(Photo: © DATEV eG)

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Get started with AI inside

Control over business processes and data from the start: Fully digital and supported by artificial intelligence.

Starting a business is often like an expedition into a new world: almost every day brings surprises and challenges that need to be overcome. Those who focus not only on their technical projects and orders from the outset, but also on their business aspects, will benefit greatly. Tasks professionally organizedThis lays a stable foundation for long-term resilience and success. Digital solutions and integrated AI functions can provide targeted support in this regard.

How can I organize business tasks professionally?

Today, founders can choose from a large number of digital tools. The key is to use solutions that make business processes efficient and provide comprehensive digital support., possibly with integrated AI. This allows processes such as order processing, payroll accounting or financial accounting to be professionally set up from the outset.

It makes sense to collaborate with trusted partners: one tax advisor or a tax consultant as well as the IT cooperative Datev eG

This gives young companies both human expertise and proven technical and professional know-how at their side.

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Where can AI support me in business processes?

Markus Algner, Chief Markets Officer (CMO) of Datev, describes the benefits of AI in everyday business as follows:AI can be particularly effective in areas where tasks are repetitive and rules are clearly defined.. Here, it relieves people of tasks and thus creates space for activities that require human experience, judgment and dialogue, for example in advising customers on craft projects."

These requirements are met by the activities surrounding so-called office work in a craft business. This is because numerous legal regulations must be observed. AI can provide support here by processing data, providing booking and decision suggestions, or generating reports. Nevertheless, in Datev solutions The responsibility for decisions always lies with the human being.

What requirements must a company meet in order to use AI effectively?

In order for AI to be used effectively, certain conditions must be met. Business processes should be digitally organized – ideally throughout.Only in this way are the necessary data available to automate processes and obtain reliable analyses. And only in this way do founders always have a valid overview of their company's current financial situation. Especially in the early years, this is a crucial prerequisite for potentially obtaining bank support and remaining competitive in the market.

When building efficient and transparent digital processes, it is helpful that the E-bill This is now the legal standard in B2B business. As a result, companies are receiving fewer and fewer paper or simple PDF invoices. Electronic invoices have the advantagethat they contain structured data sets that can be automatically imported into the accounting software and processed further. This creates end-to-end digital processes almost automatically.

How do I create end-to-end digital processes?

A central starting point for such processes can be... Cloud solutions from the Nuremberg IT cooperative These tools allow entrepreneurs to perform business tasks on mobile devices or from their computers. For example, they can create and send documents with them. Datev Companies online and Datev Order Management next Offers and the documents necessary for sale and delivery. Also E-bills This allows them to comply with legal standards, for example with the ZUGFeRD or XRechnung formats, create and send. In addition, incoming invoices can be processed digitally via this system.

In the skilled trades, industry-specific solutions are often used in addition to existing ones. These can also be integrated into fully digital processes. To ensure seamless data exchange with DATEV solutions, many of these solutions have corresponding interfaces. The DATEV Marketplace lists these industry-specific solutions at [link to DATEV Marketplace]. go.datev.de/marktplatz.

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How can external partners be integrated into my digital processes?

Digital collaboration with the tax consultancy also takes place via DATEV systems. The respective consultancy has access to the company data processed in the programs, such as incoming and outgoing invoices as well as hours worked. payroll, and can therefore book promptly.

Furthermore, Datev solutions are digitally connected to countless other business partners and their IT systems. This allows bank data to be shared via the... Datev Bank Data Service and data from PayPal and Amazon about the Datev payment data service automatically transfer the data into the company's DATEV software and process it further there. This also includes the numerous data transfers that occur during... Payroll necessary, for example to the bank or savings bank, to the social security institutions and the tax authorities, will be The invoicing process is automated via Datev's solutions..

In which solutions is AI integrated?

When data is digitally structured, AI tools can unleash their potential. Datev pursues the approach of using AI only where it offers users concrete benefits – always, of course, while adhering to the highest data protection standards. AI functionalities are integrated into the respective software. For example, in Datev order processing Next, business development analyses as well as customer and product statistics are generated via natural language prompts. About the Datev Automation Service Bank Account transactions can be automatically posted in the law firm. Datev Liquidity Monitor The online platform features an integrated AI-powered forecasting function. Business owners receive not only a current overview of their company's financial situation but also a forecast of future liquidity – providing crucial information for sound business decisions, which they can then potentially discuss with their [company/organization]. tax advisor or your tax advisor can discuss.

Photo: © DATEV eGPhoto: © DATEV eG

"AI can provide particularly effective support where tasks are repetitive and rules are clearly defined."
Dr. Markus Algner
Cmo Datev eG

This allows tradespeople to manage their business processes from the outset at manageable costs. organize professionally and focus on their customers and building their business.

checklist

What commercial IT solutions with AI must be able to do for craft businesses:

✔️ Seamless media transition: Business processes and data exchange with business partners can be organized digitally throughout, thus enabling the meaningful use of AI.

✔️ Use structured data: Common e-invoice formats are supported and, together with other digital documents, provide the data basis that AI needs for automation and evaluation.

✔️ Secured data: Data protection, data security and audit-proof archiving are guaranteed – even when using AI.

✔️ Reliability: Solutions are certified, reliable and comply with the principles of proper accounting for the digital age, the GoBD.

✔️ Ensuring human responsibility: AI assists in decision-making – but the responsibility always remains with entrepreneurs and their tax advisors.

Conclusion

Keep up: AI is changing the way we work – including in the skilled trades, especially in office work and customer contact.  

Practical: AI can take over many tedious routine tasks and accelerate processes with business partners.

News: AI based on structured data provides a quick and easy overview of business management issues.

Networked: Industry-specific software with certified DATEV integration integrates seamlessly into digital processes.

Correctly: AI-supported processes help to avoid costly errors and to design processes in compliance with the law.

Partnership: Working together with a tax advisor to design processes and make decisions.

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Text: / handwerksblatt.de

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