AI pre-accounting
For every incoming invoice, CoolHanX suggests a tax category and SKR account — and learns from your corrections. The decision stays with you and your tax advisor. Included from the Pro plan.
The problem: coding costs time — every single month
Every incoming invoice has to be assigned to a tax category (§13b, EU, intra-community, standard rate) and a posting account (SKR03/04). For recurring suppliers this is the same manual work — month after month, error-prone under time pressure.
Enterprise tools solve this with AI pre-accounting — usually from several hundred euros a month and with an ERP requirement. CoolHanX brings the same mechanism into the self-service plan, specialized in the German e-invoice.
How pre-accounting works
- 1 · A document arrivesA validated incoming invoice lands in the inbox (upload, mailbox or API).
- 2 · A suggestion is computedFrom the supplier, type of service and VAT characteristics, CoolHanX suggests a tax category and SKR account — with a visible rationale.
- 3 · You confirm or correctOne click confirms; a correction is adopted — and suggested for the same supplier in future.
- 4 · The level of automation growsThe more suppliers are learned, the higher the share of documents pre-accounted automatically and correctly — shown transparently as a metric.
| Field | Contents | Source |
|---|---|---|
| Tax category | S / AE / K / G / E / O | VAT characteristics of the document |
| SKR account | SKR03/04 suggestion | Supplier + type of service |
| Confidence | how certain the suggestion is | Learning state per supplier |
| Level of automation | % pre-accounted automatically | learned suppliers |
| Learned suppliers | Number with a stable pattern | Your correction history |
The learning loop — explained honestly
CoolHanX learns from your confirmations and corrections, not from third-party data. For the first document from a new supplier the suggestion is a reasoned starting assumption; after a few corrections it hits the account you want. The level of automation is therefore not a marketing figure but reflects your real learning state.
Important: a suggestion, not tax advice
Pre-accounting is a suggestion to speed things up — the binding posting is the responsibility of your tax advisor. That is why every suggestion is visible, justified and can be overridden at any time; nothing is quietly posted in the background.
Frequently asked questions
Does CoolHanX post on its own?
No. It suggests; you confirm. The final posting is with you or your firm.
Where does the knowledge come from?
Exclusively from your own confirmations and corrections — no third-party data, GDPR-compliant in Frankfurt.
What if a suggestion is wrong?
Correct it — the correction applies to the same supplier in future. The level of automation adjusts accordingly.
Can I see how certain a suggestion is?
Yes — the confidence and the learning state per supplier are visible, as is the overall level of automation.
Does this replace my tax advisor?
No — it provides them with cleanly pre-accounted documents. The tax responsibility remains with the firm.
How the suggestion comes about
CoolHanX combines three signals into a reasoned suggestion: (1) the learned knowledge — for suppliers you have coded before, the assignment confirmed at the time is suggested with high confidence; (2) the type of service on the document, which points to typical SKR accounts; (3) the VAT category from the tax logic, which narrows down the tax key and possible special cases (§13b, EU). The strongest available signal wins — and why is visible on the suggestion.
| Signal | Basis | Effect |
|---|---|---|
| Supplier memory | Your earlier confirmations | highest confidence when available |
| Type of service | Item/line item | points to a typical SKR account |
| VAT category | Tax logic (S/AE/K/…) | narrows down the tax key |
The learning loop and the level of automation
Every confirmation and every correction feeds back: for the first document from a new supplier the suggestion is a reasoned starting assumption, after a few corrections it hits the account you want. The displayed level of automation (the share of documents already pre-accounted stably and the number of learned suppliers) is therefore not a marketing figure but reflects your real learning state — it grows with use.
Data protection and responsibility
Learning is exclusively from your data — no third-party data, GDPR-compliant in Frankfurt. And: nothing is quietly posted. The suggestion is always visible and overridable; the binding posting is the responsibility of your tax advisor. This way pre-accounting speeds up the preparatory work without replacing the tax decision.
Related topics
Allgemeine Produktinformation — keine Rechts- oder Steuerberatung. Verbindliche Auskünfte gibt Ihr Steuerberater bzw. Ihre Rechtsberatung.
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