[{"data":1,"prerenderedAt":516},["ShallowReactive",2],{"for-en-accountants":3,"hreflang-for-en-accountants":269},{"id":4,"title":5,"audience":6,"audienceIcon":7,"bank":8,"body":9,"category":239,"date":240,"description":241,"extension":242,"highlights":243,"keywords":256,"meta":262,"navigation":263,"path":264,"seo":265,"stem":266,"steps":8,"translationKey":267,"__hash__":268},"content/en/for/accountants.md","Invoice Matching for Accountants — Manage Client Mandates Efficiently","Accounting Firms","accounting",null,{"type":10,"value":11,"toc":219},"minimark",[12,16,19,24,27,32,35,39,42,46,49,53,56,60,64,67,71,74,78,81,85,88,92,157,161,168,175,179,216],[13,14,15],"p",{},"If you run an accounting firm or tax advisory practice, you know the drill: every month, a stack of invoices lands on your desk — PDFs, scans, email forwards — and each one needs to be matched to a bank transaction. Multiply that by dozens of clients, and you have a recipe for late nights and missed deadlines.",[13,17,18],{},"invoice-matcher.io was built to change that.",[20,21,23],"h2",{"id":22},"the-challenge","The challenge",[13,25,26],{},"Accounting firms face a unique set of problems when it comes to invoice reconciliation:",[28,29,31],"h3",{"id":30},"volume-across-mandates","Volume across mandates",[13,33,34],{},"You are not matching invoices for one business. You are doing it for ten, twenty, or fifty clients — each with their own bank accounts, vendors, and invoice formats. Keeping track of which invoice belongs to which client, and which transaction matches it, is a logistical challenge.",[28,36,38],{"id":37},"inconsistent-document-quality","Inconsistent document quality",[13,40,41],{},"Some clients send well-structured PDFs. Others forward blurry phone photos or handwritten receipts. Your workflow needs to handle all of it without grinding to a halt.",[28,43,45],{"id":44},"time-pressure-around-deadlines","Time pressure around deadlines",[13,47,48],{},"Monthly and quarterly closings create predictable bottlenecks. When all your clients need their books done at the same time, manual matching simply does not scale.",[28,50,52],{"id":51},"client-expectations-are-rising","Client expectations are rising",[13,54,55],{},"Clients expect faster turnaround, transparent status updates, and clean exports. Delivering that with spreadsheets and manual processes is increasingly difficult.",[20,57,59],{"id":58},"how-invoice-matcherio-solves-this","How invoice-matcher.io solves this",[28,61,63],{"id":62},"one-tool-many-mandates","One tool, many mandates",[13,65,66],{},"Each client gets their own organization within invoice-matcher.io. Invoices, transactions, and matches are strictly separated. You switch between clients in seconds — no mixing of data, no risk of cross-contamination.",[28,68,70],{"id":69},"ai-extraction-handles-the-mess","AI extraction handles the mess",[13,72,73],{},"Upload a PDF, a scanned image, or forward an email. Our OCR + AI system extracts vendor name, amount, date, invoice number, and VAT ID — regardless of document quality or layout. All processing happens within the EU, on servers in Frankfurt and Paris.",[28,75,77],{"id":76},"automatic-matching-saves-hours","Automatic matching saves hours",[13,79,80],{},"Once invoices are extracted and bank statements imported (CSV or OFX), our matching engine compares them across five data points: amount, date proximity, vendor name, invoice reference, and currency. High-confidence matches are assigned instantly. Ambiguous