Best-in-class software, AI and tax advisor at your side

Bookkeeping that runs in the background

Transactions flow in automatically and receipts arrive by WhatsApp, email or upload. From there the AI takes over: reading, matching, posting.

• Connected to more than 2,500 German business banks and payment providers such as Stripe and PayPal
• Send receipts by WhatsApp, email or upload; the AI reads them and matches them to your transactions
• Posted automatically against the DATEV charts of accounts SKR 03 and SKR 04
• E-invoicing: creating, reading and converting to ZUGFeRD and XRechnung
• Incorrect incoming invoices are flagged before they surface in a tax audit
• Import from CSV, PDF and image files, export to DATEV and CSV

Management reports, trial balance and P&L at a click

Your ongoing bookings turn into management reports on their own. You see how the year is going without waiting for the month-end close.

• Dashboard showing revenue and costs across the financial year
• Cash view with money in, money out and the closing balance per period
• Management report (BWA) per financial year, broken down by period
• Trial balance per DATEV account with opening value, debits, credits and closing balance
• Export to Excel for your bank, your investors or your tax advisor
• Warnings when the transactions for a period are still incomplete

VAT returns filed straight to the tax office

Your bookings populate the official form automatically. You review it, approve it and submit it with one click through the built-in ELSTER connection.

• The form fills itself from your bookings
• Submitted through our own ELSTER connection, no certificate of your own needed
• Automatic checks before a reporting period can be closed
• Closed periods are frozen, so every return stays reproducible
• Filed by you, or left with your tax advisor

First-class tax advice, delivered through the platform

boring.tax Steuerberatungsgesellschaft mbH (in some cases a partner firm) is your real tax firm, without office visits or folders of receipts. Your advisors work in the same data you do.

• Your tax firm works directly in your boring.tax account, with no handover of data
• Questions and tasks run through the platform instead of email
• The engagement letter is prepared digitally and signed inside boring
• Work beyond your package is quoted up front, at a fixed price or an hourly rate
• You see at any time what is in progress and what has been approved

Receipts in. VAT return out.

Your own AI agent fetches invoices from your inbox and your suppliers' customer portals and hands them to boring.tax. boring reads them, the agent matches every receipt to its bank transaction and books it with account and tax key.

• Invoices straight from your inbox and supplier portals, no manual uploads
• Matched by amount, date and merchant, booked at 7 %, 19 % or tax-exempt
• VAT return prepared and checked; approving and filing to ELSTER stays with you
• Also creates invoice drafts, prepares payments and answers questions about your figures
• Each agent gets its own role and rights, and everything runs under its name
• boring never gets access to your inbox and stores no portal passwords

Receivables in view, reminders on autopilot

The invoice dashboard shows every outgoing invoice with its due date, payment status and reminder status. Anything that falls overdue is chased automatically.

• Every outgoing invoice with due date and payment status
• Sent straight from boring, with templates in German and English
• Automated dunning with your own payment terms and intervals
• Recurring invoices for retainers and subscriptions
• A send log per invoice, and a dry run before anything goes out

Pay incoming invoices straight from the platform

An incoming invoice becomes a SEPA transfer from your business account in a few clicks, with no switch to online banking, and with checks and approval before any money moves.

• Pick the invoice; recipient, amount and reference are taken from the document
• IBAN check against the bank details stored for the contact before a payment is created
• Approval workflow: create, review, approve or reject
• Authorised directly with your bank, executed from the connected business account
• One-off or recurring, weekly to annual, for rent or subscriptions
• Every step in the audit log: who created, approved and executed what, and when

Onboarding and approvals without the email ping-pong

Employees enter their own data, you review and approve. Every change is documented with a diff view and an audit log.

• One employee overview with status and approval state
• Personal and job data structured instead of trapped in PDFs
• An AI assistant that fills forms from plain language
• Employee portal with a secure data room for payslips
• Approval workflow with diff view and a complete audit log

Contracts and eSigning

• Access to the template library with relevant documents for day-to-day business
• 30+ interactive contract templates from labor, commercial and corporate law, created by lawyers
• Easy export as Word or PDF
• Integrated eSigning tool (SES)