Testumgebung — Testdaten, keine echten Mandanten.

MandantLink takes over the document chase.
You review in DATEV.

We handle reminders, document intake, completeness checks, clarifications, payment matching and account assignment.

MandantLink is working

  1. Missing documents identified
  2. 3 clients contacted
  3. Document received and matched
  4. Ready for DATEV

Six steps. All in the background.

What runs through your firm today, MandantLink handles on its own.

  1. Reminders

    Whoever does not reply gets reminded. Bundled, in your firm's tone and under your firm's sender.

  2. Document intake

    Documents are uploaded as an image or PDF. Simply via a link without account or password.

  3. Completeness check

    Every invoice is checked for the required details. If something is missing, the question goes straight out.

  4. Clarifications

    Unclear cases are resolved until they are decision ready. Professional questions go to your firm, not the client.

  5. Payment matching

    Every document finds its payment. Not just by amount, also by counterparty and period.

  6. Account assignment

    Postings are created automatically and written to DATEV. The system follows your firm's own posting history.

MandantLink follows up. Until the
case is closed.

Missing documents, reminders and clarifications run automatically under your firm's sender.

Airbnb24 Jul · €324.56Document missing
Your firm

We are still missing the document of 24 Jul for €324.56 to Airbnb.09:12

Your client

airbnb-invoice.pdfDocument uploaded09:48

Your firm

Thank you for uploading the document. We also need to know what the Airbnb stay was booked for.10:03

Your client

A multi-day stay with one of our customers in Berlin.11:07

Your firm

Thank you for the information. That is everything we need.11:09

Document receivedCase closed

In the morning every clarification and approval waits together in MandantLink.

At the top what happened since you last looked. Below exactly the cases waiting for your decision.

MandantLink prepares. You review and finalise.

Finalised in your firm

MandantLink writes the postings to DATEV automatically. Your firm reviews them before finalisation.

Review before finalisation

Data stays in the EU

Document contents and posting data are processed in European data centres and are not used for training.

Processing in the EU

Account access stays revocable

The client grants access through their bank's own procedure and can withdraw it there at any time.

Consent at the bank

Processing under contract

Processing agreement under Art. 28 GDPR with named subprocessors and a written confidentiality obligation.

DPA under Art. 28
MandantLink

Meet your invisible employee.

Schedule a call to learn how MandantLink automates communication with your clients.

Request a call