# Accounts payable with Autopilot | Candis

> Candis Autopilot is a managed accounts payable service that uses AI to extract invoice data and human experts to review, post, and prepare payments for DATEV export while maintaining full company control over approvals and final postings.

Source: https://www.candis.io/en/service/autopilot

## Managed AP – on autopilot

SOFTWARE AS A SERVICE

The Candis Autopilot handles the processing of your incoming invoices. Our AI extracts the data from the documents and prepares it; trained accountants and tax specialists then review it, post it to the appropriate accounts, and resolve any queries.

The result: completed DATEV posting batches and a prepared payment run.

### Safe Operation

It works reliably—even during vacations, sick leave, or termination.

### Predictable costs

Fixed, predictable service instead of variable hourly rates.

### Full control

Approvals and final postings remain entirely within the company.

### End-to-End

Fully automated from receipt to DATEV export.

## Automation where it makes sense. Expertise where it matters.

Hybrid intelligence

### Candis

- Central invoice inbox for all incoming invoices
- including approval workflows, document management, archive, and more
- Automatic data extraction plus invoice verification in accordance with Section 14 of the German VAT Act (UStG).

THE SOFTWARE

### Experts

- Review and post incoming invoices
- Clarify any questions with employees and suppliers
- Prepare approvals and payment runs

THE TEAM

### Candis Autopilot

- Ready-to-post transaction batches, including accruals
- Prepared payment information—for approval by your team
- Subsequent export to DATEV

THE RESULT

## Every document is checked before a human sees it

THE SOFTWARE

Effective accounts payable management begins before account assignment. That’s why Candis AI handles the preparation of every incoming invoice before it is processed by trained accountants and tax clerks.

- §14-UStG Check: Required information is automatically verified, and any anomalies are documented accordingly.
- Vendor verification: The recipient’s name, address, and IBAN are verified against existing master data.
- Pattern recognition: Our AI learns from existing posting rules, applies them to new invoices, and improves with every transaction processed.

## Technical decisions belong in experienced hands

THE TEAM

Small, time-consuming tasks can be automated. Technical decisions require expertise. That’s why each account is managed by a dedicated team of trained accountants and tax specialists.

- Preliminary Posting: Documents are posted according to your accounting rules and the setup agreed upon with your tax advisor.
- Vendor Communication: Queries, missing documents, and discrepancies are resolved directly—on your behalf, if desired.
- Reliability: Every step of the process is documented—if a team member gets sick or resigns, someone else takes over immediately.

## A good process ends with your approval

THE RESULT

The Candis Autopilot takes the operational work off your hands—but not control. You’ll receive ready-to-use posting batches for DATEV, including a prepared payment run, while approvals, postings, and payments remain entirely under your control.

- Delivery: Directly prepared for your tax advisor or your general ledger—without any additional reconciliation effort.
- Responsibility: The actual posting in DATEV and international wire transfers are your responsibility or that of your tax advisor.
- Guarantee: If the agreed-upon SLAs are not met, Candis will reimburse the costs—backed by our 60-day money-back guarantee.

## From the Initial Consultation to Live Operation

in 4–6 Weeks

### Demo + Account-Check

We'll start by taking a look at your processes: In 30 minutes, we'll work together to see if Candis Autopilot is a good fit for your company.

Week 0

### Data Analysis + Cleaning

In this step, we review historical transaction data, clean up master data, and reconcile your chart of accounts with DATEV.

Week 1 – 2

### AI-Calibration

Candis AI learns your accounting rules, which we document once during a joint setup session with your tax advisor.

Week 2 – 4

### Lifting off

From now on, the Candis Autopilot will process your incoming invoices.

Week 4 – 6

### Support

We're in regular contact. All you have to do is log in to approve invoices—we'll take care of the rest.

Week 6

## Talk to us about your process

NO COMMITMENT REQUIRED

## Is the Candis Autopilot a fully automated AI?

No. The AI handles the preparation of the invoices. Trained accountants and tax clerks take care of the technical aspects. They review, post to the appropriate accounts, and resolve any questions.

## What happens to our approvals?

You'll continue to decide for yourselves which invoices to approve. Candis takes care of all the preparations, but the final decision is up to you.

## Until now, working students have been doing this work. Is it even worth it?

Don't just compare hourly wages. The calculation should also include training, coverage, and the effort involved in staff turnover. The Candis Autopilot is well-documented, can be covered by others at any time, and is independent of individual employees.

## What happens if someone on your team gets sick or quits?

Then someone else takes over. All the steps in the process are documented, so anyone on the team can get up to speed without you having to prepare anything.

## Our tax consulting firm uses its own system for vendor numbers. Will that still work?

Yes. During a joint setup meeting with your tax advisor, we’ll document the classification system once. After that, our team will work according to a well-maintained reference list—even when dealing with alphabetical firm classification systems or a large number of new vendors each month.

## We have several companies—is that a problem?

No. The setup is generally a one-time process, since many vendors are the same across all companies. Your monthly package is based on the total volume of all companies—even small subsidiaries with just a few invoices can be easily integrated.

## We are regulated—for example, by BaFin—is the Candis Autopilot suitable for this?

Yes, this is a standard procedure. We’ll provide all the necessary documents: updated Terms and Conditions and Privacy Policy, GoBD certification, and the contract addendum for Autopilot. You can switch back to handling everything yourself at any time—the platform and your data will remain unchanged.

## We want to see if the quality is up to par before we make a decision.

That makes sense—that’s exactly what our 60-day money-back guarantee is for. If we don’t meet the agreed-upon SLAs, you’ll get your money back. You can switch back to handling things yourself at any time.
