Candis

TL;DR

Cloud-based invoice management platform that automates receipt, processing, and approval workflows
Integrates seamlessly with German accounting systems like DATEV, SAP, and Sage
Designed for mid-sized German companies seeking digital transformation of their finance processes
GoBD-certified with servers hosted in Germany for compliance and security

What is Candis

Candis is a comprehensive cloud-based invoice management and financial process automation platform specifically designed for the German market. It serves as a centralized hub for receiving, processing, approving, and exporting incoming invoices to accounting systems. The platform addresses the core challenge of manual invoice processing by automating data extraction, pre-accounting, duplicate checking, and approval workflows. As a GoBD-certified solution with servers hosted in Germany, Candis ensures compliance with German financial regulations while providing seamless integration with popular German accounting systems like DATEV, SAP Business One, Sage 100, and Microsoft Dynamics 365 Business Central.

Key Features

Automatic Invoice Import: Invoices are automatically imported via email, eliminating manual data entry and reducing processing time significantly.
AI-Powered Data Extraction: Advanced artificial intelligence automatically extracts invoice data including VAT splitting, ensuring accuracy and saving hours of manual work.
Multi-Level Approval Workflows: Create customized approval processes with multiple stages, substitution rules, and mobile app support for on-the-go approvals.
GoBD-Certified Document Archive: Legally compliant document storage for 10 years with full-text search, tagging, and document linking capabilities.
Contract Management System: Integrated contract management with automatic reminders for deadlines, renewal dates, and termination notices.
Travel Expense Management: Complete solution for travel expenses including per diem calculations, mileage tracking, and hospitality receipt processing.
E-Invoice Support: Full support for receiving, processing, and exporting electronic invoices in ZUGFeRD and XRechnung formats.
Native ERP Integrations: Direct integrations with DATEV, SAP Business One, Sage 100, Microsoft Dynamics, and export formats for various accounting systems.
Corporate Credit Card Add-on: Optional Visa corporate credit cards with real-time transaction tracking and individual spending limits.

Who is Candis for?

Mid-sized German companies (Mittelstand) looking to digitize their financial processes
Finance teams and accounting departments seeking to reduce manual invoice processing
Companies using DATEV, SAP, Sage, or Microsoft Dynamics accounting systems
Organizations requiring GoBD-compliant document archiving
Businesses with complex approval workflows and multiple cost centers
Companies processing high volumes of supplier invoices monthly
Tax consultants and accounting firms managing multiple client accounts
Organizations with mobile workforce requiring on-the-go approval capabilities

Key Use Cases & Applications

Automated Invoice Processing: Eliminate manual data entry by automatically capturing and processing supplier invoices from email
Multi-Company Management: Manage invoices and documents for multiple legal entities within one platform
Remote Approval Workflows: Enable managers to approve invoices via mobile app while traveling or working remotely
Contract Deadline Management: Never miss contract renewals or termination deadlines with automated reminder system
Travel Expense Automation: Streamline reimbursement processes with automatic per diem calculations and receipt management
Audit-Ready Documentation: Maintain GoBD-compliant archives with complete audit trails for tax inspections
Supplier Payment Optimization: Accelerate payment cycles with streamlined approval workflows and SEPA export capabilities

Pros

Comprehensive all-in-one solution combining invoice processing, contract management, and expense tracking
Strong focus on German market requirements with GoBD certification and local server hosting
Unlimited users included in all pricing tiers, making it cost-effective for growing teams
Native integrations with major German accounting systems eliminate double data entry
Mobile app enables approvals from anywhere, accelerating payment cycles
AI-powered features reduce manual work while maintaining accuracy
10-year guaranteed document archiving meets legal retention requirements
Implementation and ongoing support included in all packages

Cons

Some AI features (pre-accounting and invoice verification) marked as 'coming Q3'
Corporate credit card feature requires separate monthly fee of €149
No free trial mentioned, requiring commitment before testing the platform
Integration limited to specific accounting systems, may not suit companies using other ERPs
Pricing starts at €369/month which may be steep for very small businesses

Pricing Info

Pricing Plans

Base - €369/month
• Unlimited users and companies
• Implementation, onboarding, and support included
• Automatic pre-accounting
• Document attachment capabilities
• Individual and multi-level workflows
• Complete process documentation
• Mobile app approvals
• Purchase order matching (SAP Business One only)
• Absence and substitution rules
• Document archive with full-text search
• Contract management with deadline reminders
• Travel expense and reimbursement features
• SEPA XML export
• AI classification and pre-accounting (coming Q3)
• Direct integrations with DATEV, SAP, Sage, Microsoft Dynamics
• Export formats for multiple accounting systems
• Central master data management
• Dedicated contact person
Plus - €549/month
• All features from Basis Paket
• Enhanced support and services
• Same comprehensive feature set with premium service level
Max - €599/month
• All features from Plus Paket
• Maximum support and priority service
• Full feature access with top-tier support
Candis Visa - €149/month
• Real-time transaction tracking
• Flexible export timing
• Card limits and blocking controls
• 0.5% cashback option for eligible companies
• Unlimited corporate credit cards

FAQs

Is Candis suitable for companies outside of Germany?

Candis is specifically designed for the German market, with features tailored to German accounting standards, GoBD compliance, and integrations with German accounting systems like DATEV. While technically possible to use elsewhere, it's optimized for German businesses and their specific regulatory requirements.

What happens to my data if I decide to cancel Candis?

Candis guarantees document archiving for 10 years as per German legal requirements. Upon cancellation, you can export all your data and documents. The platform maintains GoBD-certified archives ensuring your documents remain accessible and compliant even after service termination.

How long does implementation take and what support is provided?

Implementation, onboarding, and ongoing support are included in all pricing packages. Candis provides a dedicated contact person and comprehensive support for both Candis and DATEV integration. The typical implementation timeline varies based on company size and complexity but the included support ensures smooth deployment.

Can Candis handle different types of documents beyond invoices?

Yes, Candis functions as a comprehensive document management system handling invoices, contracts, delivery notes, receipts, and other financial documents. The platform includes features for document linking, tagging, and full-text search across all document types, making it a complete financial document hub.

Does Candis require technical expertise to set up and maintain?

Candis is designed for ease of use with an intuitive interface suitable for non-technical users. The included implementation service handles initial setup, while the platform's user-friendly design ensures finance teams can manage daily operations without IT support. The dedicated support team assists with any technical questions.

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