Features

Adaptive Financial Solution for Sustainable Growth

KudTax is designed to be scalable adaptable to your business needs, helping you stay organized and focused on growth, without worrying about the complexities of financial data management.

Pivot Analytics

Pivot analytics straight on your accounting data

Analyze invoices and transactions like a pivot table: drag fields into rows, columns, values and filters, bucket dates from day to year, and switch to bar or line charts with one click. Every analysis is a shareable link, can be saved as a team template and pinned to the dashboard as a live KPI — including previous-period and previous-year comparisons.

Export Studio

Shape exports like in Excel — right in your browser

Open invoices or transactions in a real spreadsheet workspace: around 55 Excel functions, calculated columns, grouping with subtotals and joined tables — on up to 100,000 rows. Download the result as CSV or as an Excel file with live formulas, and save the whole layout as a reusable template for your team.

Trigger Sets

Booking automation with WHEN → THEN rules

Trigger sets decide how every imported line is booked: WHEN transaction type, fee category, tax situation or marketplace match, THEN book to debit and credit account, clearing account (PKR) and tax key — down to DATEV cost centers. Assign a set per portal account, with priorities, default rules and a live auto-description for every rule.

AI · Create

Create an invoice from a sentence

Tell the assistant what you need — “new invoice like RE-2026-118 but net €100, gross €120, party Acme GMBH” — and it drafts a complete, booking-ready invoice. It reads your existing records for the template, fills every field and hands you a proposal card. You review and apply; nothing is written until you do.

AI · Match

Confirm a match from ranked candidates

Ask it to reconcile an open invoice and the assistant ranks the likeliest payments by confidence — the exact-amount hit on top, weaker candidates below. It proposes the match; you confirm the right one. The reconciliation is only booked once you apply it.

AI · Month-end

Run month-end as a guided procedure

“Is March ready to close?” runs a multi-step skill: it checks unmatched items, invoice gaps and VAT, completing each step in view and summarising what is left to clear. The assistant does the legwork; you stay in control of when to proceed.

AI · Connect

Set up an integration — credentials stay in the secure UI

Ask it to connect a portal and the assistant prepares the whole account setup. When a provider needs credentials, Apply opens the secure form to enter them — the assistant never sees, handles or stores your secrets. You confirm each action, in DE, EN and TR.

E-Invoicing

E-invoicing built in: XRechnung, ZUGFeRD & UBL

Import XRechnung XML and ZUGFeRD PDFs — the embedded invoice data is taken over 1:1, no AI guessing, with EN 16931 hints for review. In the other direction, KudTax generates XRechnung, ZUGFeRD or UBL for any invoice. And for paper receipts, OCR and AI extraction handle the rest.

Three ways in

See it, drive it, or make it yours.

Each one asks a little more of you and gives a little more back. Start wherever you like — you can move up at any time.