Financial Data Integration and Automation Software

FIUAS – Web-Based Accounting and Integration Software

Foreword:
The FIUAS Web-Based Accounting Automation and Integration Program was developed to improve efficiency and streamline workflows between taxpayers, certified public accountants, and tax offices operating in Germany. This program enables users to manage their financial data securely, quickly, and effectively.

Purpose and Benefits:
The primary goal of the program is to enhance the efficiency of accounting operations for certified public accountants, sworn financial advisors, and companies operating in Germany. It eliminates time-consuming tasks such as handling paper invoices and manual data entry, thereby accelerating digital transformation. The electronic invoicing system reduces costs, lowers error rates, and speeds up business processes.

Ease of Use and Features:
FIUAS stands out with its user-friendly interface and comprehensive set of features. It is designed to function seamlessly on both desktop and mobile devices. Key features include account management, invoicing, bank integration, personnel management, inventory tracking, income and expense reporting, automation settings, and much more. These tools enable businesses to monitor their financial performance in real time and make strategic decisions.

Financial Strength and Reliability:
FIUAS reinforces its credibility through collaboration with the German Chamber of Tax Advisors. Users can rely on the security of their transactions within the program. Digital storage and sharing of documents minimize the risk of data loss and enhance transparency in financial processes.

Conclusion:
The FIUAS Web-Based Accounting Automation and Integration Program simplifies the daily operations of businesses and accountants, delivering both time and cost savings. With its modern and intuitive interface, robust functionality, and proven reliability, it sets a new benchmark in financial management. By adopting FIUAS, you can improve your operational efficiency and advance your digital transformation. This program will optimize your financial workflows and provide a competitive edge. Investing in FIUAS means managing your business more professionally and effectively.

🏠 Home Page

• Assignment Table: Table containing personnel assignment information. Completed tasks are automatically archived after 2 days.
• Reports Table: Section where monthly reports are automatically generated. It includes monthly income reports, expense reports, and combined income-expense reports displayed in a single table. This section also features column charts for expense data, column charts for income data, and line charts for expense data.

📂 Accounts

• Taxpayer Accounts: Menu for listing, adding, editing, or deleting taxpayer information.
• Sworn-in CPA Accounts: Menu for listing, adding, editing, or deleting sworn certified public accountant information.
• Certified CPA Accounts: Menu for listing, adding, editing, or deleting freelance certified public accountant information.
• Company Accounts: Menu for adding and editing company data, including listing, adding, editing, or deleting company information.
• Seller Company Accounts: Menu for listing, adding, editing, or deleting seller company information.
• Buyer Company Accounts: Menu for listing, adding, editing, or deleting buyer company information.

🧾 Invoices

• Sales Invoices: This menu allows adding and editing sales invoices. Once created, sales invoices cannot be deleted — only canceled. Therefore, it is important to enter accurate and correct information when creating a sales invoice. If a sales invoice is issued incorrectly, it must be canceled and reissued correctly. This section also includes options to copy, print, and export invoices in CSV, Excel, and PDF formats. The automatically generated barcode (QR code) allows the invoice to be verified from anywhere.
• Purchase Invoices: This menu allows listing, adding, editing, and deleting purchase invoices. It also includes options to copy, print, and export invoices in CSV, Excel, and PDF formats. You can record your purchase invoices here. Once the invoice image is uploaded, the information within is extracted using OCR (Optical Character Recognition) and automatically saved into the database. The automatically generated barcode (QR code) allows the invoice to be verified from anywhere.

🏦 Banks

This is the menu where bank accounts are created. Options to add, edit, and delete are available. The section includes bank information, branch details, address details, and bank contact information.

👨‍💼 Personnel

• Personnel Information: Menu for creating, editing, listing, and deleting personnel records. It includes personal details, address, contact, and occupation information.
• Salary Information: Menu for managing personnel salaries, including pension and bank account details.
• Insurance Information: Section for handling data such as retirement insurance (KRV), private health insurance (PKV), additional contribution for statutory insurance (KVZ), long-term care contribution (PVS), and private care contributions (PKPV).
• Leaves: Leave management section with automatic calculation of dates, used days, remaining days, and approval status.
• Payroll Information: Payrolls can be generated annually, monthly, weekly, or daily. Data is verified via the Federal Ministry of Finance system and can be emailed, printed, saved as PDF, or shared directly with tax offices.

