Efficient Accounting through System Integration

Automation with Docuware, DATEV, Lucanet & Custom CRM

Ongoing projectDay-rate engagement

The Starting Point

A growing mid-sized company was limited by manual workflows like scanning invoices, copying metadata into Excel, and manual bookkeeping. As volume grew, these processes could no longer be handled efficiently. Since there was no internal technical lead, I guided the selection of a document management system and evaluated the integration with the existing infrastructure.

Before

  • Document metadata was manually entered into Excel
  • Bookings were transferred to DATEV by hand
  • Payment preparation in Lucanet was time-consuming
  • No technical point of contact for vendor selection

After

  • Invoices are automatically captured and classified
  • DATEV account assignment happens directly in the digital workflow
  • Payments are prepared in Lucanet at the click of a button
  • CRM interfaces automatically enrich documents with relevant data

What I delivered

Vendor Selection & Advisory

Technical advisor during vendor meetings and definition of requirements to evaluate feasibility.

Process Automation

Configuration of the software with automated workflows for efficient document processing.

DATEV Integration

Synchronization of chart of accounts and cost centers as well as connection to DATEV Unternehmen Online.

Lucanet Connection

Preparation of payments directly from document data to avoid transcription errors.

CRM Connection

Development of an interface to the CRM to automatically link documents with contact and contract data.

Ongoing Optimization

Regular alignment and maintenance of interfaces for seamless long-term operation.

Results

0 systems
seamlessly integrated
10 clicks
to approve payments
5 media breaks
from invoice to payment

Let's talk.

30 minutes. You explain the problem. I'll honestly say if I can help.

I take on 2-3 projects per quarter.

Prefer to write first?kontakt@wittek-software.de