cases go to a review queue where your team can approve or reassign them.",[28,82,84],{"id":83},"export-ready-for-clients-and-tax-offices","Export-ready for clients and tax offices",[13,86,87],{},"When the matching is done, export everything as a structured ZIP file — PDFs organized by match status, plus a summary CSV. Hand it to your client, upload it to DATEV, or archive it for the tax office. No reformatting needed.",[20,89,91],{"id":90},"key-features-for-accounting-firms","Key features for accounting firms",[93,94,95,103,109,115,121,127,133,139,145,151],"ul",{},[96,97,98,102],"li",{},[99,100,101],"strong",{},"Separate organizations per client"," — clean data separation for every mandate",[96,104,105,108],{},[99,106,107],{},"AI extraction from PDFs, scans, and emails"," — handles any invoice format",[96,110,111,114],{},[99,112,113],{},"Multi-currency matching"," — EUR, USD, CHF and 15+ currencies with automatic exchange rate lookups",[96,116,117,120],{},[99,118,119],{},"5-Factor match scoring"," — transparent confidence levels for every match",[96,122,123,126],{},[99,124,125],{},"Review queue"," — approve, reassign, or reject ambiguous matches",[96,128,129,132],{},[99,130,131],{},"ZIP export"," — structured file package ready for handover",[96,134,135,138],{},[99,136,137],{},"Team roles"," — Owner, Admin, Viewer with granular access control",[96,140,141,144],{},[99,142,143],{},"Email inbox per organization"," — clients can forward invoices directly",[96,146,147,150],{},[99,148,149],{},"Coverage dashboard"," — see reconciliation progress at a glance",[96,152,153,156],{},[99,154,155],{},"GDPR compliant"," — data stored in Frankfurt, encrypted, with full audit trail",[20,158,160],{"id":159},"pricing-that-works-for-accounting-firms","Pricing that works for accounting firms",[13,162,163,164,167],{},"For firms managing multiple clients, the ",[99,165,166],{},"Enterprise plan"," is designed for you: unlimited invoices, multiple organizations, API access, SSO, and dedicated onboarding. Volume discounts are available.",[13,169,170,171,174],{},"If you are just getting started or want to test the workflow with one or two clients, the ",[99,172,173],{},"Free plan"," gives you 25 invoices per month at no cost — with full AI extraction and matching included. No credit card required.",[20,176,178],{"id":177},"get-started-in-minutes","Get started in minutes",[180,181,182,188,194,204,210],"ol",{},[96,183,184,187],{},[99,185,186],{},"Create your account"," — free, no credit card needed",[96,189,190,193],{},[99,191,192],{},"Set up an organization"," for your first client",[96,195,196,199,200,203],{},[99,197,198],{},"Upload invoices"," (PDF, image, or email forward) and ",[99,201,202],{},"import bank statements"," (CSV or OFX)",[96,205,206,209],{},[99,207,208],{},"Review matches"," — high-confidence matches are auto-assigned, the rest go to your review queue",[96,211,212,215],{},[99,213,214],{},"Export as ZIP"," — hand over to your client or archive for compliance",[13,217,218],{},"Most accounting firms see the value within the first mandate. The time you save on matching is time you can spend on advisory work — where your expertise actually matters.",{"title":220,"searchDepth":221,"depth":221,"links":222},"",2,[223,230,236,237,238],{"id":22,"depth":221,"text":23,"children":224},[225,227,228,229],{"id":30,"depth":226,"text":31},3,{"id":37,"depth":226,"text":38},{"id":44,"depth":226,"text":45},{"id":51,"depth":226,"text":52},{"id":58,"depth":221,"text":59,"children":231},[232,233,234,235],{"id":62,"depth":226,"text":63},{"id":69,"depth":226,"text":70},{"id":76,"depth":226,"text":77},{"id":83,"depth":226,"text":84},{"id":90,"depth":221,"text":91},{"id":159,"depth":221,"text":160},{"id":177,"depth":221,"text":178},"segment","2026-03-08","How