AI-Native Steuerkanzlei

flowchart TB
    subgraph Users["Kanzlei Staff"]
        STB["Steuerberater"]
        SFA["Steuerfachangestellte"]
        BH["Buchhalter"]
    end
    subgraph KanzleiApp["Kanzlei App"]
        MATRIX["Matrix View\nMandant x Topic"]
        INBOX["AI Inbox\nPending Reviews"]
        CHAT["Claude Chat"]
    end
    subgraph Orcha["Orcha — Data + Orchestration"]
        API["REST API + MCP Server"]
        SCHED["Scheduler"]
        DB[(PostgreSQL)]
        PIPE["Ingestion Pipeline"]
        TRIAGE["Email Triage"]
    end
    subgraph Claude["Claude — Intelligence Layer"]
        CLAUDE_API["Anthropic API"]
        CLAUDE_MCP["Claude Desktop/Web"]
    end
    subgraph DATEV["DATEV"]
        DUO["Unternehmen Online"]
        REWE["Kanzlei-Rechnungswesen"]
        LODAS["LODAS / L&G"]
        ELSTER_D["ELSTER"]
    end
    STB & SFA & BH --> KanzleiApp
    STB --> CLAUDE_MCP
    KanzleiApp --> API
    CLAUDE_MCP -->|"MCP read/write"| API
    SCHED -->|"generate briefing"| CLAUDE_API
    SCHED --> DB
    CLAUDE_API --> DB
    PIPE --> DB
    TRIAGE --> PIPE
    TRIAGE --> CLAUDE_API
    API -->|"booking proposals"| DUO
    DUO --> REWE
    REWE -->|"journal entries, BWA"| API
    LODAS --> ELSTER_D
    REWE --> ELSTER_D
      

flowchart LR
    subgraph Direction1["Direction A: Orcha calls Claude"]
        O1[Orcha Scheduler] -->|"POST /messages\n(Anthropic API)"| C1[Claude API]
        C1 -->|"structured response"| O1
        O1 -->|"store result"| DB1[(Orcha DB)]
    end
    subgraph Direction2["Direction B: Claude calls Orcha"]
        H[Human in Claude] -->|"natural language"| C2[Claude]
        C2 -->|"MCP tool call\norcha-tasks-create"| O2[Orcha MCP Server]
        O2 -->|"pending_review queue"| DB2[(Orcha DB)]
    end
      

flowchart TB
    subgraph OrchaJobs["Orcha Scheduler (cron)"]
        direction TB
        J1["06:00 DATEV REWE Sync\nPull journal entries, BWA, OPOS, bank"]
        J2["07:00 Deadline Scanner\nCheck all mandates for approaching Fristen"]
        J3["07:30 Morning Briefing\nQuery DB then call Claude API then store"]
        J4["continuous Email Triage\nMonitor inbox then classify then route"]
        J5["continuous Ingestion Pipeline\nOCR then extract then kontieren then DATEV export"]
        J6["22:00 Closing Status Update\nRecalculate mandate_topic statuses"]
    end
    subgraph ClaudeCalls["Claude API Calls (from Orcha)"]
        direction TB
        C1["Briefing narrative generation"]
        C2["Draft reply composition"]
        C3["BWA analysis and commentary"]
        C4["Bescheid comparison"]
        C5["Rueckstellungen suggestions"]
        C6["Inbox classification"]
    end
    J3 -->|"sends data, gets narrative"| C1
    J4 -->|"client question detected"| C2
    J1 -->|"new BWA data available"| C3
    J4 -->|"Steuerbescheid detected"| C4
    J6 -->|"JA closing incomplete"| C5
    J4 -->|"unknown item"| C6
      

flowchart LR
    subgraph Orcha
        MAESN[Maesn API Client]
        SYNC[DATEV Sync Worker]
        DB[(Orcha DB)]
    end
    subgraph DATEV
        DUO[Unternehmen Online]
        REWE[Kanzlei-Rechnungswesen]
        BANK[Bank online]
    end
    MAESN -->|"1 Push booking proposals\n(Rechnungseingang)"| DUO
    DUO -->|"Steuerberater books"| REWE
    REWE -->|"2 Pull journal entries\n(Buchungsstapel)"| SYNC
    REWE -->|"3 Pull BWA\n(Auswertungen)"| SYNC
    REWE -->|"4 Pull OPOS\n(offene Posten)"| SYNC
    BANK -->|"5 Pull bank transactions\n(Kontoauszuege)"| SYNC
    SYNC --> DB