Date: 31.10.2025 (2025-10-31)
Shane Füller (31.10.2025) • Context: team setup? internal and external? • DawnTax aus Berlin -> they use Datev • Jahresabschlüsse • He does the Vorkontierung • They use Qonto • Nice: CashFlow Management -> you can do Prognosen -> compare to Plan -> verschiedene Szenarien • Central source of truth • They have all transactions there? • Earlier Sevdesk -> replaced with Qonto because same features • Stripe for billing • Abgleich is a pain (e.g. customer pays for year -> Abgrenzung) • He does a manual export of Belege in Stripe (händisch pro Beleg -> Webhook is also possible) • Automate via Fizard -> Stripe import to Datev • Intro to a startup Stripe automation -> bankrupt • Pathway • Check Datev store who has an API with them • getamply.io - Johannes von Gottberg • He only uses Datev unternehmen online -> he has not the main Datev seen • Reconciliation is not clear how that works -> he thinks it is covered by Fizard • Ausgangsrechnung via Stripe automated -> automated payment • Stripe has a portal for customers • Update of price: • Änderung ankündigen via Contract -> new contract -> Anpassung in Stripe • E.g. when customer switches to ERP its covered by contract • Stripe has a lot of flexibility -> check them out • They push usage data to Stripe • Eingangsrechnungen: • Come via email -> forwards to Qonto -> tries reconciliation -> 80% der Vorbereitenden Buchhaltung done by Qonto -> there are rules (e.g. MSFT Ltd. in a certain category) • He checks and does a few things manually • If he has to pay -> manual trigger from Qonto -> erkennt datum bezahlen auf Auffälligkeiten • Filling out of datev form is done automatically -> Qonto does not a Kontenrahmen -> that does the Buchhalterin (date etc. is ausgelesen) • Payment for tax advisors: they pay a lot • 3,5k EUR for Jahresabschluss • 500 to 800 EUR per month • 1400 EUR für Jahresabschluss • Fideos -> he has an appointment they automate -> cost for tax advisor it is unnecessary • Buchhaltungseffort: monthly blocker -> not super much - 2 or 3h per month • Chase team for a few invoices -> Qonto has an automation via People CC -> reminder every FRI to remind people • Collect from a few portals • Exports and send to Steuerberater • Past: Stripe exports was a problem -> Stornierungen and Abgrenzungen -> probably Wizard solved • Expenses • Nothing yet - no need - employees have a card if required • Company CC • Qonto • Biggest objections / challenges in his daily life? • Which tasks are the biggest pain? With a magic wand -> what would he solve? • He has respect of the space • He hopes that more and more features in the existing tools • As a founder most important: • Cash Flow management • He sometimes checks the cash flow management -> on the fly • Potential for AI agents: • Coach cash flow management -> triggers proactive for if there is a deviation -> Handlungsempfehlungen • Lizenzausgaben -> are all tools used • No effort • Mainly chasing for Belege • Which tasks would he focus on? • Do they already have automations? Which ones? How well do they work? • Which companies would he target? • General feedback to pitch?