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01Accounting firms

System for accounting firms: client documents, bank matching, Czech VAT without retyping

Every month-end, accounting firms spend days chasing client documents and keying them in by hand—even though the system can handle most of that work.

Accounting firms

02Sound familiar?

Do you recognize this?

  • Documents arrive late and in every format

    Clients send invoices by email, as phone photos, or in a shoebox—always at the last minute.

  • Retyping invoices

    Every incoming invoice is manually keyed into the accounting software.

  • Manual payment matching

    Bank statements are matched to invoices line by line.

  • Month-end close under pressure

    Czech VAT returns and control statements are pieced together in the final days before the deadline.

03From inquiry to invoice

How an order moves through your company

5 of 6 steps
handled by the system

  1. 1system

    Document intake

    Emailed documents are logged automatically, separated by client.

  2. 2system

    AI extraction

    AI reads the supplier, amounts, and Czech VAT, and prepares the document for review.

  3. 3person

    Review

    The accountant checks and approves the document—nothing is retyped.

  4. 4system

    Bank

    Payments from the bank statement are automatically matched to invoices.

  5. 5system

    Czech VAT

    Data for Czech VAT returns, Czech VAT control statements, and ISDOC are prepared directly from the records.

  6. 6system

    Export

    Data flows into the built-in accounting module or directly into Pohoda.

04Modules that make sense

Building blocks for this industry

We assemble your system from the modules you actually need. No clutter.

  • AI document extractionInvoices and receipts are read automatically.
  • Bank payment matchingBank statements are matched to invoices.
  • Czech VAT and control statementsSupporting data for Czech VAT filings generated from your records.
  • Pohoda integrationData flows into Pohoda without manual retyping.
  • Roles for accounting firmsClear permissions for who books, who approves, and who closes the period.

06Frequently asked questions

Frequently asked questions

Do our clients have to change how they send us documents?

No. Documents can keep arriving by email and AI will read them. Over time, you can offer clients a more convenient channel.

We work in Pohoda. Is that a problem?

Not at all. Draivix integrates with Pohoda, so documents and payments transfer over without retyping.

Let’s start together

Tell us how your business works.

We will show you what a system that takes over part of that work could look like.

Book a consultation