Date: 20.11.2025 (2025-11-20)
Karin Schuler (20.11.2025) Context: • https://www.linkedin.com/in/karin-schuler-99246112a/ • CFO at SpaceNet AG - Als Managed Security Service Provider aus München unterstützen wir Unternehmen darin, eine starke und resiliente IT aufzubauen, zu verwalten und weiterzuentwickeln. (80 ppl) • My message: • Ich bin auf Ihr Profil gestossen, da ich nach erfahrenen Experten im Bereich Finance / Controlling in Deutschland suche. • Wir entwickeln proprietäre KI-Modelle für Controlling & Accounting, die auch für komplexe Fälle trainiert sind - etwa mehrere Purchase Orders auf einer Rechnung, Price-Variance-Tolerances bei Lieferanten etc. • Ziel ist eine ~80% Automatisierung in AP/AR und auch 50% weniger Aufwand beim Closing & Reporting - ohne neues SaaS-Tool, direkt integriert in bestehende Systeme (auch ohne API) und angepasst an aktuelle Prozesse. • Reply: • können wir machen. kas@space.net
Notes: • Automation: • Abrenzung is a big problem • Monitoring • Different KPIs • Liquidität -> relation to the liquidity • What is relevant for liquidity and when? • EBITDA etc. is not that important to her • What does the Einkauf do? • Wie ist Eingangsrechnung mit Ausgangsrechnung verbunden • Treasury moment is important • She would go for Ausgangsrechnung -> Liquiditätssteuerung • They work with Odoo and Datev • They book in Odoo and pushed to Datev • Odoo also does payments • Odoo does not have liquidity tool • She wants to know exactly what of the revenue is liquiditätsrelevant • e.g. very high marketing, but the also get revenue -> Nullsummenspiel • They use Agicap for liquidity management -> they just signed the contract - it will be integrated next • Liquidity is the most important for her • She does not have time to look at P&L -> P&L is mainly for reporting for taxes etc. • Q: where did the money stay? • G&V does not have what is in Bilanz (Afa e.g. is missing) -> lückenhaft • Treasury plan -> in Excel • 3h per week to complete it (good employee) • They added Odoo in first quarter • 28.02.2026 Go Live -> she can open the contract and review it -> FUP with her - she does not have too much time (difficult person) • Monthly payment: 1k per month -> it is a lot + Aufwand von professional services - she is not really available at the moment -> only next year (in JAN) -> send in JAN • Sales Forecast: • Some tools are very bad -> important to understand what was modelled there -> often not abgegrenzt (total contract value) • She would recommend towards Controlling • Accounting is already occupied - e.g. Datev • Tool has to be certifiable for accounting -> check how that works • They use PowerBI for controlling • Bilanzplanung incl. CF planung -> it is extrem grob -> Königsdiziplin • Prognose • Biggest objections / challenges in his daily life? • • Most valuable flows for him? • • Context: team setup? internal and external? • • Which tasks are the biggest pain? With magic wand -> what would he solve? • • 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? • Weird person - not personal fit