Buchhaltung
Recognize receipts with AI and prepare them for posting. Export for tax advisors and DATEV.
Upload expense receipts, read e-invoices automatically, and let AI fill missing fields on scans: Jupiter ERP suggests contacts, booking accounts, and line items. Cost centers, accounting settings, and structured exports prepare your data for month-end.
These are the points this module covers day to day.
The workflow in Jupiter ERP, on this page.
Screenshots from Jupiter ERP for features in this module.
Scan PDFs and receipt photos are read by AI: contact, booking categories, amounts, and line items as suggestions right after upload. Structured e-invoices (ZUGFeRD/XRechnung) are read from XML without AI and consume no credits.
Export in DATEV-compatible format for handoff to tax advisors, optionally including bank transactions as CSV.
BWA in the DATEV-style line order with revenue, cost and KPI lines. Two columns per report: selected month and year to date, plus percentage KPIs. Filterable by cost center, including CSV and PDF export. Included in Enterprise and trial.
AI receipt recognition
The AI module is included from Basic upward. Jupiter ERP reads structured e-invoices automatically from XML; for scans, AI suggests contact, account, and line items.
Plan details on the pricing page for details.
What the module means in practice, beyond the feature list, with concrete day-to-day value in the panel.
Expense receipts and incoming invoices land centrally in Jupiter ERP. Structured e-invoices (ZUGFeRD, XRechnung) are read automatically from XML: amounts, dates, and parties without manual typing.
For scan PDFs and photos, AI fills missing fields: contact, booking account, lines, and cost center as suggestions after upload. You review and confirm. Control stays with you while effort drops significantly.
Configure cost centers, chart of accounts, and tax codes once centrally. EÜR and P&L are built from captured data, filterable by period and cost center, exportable as CSV or PDF.
The DATEV export bundles selected documents and optionally bank transactions in a ZIP package. Download it or email it directly to your tax advisor: recipient and mail text come from accounting settings and text templates.
Accounting takes incoming documents, writes reports, and hands a period to the tax adviser. Outgoing invoices from the Documents module sit on the same data.
EÜR, P&L, BWA, SuSa, and OPOS all read the same expense receipts, outgoing documents, credit notes, and depreciation. No second data set, no manual transfer. The full description is on the Accounting reports page.
DATEV export, cash-basis statement, P&L, period locking, period close, and the VAT return preview belong to the accounting module, from Business and during the trial. The VAT return shows the amount lines of the official form, with bases in full euros and tax with cents. Fields that do not follow from your documents stay at 0. Cost centers, BWA, sums and balances, open items, recurring documents, and fixed assets are included on Enterprise and during the trial. Receiving documents by email is included from Enterprise, not during the trial.
For small businesses under §19 UStG, Jupiter ERP shows gross amounts, without separate input-tax lines. Which report counts for tax is something to confirm with the adviser.
Structured e-invoices fill fields from the XML. On photos and scans, AI suggests contact, account, and lines. What gets posted is what you release.
Locked records can no longer be changed or deleted. Corrections before that run through credit notes and payment reconciliation.
What you can do in this module, no fluff. Details for individual panel features are under Features.
Cost centers on documents and in reports: by department, project, or location.
Maintain chart of accounts (SKR 03/04), tax codes, and rules centrally and use them consistently on new documents.
Set the taxation type per account: small business under §19 UStG, or accrual/cash taxation. For small businesses Jupiter ERP presents reports gross without separate input-VAT lines and capitalises depreciation and low-value assets (GWG) gross accordingly; under regular taxation the EÜR shows paid input VAT and output VAT separately.
Cash-basis profit determination: business income and expenses by payment date, including CSV and PDF export.
Accrual-basis P&L by document date: income and expenses grouped by booking accounts, filterable by cost center, including CSV and PDF export.
Debit, credit and balance per account for a period, with opening balance, cumulative totals and the VAT accounts. Filter by account class, account numbers and cost center, including CSV and PDF export. Included in Enterprise and trial.
Open items for receivables and payables with aging as of a cut-off date: invoices, credit notes and expense receipts with due dates and overdue status, filterable, including CSV and PDF export. Included in Enterprise and trial.
Email a completed accounting export with ZIP attachment: default recipient in accounting settings, message from text templates.
VAT return preview for a month, quarter, or calendar year, with the amount lines of the official form: bases in full euros, tax with cents. Fields that do not follow from your documents stay at 0. The documents stay in cents, as in the profit reports. Included in Business, Enterprise, and the trial.
Checklist for a month, quarter, or fiscal year: open time records, documents, receipts, and bank transactions. Saves nothing and locks nothing. Included with the accounting module, from Business and during the trial.
Make invoices, dunning notices, credit notes, receipts, and bank transactions immutable: by period or automatically during the accounting export.
Capture incoming invoices and receipts, track payment status, and hand off booking-ready data to your tax advisor and DATEV, including cost centers and duplicate checks.
Set up recurring inbound receipts as templates with intervals. Jupiter ERP generates receipts automatically when due, optionally with attachments and a link back to the template. Included in Enterprise and trial.
Mark fixed assets on expense receipt line items with linear depreciation or GWG: depreciation schedule, fixed-assets overview, and integration into EÜR, P&L, BWA, SuSa, and DATEV export. Included in Enterprise and trial.
How teams use Buchhaltung day to day.
You upload a PDF or photo as an expense receipt. Jupiter ERP reads ZUGFeRD and XRechnung from the XML. On a scan, the AI suggests contact, account, and line items. You review and accept.
The DATEV export packs the selected documents and, if you want, the bank transactions. The email to the firm uses the recipient and text from the accounting settings.
Receipts carry a cost center. EÜR, P&L, and BWA filter by it once the volume no longer fits a flat list.
These modules complement Buchhaltung in typical workflows.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
