AI for Financial Management

AI for Financial Management: financial reporting, expense tracking, invoicing and cash flow analysis.

approx. 75% · Less document capture

Receipts are read and pre-coded automatically, so nobody has to type them in.

approx. 10 hrs · Freed up per week

The time saved adds up across the working week.

approx. 3 days · Earlier month-end close

Receipts are captured continuously and do not pile up until the end of the month.

Every · payment reminder sent on time

Due dates are monitored and reminders triggered automatically.

All figures are model calculations based on the stated assumptions and are not measured customer data. The full calculation is under “Why?” in each case.

Everyday Work at the Firm: Rising Expectations of Tax and Financial Advisors

Expectations of a tax advisor or financial advisor have shifted. Clients send an email in the evening and expect an answer the next morning. Before the tax return deadline, receipts arrive in waves: as a photo, as a PDF, attached to a message with no subject line.

Firms are now also judged on their response time. At the same time, manual bookkeeping eats the hours that belong to wealth management. Bookkeepers sort attachments, match them to clients and answer the same Lexoffice or Lexware access question for the third time.

The actual advice, such as which loan fits or how an ETF comparison turns out for a portfolio, slides to the end of the day. That is where AI automation in client communication comes in.

Finance Use Cases

Liquidity Analysis

Clear financial reports

Evaluates income, expenses and open items and creates reports for management and tax advisors.

Payment Matching

Payments matched automatically

Matches open invoices with the incoming payments from your accounting.

Incoming Invoices

Incoming invoices recorded

Reads invoice data, matches it with purchase orders and prepares the account coding for approval.

Payment Reminder & Dunning

Dunning letters as drafts

Creates payment reminders and dunning letters that match your payment terms. Nothing is sent until you approve it.

Dunning & Open Items

Reminders at the right time

Keeps all due dates in view, prepares payment reminders and reports overdue accounts to your team.

AI for Tax Advisor & Financial Advisor

The Yura Solution: AI Assistant for Bookkeeping and Client Communication

We start where the time is lost. Our AI Mail Assistant reads incoming messages, spots receipts in the attachments and files the data prepared for Lexoffice or Lexware. You review and approve.

Recurring client questions are answered by the AI chatbot using the information your firm has stored. Appointments for tax advisors and wealth managers land in the right calendar through the Google Calendar connection, including a check for overlaps. Sensitive financial data stays on servers in Germany, and processing is GDPR-compliant.

Every reply is visible before it goes out: the artificial intelligence proposes, and your firm decides.

Results in bookkeeping: Cost Savings and Staff Relief

The benefit shows up in three places. First in bookkeeping: receipts are captured automatically, and the typos that come from retyping disappear. Second in employee relief: a morning no longer spent sorting is a morning for clients.

Third in availability: when someone asks 'what does a tax advisor cost?', they get an answer and a proposed appointment right away. The AI phone assistant also takes the calls that would otherwise end in a busy signal. That way you serve more clients without having to hire new staff at the same rate.

How Yura makes finance work easier

Support throughout the financial process, from invoice to report

• Invoice Processing AI automatically extracts data from invoices, validates entries and forwards them for approval
• Expense Tracking Automatic categorization and monitoring of expenses for better cost control
• Financial Reporting Automatic creation of P&L reports, balance sheets and cashflow overviews
• Cash Flow Forecast AI-supported forecast of future cash flows based on historical data and trends
• Chat Access Customers reach the finance team via chat, for example for questions about invoices, processing status or consultation requests
• Calendar Management Automatic coordination of consultation appointments, payment deadlines and team alignments in the financial calendar

Data Protection in the Financial Sector

Security has top priority in the financial sector. Yura makes sure that every automation and every solution with artificial intelligence (AI) works GDPR-compliant. Your data and your clients' data are stored securely on servers in Germany.

Whether you support financial advisors or take work off the bookkeeping of small businesses, the data is processed with high protection standards. You can request a free demo via our homepage.

Lexware, loans and wealth management: how it works

For companies that work with Lexware Office, Yura reads receipt data from emails and attachments and files it in order, so nobody has to retype it. Inquiries about loans or wealth management are captured in advance by the artificial intelligence and passed on to your team in an organized way.

Questions about Tax Advisor Support

Answers to what gets asked most. Something else on your mind?

How does an AI assistant automate bookkeeping for tax advisors?

Receipts that arrive by email or upload are captured and categorized: invoice data is read out, matched to the right client and prepared for Lexoffice or Lexware. You see the result before anything is booked. That saves time above all in the weeks before the tax return deadline, when receipts arrive in waves. Processing runs GDPR-compliant on servers in Germany. The AI Mail Assistant shows the workflow in detail.

Can the AI chatbot support clients with ETF comparison?

The AI chatbot can give clients general information on topics such as an ETF comparison or building wealth, based on the content your firm has stored. It does not replace investment advice. Prospects who want personal advice are passed on to your financial advisor with a proposed appointment. Details are in the overview of AI modules.

Is the use of Yura GDPR-compliant for bookkeeping offices?

Every interaction of the AI assistant and the processing of bookkeeping data take place in line with the GDPR on servers in Germany. Sensitive client data is encrypted in transit and at rest. That way you use the advantages of automation without compromising on data protection. More on the data protection and security page.

How does the AI phone assistant help when clients search for a tax advisor nearby?

When potential clients search for a tax advisor nearby, being reachable counts. Our AI phone assistant takes calls right away, answers questions about what a tax advisor costs and offers appointments directly in Google Calendar. That way no client is lost just because the office line is busy. The AI takes down first details for the tax return and passes them on to the tax advisor in an organized way. Learn more about the AI phone assistant.

How does Yura help bookkeepers who work with Lexoffice or Lexware?

The path from client to bookkeeping system can largely be automated: receipts are pulled from the message, checked and prepared for Lexware or Lexware Office. Access questions are answered with what your firm has on file. For bookkeepers that means less copying and pasting between inbox and system, and wealth management gets more time. The tasks that come out of it are created automatically by the Task Magnet.

Can financial advisors book appointments for loans or wealth management via Yura.to?

Yes. Through our WhatsApp integration or the chat on your website, prospects request consultation appointments directly, for example for a loan, an ETF comparison or wealth management. The AI checks availability in your calendar and confirms the appointment in real time. Prospects get a quick answer, and your team avoids the back and forth.

Does Yura also support trainees in tax advisor training?

Yes. Yura can serve as a knowledge base for training in the firm. Trainees and aspiring bookkeepers quickly find information there about bookkeeping processes or deadlines, such as the filing deadline for the tax return. That strengthens internal knowledge management and relieves experienced colleagues of routine questions. Talk to our team.

Try Yura in your firm

Less chaos with receipts and faster answers for your clients. Contact us for a free consultation.

Free initial consultation · Non-binding · Quick response