Booking proposals
SKR03/04 suggestions from Mandant documents, DATEV-compatible per tenant.
iQuantum — Product
KanzleiAgent
The DATEV-compatible AI co-pilot for German Steuerberater — it reads Mandant documents, proposes SKR03/04 bookings and drafts Einsprüche. Your Kanzlei signs off on everything.
01 — The problem
Kanzleien drown in repetitive document work — sorting Belege, booking standard cases, answering the same Mandant questions — while the Fachkräftemangel makes every hour of qualified time precious. Generic AI tools can't touch this: tax work demands auditability, tenant isolation and German accounting standards.
02 — How it works
(01)
Ingest Mandant documents
Belege, contracts and correspondence flow into a Kanzlei-private RAG corpus — strictly isolated per tenant with row-level security.
(02)
AI proposes, in your chart of accounts
The pipeline proposes SKR03/04 bookings, drafts Einsprüche and answers tax queries grounded in your Kanzlei's own documents — with EU-only LLM routing.
(03)
The Steuerberater signs off
Nothing leaves without professional review. Every sign-off is written to a hash-chained, WORM-mirrored audit trail — the regulatory spine that keeps the system outside EU-AI-Act high-risk territory.
03 — Capabilities
Einspruch drafting
First drafts of objections, grounded in the Mandant file — reviewed, then sent.
Kanzlei-private chat
Tax queries answered over your own corpus — never across tenant boundaries.
White-label & multi-tenant
Per-Kanzlei branding, SKR configuration and onboarding API from day one.
04 — Built for a regulated profession
Human-in-the-loop by design EU-only LLM routing Hash-chained audit trail Row-level tenant isolation AVV workflow Nightly integrity checks
AI that proposes. Steuerberater who decide.
05 — Who it's for
Steuerkanzleien
Firms of 5–50 professionals drowning in Belege and standard bookings while qualified time stays scarce.
Kanzlei groups
Multi-location groups that want one white-labeled platform with per-Kanzlei branding and SKR config.
Digital-first Berater
Kanzleien already on DATEV workflows that want AI leverage without regulatory risk.
06 — Status
KanzleiAgent is pilot-ready — the full pipeline, sign-off audit chain, compliance test-suite and production deployment are built. We're selecting a small number of Kanzleien for the first pilots.
Apply for the pilot07 — Questions, answered
Is KanzleiAgent DATEV-compatible?
Yes — booking proposals are produced in your SKR03/SKR04 configuration per tenant and exported DATEV-compatibly, so your existing workflow stays intact.
How does it deal with the EU AI Act?
The Steuerberater signs off on every output — this human-in-the-loop step is architectural, not optional, and keeps the system outside the high-risk category. Every sign-off lands in a hash-chained, WORM-mirrored audit trail.
Where is our data processed?
In the EU only. Each Kanzlei gets a strictly isolated tenant (row-level security in the database) and a private RAG corpus; LLM routing is EU-only with no-training and no-retention headers enforced.
Can it learn our Kanzlei's style?
Answers and drafts are grounded exclusively in your own Mandant documents and templates — the corpus is yours and never shared across tenants.
How does a pilot work?
We onboard a small number of Kanzleien hands-on: tenant setup, document import, a signed AVV and a defined evaluation period. Request access and we'll schedule a demo first.