Joachim Brack

Date: 09.01.2025 (2025-01-09)

Joachim Brack (09.01.2025) Context: • https://www.linkedin.com/in/joachim-brack-607758b0/ • CFO at UNIATLANTICO 30ppl on LI • UNIATLANTICO is an experienced Hamburg based shipping company serving the demand of its clients from the agriculture, construction, oil & gas, mining and renewables industries. The tailor-made service comprises the safe, reliable and efficient transportation of bulk commodities, breakbulk, project cargo and containers (including IMO class 1 cargo) to any port along the African coast, as well as door to door deliveries. • Hamburg based • My message: • Ich bin auf Ihr Profil gestossen, weil ich nach erfahrenen CFOs im Transport-Bereich 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 ~60% 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: • Klingt interessant. Rufen Sie mich gerne an 01729909498 • Quickly talked to him via phone - he did not have time -> Teams

Notes: • Notes: • Jahresabschluss: Buchhalter arbeiten noch • Finanzierungsvorhaben • They have MSFT Business Essential (for Accounting) -> gets more and more AI • They currently implement Document Management System with AI powered workflow -> Eingangsrechung und Vorkontierung automatisieren bis automatisierter oder halbautomatisierter Verbuchung (they had Auswahlverfahren: Candis) - they selected a tool called with weaker AI (Shareflex - Shareportal) • They decided a half AI solution - not full AI solution • Tool needs one email address per Mandant -> they have 30 to 40 Gesellschaften incl. SPV -> Candis kann das nicht • 99% of their cases get into one email • Candis: not yet for AR - but soon they will offer it • Special cases:
• There are a lot of Anbieter with workflow solutions • Einfache Buchhalter: wird nicht mehr viel buchen -> Koordinator double checks • One will need Bilanzbuchhalter - keine Finanzbuchhalter mehr in Zukunft • Voll erstellter Abschluss durch KI braucht Steuerberatungs-Wissen • Currently they work with Copilot • What is missing Shareflex / Shareportal • AI reporting engine: I need an analysis of a Kreditor over multiple years auf Kontenebene • Bankgebühren vergleichen • Controlling and Reporting is very standard and starr • Financial • He uses Excel for it • Review how successful an investment was (WACC; all KPIs) • Tools: Ozeanis.io • Buchhaltung • Data privacy is a key topic - Biz Central is also SaaS -> should be ok • AR: • Relatively easy - will be automated soon (Biz Essential) • • Procurement: • Vergleichsdaten -> in his sector it exists already • In the new DMS: due dates of contracts are included • Verhandlungen: • Argumente um besser zu verhandeln • They negotiate regularly (ca. yearly) - employees do the negotation • Automation: • • 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? •