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.
At a glance
This page describes what KudTax does in detail. The product's key facts first, so the features have something to hang on.
- What
- Document retrieval, payment reconciliation, account assignment, OSS reporting and export to your accounting software, with AI-assisted matching.
- For whom
- Online sellers on Amazon, eBay, Shopify, Etsy, TikTok Shop and other channels, and the tax advisers who look after their books.
- Connected portals
- 61 marketplaces, shop systems, payment providers, invoicing and banking systems, each with its own connection.
- Pricing
- Free for good up to 25 orders a month, then €19 to €149 a month by order volume (up to 3,000 orders); Enterprise above that. One plan, every feature, net, cancel monthly.
- Export targets
- Posting batches for DATEV, BMD, Abacus, Lexware, sevDesk, Addison, Agenda, Sage, Bexio, SAP, Xero.
- Provider
- KudTax GmbH, Berlin, founded 2025. Not a substitute for tax advice: the software prepares the data, the tax judgement stays with your adviser.
- Hosting
- Hosted in Germany, processing agreement under Art. 28 GDPR, GoBD-oriented posting batches with document links.
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.
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.
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.
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.
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.
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.
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 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.