📦 Stock Cards

• Product Information: Menu where product information is created, edited, listed, and deleted. This section includes new records, product names, stock cards, purchase details, and product sales information.
• Stock Settings: Menu where stock category information is created, edited, listed, and deleted. It consists of sections such as main stock type category, main category code, brand subcategory, and brand subcategory code.

💶 Income & Expenses

• Cash Accounts: A menu where total incoming, outgoing, and balance of cash accounts are shown graphically. You can create a new cash account, delete or edit it if there are no transactions. It includes fields like cash account name (e.g., Main Branch), opening date, and cash balance.
• Income Information: Menu displaying detailed list of income entries. It includes income date, target cash account, receiver, amount, and description. If no cash account is selected, the income is recorded under pending incomes. To finalize, a cash account must be selected and the payment processed. Income transferred to cash cannot be deleted unless withdrawn from the respective account first.
• Expense Information: Menu displaying detailed list of expense entries. It includes expense date, expense type, cash source, recipient, amount, payment status, and description. Deletion of an expense requires withdrawal from the linked cash account.
• Pending (Incomes): Displays income entries that have been recorded but not yet transferred to a cash account. Payments can be processed from this section.
• Pending (Expenses): Displays expense entries that have been recorded but not yet withdrawn from a cash account. Payments can be processed from this section.
• Income Reports: Lists income entries by selected date ranges. Income categories can be filtered and exported as reports in Copy, CSV, Excel, PDF format or printed.
• Expense Reports: Lists expense entries by selected date ranges. Expense categories can be filtered and exported as reports in Copy, CSV, Excel, PDF format or printed.
• Combined Reports: Lists both income and expense entries by selected date ranges. Can be exported in Copy, CSV, Excel, PDF format or printed.

📧 Email Dispatch

This menu is used to send emails for internal or external communication, as well as for sending information and documents. It includes person addition, contact list, email sending, and a detailed list of sent emails.

✍️ Signature & Logo Settings

This menu is used to add logos and upload signatures to documents within the program. In this section, which includes a Word-style editor, you can also add descriptive texts such as address information to your logos and signatures.

🏢 Tax Offices

This menu contains a list of all tax offices. You can access, add, and edit the address and contact information of the tax offices using this menu.

⚙️ Program Settings

• Expense Settings: A menu where expense categories used in expense records can be added, edited, or deleted. You can configure which expense categories are shown in the expense reports.
• Income Settings: A menu where income categories used in income records can be added, edited, or deleted. You can configure which income categories are shown in the income reports.
• Authorization: With user authorization settings, you can grant or revoke access permissions to program users, external users, and tax offices. This includes deciding which menus and documents they can access, especially important for secure information and document sharing.
• Database: This menu allows you to back up the program's database and restore it when needed. You can archive backups periodically and revert to a specific date if necessary. This is especially useful in cases of accidental data deletion.

🔁 Automation Settings

In the Automation Settings menu, you can configure your email address, password or app-specific password, and WhatsApp settings. Additionally, you can define custom reminders beyond the standard system topics.

The system can automatically remind you of the following:

• Payroll
• Social Security Report
• Income Tax Declaration
• Expense Reports
• Income Reports
• Income & Expense Data
• Notifications to Tax Offices
• Purchase Invoices / Sales Invoices
• Custom Reminders (user-defined)

👥 User Operations

• Member Information: Contains user details such as email, password, photo, phone, and personal information for login.
• Reminders: Allows users to create, edit, and delete personal reminders for their tasks.
• Tasks: Assign tasks to users and track progress. Tasks are archived after completion and only visible to the assigned user. Task summary is also available on the homepage.

💬 Chat

Used for internal communication, sharing information and documents among users. All chat history is archived and listed.

🔐 Authorization

Manage access permissions for program users, external users, and tax offices regarding menu usage and document access. This is essential for secure sharing and is also accessible via Program Settings.

📲 Company WhatsApp & WhatsApp

Connect via the company phone number or your personal mobile number to WhatsApp.