accounting firms use invoice-matcher.io to reconcile invoices across multiple clients in minutes instead of hours.","md",[244,247,250,253],{"title":245,"desc":246},"Multi-Mandate Management","Separate organizations per client. Each with its own inbox, transactions, and matching history.",{"title":248,"desc":249},"ZIP Export for Handover","Export all matched invoices and transactions as a structured ZIP file — ready for the client or tax office.",{"title":251,"desc":252},"Team Roles & Access Control","Owner, Admin, and Viewer roles. Control who sees what across your team.",{"title":254,"desc":255},"GDPR Compliant by Design","All data stored in Frankfurt, Germany. Encrypted at rest and in transit. Full audit trail.",[257,258,259,260,261],"invoice matching accountants","accounting firm invoice reconciliation","invoice matching for tax advisors","multi-client invoice management","accountant invoice tool",{},true,"/en/for/accountants",{"title":5,"description":241},"en/for/accountants","for-accountants","2dsmCh2_Y8XeZNEhYInguWPRus5uR0e1dtWtcLq12bE",{"id":270,"title":271,"audience":272,"audienceIcon":7,"bank":8,"body":273,"category":239,"date":240,"description":492,"extension":242,"highlights":493,"keywords":505,"meta":511,"navigation":263,"path":512,"seo":513,"stem":514,"steps":8,"translationKey":267,"__hash__":515},"content/de/for/steuerberater.md","Rechnungsabgleich für Steuerberater — Mandate strukturiert abwickeln","Steuerberater & Kanzleien",{"type":10,"value":274,"toc":475},[275,278,281,285,288,292,295,299,302,306,309,313,316,320,324,327,331,334,338,341,345,348,352,414,418,425,432,436,472],[13,276,277],{},"Wer eine Steuerkanzlei führt oder als Steuerberater mehrere Mandate betreut, kennt den Alltag: Jeden Monat treffen Rechnungen in den unterschiedlichsten Formaten ein — als PDF, als Scan, als weitergeleitete E-Mail. Jede einzelne muss einer Banktransaktion zugeordnet werden. Bei zwanzig oder fünfzig Mandanten gleichzeitig wird aus Routine schnell ein Flaschenhals.",[13,279,280],{},"Genau dafür haben wir invoice-matcher.io entwickelt.",[20,282,284],{"id":283},"die-ausgangslage","Die Ausgangslage",[13,286,287],{},"Steuerberater und Kanzleien stehen beim Rechnungsabgleich vor Herausforderungen, die über das übliche Maß hinausgehen:",[28,289,291],{"id":290},"hohes-belegvolumen-über-viele-mandate","Hohes Belegvolumen über viele Mandate",[13,293,294],{},"Der Abgleich betrifft nicht ein einzelnes Unternehmen, sondern zehn, zwanzig oder fünfzig Mandanten — jeder mit eigenen Bankkonten, Lieferanten und Rechnungsformaten. Den Überblick darüber zu behalten, welche Rechnung zu welchem Mandanten gehört und welche Transaktion dazu passt, ist eine organisatorische Aufgabe für sich.",[28,296,298],{"id":297},"schwankende-belegqualität","Schwankende Belegqualität",[13,300,301],{},"Manche Mandanten liefern sauber strukturierte PDFs. Andere leiten unscharfe Handyfotos oder handschriftliche Belege weiter. Der Abgleichprozess muss beides verarbeiten können, ohne aufzuhalten.",[28,303,305],{"id":304},"fristendruck-bei-monats-und-quartalsabschlüssen","Fristendruck bei Monats- und Quartalsabschlüssen",[13,307,308],{},"Abschlussfristen erzeugen vorhersehbare Engpässe. Wenn