Foundation
The AI OS ‘Nakoa Brain’: shared knowledge, rules and context for all finance applications.
NAKOA DIGITAL · FINANCE · AI-FIRST REBUILD
Finance. Rebuilt AI-first.
At Nakoa Digital, we rebuilt the core finance processes AI-first: invoicing, receivables, dunning, cash flow, payroll and bookkeeping.
The task.
The core finance tasks were to come together in one shared environment: from invoicing and receivables through cash flow and payroll to monthly bookkeeping and reconciliation against the business plan. The goal was to reduce manual work and separate software tools, and to improve financial control.
Our contribution: Design of the AI-first environment, connection of the existing systems and implementation of the new finance processes together with the Nakoa team.
2 days → ~2 hrsmonthly bookkeeping after the rebuild
6 processesin one shared environment
Final in DATEVtax adviser posts after approval
THE SET-UP · AI-FIRST
Foundation, Application, Operation.
Application
Applications for invoices and retainers, receivables and dunning, cash flow, payroll, reporting and plan vs. actual. Qonto and DATEV remain core components; Claude and Codex are connected via MCP.
Operation
The team steers, reviews and approves. The tax adviser makes the final postings in DATEV.
What came out of it.
The effect is clearest in monthly bookkeeping: two days of work became around two hours. Beyond that, the environment connects the ongoing finance tasks and gives transparency on receivables, cash flow, work not yet invoiced and deviations from the business plan. Separate software tools were retired.
DELIVERABLES
What was handed over.
Knowledge, rules and context for finance in one place.
Invoicing, receivables & dunning, cash flow, payroll, reporting, plan vs. actual.
Qonto and DATEV, plus Claude and Codex via MCP.
Team reviews, tax adviser makes the final postings.
YOUR FINANCE FUNCTION
Which finance process would you rebuild?
We look at your process together and work out which area offers the greatest leverage first.
Book a conversation ↗