Hedi, can you take care of this?
Kestrel GmbH, accounts Invoice 2017 still shows our old VAT ID. Please send a corrected copy.
Use case · Finance
Invoices matched. Hedi takes care of the paperwork.
Hedi matches incoming invoices to orders and files them for DATEV, drafts reminders for overdue invoices and collects the documents your tax advisor asks for. You check and approve.
Hedi the Heron
Finance agent
Works in
- DATEV
- Outlook
- Excel
What Hedi takes over. The paperwork between you and your tax advisor.
Takes care of the paperwork between your business and your tax advisor.
- Matches incoming invoices to orders and files them for DATEV
- Drafts payment reminders for overdue invoices
- Flags unusual expenses before month-end
- Collects the documents your tax advisor asks for
- Answers questions like “Which invoices are still open?” in the cowork app
A week with Hedi. The routines behind a tidy month-end.
Describe a routine once, the way you would explain it to a new colleague. Hedi runs it on schedule, prepares what needs your OK and logs every run.
- Fri · 14:00 →
Open invoices check
Compares open receivables in DATEV with incoming payments and drafts a friendly reminder for anything older than 14 days.
Reminders as drafts in Outlook - Daily · 07:00 →
Incoming invoices
Collects the invoices that arrive in invoices@, matches each one to its order and files it for DATEV.
Filed for DATEV, the rest flagged - 25th of the month →
Month-end check
Compares the month’s expenses with the months before and lists what stands out, so you can check it before month-end.
A short list in Excel - 1st of the month
Documents for the tax advisor
Gathers last month’s receipts, lists anything missing in Excel and drafts the email to your tax advisor.
A draft for your tax advisor
Hedi in your tools. Forward the email. Hedi does the rest.
Hedi has its own Microsoft 365 user. Forward it an email in Outlook, and Hedi answers in the same thread, with the files attached.
Fw: Invoice 2017: wrong VAT ID 2 messages
I corrected invoice 2017 and drafted the reply. Shall I send it?
DraftTo: Kestrel GmbH, accounts
Dear Kestrel team, please find the corrected invoice 2017 attached. Kind regards Fernhill finance
PDFInvoice-2017-corrected.pdfYou stay in control. Hedi does the prep.
Hedi prepares the reminders, lists and emails. What goes to customers and your tax advisor is up to you.
Reminders wait for your OK
Give Hedi the tools to draft but not to send, or have it ask for approval before a reminder goes out. You read each one before the customer does.
Only the access you give
Hedi works with its own accounts and sees only what you share: the bookkeeping in DATEV, its own mailbox and invoices@, the finance folder.
Every run is logged
Each run shows step by step what Hedi read, filed and sent. You can open any of them in the dashboard later.
Start with one task. Add the next one when it works.
- 01
Pick the task
Choose one job that comes back every week or month, like the Friday check of open invoices.
- 02
Connect the tools
Connect your accounting tools in the dashboard with Hedi’s own accounts, and share the folders Hedi needs.
- 03
Describe it in plain words
Write the routine the way you would explain it to a new colleague, and choose when it runs.
- 04
Check the first runs
Review Hedi’s drafts and the run log for the first weeks. Then hand over the next task.
One flock, one job each. Meet the others.
Tell us what lands on your desk every week. We’ll show you an agent doing it.
A demo with our team, in English or German. Bring one recurring task and the tools it touches.