---
title: "Automated account assignment"
date: 2026-06-30
author: "Irina Emdina"
featured_image: "https://www.easybill.de/wp-content/uploads/2023/07/Vorbereitungsarbeiten-buchhaltung.png"
---

# Automated account assignment

#   
**Automated account assignment with AI**

  
easybill reads your receipts and suggests the right posting—GL account and everyday category in one.



- AI recognizes the business transaction, not just numbers on paper
- SKR03 or SKR04, set up once, applied automatically
- Pre-accounted receipts can be exported directly to DATEV



[Start free trial](https://app.easybill.de/signup?lang=en)



Trusted by 80,000+ businesses &amp; partners

![](https://www.easybill.de/wp-content/uploads/2026/02/hero-partner-logo-1.png)![](https://www.easybill.de/wp-content/uploads/2026/02/hero-partner-logo-2-120x120.png)![](https://www.easybill.de/wp-content/uploads/2026/02/hero-partner-logo-3-80x80.png)![](https://www.easybill.de/wp-content/uploads/2026/02/hero-partner-logo-5-120x120.png)![](https://www.easybill.de/wp-content/uploads/2026/02/hero-partner-logo-6-80x80.jpg)









![](https://www.easybill.de/wp-content/uploads/KI-Vorkontierung-1024x723.png)









## Your benefits with easybill





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## AI understands the document, not just the numbers

easybill recognizes that it’s a hosting invoice, not just a number on a PDF. More accurate suggestions, fewer corrections.



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## Financial accounting language and everyday language in one suggestion

You see “Account 4920” and right next to it “Telephone costs”. Both at a glance—no translation work.



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## SKR03 or SKR04—choose once

Set your chart of accounts once in the settings. The AI automatically takes this into account for every subsequent receipt.





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## Confirm with a click, full control

You can review every suggestion and accept it with one click. The AI suggests, you decide.



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## DATEV export directly from easybill

Pre-posted documents go straight into the DATEV export. Your tax advisor receives clean, pre-recorded data—without any follow-up questions.



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## No bookkeeping knowledge required

Everyone understands “office equipment”. No one has to google “account 0410”. Book in seconds instead of searching for ages.







## **Documents the AI really understands**

Traditional text recognition reads numbers. easybill understands the context: An invoice from a cloud provider is a hosting invoice. A receipt from an office supplies retailer is office equipment. This classification makes the difference between a suggestion you confirm and one you have to correct.



- Incoming invoices as PDF, photo, or e-invoice (XML, ZUGFeRD) are recognized
- Issuer, recipient, and line items are analyzed
- The booking suggestion is created from the context, not just the amount

[More about document recognition](https://www.easybill.de/en/features/capture-receipts-and-documents/)





![](https://www.easybill.de/wp-content/uploads/image-41.png)



![](https://www.easybill.de/wp-content/uploads/Batch-Verarbeitun.png)## **G/L account and everyday category together in one suggestion**

Not everyone knows “account 4920”. Everyone knows “telephone costs”. easybill shows both so you can understand and categorize the suggestion without having to look up bookkeeping accounts.



- SKR03 or SKR04 depending on the client setting, selected automatically
- Categories in plain language: “travel expenses”, “software licenses”, “office equipment”
- Suggestion can be adjusted, no mandatory acceptance







## Get started now

Try easybill for 7 days completely free of charge and with no obligation. No credit card required.



[Start free trial](https://app.easybill.de/signup?lang=en)

[Explore features](/en/features)







## ****Pre-posted to your tax advisor with one click****

Pre-posted documents go straight into the DATEV export. Your tax advisor receives correctly assigned G/L accounts from the start, instead of unposted files they have to rework.



- Correct G/L accounts from the start
- Less rework and fewer follow-up questions from your tax advisor
- Fast handover, more time for strategic advice

[More about preparatory bookkeeping](https://www.easybill.de/en/features/preparatory-accounting/)





![](https://www.easybill.de/wp-content/uploads/datev.png)



![KI Vorkontierung von Belegen](https://www.easybill.de/wp-content/uploads/KI-Vorkontierung.png)## What this means for tax advisors

Clients who pre-code save the tax advisor time. Instead of “What was this again?”, there’s more room for advice. The same applies to the customer: clean receipts mean fewer follow-up questions, less waiting time, and faster closings.



