Trinity Tax – Steuerberater in München

Digital Accounting

Modern financial accounting for clear company figures

Your accounting at the highest standard

Digital accounting means more than just paperless documents. We work with modern cloud solutions and automated processes that save you time and provide transparency over your finances at all times. This way, you have all the numbers at your fingertips and can make well-informed business decisions.

Our core services

Ongoing Financial Accounting

  • Monthly or quarterly bookkeeping, completely digital
  • Automated workflows for all inbound and outbound invoices and bank accounts
  • Seamless data collection with integrated workflows due to our cloud solution with DATEV exchange

Reporting and Analysis

  • Clear presentation of income, expenses and outstanding items
  • Meaningful reports for well-informed business decisions
  • Identification of tax optimization potential through ongoing analysis

Process Optimization

  • Setup and integration of digital accounting software with your business processes
  • Training of your team for efficient collaboration and approval of data
  • Continuous improvement of workflows for maximum efficiency
  • Advise and preparation of accounting process documentation

Frequently Asked Questions

How does digital accounting work?

Digital accounting works completely online – receipts, invoices and bank statements are captured, processed and archived electronically. Instead of paper folders, automated systems are used that take data directly from emails, scans or banking interfaces. Modern accounting software automatically recognizes relevant information (e.g., amount, date, invoice number) and assigns it to the correct accounts. This makes the entire process faster, more transparent and audit-proof.

What are the advantages of a digital accounting process?

A digital accounting process saves time and money, reduced effort for information provision, enables an all time available of receit data and creates transparency of your company´s fincial data. This gives you more time to focus on the development of your business and reduces effort on information provision.

Do I still need to keep paper receits?

Paper receits can be destroyed once properly scanned and digitally archived. The German Ministry of Finance has published an accounting guideline which outlines the requirements of a proper digital accounting process which we are happy to explain and set- up for your company.

Do I need a special documentation for a digital accounting process?

Yes. During the implementation of a digital accounting process, tax payers are required to follow guidance of the Ministry of Finance on how to digitally create, process and store data. The process and IT set-up needs to be documented and made available to the tax office upon request.

The necessity for such a documentation is independant of your company´s size – also SME and freelancers are also subject. In case the documentation is missing, the tax office can in a first case scenario ignore your accounting data and start assessing your tax position on estimates, accompanied with fines.