Digital interface for tax advisors & clients Client portal
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Firm Branding
A client portal in your firm's look – with logo and CI colors.
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Document Management
From upload to payment – simple processes and direct connection to your accounting system.
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LIVE Dashboard
LIVE accounting: Clients see current financial data 24/7 – incl. unposted documents & balance sheets.
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More Service
Data archive with full-text search of all booking details, as well as smart tools for business management.
From document to payment: Smart processes & useful features – for strong client retention.
Clients upload documents, payslips, balance sheets or powers of attorney themselves and pay invoices directly. Secure data exchange, real-time financial overview and quick search – for transparency and stronger customer loyalty.
Ever thought about client collaboration?
Your clients not only upload documents themselves – they can also directly post and pay them. This can save time, costs and resources.
Smart Features for Your Clients
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Dashboard
Always keep an eye on everything.
Clients receive insight into various financial evaluations including a 4-year review. Simultaneous document uploads enable a financial overview with real-time data – live accounting, in which documents from preliminary entry are displayed directly.
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Document Archive
An archive with full-text search, so invoices are found in no time.
The document search enables the display and sorting of invoices, filters by status, optional full-text search and direct retrieval from the firm archive.
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Document processing
From Upload to Payment.
Easily transmit documents, automatically capture them and store them securely – retrievable at any time. With real-time data and evaluations from preliminary entry, you enable your clients to have 24/7 insight into their LIVE accounting.
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Planning
Financial planning made easy!
With the intelligent tool, you can create financial plans quickly, start easily with data from past periods and adjust them at any time, including actual values.
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Workflow
Invoice approval controlled via multiple instances.
Multiple people can approve, comment on and correct invoices – everything is automatically logged and transferred to the accounting system.
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Payment
Payment processes – fast, simple & secure.
Pay invoices with just a few clicks, payment terms and credits are automatically taken into account. Track transactions and create SEPA files – all automatically and efficiently via Logisth.AI.
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Personnel Costs
Personnel data of your company at a glance.
Timeline and annual comparison show developments and costs visually. Clear graphics and a detailed employee list with all relevant information make numbers immediately understandable.
Further Advantages in the Client Portal
Reduce workload, save costs, and use artificial intelligence in a targeted manner.
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Firm Look
In the look & feel of your firm. Brand the interface with your logo and your CI colors.
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Notification System
Logisth.AI offers your firm a notification system for a uniform exchange of information.
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Master Data
Manage customer & supplier master data: Edit or delete contact data, bank data, VAT ID validation and payment blocks.
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Fixed Asset Register
Full transparency: Overview of all assets at a glance.
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Successful Client Retention
One portal, all tools – for active clients, quick decisions and sustainable success.
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Logisth.AI APP
Everything under control: Upload invoices, separate them automatically and retrieve them from the archive at any time.
100%
Security & Quality
We at XION IT Systems GmbH are ISO-certified and offer the highest standards for trust and quality with state-of-the-art technology, secure data centers in Germany and GDPR compliance.
For 200 clients with 50 invoices per month each, the price is less than 10 cents per invoice.
No. The number of documents is irrelevant. By default, you can process 50 clients via Logisth.AI (expandable).
Our goal is live accounting: All documents are uploaded immediately upon arrival, so that entrepreneurs can see their current figures at any time. Accounting thus transforms from a “necessary evil” into a planning tool.
No. Documents can be transmitted, processed, paid and booked. Your clients have access to their data at any time (e.g. P&L, balance sheet, document search).
- You offer services that no customer wants to miss anymore.
- You work more efficiently, gaining more time for consulting.
- Your additional consulting revenues significantly exceed the license costs.
- Basic and Enterprise are the two available versions.
- Enterprise offers advanced functions such as workflow, planning, employee management.
- A demo version is available for testing and for companies.
BMD
- FIBU basic package with open items and dunning
DATEV
- DATEV Basic Package
More than 10,000 satisfied customers use Logisth.AI
The smart solution for
your digital firm future!
Any questions?
Our team will be happy to advise you personally.