Solutions

Mailroom Automation for Tax Offices

At the start of the month the receipts arrive in waves: client mail, cash receipts, bank statements, tax notices from the authorities — hundreds of documents, tight deadlines, everything sorted by hand and assigned to the right client. During peak tax filing season, the pile turns into a mountain.

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✓ 100% EU hosting

✓ GDPR-compliant — client data stays in the EU

✓ DATEV-compatible export

The Solution

Automatic classification (receipts, notices, reminders, correspondence), field extraction (tax number, client, deadline, amount), semantic search and AI chat — agentically automated for routine data entry.

How It Works

Receive documents and mail

Import client receipts, tax notices and tax authority correspondence via upload, email or scan. All common formats are processed.

Classify and assign

AI recognises document types (invoice, receipt, notice, reminder, correspondence) and automatically assigns them to the correct client.

Extract data

Tax number, client, deadline, amount and other relevant fields are automatically read and provided in structured form.

Search and file

Semantic search and AI chat across the entire client portfolio. Documents are automatically filed correctly and immediately findable.

feld.ai processing pipeline: data collection, extraction, validation, enrichment, delivery — The feld.ai pipeline — from data collection through extraction, validation and enrichment to delivery.

The Last Paper Mile

Paper receipts are the last gap on the way to fully digital document capture.

On a standard multifunction scanner — the kind many tax offices already have in-house (available from third parties from around €400) — we install a “Scan to feld.ai” button. One press, and the paper receipt lands directly in the system: classified, assigned to the right client, searchable. feld.ai only provides the small button program — no hardware of its own, no device sales.

Sovereignty

Your data trains exclusively your own model — never another customer's model.

Trained on your document types — not with your client data. feld.ai operates its own GPU servers in Feldkirch, Austria.

Verify sovereignty — don't take our word for it

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

Runs alongside your existing system

No migration — DATEV-compatible export and REST API integration with your DMS

From Practice

Software Partner · DMS

Integration via DMS partner

feld.ai is natively integrated into the document management system (DMS) of Kendox — joint customers use AI-powered classification and data extraction directly from the DMS. These are exactly the building blocks tax practices use for receipt capture, notice analysis and client assignment.

✓ Automatically recognise document types and assign them to the client

✓ Read tax notices — notice type, tax number, amounts, deadlines

✓ On-demand classification & extraction directly from the DMS

✓ Human-in-the-loop review for uncertain assignments

Status: DMS integration live with joint customers.

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DATEV

feld.ai exports document data in DATEV-compatible format — transfer to DATEV Unternehmen online or via existing middleware is possible today. A native DATEV integration is in preparation.

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.

How do paper receipts get into the system?

On a standard multifunction scanner that many tax offices already have, we install a “Scan to feld.ai” button. One press is enough — the paper receipt is scanned, classified, assigned to the correct client and filed in a searchable form. feld.ai only provides the small button program, no hardware of its own.

See it on your real receipts — before you change anything

A 15-minute demo with your real document types. No migration, no risk — feld.ai runs alongside your existing system.