OpusFin – AI-Supported Finance Operations for SMEs

Less paperwork. More time for business.

OpusFin is an AI-supported finance operations cockpit for small and medium-sized enterprises and sole proprietors. It brings bank transactions, receipts, invoices, payments, reporting and tax preparation into one structured workflow – from importing the data to handing over complete, bookkeeping-ready packages to the tax adviser.

OpusFin is designed for:

• Small and medium-sized enterprises

• Sole proprietors and self-employed professionals

• Business owners who want a clear overview of their finances

• Internal finance and back-office teams

• Accountants, bookkeepers and tax advisers

• Companies operating in Austria, Germany and Romania

What OpusFin can do

• Import bank statements and transaction data in formats including CSV, MT940, camt.053, OFX and Excel

• Collect documents from uploads, emails, cloud services, payment providers and mobile receipt capture

• Automatically structure and normalise transaction, account, counterparty and document data

• Match receipts and invoices with bank transactions

• Reconcile bank transactions, payouts, invoices and liabilities across different sources

• Categorise transactions using more than 1,000 verified rules

• Use AI to suggest classifications for unclear cases while keeping the final decision with the user

• Support the Austrian EKR and the German SKR04 accounting frameworks

• Identify missing receipts and unmatched transactions

• Track supplier invoices, payment deadlines, outstanding receivables and overdue payments

• Create professional customer invoices

• Monitor VAT periods and prepare data for Austrian UVA and German USt-VA reporting

• Track budgets automatically

• Analyse expenses and identify spending patterns

• Create liquidity and cash-flow forecasts

• Manage fixed assets and legally compliant depreciation

• Work with more than 170 currencies using current European Central Bank exchange rates

• Support collaborative finance and back-office workflows

• Connect financial data and systems through integrations

• Display month-end readiness, open issues and outstanding tasks in a central dashboard

• Generate structured, bookkeeping-ready exports for accountants and tax advisers

• Provide reports, organised documents and a complete audit trail

Transparent automation instead of a black box

OpusFin combines deterministic rules, pattern recognition and AI-supported suggestions. Rules and classifications can be reviewed, approved, edited or rejected. Exceptions remain visible, and every decision is documented in the audit trail. AI supports the process, but the user remains in control.

Learn more and start a 30-day free trial at:

https://opusfin.at