- Fewer follow-up questions when handing over clients
- DATEV-ready entries directly from easybill
- Client satisfaction increases when the advisory part becomes bigger than the follow-up work







## How to set up automatic pre-coding

1. version="1.0" encoding="UTF-8"?  
    
     
    
    Basic settings
    
    
    
    ### Set the chart of accounts once
    
    Go to *Settings*, then *G/L accounts for exports* and select SKR03 or SKR04. From now on, the AI uses your chart of accounts automatically for every receipt.
2. version="1.0" encoding="UTF-8"?  
    
     
    
    Scan and AI receipt recognition
    
    
    
    ### Upload a receipt and get a suggestion
    
    Upload your PDF, your photo, or your e-invoice. easybill’s AI analyzes the receipt in seconds and shows you the G/L account and category as a suggestion.
3. version="1.0" encoding="UTF-8"?  
    
     
    
    Approval &amp; export
    
    
    
    ### Confirm and enable for DATEV
    
    Review the suggestion, adjust it if needed, and confirm with a click. The receipt is then ready for DATEV export right away.







## Get started now

Try easybill completely free for 7 days with no obligation. No credit card required.



[Try for free now](https://app.easybill.de/signup?lang=de)

[View features](https://www.easybill.de/en/features/)









## Classic text recognition vs. AI pre-accounting



**Classic OCR****easybill**Document recognitionExtract valuesUnderstand the business transactionPosting suggestionNo or manualYes, automaticGeneral ledger account SKR03/SKR04Enter manuallySuggested automaticallyCategory in everyday languageNoYes, e.g. „Office equipment”DATEV exportManualDirectly integratedAccounting knowledge requiredYesNo



## easybill reviews

Our customers love us



- Hüseyin Özdogan ★★★★★ vor 5 Monaten Wir arbeiten seit mehreren Jahren mit easybill und sind sehr zufrieden.  
     Die Software läuft stabil, ist übersichtlich aufgebaut und funktioniert auch bei höheren Dokumentenvolumen zuverlässig.  
     Gerade im E-Commerce-Bereich mit mehreren Vertriebskanälen … More ist easybill für uns ein zentraler Bestandteil unserer Prozesse. Besonders positiv ist der schnelle und freundliche Support, der auch bei individuellen Anliegen lösungsorientiert reagiert.  
     Klare Empfehlung für Unternehmen, die eine professionelle und skalierbare Rechnungssoftware suchen.
- Kerim Sen ★★★★★ vor 2 Monaten Sehr gut Beraten. Alles genaustens erklärt. Tahsin der Berater war mega nett und ist auf alles eingegangen und alle fragen beantwortet. Das Software an sich ist sehr einfach zu bedienen und es gibt hier immer einen Kostenlosen Hilfe bei … More Einstellung und aller Fragen
- Heiko B. ★★★★★ vor einem Monat MEGA Support! Herr Fischer hat uns bei der Ersteinrichtung unseres easybill Accounts, sehr ausführlich und leicht verständlich unterstützt. Sehr netter Kontakt!  
     Weiter so und vielen lieben Danke Herr Fischer
 
[See all reviews](https://search.google.com/local/reviews?placeid=ChIJI-3ECZSzuEcRmVhahqP44zI)

 

 



## Frequently asked questions &amp; answers



### What exactly is pre-accounting?

Pre-accounting means assigning the appropriate general ledger account to each document before handing it over to your tax advisor. This speeds up bookkeeping and reduces queries. easybill does this automatically for you using AI suggestions.





### Do I need to know SKR03 or SKR04?

No. You set once in the settings which chart of accounts your tax advisor uses. After that, easybill handles it automatically. You’ll see the account number in the suggestion, but you don’t need to know or enter it.





### What happens if the AI gets it wrong?

You confirm each suggestion individually. If a suggestion doesn’t fit, you change it before confirming. The AI makes suggestions—you have the final say.





### Does it also work with e-invoices?

Yes. easybill processes PDFs, photos, and e-invoices in the XRechnung and ZUGFeRD formats. The pre-accounting suggestion is created for all document types.





### How do the pre-accounted documents get to my tax advisor?

Confirmed documents are available directly in the DATEV export. Your tax advisor can import them with the correct general ledger accounts, without having to rework anything manually.