Back office runs. But only because someone remembers.
Client onboarding, document collection, approval routing, invoice flows — all happen today because one assistant remembers who owes what. We turn that memory into a documented, runnable workflow.
Three places the back office
carries the firm.
Onboarding lives in one person's head.
New client? One assistant knows the 12-step checklist. On vacation? The checklist becomes an approximation.
Approvals travel by email.
Invoice over €500, overtime request, new vendor — all approved by partner email. Sometimes found, sometimes forwarded, sometimes lost.
Status lives in tabs of Excel.
Which clients are waiting on which documents? Which cases need which filings this week? It's all in a spreadsheet someone has to keep current.
Back-office logic, documented
and automated.
Onboarding as a runnable workflow.
The 12-step checklist becomes a workflow: new client triggers tasks, assigns owners, requests documents, tracks completion. Every step logged.
Approvals with audit trail.
Invoices, requests, and vendor onboarding run through a Teams or web approval — with a clear audit log, thresholds, and automatic routing.
Status board, auto-synced.
Your Excel becomes a live board — fed by DATEV, DMS, and the intake system. Always current, visible to everyone who needs it.
Common questions
Does this work with our existing DMS / DATEV setup?
Yes. We build on top of what you have. No replacement, no new portal. We connect via API, Graph, or — if those aren't available — a clean review inbox layer.
What about data residency for back-office data?
The process runs on your infrastructure or on our server in Germany. For engagements from October 2026 on, we accept files and access containing personal data only once the data processing agreement is signed. The agreement names every service that can also process data outside the EU, with its location and legal basis. Examples are our upstream network service, our email mailbox and, where the process uses one, an AI service. New services are announced in advance, with a right to object.
Can partners still approve by email if they want?
Yes. The system sends approval-requests by email, and a reply with "approved" or "rejected" is enough. The structured flow runs underneath — email stays an interface, not the memory.
Which back-office routine
hurts most this month?
Describe the bottleneck in two sentences. We'll reply within 24 hours with a concrete answer.