For tax advisory firms · BMD & RZL
Client files in.
Accounting imports out.
Combine CSV, Excel and PDF data, extract invoice details and link supporting documents to the matching entries. kanzlei-import prepares the data and documents for your agreed BMD or RZL import workflow.
Personal demo · 15 minutes · No obligation
01 / CLIENT FILES
Your converter.
Combine sources. Extract data. Link documents.
03 / READY FOR YOUR SYSTEM
Set it up. Make it repeatable.
A better process for the files you already receive.
Start with one recurring import problem. We assess your source files and supporting documents, agree the BMD or RZL import workflow and set up the appropriate converter.
Show us your files
Bring representative CSV, Excel and PDF files with their supporting documents, and show us where your team spends time preparing them.
Define the import
We configure how sources are combined, PDF data is extracted and documents are linked to entries for your agreed BMD or RZL import workflow.
Reuse the process
Reuse the converter for recurring files with the same structure. Review the result, then import the entries together with their linked documents through the agreed workflow.
Built for considered decisions
Clear rules. Clear responsibilities.
AI where it helps
Structured files use fixed converter rules. PDF sales invoices are already processed in production, with OCR when needed and AI depending on the extraction method. The extracted data can be combined with CSV and Excel data.
EU infrastructure
Regular processing runs on EU infrastructure. The data processing agreement explains providers and responsibilities.
Your team stays in control
Review results and resolve discrepancies before importing. Your accounting system remains the destination.
Start with a real import problem
Show us the files that slow your team down.
See the workflow in the product demo, then book a conversation about your firm's files, setup and next steps.
The demo and legal documents are available in German.