AI Assistance

AI for German financial statements: where it helps and where you stay in control

AI is genuinely useful for German statutory accounts — but only in specific, verifiable ways. This page explains exactly where our AI does the work (mapping accounts, drafting the Anhang and Lagebericht, running consistency checks), how the human stays in control of every judgement, and how your data is handled under German and EU data-protection standards.

Where AI actually helps

The preparation of a Jahresabschluss has a few laborious, rules-heavy tasks that are ideal for AI assistance: classifying hundreds of ledger accounts into the right HGB positions, drafting standardised disclosure prose at the required professional level, and cross-checking that the many documents agree with each other. None of these require creativity — they require accuracy and knowledge of the Commercial Code, which is where AI earns its place.

Just as important is where AI is not used: it does not invent numbers, and it does not make the legal judgement about your statements. It proposes; you decide. That division is deliberate and it is what makes AI safe to use for a statutory filing.

The three jobs the AI does

Account mapping

It reads your SKR03/SKR04 trial balance and proposes the § 266 / § 275 HGB position for each account, including HGB-specific handling like VAT netting. You review the mapping line by line before anything locks.

Anhang and Lagebericht drafting

It drafts the notes and, where required, the management report from your locked figures — the accounting policies, the fixed-asset schedule, maturity and provision disclosures — at the level a German auditor expects, marking any statutory gap for you to complete.

Consistency checks

It cross-references the Bilanz, GuV, Anhang and E-Bilanz so the numbers agree everywhere, and flags structural problems such as a balance sheet that does not tie out — without second-guessing legitimate figures.

Numbers come from your data, not the model

A recurring worry about AI in accounting is fabricated figures. Our approach removes that risk by construction: every amount in the statements comes from your locked trial balance, and the drafting layer resolves the real numbers into the prose and tables. Where a required disclosure has no underlying figure, the AI inserts a clear marker for you to complete rather than inventing a plausible-looking value.

The consistency checks are structural and factual — does the balance sheet balance, do the notes reconcile to the figures — not interpretive. The software does not editorialise about whether your results look unusual; it renders your accounts faithfully and leaves the judgement to you.

You stay in control

  • Every AI-proposed mapping is shown for your review and can be overridden before figures lock.
  • Drafted notes are fully editable; the AI produces a first draft, you finalise the wording.
  • Statutory gaps are flagged, not silently filled, so nothing false reaches a filing.
  • The legal responsibility for the statements remains with the company's representatives — the AI is an assistant, not the signatory.
  • The filed original is always the German document (§ 244); English AI-assisted output is an early-access convenience layer.

Data protection and hosting

Your financial data is business-critical and personal-data-bearing, so it is handled under German and EU data-protection law (GDPR). Data is processed within the EU, access is controlled, and the platform is built around the confidentiality expectations of German commercial and tax data.

We describe the technology as our own AI / AI-assisted preparation rather than naming external vendors, and we make no claim of a bespoke self-trained model. The point that matters for you is operational: the AI accelerates the routine work while your data stays inside a European, GDPR-compliant environment and the professional judgement stays with you.

Frequently asked questions

How is AI used in preparing German financial statements?

In three ways: mapping trial-balance accounts to § 266 / § 275 HGB positions, drafting the Anhang and Lagebericht from your locked figures, and running consistency checks across the Bilanz, GuV, Anhang and E-Bilanz. Each output is reviewable, and you approve everything before it is finalised.

Does the AI make up numbers?

No. Every amount comes from your uploaded, locked trial balance; the AI resolves real figures into the statements. Where a required disclosure has no figure, it inserts a marker for you to complete rather than inventing a value.

Do I stay in control of the statements?

Yes. The AI proposes mappings and drafts prose, but you review and can override every mapping and edit every note. The legal responsibility for the accounts stays with the company's representatives — the AI is an assistant, not a decision-maker.

Is my financial data safe?

Data is processed within the EU under GDPR, with controlled access, in line with the confidentiality expected for German commercial and tax data. We describe the technology as our own AI and make no claim of a self-trained model or external data sharing beyond what is disclosed.

Can the AI produce the statements in English?

It can produce English convenience translations and works through an English early-access interface, but the legally binding, filed statements must be in German and euros (§ 244). The German version is always the original.