Invoice receipt
to export in one workflow
03 min
Invoices should not get lost between inboxes, Excel spreadsheets, routing folders, and accounting. A good workflow captures invoices centrally, checks them before further processing, guides them through approvals, and ensures a clean export. Candis can do that.
03 min
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The right integration for your digital invoice management
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Invoice Management with Candis
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Whether classic PDFs, scans, or e-invoices in XRechnung and ZUGFeRD format: with Candis, you bring all incoming invoices into one central place and create the basis for further invoice processing.
Less manual work: AI-supported data capture reads invoice data up to 11% more accurately than classic OCR.
Fewer correction loops: an automatic invoice check verifies mandatory information in accordance with Section 14 of the German VAT Act (UStG) and Section 33 of the German VAT Implementation Ordinance (UStDV).
Fewer uncertainties: the integrated duplicate check reliably detects and flags potential invoice duplicates.
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For efficient invoice processing, every invoice needs a clearly defined workflow. With Candis, you set up approval levels, responsibilities, and conditions to match your existing processes.
Less manual effort: Based on previous processing, Candis suggests the appropriate workflow or the responsible approver.
Less follow-up: Automatic reminders notify approvers via email, Slack, or Microsoft Teams about open tasks.
Fewer delays: With delegation rules, open approvals are automatically forwarded to the designated substitute during absences.
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An invoice export has to work for your accounting. With Candis, you transfer invoice data to your accounting software or ERP via direct integration, the Candis interface, or file export.
Less manual re-entry: Direct integrations automatically transfer approved invoices and master data to the connected system.
Fewer standalone solutions: Candis is compatible with DATEV, ADDISON OneClick, Agenda, BMD, Sage 100, SAP Business One, Microsoft Business Central plus Sesamsoft.
Fewer dependencies: For systems without a direct integration, we set up a suitable connection via the Candis interface.
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In an audit-proof archive, documents must still be easy to find years later, and processes must remain fully traceable end to end.
Less effort: Candis stores your invoices for ten years in the cloud in a GoBD-compliant manner, on servers in Germany.
Less searching: Full-text search, tags, and filters help you find the right document, even via individual content elements.
Fewer exceptions: XRechnung and ZUGFeRD are archived in the original received format, including their XML data.
Five processes, one accounts payable department
The Candis info package
"Everything you need in one place. As a dynamic company, we are always looking for optimal solutions. CANDIS makes invoice management as uncomplicated as possible."
Alexander Knopp, Accountant
Jacob Holding
Two routes for your Accounts Payable
By your own power
During the consultation, we'll determine if Candis meets your needs.
Via Candis autopilot
From incoming invoices to DATEV exports—we've got you covered.
The Candis Implementation Service
Frequently Asked Questions about Invoice Management
Yes. Candis receives, displays, checks, approves, exports, and archives XRechnung and ZUGFeRD invoices. Supported are XRechnung versions from 3.0.1 and multiple ZUGFeRD profiles from version 2.0.1. If Candis detects an unsupported profile, an outdated version, or invalid XML data, the error is shown and the invoice is not automatically read. Candis does not create outgoing invoices.
No. Candis structures the upstream invoice process from receipt through data capture and approvals to preparation and transfer to accounting. The actual posting still takes place in DATEV, the connected ERP system, or by the tax advisory firm.
Approval workflows can be structured in multiple stages and configured with conditions such as amount limits, required fields, or fixed and dynamic approvers. Roles and permissions determine which invoices and functions a person is allowed to view or edit. Absence substitutes automatically forward pending approvals and are available starting with the Plus package. Changes to a workflow apply to newly initiated approvals, not retroactively to processes already in progress.
Yes. In the Candis app, you can approve or reject assigned invoices and view the document image, invoice details, approval steps, comments, and activity history. Push notifications alert you to new approvals, comments, and mentions.
Implementation and onboarding are included in the price, and Candis is ready for use immediately after the first onboarding session. The amount of additional coordination required depends primarily on the number of companies, the approval rules, and the desired accounting or ERP integration. It’s important to keep in mind during implementation that advanced features may require some training.
Candis is GoBD-certified and stores financial documents in the cloud on servers in Germany for ten years. Changes and access are logged in the document history; documents can be found using full-text search and filters. The ten-year retention period is included in the price and remains in effect even after cancellation.
Invoice management software organizes the process from the receipt of an invoice to its transfer to the accounting department. It centrally captures invoices, extracts invoice data, verifies required information, routes documents through approval workflows, and exports and archives them. This ensures that invoice status, responsibilities, and processing steps remain traceable throughout the entire process.
For DATEV, Candis supports data transfer to DATEV Accounting and DATEV Unternehmen online. Direct integrations are also available for SAP Business One, Sage 100, Microsoft Dynamics 365 Business Central, and Oracle NetSuite. Additional integrations are available for ADDISON OneClick, Agenda, BMD, and Sesamsoft. Systems without direct integration can be connected via the open Candis interface.
Candis is particularly well-suited for medium-sized companies that receive around 200 or more incoming invoices per month, especially when multiple companies need to be managed within a single system. The number of invoices is not a strict minimum requirement: even a smaller volume may be suitable if multiple parties, companies, or approval rules need to be coordinated centrally.