Resources for finance teams .

XRechnung vs ZUGFeRD: E-Invoice Formats Compared

XML or hybrid PDF? What sets XRechnung and ZUGFeRD apart, when each is used – and why both meet EN 16931.

E-Invoicing Mandate: Who Is Affected and When?

Receiving from 2025, issuing from 2027 or 2028: who is affected when – and what it means for your finance team.

Receiving E-Invoices: What’s Required from 2025

Since 2025 every German business must be able to receive e-invoices. What that means in practice – and what happens next.

Practice 6 min read

Posting a ZUGFeRD Invoice in DATEV

A ZUGFeRD file is PDF plus XML. How it reaches DATEV – and why receiving it isn’t the same as posting it.

Basics 6 min read

What Is Peppol? ID, Access Point, BIS Explained

Peppol isn’t a format, it’s a network. Peppol ID, Access Point and the 4-corner model – explained simply.

Archiving E-Invoices the GoBD-Compliant Way

An e-invoice belongs in the archive in its original format, not as a printout. What audit-proof, GoBD-compliant retention means.

Guide 4 min read

Agents and Sub-Agents: How AI Splits Complex Tasks

AI agents can take on multi-step tasks. Sub-agents go one step further: they split the work and process the parts simultaneously.

Build vs. Buy: How Finance Teams Make the Decision in Practice

In-house development or specialized software? Costs, risks, and the local maximum trap.

Do CFOs Need to Learn to Code?

No. But understanding how software is built helps you see which processes can be automated. How tools like Lovable and Claude Code make that easier than ever.

Scheduled Tasks in Claude Cowork: Automate Recurring Work Without Code

How to put routines on a schedule in Claude Cowork, what that looks like in practice, and where the limits are.

Clean Data Through AI – Not Clean Data for AI

Your data doesn’t need to be perfect before AI can help. Modern AI structures raw data itself – and builds the foundation for automation.

Local vs. Global Maximum: Why Internal AI Projects Often Underperform

Many finance teams already use AI for individual tasks – yet remain far below their full potential.

Faster Month-End Close Without Switching Your ERP

The month-end close takes too long? The problem is rarely the ERP – it’s the manual processes around it.

Guide 4 min read

Dictation over Typing: The Underrated Productivity Lever

We speak 3x faster than we type. Here’s how to use dictation software in your daily work.

Deep Dive 7 min read

OCR vs. AI – Why Traditional Text Recognition Fails on Invoices

40% correctly recognized doesn’t mean 40% less work. Why OCR saves only 20% of time – and AI saves 90%.

Guide 14 min read

Rolling Out Claude Safely: Plugins, Skills and Governance for Enterprises

Admin Panel, Compliance API, ZDR, plugin controls and cost management – the governance guide for finance teams.

Build Custom Claude Plugins - No Code Required

Describe your workflow, get a plugin: build custom plugins directly in the Cowork interface.

Guide 10 min read

Claude Skills & Projects: Build Your Own Workflows

Create skills, iterate, and organize with projects - from your first instruction to a team-wide library.

Finance Plugins for Claude: The 5 Pre-installed Agents

Financial Analysis, Investment Banking, Equity Research, Private Equity and Wealth Management - what each plugin does and how to use it.

Guide 7 min read

Claude in Excel: The AI Add-in for Spreadsheets

10 prompts for finance teams: formulas, pivot tables, data cleaning and analysis directly in Excel with Claude.

Why You Should Use Claude Cowork Instead of ChatGPT and Copilot

Using ChatGPT or Copilot? There are real differences in precision, data privacy, and the way you work – an honest comparison.

Guide 12 min read

Intro to Claude – Chat, Cowork & Code Explained

The complete introduction to Claude: three modes, Skills, Plugins, Connectors and Scheduled Tasks explained clearly.

Guide 2 min read

The #1 Mistake with Claude – and the 10-Second Fix

Stuck somewhere? The simplest solution is also the one most people overlook.

How to Move Your Memory from ChatGPT to Claude

Switching AI assistants doesn’t mean starting from zero. Here’s how to transfer everything ChatGPT, Copilot & Co. know about you to Claude in about ten minutes.

AI as a Coworker: How to Get More Out of AI

A small shift in perspective helps you use AI much more effectively at work – plus six concrete projects for finance teams.

AI Glossary for Advanced Users

Subagents, vision models, Python, HTML, Markdown – the terms we encounter once we start using AI tools productively.

AI Terminology Demystified

LLMs, tokens, context windows, agents, RAG, fine-tuning – every term explained in plain language with real-world analogies.