AI Copilot & Automation

Accounting in AI Mode.

You type one sentence. KudTax does the rest. The complete Q3 analysis, the audit package for the tax office, a check of your booking rules with corrections. Matching and posting have long been running in the background.

  • Receipts posted automatically
  • AI matching across shops, marketplaces & payments
  • Analyses & reports on demand
  • Tax audits prepared with AI
Try 1 month freeView live demo
AmazonShopifyeBayPayPalStripe
Transactions matched0
Receipts posted0
Q3 analysisdone
Audit package 2025ready
Sample data

Tell the AI. KudTax gets going.

Real examples from KudTax, animated with sample data: what you tell the copilot and what it makes of it.

AI copilot
Sample data

Two Kinds of AI: Automation and Copilot

In the background

Automation

Runs on your imported data without you having to ask.

  • AI matching of sales, fees, refunds and payouts
  • Clear matches automatically, unclear cases for review
  • Read documents via OCR, assign accounts and post them
  • Retrieval, matching and export as scheduled tasks
On request

AI Copilot

Works with you as soon as you ask.

  • Questions about your data and analysis of anomalies
  • Create invoices, rules, reports and exports
  • Month-end close step by step
  • You confirm data changes beforehand

How AI Works with Your Data

  1. 1

    Fetch data

    KudTax imports transaction and invoice data through integrations or file uploads.

  2. 2

    Match with AI

    Invoices and payments are matched. Clear matches can be processed automatically.

  3. 3

    Resolve open cases

    Ambiguous cases stay for review. On request, the copilot ranks the most likely candidates for you.

  4. 4

    Export posting data

    The prepared data goes out as a DATEV batch file or to other accounting systems.

What KudTax Handles

  • AI matching and assignment of invoices and payments
  • Proposals and drafts from the AI copilot
  • Preparing posting data for export

What Stays with You and Your Accountant

  • Reviewing open and ambiguous cases
  • Confirming data changes made by the copilot
  • Tax assessment and review of account assignments

FAQ

Frequently Asked Questions

Does the AI in KudTax post automatically?

AI matching assigns invoices and payments. Clear matches can be processed automatically; open or ambiguous cases stay for review. You confirm data changes proposed by the copilot beforehand.

How does the AI read documents?

KudTax reads paper documents via OCR and AI extraction, assigns accounts and posts them. For XRechnung and ZUGFeRD e-invoices nothing is guessed: the embedded data is taken over one to one.

What is the difference between AI matching and the AI copilot?

AI matching runs in the background and assigns imported invoices and payments. The AI copilot works on request: it answers questions, analyzes and creates drafts that you confirm.

What can the AI copilot do?

It answers questions about your data, builds complete analyses and reports, checks your booking rules and suggests corrections, and helps you prepare for a tax audit. It creates invoices, rules and exports with you and guides you through the month-end close step by step.

Does the copilot see my credentials?

No. When a provider needs credentials, a secure form opens; the copilot does not see, process or store them.

Where is my data stored?

KudTax is hosted in Germany. Data processing follows Art. 28 GDPR; you’ll find the agreement during registration.

Which languages does the copilot speak?

In every language. Just ask in yours.

Does the AI cost extra?

No. All features are included in every plan; the price depends on your order volume.

Which data does KudTax match?

Sales, fees, refunds and payouts from marketplaces, shops and payment providers, along with the related invoices and documents. The data each integration provides is listed on its integration page.

Does the AI replace my accountant?

No. KudTax prepares your data; we do not provide individual tax advice. Review account assignments with your accountant.

Related