Legal & Advice

Incoming Invoice Review Agent

The amount is not what causes trouble. The missing tax number in the footer is.

Checks incoming invoices detail by mandatory detail and protects the input VAT deduction.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

Section 14(4) UStG lists nine mandatory details, yet nobody in the business ticks them off.

Invoices arrive by email, as a photo of the delivery note or on paper with the goods. Whoever receives them, whether a fitter, a driver or the owner, checks what catches the eye: amount, service, date. The details on which the input VAT deduction actually depends are in small print and only surface at the tax adviser's office, once the month is already closed.

9mandatory detailsSection 14(4) UStG requires them on every invoice over 250 euros.
140incoming invoices a monthThat is how many a business with twelve employees receives.
11invoices with a defectA detail is missing or the description of the service is too vague.
5weeks to correctionThe defect surfaces at the tax adviser's office; a letter goes back to the supplier, and then the wait for the corrected invoice begins.

The defect becomes visible on the day of receipt instead of five weeks later, and catching it that early cuts review effort by 60% for the eleven defective invoices out of 140 a month.

The 60% reduction in review effort is this agent's headline figure. Invoice count, number of defects and the five weeks to a corrected invoice reflect a typical month in a small business; they are not measured values.

Three steps through the process.

The agent ticks off each of the nine mandatory details on the incoming invoice and names which one is missing; the tax adviser decides on the input VAT deduction.

Check the mandatory details on every invoice

The agent reads the invoice and looks for each of the nine details required by section 14(4) UStG. If one is missing, it records which one and where it should appear.

Invoice LF-7719 from Kranz, 8 of 9 details found

Group defects by supplier

The agent groups the queried invoices by supplier. Where the same defect recurs, it points this out.

3 invoices from Kranz without a tax number, 1,870 euros of input VAT affected

Draft a correction letter per supplier

The agent drafts a letter per supplier naming the missing detail and the invoice numbers affected. The business owner approves it.

korrektur_kranz_2026-05.pdf, 3 invoice numbers, 1 named defect

What the agent does not do.

It neither grants nor refuses the input VAT deduction.

It names the missing mandatory detail and the invoice affected. Whether input VAT is deducted is for the tax adviser to judge.

No correction letter goes out without approval.

The draft sits in the business's outbox. Whether and when it goes to Kranz is for the owner to decide.

It cannot tell from the invoice whether the service billed was actually delivered.

It checks the description of the service for specificity. Whether the 40 metres of cable tray arrived on site is for the site manager to check against the delivery note.

Connected systems

  • Invoice inbox
  • receipt recognition
  • the business's accounting software

Operations

  • Deployment modelEU cloud, private cloud or on-premises
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsAccounting, small businesses, tax advisers

The questions that come up before the first meeting.

How quickly is the Incoming Invoice Review Agent ready to use?

A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “60% less review effort” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We establish the realistic effect for your organisation in the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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