with AI on top?

Scanned or photographed documents are read, visible signatures detected and orders read from images. The chat colleague Vor answers questions about your own data. That is an optional building block in the higher plans. The time saving from automation comes regardless.

How much time do I really save?

In the example above it is 12.5 of 37.5 hours, so around a third, and that without AI. Depending on volume and the number of target systems it is several hours per week to almost a working day. The number is an example, not a promise.

Is a missing tax rate filled automatically?

No. If none is in the line and none in an already booked journal line for that account, the field stays empty. Automation finds the gap but does not fill it with a guessed value.

Can I switch AI on later?

Yes, per client. Every client has its own switch in the master data; there is also a main switch for the whole installation. Without AI everything runs except image recognition and chat, and the records stay fully usable.

Where does the data stay?

Intended for Frankfurt in the EU. The data stays attached to its client, login only with password and authenticator.