Save time & money
Manual invoice capture is gone, which noticeably reduces time and cost in verification, coding and posting.
Invoice Assistant · Agent
Automate invoice receipt & e-invoicing
The digital worker handles incoming and outgoing invoices, from e-invoice capture through automated verification to audit-proof archiving.
What the Invoice Assistant handles:
- Verify & code incoming invoices
- Capture e-invoices (ZUGFeRD/XRechnung)
- Create outgoing & cross-border invoices
- Approval workflow & archiving
- up to 72 % Automation
- 24/7 Available
- BPMN 2.0 auditable
Benefits
Benefits for invoice processing
How a digital worker noticeably relieves accounting: less effort, more control.
Meet e-invoicing rules safely
Structured e-invoices in ZUGFeRD and XRechnung formats are processed automatically – compliant for B2B and B2G.
Fewer errors, discounts secured
Automated full verification and deadline monitoring reduce errors and reliably capture early payment discounts.
Transparency & controlling
Invoice status, approvals and payment runs can be traced at any time, including reports on discrepancies and open items.
Areas of use
Typical tasks in invoice processing
From invoice receipt to payment reconciliation: the Invoice Assistant automates the work that accounting handles every day.
Incoming invoices (purchase-to-pay)
- Capture via OCR from email, EDI & paper
- Processing of e-invoices in ZUGFeRD, XRechnung & Fattura formats
- Plausibility, consistency & completeness checks
- Matching against ERP purchase order data (three-way match)
- Line-item & collective invoice approval, allocation to cost centres
- Automatic or manual posting in the ERP
Outgoing invoices & billing
- Creation of invoices & cross-border invoices
- Billing from order & service data
- Outgoing e-invoices & dispatch (incl. PEPPOL)
- Discount, deadline & duplicate control
- Logging of all transactions
- Audit-proof archiving (PDF/A)
Standards & integrations
E-invoicing, GoBD & ERP integration
The Invoice Assistant connects legal requirements, accounting systems and daily document processing without media breaks.
E-invoicing & formats
ZUGFeRD, XRechnung, Fattura as well as EDI/XML – for B2B and B2G.
ERP, ECM & DATEV
SAP, MS Dynamics, Navision, Infor and DATEV – multi-site and without media breaks.
GoBD & audit trail
PDF/A archiving, integrated monitoring and performance reports – GoBD-compliant and auditable (BPMN 2.0).
Automation levels
Assistant · Agent · Worker
Three automation levels – matched to the task.
Digital Assistant
BPMN rule-based
Works strictly according to compliance and process rules (BPMN 2.0 & process engine) – perfect for structured rule sets and guided case handling, even in high-security areas.
Digital Agent
AI-powered
Understands unstructured data, emails and contracts via LLMs, takes over complex checks and decisions – autonomous tasks complementing existing systems.
Digital Worker
Autonomous AI orchestration
Solves whole processes autonomously and connects individual AI agents into teams – autonomous data transfer between legacy systems and web APIs, without media breaks.
Process
How it works
Job profile
Analyse tasks & workflows.
Configure
Model persona & processes (BPMN 2.0).
Connect
Integrate systems & data.
Operate
Cloud or on-premise, GDPR-compliant.
Optimise
Monitoring & governance.
Target groups
Which departments & industries?
The Invoice Assistant is tailored to invoice processing – from mid-sized companies to public administration subject to XRechnung.
Accounting & finance
- Financial accounting
- Accounts payable & receivable
- Certified accountants
- Invoice verification
Controlling & shared services
- Controlling & reporting
- Shared service centres
- Treasury & payments
- Purchasing & procurement
Companies & administration
- Mid-sized companies & corporates
- Public administration (B2G / XRechnung)
- Retail & services
- Cooperatives & associations
Frequently asked questions
The most common questions about the Invoice Assistant.
What does the Invoice Assistant do exactly?
The Invoice Assistant handles incoming and outgoing invoices – from capture via OCR and e-invoicing through formal and factual verification to the approval workflow, posting and audit-proof archiving.
How high is the automation level of the Invoice Assistant?
Around 72 % automation is achievable for the typical tasks of the Invoice Assistant – we determine the exact figure from your role profile.
Does the Invoice Assistant meet mandatory e-invoicing requirements?
Yes. The Invoice Assistant processes structured e-invoices in ZUGFeRD and XRechnung formats and supports dispatch via networks such as PEPPOL – for both B2B and B2G invoicing.
Can the Invoice Assistant verify invoices automatically?
Yes. The Invoice Assistant checks invoices formally and factually, matches them against purchase order and goods receipt (three-way match), assigns accounts and runs the approval – including reports on discrepancies and missing documents.
Can the Invoice Assistant be integrated with ERP and DMS?
Yes. The Invoice Assistant connects to existing ERP, accounting and document management systems via open standards, APIs and connectors – for example SAP, DATEV or Microsoft Dynamics.
Is the Invoice Assistant GoBD-compliant and audit-proof?
Yes. Invoices and processes are documented in a GoBD-compliant, audit-proof way and can be evidenced without gaps – based on the open BPMN 2.0 standard.