Features
Pre-accounting that prepares — and waits for your OK
From the receipt to the export for your tax advisor: each step supported by AI, each booking approved by a person.
Document capture
Get documents in the way that suits you — no matter where they come from.
- Upload PDFs and images in the browser
- Photograph receipts with your phone and upload them in the browser
- Forward invoices to your own intake address (from Starter)
How Saldek reads a document
Six steps from the upload to your approval — the same for a photographed receipt and a PDF invoice.
- 1
Read the text
For a PDF with a text layer, Saldek takes the text straight from the file. For a photo or a scanned PDF, OpenAI’s gpt-6-luna model transcribes the text; if that fails, text recognition on Saldek’s own servers takes over.
- 2
Find candidates
Code marks the amounts, dates, UID and IBAN numbers in the text, each with its exact place in the document.
- 3
Pick the values
Jev by TypeSafe chooses the right candidate for each field — or none, if no candidate fits. It cannot pick a value that is not in the document.
- 4
Check the result
Net + VAT = gross, a VAT rate that fits the country, plausible dates and valid UID and IBAN checksums. These checks run in code, not in the AI.
- 5
Escalate hard cases
A missing field or a failed check sends the whole document to gpt-6-luna — or, if OpenAI cannot give a usable answer, to Google’s gemini-3.5-flash-lite. Every value returned must be found in the document; if not, it is flagged for you in review.
- 6
Your approval
You check the proposal with the original next to it, correct it if needed and approve. The AI never books anything on its own.
Example with sample data: code marks the amounts on the invoice, Jev picks the gross amount of €1,377.60, the checks pass, and the booking waits for your approval.
Illustrative example with sample data
Your data and the AI
Each organisation decides in its settings whether AI reads its documents.
- StandardDefault
- Jev (TypeSafe) reads the document text and also helps with booking proposals, matching imported bank transactions to documents and spotting duplicates; OpenAI reads photos, scanned PDFs and, in hard cases, the whole document. If OpenAI cannot give a usable answer in a hard case, Google’s gemini-3.5-flash-lite model reads it instead. They process the data in the USA (Google also in other countries where it runs data centres). Saldek sends data to them only under their data processing agreements, with the EU standard contractual clauses as the transfer basis (for Google: the EU-US Data Privacy Framework, otherwise the EU standard contractual clauses).
- Without AI
- No data is sent to an AI provider. In this mode, documents are currently not read automatically — you enter the values yourself.
Stored in Germany
Saldek runs on servers of Hetzner in Germany, where the database with your accounting data is kept. Your document files are stored with Amazon Web Services in Frankfurt, Germany, and the encrypted database backups with Amazon Web Services in the EU. In the standard mode, the AI services keep what they receive only for a limited time; the privacy policy gives the details.
No training on your documents
Your documents are not used to train AI models — not by Saldek, and under their terms not by TypeSafe, OpenAI or Google either.
AI proposals with approval
The AI reads the document and proposes the booking. You decide.
- Supplier, dates, amounts, VAT rates and line items extracted
- Every proposal checked against the document, values to check marked
- Approve, correct or reject — one by one or in bulk
DATEV & BMD export
Approved bookings leave in the formats tax advisors work with.
- DATEV export
- BMD export for Austrian tax advisors
- CSV and PDF for everything else
E-invoicing
Structured invoices in, structured invoices out.
- Create ebInterface invoices (Austria)
- Create XRechnung invoices (Germany)
- Read incoming ZUGFeRD / Factur-X invoices
Bank reconciliation
Close the loop between documents and payments.
- Import bank statements as CAMT or CSV
- Match payments to documents and open items
- Input and output VAT per period at a glance
Countries
What Saldek covers in each country
Austria and Germany are fully covered. In the other EU countries you get the basic package, without a country-specific tax return.
Austria
FullEKR chart of accounts, Austrian tax codes, UVA, cash-basis statement with E 1a, small-business rules, BMD and DATEV export, ebInterface
Germany
FullSKR03 chart of accounts, German tax codes, UStVA, EÜR, small-business rules (§ 19 UStG), DATEV export, XRechnung
Other EU countries
BasicReceipt capture, AI extraction and review, invoicing, e-invoice formats and accountant export, with your country's VAT rates; no country-specific tax return
Let the AI draft. Keep the final word.
Try every feature free for 30 days. No credit card required.