Finance & Tax
IT Solutions for the Financial Sector
Efficient processes, compliance-compliant platforms and future-proof IT solutions.
Customised for banks, insurance companies and tax consultants.
Digital Challenges in Finance & Tax
Outdated IT structures, fragmented applications and manual processes are slowing down the digital development of finance and tax departments. Added to this are new legal requirements, increasing demands on IT security and a growing volume of data.
Finance executives are under pressure to ensure digital transparency and regulatory compliance — while increasing efficiency and operating with shrinking budgets.
How CONVOTIS solves complex requirements
CONVOTIS provides financial institutions, insurance companies and tax-related organizations with modern IT solutions for Finance & Tax — based on proven platforms, automated processes and secure architectures.
We support you in meeting regulatory requirements, optimizing internal processes, and building a scalable, future-proof system landscape for all finance-related tasks.
Our Services
Finance & Tax
Our services for Finance & Tax combine intelligent automation, secure architectures and industry-specific platforms — for efficient workflows, valid data and regulatory security.
Custom Software Development
Develop customised applications for finance — with stable architecture and GeBüV/GoBD-compliant logic
Fee Management
Manage fees, charges and commissions digitally — GeBüV/GoBD-compliant, transparent and rule-based management
e-Invoicing
Automate invoicing processes — consistently digital, auditable and legally compliant
Application Modernization
Modernizing core banking systems — API-capable, modularly expandable and stable in continuous operation
Hyperautomation & Workflow Automation
Automate credit and verification processes based on rules — with clear approvals and defined governance
Intelligent Document Processing & EDI
Process contracts, forms and receipts automatically — AI-supported, error-free and directly reusable
Custom Software Development
Developing digital platforms and websites — securely integrated and designed for high scalability
Vendor Invoice Management
Automated management of supplier invoices — with clear traceability and an audit-proof audit trail
Enterprise Content Management
Control documents in a financial context — process-orientated, legally compliant & integrated into your system landscape
Document Management & Archiving
Manage contract and financial documents — legally compliant, traceable & accessible at all times
SAP Consulting & Operation
Operate SAP FI/CO, FS and banking solutions with high performance — stably integrated and audit-proof
Digital HR Services
Digitizing HR processes in banks and law firms — efficient, relieving and compliant in operation
Machine Learning Solutions
Automate fraud and risk detection with ML — precise, adaptive and ready to use in real time
Data Analytics & Reporting Dashboards
Visualizing key financial figures — from regulatory reporting to operational management
GenAI & LLM
Generate contract drafts and texts — checked for regulatory compliance, clearly formulated and efficiently editable
Data Transformation & Integration
Consolidate financial data across systems and make it usable for SAP
AI-Powered Knowledge Management
AI-based access to regulations, guidelines and standards — up-to-date, filterable and quick to find
Managed Private & Sovereign Cloud
Operate financial and personal data in compliance with FINMA/BaFin and Swiss DPA/GDPR — highly available and certified in Germany
Managed Digital Workplace
Operate centrally managed workplace environments — with integrated support, device management and a focus on compliance
Cloud Workplace Solutions
Provide IT workstations from the cloud — secure, scalable and adapted to regulatory requirements
Hybrid & Multi-Cloud Solutions
Scaling financial platforms globally — agile networking, regulatory protection and client-specific control
Managed Kubernetes Services
Containerized operation of trading engines and analysis services — latency-optimized and elastically aligned
Cloud Automation & Orchestration
Implement CI/CD-capable release and deployment processes — documented in a revision-proof and audit-capable manner
Cloud Cost Optimization Services
Intelligently manage cloud budgets and forecasts — with a clear cost structure and predictable resource allocation
Security Consulting
Security for financial compliance, ISO 27001, BaFin and regulatory requirements
Security Operations
24/7 SOC monitoring – with active threat detection, SIEM integration and real-time response
Why CONVOTIS?
IT expertise for financial and tax processes
Your IT Transformation starts here.
Let's talk about your goals.
You’ve seen what’s possible – now let’s explore how we can make it happen for you. Whether you’re at the start of your digital journey or ready to take the next leap, our experts are here to help.
FAQ
Do you have questions about digitalisation in Finance & Tax?
In our FAQ you will find concise answers to key topics relating to IT solutions for finance and tax departments.
Still have questions?
The e-invoicing requirement mandates structured invoice data, PEPPOL-compliant formats, and tamper-proof processing. Our e-invoicing solution automates the entire invoice receipt process and meets the requirements of EN16931. Companies benefit from compliance assurance and reduced processing costs.
Learn more in our article.
A digital document management system ensures archiving in accordance with GeBüV/GoBD, supports access control, and enables standardized record keeping. CONVOTIS provides solutions to manage tax-relevant documents in full compliance with legal requirements and to make finance department processes more efficient. This ensures regulatory compliance without system discontinuities.
With a sovereign cloud solution, companies retain full control over sensitive finance and tax data. Our platform meets ISO 27001, the Swiss DPA/GDPR, and industry-specific audit requirements. At the same time, you benefit from scalability, high availability, and secure data processing.
CONVOTIS digitalizes tax-related processes, automates data flows, and integrates DATEV systems with technical precision. Our solutions ensure seamless interfaces between ERP, accounting, and tax advisory systems — improving data quality and reducing manual effort in tax management.
