AgentsKanzlei AgentFor tax firms in Austria
An agent for tax advisors
that shows its work.
Read documents, take over values, compute ratios, build the presentation in your firm's layout. Sourced and under your rules. Your team checks and approves.
Fig. · Product film, 1:40
01Starting point
Hours you cannot bill.
These hours can hardly be billed. And they are missing where clients really need you.
01per case
Collect and assign documents
02per receipt
Type values from PDF, scan and Excel
03per closing meeting
Compute ratios, fill slides
04per new client
Master data and client onboarding
02Annual accounts
From the RZL export to the presentation.
If a document is missing, you see it before the meeting. Not during it.
01Documents
Trial balance from RZL or BMD. Files the client uploads or your team stores.
02Read
The agent assigns and takes over values. Every figure with its source.
03Compute
Fixed formulas, not AI. You see the calculation path for every value.
04Check
Your checks. Open points with amount and source, documents missing compared with last year.
05Present
One click: PowerPoint in your firm's layout.
06Approve
Your team can change any figure. It just notes why.
69
ratios per period
26
calculations in the catalogue
10
slides in your layout
8
case types
In the product · Balance sheet, P&L, expenses, taxes, cash flow, key facts.
03 · The Architect
You describe new rules in plain words.
A second agent, the Architect, turns them into a proposal. It is applied only when your team agrees. Nobody has to program. What you set up belongs to your firm.
Eight case types, one place.
- Annual accounts
- Assessment review
- VAT return
- Tax planning
- Client onboarding
- Supplementary request
- Tax return
- Other
Your team writes
“For limited companies with revenue over €1m, compare receivables with last year. Flag deviations of 15 % or more as an open point.”Check · receivables vs. last year
- Applies to
- Legal form GmbH, revenue > €1,000,000
- Check
- Trade receivables, deviation from last year
- Threshold
- ≥ 15 % → open point
- Status
- Proposal · waiting for approval
04Questions
What tax firms ask.
01Does the AI make up numbers?
No. The agent only reads and shows for every figure where it comes from. Calculations use fixed formulas. What it cannot find with certainty, it marks as open.
02We already have RZL or BMD.
Good. The agent reads the exports of your firm's software. Your software stays as it is.
03We have no time for a project.
We do the setup. Your team brings three real sets of accounts and its own checks.
04What about professional secrecy?
Operation in Europe or in your own house. Your data is kept apart from other firms. No model is trained on your data.
05Does the agent work for firms in Germany?
Today the Kanzlei Agent is built for Austrian tax law. For firms in Germany we discuss the right path on the platform in the demo.
Marcus M. Ziegler
Founder & CEOBirgitz, Tyrol--:--
A demo directly with Marcus.
30 minutes on your example. Marcus shows you what the LumeSec AI Platform can do. Afterwards you know what an agent takes over for you.
30 min · Microsoft Teams · German or English
We show: the annual accounts from the RZL or BMD export up to the client presentation
For your clients
Zettelwirtschaft: receipts before they reach the firm.
With the LumeSec app your clients scan receipts and trips themselves, sorted into tax categories, and send them to your firm as an export. Runs locally on the device. For Austria and Germany.