Data automation · Finance · Documents
Bank statements, invoices, orders, master data: we connect bank, SAP, ERP, CRM and shop so nobody types, copies or reconciles by hand anymore. With Claude wherever documents and messy data are involved.
The problem
In most companies the same manual steps run every day: open the bank statement, type in the invoice, export the list, copy numbers together. Every step costs time and is a source of errors. Almost all of it can be automated.
Numbers from bank, ERP and CRM are collected by hand every Monday. The report is finished when it is already outdated.
Invoices, delivery notes and contracts arrive as PDF or scan in the inbox. By the time the data is in the system, someone has touched it twice.
CRM, ERP and shop each have their own truth about customers, products and orders. Reconciliation happens when things already creak.
Double-booked payments, missing receipts, wrong VAT. Without validation and an audit trail, this only surfaces months later.
Services
Bank statements arrive via bank API, EBICS or CAMT file, get reconciled against open items and booked. Claude also reads messy payment references and proposes a match for approval when it is unsure.
Invoices, delivery notes, contracts and forms are turned into structured data, checked against your rules and written straight into ERP, CRM or a spreadsheet. Even for scans and changing layouts.
Customers, products, prices and orders stay in sync between CRM, ERP, shop and accounting. With a clear source of truth and conflict rules instead of a spreadsheet in between.
Numbers from bank, ERP and CRM land in your inbox every Monday as a short report with commentary from Claude. No dashboard nobody opens.
EBICS, FinTS and bank APIs on one side, SAP via RFC, OData or IDoc on the other. Where there is no ready-made node, we write the integration in TypeScript.
Validation, duplicate checks, idempotency and a log that makes every change traceable. So the automation survives the auditor too.
Process
We start with the process that eats the most manual work and build it for production. Then the next one. That is how weeks deliver what would otherwise be a year-long project.
Which systems, which formats, which manual steps. We map where data flows today and where it gets stuck.
30 minutes · free
One data flow end to end, in production, with validation and alerting. For example payment matching or invoice capture.
2 weeks · fixed price
More data flows by priority, monitoring, audit trail, documentation. We build and stay hands-on.
Iterative · sprint rhythm
Your team takes over operations and further development. With training and a support model that fits.
Enablement · optional retainer
Recently built
Account transactions arrive through the bank interface, are matched against open items, presented for approval when unsure, and then booked into SAP and downstream systems. Idempotent, with a clean audit trail and monitoring. Self-hosted on AWS.
From the blog
The first articles are coming soon.
All articlesFAQ
Not necessarily. n8n runs self-hosted on your infrastructure. For Claude we use providers with EU processing and a data processing agreement, and we only send the fields the step needs.
Anything with an API, a file interface or a database. SAP, DATEV, Microsoft Dynamics, HubSpot, Salesforce, Shopware, Shopify, banks via EBICS, FinTS or API. Where there is no ready-made node, we write the integration.
Very good on clean documents, good on scans and changing layouts. What matters is the validation behind it: totals must add up, numbers must exist. Anything uncertain goes to approval instead of into the system.
Every data flow gets retries, an alert and a place where unclear cases land. Nothing disappears silently. Every change in the target system is traceable.
A pilot for one data flow is a fixed-price project over two weeks. We name the price after the intro call, once systems and scope are clear.
30 minutes, no pitch. We look together at what can be automated, what a pilot costs and how fast it can run.
Prefer writing?
Send an emailBook an intro call · 30 minutes
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