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Software for tax firms

Your clients’ bookkeeping is prepared by an AI.

Collecting receipts, reading them, proposing the entries, reconciling the bank statement — the software does that overnight. The next morning your staff review the cases where someone has to decide, and approve.

Book a call

45 minutes with Karl Pusch · €150, credited in full against a project

In short

Four questions, four answers.

What is it?
Software with AI that takes over the preparatory bookkeeping for your clients: collecting receipts, reading them, proposing entries, matching payments to invoices.
Who is it for?
For tax firms with more clients than people to process their receipts. Not for companies that do their own books.
What do I get out of it?
Your staff stop typing and start reviewing. They get the same work done in fewer hours — or take on more clients without hiring.
What does it cost?
An amount per client per month, plus a one-off setup. Both figures are further down, in the open and without asterisks.
How it runs

This is how a month goes.

Five steps. The software does three, you do two.

  1. The receipts arrive on their own.Your client uploads them in the portal, sends them by email or drops them in Dropbox. Nobody at your firm collects them, and nobody chases clients by phone.
  2. The AI reads every receipt and proposes the entry.Supplier, amount, tax rate. Confirm a supplier once and the software recognises it from then on — separately for each client.
  3. The bank statement is reconciled.Payments and invoices are matched to each other, including fees, partial payments and recurring debits. This is the work still done by hand in most firms today.
  4. Your staff review what is left.Whatever was unambiguous is already posted. Only what needs a decision is put in front of them — usually a handful of lines instead of hundreds.
  5. You approve, and the month is closed.After that the state is stored GoBD-compliant and can no longer be changed. You get the monthly report as a PDF and all the data as a ZIP file.
The workplace in your firm

This is what your bookkeeper sees in the morning.

Of this client’s 184 expenses in August, three are still waiting for a decision. Each one says why it is open.

kanzlei.blueoceanfinance.ai

Nordlicht Media Ltd

August 2026

184 expenses · last computed today at 04:30

Every expense of the month — and how far it has got

Someone has to decide here3 of 184
07 Aug Facebk *24mlmxdyg2 Dublin Suggestion: Meta Platforms · invoice 2026-08-114 · name confirmed before Suggestion — please confirm −€842.10 Confirm
19 Aug Main account → savings account Money moved between two of the company’s own accounts — it never left the business Internal transfer — no receipt needed −€25,000.00 done
23 Aug Hetzner Online No receipt in the folder · requested from the client on 8 Sept Receipt missing — awaiting an answer −€171.33 Remind
Learned: “Facebk * …” is Meta Platforms39 spellings

Confirmed once, automatic from then on — the bank appends a different number to every card payment.

Example view · invented names and amounts
Our own figures, August 2026

What the software manages today — and what it does not.

We run 33 clients on it ourselves; in August that was 1,804 expenses. Every single one falls into one of three groups:

1,804 expenses in August

So for almost half of them the receipt is still missing. Behind nearly every one is a client who has not sent it — which is exactly why the software asks for it by itself. This is our real state, not a target: anyone promising you 90 per cent for the first month has measured something else.

Your client’s side

And this is what your client sees.

No accounts, no journal entries, no jargon. Just a list of what they still have to supply, with the button next to it that deals with it. Whatever the software matched by itself never appears for them at all.

portal.blueoceanfinance.ai

Inbox

August 2026

Your accountant is waiting for four things. Everything else is done.

12 Aug Adobe Systems Creative Cloud · paid by card Receipt missing −€59.99 Upload
21 Aug Kuutio Property Ltd Office rent, August Rent — please send the lease −€1,053.15 Send contract
28 Aug Revolut Business Account fee, August Bank fee — no receipt needed −€8.00 nothing to do
Example view · invented names and amounts
Being built

Good morning

Nordlicht Media · August

4 receipts still missing
Photograph a receipt

Still needed

Adobe Systems12 Aug · Creative Cloud €59.99
Hetzner Online14 Aug · server €171.33
Kuutio Property21 Aug · lease €1,053.15
Example view · invented names and amounts

Today receipts arrive through the portal, by email, from Dropbox or GetMyInvoices. The phone app is still being built. As one of the first ten firms you help decide what gets finished first.

Limits

What the software cannot do.

Price

What one client costs you per month.

Not the price of the software on its own — what one client’s bookkeeping costs you in total: your staff and the software together.

By hand, no system comparison
Today, 57.7 % automated measured
Target, 90 % automated target path, not measured
Your staff The software
Calculated for a firm with 400 clients and two full-time staff at €2,500 fully loaded each, 320 hours a month between them.

On top of that comes setup, from €15,000 once. That is not a surcharge but the work that decides whether the software works in your firm: we look at your folders, set everything up around your structure and stay with you through the first month.

We set up ten firms, then the regular prices apply. Three places are taken.

The next step

Is this worth it for you?

Let us find out: 45 minutes, one real client of yours, a real analysis. Not a sales demo. If we conclude together that it is not worth it for you, we say so, and you get the €150 back.

Book a call — €150

You speak to Karl Pusch, who built the software, not to a salesperson.