Digitalisation & process optimisation with PLANARIS

We make financial and tax processes digital, efficient and audit-proof - from workflows to reporting.

Today, digital processes are the basis for efficient work, transparency and secure decisions. From digital document exchange, ERP interfaces and automated workflows to meaningful reporting: we modernise financial and tax processes, create consistent, GoBD- and GDPR-compliant structures and establish scalable standards. The result: less effort, lower error rates, a better overview - and systems that grow with your company.

Our solution approach at PLANARIS:

Tax, auditing and IT expertise in combined specialised knowledge
Analysing existing processes and identifying quick wins
Introduction of digital tools & ERP interfaces
Development of reporting & control structures
Support for rollout, training and change

Digitalisation & process optimisation with PLANARIS

We support you in the digital transformation of financial and tax processes - efficiently, transparently and audit-proof. From analysis and tool selection to automation: with solutions such as DATEV, digital workflows and reporting dashboards, we create structures that simplify your day-to-day work and enable better decisions.

Process analysis - checking workflows, visualising potential
Tool & ERP integration - finding, setting up and networking suitable software together
Digital document processes - automate document flow, approvals and e-invoices
Automation & interfaces - making workflows more efficient with AI and RPA
Reporting & controlling - dashboards and key figures for clear decisions

Our counselling process

Process mapping & potential analysis
Conceptualisation and piloting
Implementation & automation
Training & Change
Performance measurement & optimisation

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Insights

Your contact persons:

Bachelor of Arts (B.A.)

Ike Hilpert

Tax consultant

Business graduate

Kathrin Meister

Tax consultant

Master of Laws (LL.M.)

Monique Schlegel

Consultant for process optimisation

Master of Laws (LL.M.)

Thomas Schramm

Tax consultant

We are there for you at the following locations:

FAQ

Here you will find answers to frequently asked questions about our services and processes. If you still have any questions, please do not hesitate to contact us. Contact us with us.

Digital solutions are no longer an option. They are the basis of successful work. We help you to simplify processes. And actively shape the future.