alle Mandanten gleichzeitig ihre Bücher benötigen, skaliert manueller Abgleich schlicht nicht.",[28,310,312],{"id":311},"steigende-anforderungen-der-mandanten","Steigende Anforderungen der Mandanten",[13,314,315],{},"Mandanten erwarten kürzere Durchlaufzeiten, nachvollziehbare Statusmeldungen und ordentlich aufbereitete Exporte. Das mit Tabellenkalkulationen und manuellen Prozessen zu leisten, wird zunehmend schwieriger.",[20,317,319],{"id":318},"so-löst-invoice-matcherio-diese-probleme","So löst invoice-matcher.io diese Probleme",[28,321,323],{"id":322},"ein-werkzeug-viele-mandate","Ein Werkzeug, viele Mandate",[13,325,326],{},"Jeder Mandant erhält seine eigene Organisation innerhalb von invoice-matcher.io. Rechnungen, Transaktionen und Zuordnungen sind strikt voneinander getrennt. Der Wechsel zwischen Mandanten dauert Sekunden — ohne Risiko, dass Daten durcheinander geraten.",[28,328,330],{"id":329},"ki-extraktion-verarbeitet-jedes-belegformat","KI-Extraktion verarbeitet jedes Belegformat",[13,332,333],{},"Laden Sie ein PDF hoch, scannen Sie einen Beleg oder leiten Sie eine E-Mail weiter. Das OCR- und KI-System extrahiert Lieferant, Betrag, Datum, Rechnungsnummer und USt-IdNr. — unabhängig von Dokumentenqualität oder Layout. Die gesamte Verarbeitung findet innerhalb der EU statt, auf Servern in Frankfurt und Paris.",[28,335,337],{"id":336},"automatischer-abgleich-spart-stunden","Automatischer Abgleich spart Stunden",[13,339,340],{},"Sobald die Rechnungsdaten extrahiert und die Kontoauszüge importiert sind (CSV oder OFX), vergleicht die Matching-Engine beide Seiten über fünf Kriterien: Betrag, zeitliche Nähe, Lieferantenname, Rechnungsreferenz und Währung. Zuordnungen mit hoher Treffsicherheit werden sofort bestätigt. Uneindeutige Fälle landen in der Prüfliste, wo Ihr Team sie freigeben oder neu zuweisen kann.",[28,342,344],{"id":343},"exportfertig-für-mandanten-und-finanzamt","Exportfertig für Mandanten und Finanzamt",[13,346,347],{},"Nach Abschluss des Abgleichs exportieren Sie alles als strukturierte ZIP-Datei — die PDFs sortiert nach Zuordnungsstatus, dazu eine Übersichts-CSV. Übergeben Sie das Paket an den Mandanten, laden Sie es in DATEV hoch oder archivieren Sie es für das Finanzamt. Ohne Nachformatierung.",[20,349,351],{"id":350},"die-wichtigsten-funktionen-für-kanzleien","Die wichtigsten Funktionen für Kanzleien",[93,353,354,360,366,372,378,384,390,396,402,408],{},[96,355,356,359],{},[99,357,358],{},"Eigene Organisation pro Mandant"," — saubere Datentrennung für jedes Mandat",[96,361,362,365],{},[99,363,364],{},"KI-Extraktion aus PDFs, Scans und E-Mails"," — verarbeitet jedes Belegformat",[96,367,368,371],{},[99,369,370],{},"Abgleich in mehreren Währungen"," — EUR, USD, CHF und über 15 weitere Währungen mit automatischer Wechselkursabfrage",[96,373,374,377],{},[99,375,376],{},"Fünf-Faktoren-Bewertung"," — nachvollziehbare Übereinstimmungsstufen für jede Zuordnung",[96,379,380,383],{},[99,381,382],{},"Prüfliste"," — uneindeutige Zuordnungen freigeben, neu zuweisen oder ablehnen",[96,385,386,389],{},[99,387,388],{},"ZIP-Export"," — strukturiertes Dateipaket zur Übergabe",[96,391,392,395],{},[99,393,394],{},"Rollen und Berechtigungen"," — Inhaber, Admin, Betrachter mit feingranularer Zugriffskontrolle",[96,397,398,401],{},[99,399,400],{},"E-Mail-Posteingang pro Organisation"," — Mandanten können Rechnungen direkt weiterleiten",[96,403,404,407],{},[99,405,406],{},"Abdeckungs-Dashboard"," — der Abgleichfortschritt auf einen