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Analyse accounting data from Datev

Analyse accounting data from Datev

Your first prompt to AI

Your first prompt to AI

"Analyze the attached Datev accounting export (open items, totals, balances) and any historical periods provided; summarize key metrics and trends with charts or tables."

"Analyze the attached Datev accounting export (open items, totals, balances) and any historical periods provided; summarize key metrics and trends with charts or tables."

Enhanced AI workflow

Input via Datev API: Pull latest ledgers and open item data
AI-Processing: Organize entries by type, counterparty, and due date
Output via Excel: Deliver accounting overview with totals and flags

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Faster execution

Faster execution

Improved quality

Improved quality

Applied in

Applied in

Near real-time analysis of accounting data

Near real-time analysis of accounting data

Requesting departments

Requesting departments

Finance

Finance

Beneficiaries

Beneficiaries

Finance Manager, Accountant, Fund Operations Specialist

Finance Manager, Accountant, Fund Operations Specialist

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