Accounting
FAQ
Common questions, known limits and what is not built yet.
Can the AI agent post bookings on its own?
No. The agent reads company data with the same permissions as the screens and proposes. A person accepts every proposal in the Inbox. Nothing is sent to a customer or a tax office without a person.
What can the agent not do yet?
It has no tool for the BWA, for the fixed-asset register or for managing members and roles. Use the screens for these. It also cannot yet read a contract that carries a payment schedule, so it cannot draft instalment invoices from one.
Which AI model does the agent use?
The agent runs on a Claude model in an EU region. Every answer ends with a line that names the model. The cost of model calls is not shown in the app.
What if the AI misreads a figure on a receipt?
Checks catch it. If the VAT breakdown does not add up, the booking is blocked for posting and for the DATEV export until a person fixes the figure or dismisses the issue with a reason.
Can I split one receipt over several accounts?
Yes, before posting. The split control is offered on bookings in the state UNSORTED, and the save waits until the shares add up to the gross total. A posted booking stays on its account. To correct it, use a storno.
Why are the VAT return, GuV and Bilanz called drafts?
The mappings behind them are not yet signed off by a Steuerberater. The VAT return and the EC sales list are prepared in the app and filed by a person: nothing is sent to ELSTER from here.
Is there a live bank feed?
Not yet. Bank data comes in as files. A live feed depends on a legal opinion and bank coverage.
Does payroll calculate wages?
Not yet. The Payroll page holds employees and payroll data. Calculation, payslips, personnel-cost booking, the payment file and ELSTER filing are not available yet.
Why can I not see the cash book, mail intake or approvals?
Several areas are switched off by default or gated per client: cash book, down-payment invoices, print layout, mail intake, autopilot, approvals, retention deletion, the journal and the Lexware connection. An administrator switches them on in Settings.
Why does the DATEV download ask for a code?
Downloading the DATEV file and changing an IBAN are protected by a one-time code sent by e-mail. The DATEV preview works without it.
Why is a VAT ID refused on a contact?
VAT IDs are checked with a checksum. An invented number is refused, so use a real one or leave the field empty.
Why do the numbers in the screenshots differ from my screen?
The screenshots show the demo client Eversion Demo as it was on the day they were taken. Counts and amounts move while people work.
Where are the terms explained?
In the glossary, in German, English and Chinese.