Blick",[96,409,410,413],{},[99,411,412],{},"DSGVO-konform"," — Daten in Frankfurt gespeichert, verschlüsselt, mit lückenlosem Audit-Trail",[20,415,417],{"id":416},"preise-für-kanzleien","Preise für Kanzleien",[13,419,420,421,424],{},"Für Kanzleien mit vielen Mandanten ist der ",[99,422,423],{},"Enterprise-Plan"," ausgelegt: unbegrenzte Rechnungen, mehrere Organisationen, API-Zugang, SSO und persönliches Onboarding. Bei größerem Volumen sind Staffelpreise verfügbar.",[13,426,427,428,431],{},"Wenn Sie den Workflow zunächst mit ein oder zwei Mandanten testen möchten, können Sie mit dem ",[99,429,430],{},"Free-Plan"," starten: 25 Rechnungen pro Monat, inklusive vollständiger KI-Extraktion und automatischem Abgleich. Keine Kreditkarte erforderlich.",[20,433,435],{"id":434},"in-wenigen-minuten-einsatzbereit","In wenigen Minuten einsatzbereit",[180,437,438,444,450,460,466],{},[96,439,440,443],{},[99,441,442],{},"Konto anlegen"," — kostenlos und ohne Kreditkarte",[96,445,446,449],{},[99,447,448],{},"Die erste Organisation einrichten"," für Ihren ersten Mandanten",[96,451,452,455,456,459],{},[99,453,454],{},"Die Rechnungen hochladen"," (PDF, Bild oder E-Mail-Weiterleitung) und ",[99,457,458],{},"die Kontoauszüge importieren"," (CSV oder OFX)",[96,461,462,465],{},[99,463,464],{},"Die Zuordnungen prüfen"," — hohe Übereinstimmung wird automatisch bestätigt, der Rest landet in Ihrer Prüfliste",[96,467,468,471],{},[99,469,470],{},"Als ZIP exportieren"," — zur Übergabe an den Mandanten oder zur Archivierung",[13,473,474],{},"Die meisten Kanzleien erkennen den Nutzen schon beim ersten Mandat. Die Zeit, die Sie beim Abgleich einsparen, können Sie in die Beratung investieren — dort, wo Ihre Expertise tatsächlich gefragt ist.",{"title":220,"searchDepth":221,"depth":221,"links":476},[477,483,489,490,491],{"id":283,"depth":221,"text":284,"children":478},[479,480,481,482],{"id":290,"depth":226,"text":291},{"id":297,"depth":226,"text":298},{"id":304,"depth":226,"text":305},{"id":311,"depth":226,"text":312},{"id":318,"depth":221,"text":319,"children":484},[485,486,487,488],{"id":322,"depth":226,"text":323},{"id":329,"depth":226,"text":330},{"id":336,"depth":226,"text":337},{"id":343,"depth":226,"text":344},{"id":350,"depth":221,"text":351},{"id":416,"depth":221,"text":417},{"id":434,"depth":221,"text":435},"So erledigen Steuerberater und Kanzleien den Rechnungsabgleich über Dutzende Mandate hinweg in Minuten statt Stunden — mit invoice-matcher.io.",[494,497,500,502],{"title":495,"desc":496},"Mandantentrennung inklusive","Jeder Mandant erhält eine eigene Organisation mit separatem Posteingang, eigenen Transaktionen und vollständiger Zuordnungshistorie.",{"title":498,"desc":499},"ZIP-Export für die Übergabe","Alle zugeordneten Rechnungen und Transaktionen als strukturierte ZIP-Datei exportieren — fertig für den Mandanten oder das Finanzamt.",{"title":394,"desc":501},"Inhaber, Admin und Betrachter. Sie bestimmen, wer welche Daten einsehen und freigeben darf.",{"title":503,"desc":504},"DSGVO-konform von Grund auf","Alle Daten werden in Frankfurt gespeichert, im Ruhezustand und bei der Übertragung verschlüsselt. Lückenloser Audit-Trail.",[506,507,508,509,510],"rechnungsabgleich steuerberater","steuerberater rechnungstool","rechnungsabgleich kanzlei","multi-mandant rechnungsverwaltung","rechnungsabgleich automatisieren steuerberater",{},"/de/for/steuerberater",{"title":271,"description":492},"de/for/steuerberater","r9OA17gvKewlfDWSF233V-N_GrhevfE21oBBA0iMl64",1777269162324]