Allocates receipts to one of several properties using a ranking of signals, or deliberately not at all.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
A client owns five properties, and the receipts sometimes give the address, sometimes the tenancy agreement, sometimes only the tradesperson. When two signals conflict, whoever happens to be sorting decides. The error shows up months later in the service charge statement, and then the whole period has to be reopened.
A flagged doubtful case costs a few minutes, a silent mistake costs reopening the whole period, and that difference is where the 55% fewer misallocations come from.
The 55% reduction in misallocations is this agent's headline figure. Five properties, four signals per receipt and thirty-one conflicts a year sketch a client with a mixed portfolio; none of these figures is measured.
The agent reads the address, tenancy agreement number, cost centre and invoicing party from the receipt. It records which signals are present and which are missing.
Receipt R-5527, 3 of 4 signals present, address without house numberIf the signals present agree, the agent assigns the property and notes the deciding signal. It records the supporting signals alongside.
Receipt R-5527 allocated to the property at Uferweg 3, deciding signal: tenancy agreement numberIf two signals point to different properties, the agent does not allocate. It sets out both candidates side by side, each with its signal.
Clarification list, 31 receipts, each with 2 candidate properties and their signalsIf the address and cost centre conflict, the receipt stays on the clarification list. The tax specialist assigns the property.
If it arrives at a different property for receipt R-5527 than the 2024 records show, it reports the discrepancy. The firm decides whether the previous year is reopened.
The firm sets the order of precedence once, and it is shown with every allocation. If the ranking does not suit a client, property controlling changes it.
Connected systems
Operations
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.
EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.