MarssteinDocs

Accounting

Inbox and documents

Review what the AI read from your documents, accept proposals and upload new documents.

Inbox: review queue with AI extraction

Counters Received, Read, To review, Reviewed, Posted. An Open issues list with blockers (for example 'The VAT treatment is not unambiguous'). A queue on the left and the selected Beleg (source document, such as an invoice or receipt) on the right with an AI EXTRACTION badge. Each field carries a mark: Verified (found on the document) or Please check (read by the model only). Account picker with SKR03 numbers, Note, Skip, Review + next.

In short

The AI reads the document, but a person decides before anything is posted. Fields the program could not confirm on the page itself are flagged, so the human looks exactly where it matters.

Try it

Open the first document and compare the fields with the page.

Look at which fields say Please check and why.

Good to know

  • The archived original stays unchanged (GoBD).
  • A second OCR reading is used as a cross-check on money fields; an open blocker stops posting.

Review queue, open issues and the checked fields

Inbox: proposals from the agent and rules

Under the queue: 'open proposals. What the assistant, a rule or an API token wants to change. None of it applies until you accept it.' Each proposal says who made it (the assistant, a supplier-name rule), what changes, with Reject and Accept.

In short

Every change that the agent or a rule wants to make waits here. The agent proposes, a person accepts. Even a drafted invoice only gets its number when someone accepts the Finalize proposal.

Try it

Read one Finalize invoice proposal and its text.

Read one Change booking proposal by the supplier-name rule.

Good to know

  • The agent cannot post by itself, by construction.

Open proposals: Finalize invoice, Change booking

Requests to a client contact (empty)

Empty in the demo

The screen exists but holds no data for the demo client.

The Requests tab says 'No requests yet' and offers New request.

In short

When a document is missing, the firm asks the client contact here. The contact gets an e-mail with a link, answers once with text and optionally a file, and the firm closes the request. Who asked, answered and closed it is on record.

Good to know

'No requests yet'

Documents view and upload

A drop zone ('PDF, PNG, JPG, WEBP, TIFF, XML (XRechnung), up to 20 MB'), filter by upload date and a table with file, size, read status (DONE) and a tag showing whether the document is posted or unsorted.

In short

Each file is stored once. Uploading the same bytes again is refused as a duplicate, and a re-scan of an already booked invoice is blocked.

Try it

Uploading writes data and starts a model call.

Good to know

  • The duplicate refusal and the upload guards (type, size, rate) are from the docs.

Drop zone and list of uploaded documents

Videos

Watch the accounting app at work.

Bookings and journal

The ledger, the booking panel, splitting, manual postings, storno, standing expenses and opening balances.

On this page

Inbox: review queue with AI extractionInbox: proposals from the agent and rulesRequests to a client contact (empty)Documents view and upload