Frequently Asked Questions

WiBooks is an AI-powered bookkeeping software for freelancers, self-employed professionals, and small to medium-sized businesses (SMEs). The software automates all bookkeeping – from receipt capture to bank import and DATEV export. No bookkeeping knowledge is required.

No. WiBooks is designed so that even business owners without bookkeeping experience can start immediately. The AI automatically suggests posting accounts, explains unfamiliar terms, and guides you through all processes. The system gets better over time the more you use it.

WiBooks guides you with an AI-assisted migration process. On first login, you're guided through a few simple steps: select business type, enter tax number, import existing accounts. If you're switching from another software, the AI analyzes your existing data and helps with a smooth transition. You'll be ready to post within 15 minutes.

Yes, WiBooks can be used free of charge for up to 100 bookings per year.

Yes, easily. WiBooks supports importing your existing accounts, postings, and master data from all common systems (e.g., DATEV, lexoffice, sevdesk, Lexware). An AI-assisted migration process analyzes your existing data and automatically maps it to the WiBooks chart of accounts. Your booking history is preserved.

WiBooks uses a multi-layered AI model. When uploading a receipt (photo or PDF), the AI recognizes within seconds: amount, date, VAT, supplier, and the appropriate posting account. Simultaneously, your bank statements are automatically imported and matched to bookings. The system learns from each of your interventions and becomes more precise over time.

WiBooks achieves a recognition rate of over 95% for clear receipts. The AI reliably recognizes invoices, cash receipts, fuel receipts, and hospitality receipts. When uncertain, it prompts for review. The longer you use WiBooks, the higher the hit rate – as the system learns from your specific booking patterns.

Every AI booking suggestion is shown to you for confirmation before it is finally saved. You can correct the account, amount, or category at any time. Your correction is automatically used as a learning example – similar bookings will be processed correctly in the future. Additionally, an automatic validation routine checks all bookings for plausibility.

WiBooks recognizes all common receipt types: incoming invoices, outgoing invoices, cash receipts, fuel receipts, hospitality receipts, travel expense reports, and delivery notes. Additionally, e-invoices in ZUGFeRD and XRechnung format are fully supported – these are automatically read and directly posted correctly.

Yes. This is one of WiBooks' core features. Every time you correct a booking suggestion, the AI saves this pattern and applies it to future, similar bookings. After about 3–4 weeks of use, most bookings are correct without manual intervention – the system has learned your booking preferences.

An external accountant costs an average of €80–120 per hour. With 5–10 hours of bookkeeping work per month, costs are €400–1,200 monthly. WiBooks reduces this effort to just €10 per month. The tax advisor for the annual accounts remains worthwhile, but becomes significantly cheaper as the bookkeeping is already properly prepared.

Yes. You can test WiBooks free for 30 days without a credit card – with full access to all features of the chosen plan. After the trial, you'll be asked if you want to continue. No automatic billing, no risk.

Yes. WiBooks runs on a monthly subscription – you can cancel at any time at the end of the current billing period, without a minimum term or notice period. You can fully export your data before cancellation.

The Free plan includes full functionality.

Yes. WiBooks exports all booking data in DATEV format (CSV and DATEV-ASCII). This export can be directly imported by your tax advisor into DATEV Unternehmen Online or DATEV Pro – without manual adjustments. The export is available for any period with just a few clicks.

Yes. You can set up a separate user account for your tax advisor with restricted read access. This allows them to view current booking data, retrieve reports, and download the DATEV export directly at any time – without you needing to send files back and forth.

Yes. WiBooks automatically calculates the VAT from your bookings and creates a print-ready VAT pre-registration. The ELSTER export can be submitted directly or forwarded to your tax advisor. Deadlines are displayed automatically so you never miss a filing.

Thanks to AI-assisted analysis, WiBooks supports all banks and accounts that provide bank statements in CSV, MT940, or CAMT format. This covers virtually all German banks – from Sparkasse, Volksbank, and Commerzbank to online banks like N26, Revolut, and Kontist. Manual CSV upload is supported for all other institutions.

Yes. WiBooks automatically reads e-invoices in ZUGFeRD and XRechnung formats. The embedded invoice data is directly recognized and correctly posted without manual entry. This is particularly important as the e-invoice requirement for B2B transactions in Germany applies from 2025.

All data is stored exclusively on servers in Germany, certified under German data protection law (GDPR). WiBooks uses data centers with ISO 27001 certification. Data never leaves the EU at any time.

Yes. WiBooks is fully GDPR-compliant. All data processing operations comply with the requirements of the General Data Protection Regulation. A data processing agreement (DPA) is available on request. WiBooks does not share any data with third parties without your explicit consent.

Only you and people you authorize (e.g., your tax advisor) have access to your financial data. WiBooks employees have no access to your booking data. All access is logged and can be viewed in the user log.

Before cancellation, you can fully export all your data – bookings, receipts, and reports as a ZIP archive. After cancellation, your data is completely and irreversibly deleted according to GDPR after a transition period of 30 days. You will receive a reminder email beforehand.