Automation in Accounting

Automatically approve standard cases

Candis automatically processes recurring, unambiguous transactions. Exceptions are left for you to review manually.

Choose your preferred date

Your accounting as a basis

Candis learns only from transactions that your accounting department has verified and processed – not from external sources.

Clear criteria as a prerequisite

Candis automatically takes over a task only if it is recurring and clearly defined.

Documentation in accordance with GoBD

Every processing step is recorded in a traceable manner and is available for internal controls and audits.

Since 2015

More than 10,000 companies already rely on Candis

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How it works

Candis automates only unambiguous cases

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Candis invoice with the completed steps: captured, approved, and exported

The benchmark: your verified bookings

  • Reviewed, correctly posted invoices form the basis.

  • G/L account, cost center, and workflow are recognized.

Candis AI assistant detects a pattern across several similar invoices.

Candis recognizes recurring patterns

  • Recurring invoices, small amounts and purchase requisitions are automatically recognized.

  • The automation system uses these recognized patterns.

Candis automation rule: active when the total amount is less than €20,000.

Automation within clear guidelines

  • Amount limits and guidelines you define determine when Candis automatically processes transactions.

  • Ambiguous cases are forwarded for review.

Detected. Clear. Automatable.

Four types of invoices Candis handles for you.

Invoices with clear allocation – coming Q3

If the general ledger account, cost center and approval workflow are already known from previous postings, Candis prepares the invoice accordingly and automatically requests approval.

Purchase requisitions – coming Q4

Candis compares the invoice with the previously approved purchase requisition. If the supplier, amount, and line items match, the invoice is automatically approved.

Goods invoices – coming Q4

For invoices for delivered goods, Candis checks whether the purchase order, goods receipt and invoice match. If they do, the invoice is automatically approved.

Recurring invoices – coming Q4

Recurring invoices from the same supplier are automatically approved if they are processed identically each time – such as rent, software licenses or maintenance contracts.

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Automate accounting

These features lay the foundation

  • Faded thermal receipts or invoices in a foreign language? Whatever comes in gets captured. Candis reads invoice data automatically – completely, with no manual entry.

    • More precise: Up to 11% more accurate than classic OCR

    • Intelligent: Recognizes mixed VAT rates (0%, 7%, 19%)

    • Multilingual: Recognizes Greek, Japanese, and Cyrillic

    Candis AI fills in invoice number 24JJ442610 and €306.63 with 19% and 7% VAT.
  • Candis automatically checks every incoming invoice for completeness under §14 UStG. If mandatory details are missing or incorrect, the invoice is flagged immediately – instead of entering the automated process, it stays with accounting for manual review.

    • Legally compliant: Checked against §14 UStG and §33 UStDV

    • Comprehensive: Detects missing details such as VAT ID, service period, or address

    • Proactive: Incomplete documents are flagged before they enter the process

    Candis checks invoices: Section 14 UStG passed, recipient details correct, and supplier name present.
  • Candis recognizes known patterns and handles pre-assignment automatically – completely, consistently, and based on your own posting history. Anything recurring doesn't need to be decided again each time.

    • Complete: G/L account, cost center, tax code, and approver filled in automatically

    • Consistent: Always creates posting texts in the same format

    • Intelligent: Our AI keeps learning with every use

    Candis AI-powered coding suggests “19% input tax,” accounts and approvers.
  • Candis checks every incoming IBAN in the background against an external risk database. Anomalies are flagged immediately – on the document and the contact – so nothing slips through unnoticed.

    • Automatic: Runs in the background for every incoming invoice

    • Visible: Risk flags appear directly on the document and the contact

    • Comprehensive: Every IBAN is checked – no exceptions

    IBAN DE38 1207 0024 0584 4121 00 flagged during a risk check
Free Consultation

Find out for yourself whether Candis suits you.

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Same control, less effort

Manual processing vs. Candis automation

Careless mistakes in routine tasks

Manual processing
Increases with workload and duration
Candis automation
Eliminated for clear-cut cases

Illness or departure of the responsible person

Manual processing
Knowledge is often lost
Candis automation
Rules remain independent of individuals

Ambiguous invoices

Manual processing
Reviewed manually
Candis automation
Also reviewed manually

Basis for the decision

Manual processing
Individual judgment in the moment
Candis automation
Previously self-approved postings
Simply excellent

This is what our customers say.

App Store rating of 4.2 out of 5 stars
Google rating for Candis: 4.5 out of 5 stars
Capterra rating for Candis: 4.8 out of 5 stars
DATEV Marketplace customer rating: 4.9 out of 5 stars for Candis

FAQs

  • Yes. Candis automates only those processes that are unambiguous and based on previously verified entries. Anything that deviates from this is automatically forwarded for manual review. Every step can be traced through the procedural documentation and the Internal Control System (ICS).

  • Unlike generative AI, Candis does not rely on probabilities or general knowledge. It automates only those decisions that your accounting department has already made the same way multiple times.

  • No. A tax audit evaluates systems and processes – specifically, whether there is clear documentation of what happens, when, and according to which rules. This traceability is ensured through procedural documentation, regardless of whether a transaction is processed manually or automatically. Since Candis AI operates exclusively on the basis of manually reviewed transactions, every step is uniformly structured and fully documented.

  • Candis doesn't make its own decisions. It only automates what your accounting department has already approved in advance. You set the rules, Candis applies them consistently.

  • Yes. Candis doesn't rely on general standards, but rather on your previous entries. Recurring decisions regarding general ledger accounts, cost centers or workflows can be applied automatically.