Services

Management reporting & planning

In the client portal, you can follow your live management accounts down to individual entries and documents. Custom templates present your management and investor reports in the format you need; an MCP connection to DATEV also enables AI-assisted analysis.

Scope of services

Our support in detail

We agree the reporting structure with management, your finance team and investors. It can reflect your business model and stage of growth.

  • Live management accounts with access to individual entries and documents
  • Custom reporting structures for management and investors
  • Financial information for planning and decisions

Working together

How we work with you

01

Agree the scope

We discuss your starting point and agree which tasks we take on and which remain with your team. We coordinate the required documents, responsibilities and billing with you.

02

Set up our collaboration

Your dedicated team of financial accountant, tax adviser and project manager coordinates our work. We resolve questions and handovers in a shared Slack channel. Solutions Consulting or other specialists join when needed.

03

Discuss the results

We explain the results and discuss outstanding questions and possible next steps. As your business or advisory needs change, we adjust the agreed scope together.

Agentic Accounting

Your AI agent in everyday accounting

Prepare documents, clarify questions and coordinate handovers with Amicon. We are developing how your agent can support these tasks using your tools and agreed instructions. Your Amicon team reviews the accounting and handles tax advice.

More about Agentic Accounting
Your accounting agent
  1. Me

    Why have our software costs increased?

  2. Your agent

    The entries show €4,800 in software costs, compared with €4,200 in the previous month. The additional €600 comes from extra CloudDesk licences.

    Source: entries and receipts
Illustrative example with fictional data. No live query.

Contact

Your contacts at Amicon

Frank Steffen, Philipp Doll and Benjamin Harr, from left to right
Frank Steffen · Philipp Doll · Benjamin Harr

In our first conversation, we look at your accounting, systems and tax advisory needs. Together, we discuss how to simplify your processes and make them more efficient.

Get in touch