For tax advisors & bookkeepers

Receipt management for tax advisors and bookkeepers

You know how it goes: the receipts arrive in March, as phone photos with no date in the file name. belegbuddy sits in front of your accounting software and makes sure what reaches you is in order.

No switch needed

belegbuddy isn’t another accounting package. You keep booking where you book today. From us you get the receipts with their extracted data as Excel, CSV or PDF.

One client, one receipt box

Each client gets their own receipt box with its own address, categories and users. Business Pro includes 25 receipt boxes, additional ones cost €5 a month. Clients submit by email, photo, WhatsApp or upload, whatever suits them.

What happens during extraction

Supplier, date, amounts, tax per rate, VAT ID and country of origin. Incoming and outgoing invoices are told apart, the VAT ID is checked via VIES and Austrian companies are looked up in the company register. Payment QR codes and cash register QR codes are read. If you need the detail, every line item can be booked separately.

Bringing bank and receipts together

Bank statements come in as CAMT, MT940, CSV, Excel or PDF. The AI reads PDF statements and reconciles the balances. belegbuddy then proposes matching receipts for every transaction, scored by amount, date range, IBAN and invoice number.

Roles and permissions

Clients get “capture-only” and can only submit. Your team works with “bookkeeping”, and anyone who just needs to look gets “read-only”. Business Pro allows up to 30 users per receipt box.

Client data and AI

On Business and Business Pro, belegbuddy uses cloud models that are not trained on your data, or a local model where nothing leaves the EU. You can also add your firm’s own API key, which is stored encrypted. More in the privacy policy.