Solutions
Mailroom Automation for Tax Offices
Client receipts, tax notices, correspondence with tax authorities — high volumes, tight deadlines, manual sorting.
The Solution
Automatic classification (receipts, notices, reminders, correspondence), field extraction (tax number, client, deadline, amount), semantic search, AI chat, agentic automation for routine data entry.
How It Works
1. Receive documents and mail — Import client receipts, tax notices and tax authority correspondence via upload, email or scan. All common formats are processed.
2. Classify and assign — AI recognises document types (invoice, receipt, notice, reminder, correspondence) and automatically assigns them to the correct client.
3. Extract data — Tax number, client, deadline, amount and other relevant fields are automatically read and provided in structured form.
4. Search and file — Semantic search and AI chat across the entire client portfolio. Documents are automatically filed correctly and immediately findable.
What sets us apart
Receipt Classification
Automatically identify receipts, notices, reminders, and correspondence
Client Assignment
Tax number, client, deadline, and amount assigned automatically
Semantic Search & Chat
Search client records and find information via AI chat
Agentic Automation
Automate routine data entry — less manual sorting
GDPR Compliant (EU Hosting)
Client data stays in Europe — no US cloud provider
Related Solutions
AI-Powered Mailroom and Filing — the general solution for automated mailroom processing.
Frequently Asked Questions
Which document types are recognised?
feld.ai recognises incoming invoices, cash receipts, bank statements, credit notes, tax notices, reminders and general correspondence. New document types can be trained with just a few examples.
Does the DATEV integration work?
Yes. feld.ai exports document data in DATEV-compatible format. Transfer to DATEV Unternehmen online or via existing middleware is possible. A native DATEV integration is in preparation.
Are tax notices automatically analysed?
Yes. AI recognises notice type, tax number, assessment amounts and deadlines automatically. Deviations from the declaration can be flagged and presented to the responsible clerk for review.
How does client assignment work?
feld.ai matches extracted features (name, tax number, address) against your client master data. With a clear match, filing is automatic. In cases of uncertainty, the document is flagged for manual review.
What volumes can be processed?
feld.ai is designed for processing high document volumes — from individual receipts to thousands per day. Capacity scales with your needs, particularly relevant during peak tax filing season.