Feature

Accounting portal

Client, role and review workflows for professional teams across DACH, Poland and the EU. dynafis works from validated structured invoice data instead of XML-first silos.

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Multi-client, auditable and scalable.

This feature is part of a platform architecture with workspaces, roles, audit, usage metering and extensible output generators.

Accounting workspace and client management
Roles for accountants, reviewers, tax owners and clients
Prioritized review queue and document requests
Client isolation, audit and approvals

Trust architecture

Traceable controls for review, accountability and scale.

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Canonical model

Outputs are generated from a controlled invoice record with format-specific checks rather than disconnected format silos.

Audit trail

Relevant activity, findings and decisions remain traceable for evidence and accountability.

Human approval

AI can assist, flag risks and suggest corrections. Acceptance or rejection remains separately documented.

Tenant separation

Workspace, tenant and role context are evaluated server-side.

Versioned rules

Checks are linked to a format, rule reference and, where available, a version.

Next step

Review the accounting portal in your workflow.

Open the demo, start free or discuss an accounting/business use case with sales.

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