AI for your tax firm: more time for advice, less routine. We build AI that takes routine work off your firm.
Incoming receipts, document requests, checking tax assessments, recurring client questions: routine takes up a lot of time in every firm. AI Værk works with you from the first call to a solution in daily use. Client data stays under your control, on a server in your firm if you prefer.
AI Værk is your 360° partner for AI in mid-sized companies.
Together we pin down where AI can take work off your hands, and then we implement it.
We know the day-to-day work in tax advisory firms: incoming receipts for bookkeeping, tax assessments with objection deadlines and client questions. We also know what holds things up everywhere: re-keying data from one system into another, or waiting for the one person who knows the answer.
You can start wherever you are: with an early idea, a workflow that takes too long, or a finished plan for us to implement.
Justus August and Elias Arndt
About us-
01
Consulting and AI audit
In a free initial call of about 30 minutes, we listen. In the €500 AI audit, we review your workflows, data and software, then agree with you where to start.
Pricing and AI audit -
02
Workshops and training
Your team practises on real tasks from their own day-to-day work and learns to use AI tools safely and check the results.
Workshops -
03
AI assistants and chatbots
Your team or your customers ask, your company knowledge answers: with sources, and only with what the person asking is allowed to see.
Internal AI assistants -
04
Process automation
Recurring workflows run on their own from intake to result, connected to the software you already use.
Process automation -
05
Custom development
We build custom software where off-the-shelf products fall short, for example for a workflow that only exists at your company.
Custom development -
06
Operations and maintenance
We host, monitor and maintain the software and extend it when your workflows change.
Operations and monitoring
Where AI saves your firm time
Automate incoming receipts
The software recognises receipts from email, photos and scans as invoices, bank statements or contracts and files them under the right client, ready for bookkeeping.
Check assessments, log deadlines
When a tax assessment arrives, the software reads it, compares it with the return and suggests the deadline for an objection. Your team sees any differences at a glance.
Answer client questions faster
Replies to recurring questions are drafted from your own templates and client circulars. Your team checks them and sends them off.
From a full inbox to complete year-end accounts
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01
Sort the receipts
A client sends 23 attachments across three emails. On your firm’s server, the software recognises bank statements, invoices and contracts and files everything under his client record.
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02
Find the gaps
It compares the receipts with your year-end checklist and flags that the December bank statements are missing.
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03
Remind and hand over
The software drafts a short reminder to the client, and your team sends it. The receipts already in are sorted and ready for bookkeeping. When the statements arrive, the software adds them.
Client data stays where you decide.
As a tax adviser, you are bound to confidentiality. So you decide where the software runs, and we set it up exactly that way.
- Confidentiality in the contract, in text form and with everything § 62a StBerG and Section 203 of the German Criminal Code (StGB) require of the contract: professional secrecy with a note on the criminal consequences, access only as far as needed, and clear rules for subcontractors.
- A data processing agreement under the GDPR, signed before the software sees real data.
- Your data is never used to train AI models.
- Every access is logged. You see who opened what, and when.
Working safely with AI: training for your firm’s team
Your team practises on client post as it arrives every day: what does the software sort, what does the AI see of it, and which question belongs with the tax adviser? Use the switch to see how client data stays protected.
“Hello Ms Schröder, attached are the receipts for the GmbH and our private ones. I’ll send the December bank statements in January. One more question: Can I claim for my new home office? Best wishes, Person 3307Jens Albrecht”
- Your server inserts placeholders
- Sent encrypted
- Cloud AI processes it
- Your server puts the names back
Only your server knows which placeholder belongs to which person.
- Message arrives
- The AI on your server works with the full message
Nothing leaves your firm.
Separate the receipts
Spot business and private receipts in the same attachment and file each set under the right client.
Keep the gap in view
Log the promised bank statements as an open item, so the reminder goes out by itself in January.
Pass the tax question on
Recognise the question about the home office and pass it to the tax adviser in charge. She answers it at the next meeting.
Questions before getting started
Can we use AI with client data?
Yes. § 62a StBerG allows you to share confidential information with service providers, as far as their work requires it and provided they are bound to confidentiality. That is exactly what we set out in the contract, together with the data processing agreement. If a service directly serves a single client matter, you also obtain the client’s consent. If the software and the AI model run on a server in your firm, the data stays on your premises from start to finish.
Does it work with our practice software?
Yes. Where your practice software offers an open interface or an import route, we pass receipts and tasks straight to it. Otherwise your team moves them across from a work list. You keep using your software’s own AI features. We check which route suits your firm in the AI audit.
What does getting started cost?
The initial call is free. If the task is already clear, we move straight to a proposal. If a closer assessment is needed, the AI audit costs €500, fully credited towards implementation with AI Værk. Small solutions start at around €2,000. If we find no useful AI application, the audit fee is waived; previously agreed expenses remain payable. Our proposal lists setup, licences, hosting and support separately.
Is it worthwhile for a small firm?
Often even more so, because a few people carry a lot of routine work. In the AI audit we do the maths with your own figures. If it does not pay off, we tell you plainly.
Where does your firm lose the most time?
In the free initial call, tell us what holds your team up every day. We will show you where AI helps, what it costs and how it works with your software.