Daniel Sappel · Digital Accounting · Tax-aware Processes

digital accounting, tax-aware workflows.

I connect tax and accounting understanding with digital process design — from document workflows and roles & permissions to e-invoicing readiness. Focus: digital accounting, tax-aware processes and DATEV-related workflows.

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Contents

  1. 01 Preface
  2. 02 Stack
  3. 03 Projects (BPMN, rights & e-invoicing)
  4. 04 Trajectory & Qualification
  5. 05 Contact

Tax-aware engineering of finance workflows.

My focus is not on individual-case advisory but on systems: digital document flows, interfaces, workflows, automation, documentation.

I understand what sits behind a journal entry — and how it translates into tools, data paths, and role concepts. This manual documents the method, not the résumé.

Profile reference data
RoleDigital Accounting · IT Processes
BackgroundTax & Accounting
FocusDigitalisation & IT processes in the tax and accounting environment
SettingAdvisory context
LocationBerlin, Germany

What I do.

  1. I

    Digital Finance Processes

    Capturing, structuring and implementing digital workflows along the accounting lifecycle.

    core
  2. II

    IT Processes & Tooling

    Tool selection, roles & permissions, data flows and interfaces within the finance stack.

    core
  3. III

    Automation & Workflow

    Structuring recurring processes, automating them, transitioning into operational use.

    applied
  4. IV

    Domain Judgement

    Tax and accounting fluency as the foundation for sound digital decisions.

    base

Method

From process view to controlled implementation.

  1. 1Understand the processIdentify the workflow, stakeholders, handovers and risks precisely.
  2. 2Structure roles and data flowsModel access, responsibilities and system boundaries in a traceable way.
  3. 3Define control pointsAnchor reviews, approvals and return branches where they matter operationally.
  4. 4Make implementation documentableReduce logic until it remains explainable, auditable and transferable.

From processes to control models.

An incoming-invoice-oriented document workflow — visualised in BPMN 2.0. The focus is on digital archiving, workflow routing, subject approval, formal checks, payment approval and transfer into accounting.

Fig. 01 Incoming document workflow · DMS/ECM → Accounting system BPMN 2.0 · simplified notation
Start Event
Task
Gateway
End Event
Token (data flow)

Non-operational demonstration. Neutralised incoming-invoice workflow without client names, concrete tool configuration or productive process details.

What this project shows

Process modelling with control points

  • Structuring incoming-invoice workflows
  • Return branches for domain or formal exceptions
  • Separation of department, accounting and payment roles
  • Documentable visualisation of complex processes
Fig. 02 Roles & permissions concept · interactive prototype Demo · non-operational

Access rights are not just assigned. They are modelled.

This reduced prototype shows how roles, permission clusters and review signals can be structured. It stores nothing, processes no personal data and creates no approval or export document.

Selected rights 0 Role model

Choose role

Rights matrix

Role-based preselection

Choose a demo role to view the permissions matrix.

Non-operational demo

Non-operational demonstration. No real master data, no storage, no document output and no legal effect.

What this project shows

Role logic and access governance

  • Role-based preselection instead of unstructured individual rights
  • Least-privilege thinking and review needs
  • Understanding of permission clusters and access depth
  • Interactive but deliberately non-operational prototyping
Fig. 03 E-invoice intake & control matrix · interactive work sample Demo · no upload

Digital incoming invoices need more than an upload process.

This reduced module visualises a control logic for different invoice intake channels. It checks no real files, processes no personal data and replaces no production system — it demonstrates the thinking behind intake, validation, approval and compliant archiving logic.

Intake profile — Choose format

Intake path

From intake to controlled handover

Choose a format to view the recommended control path.

Non-operational demo

    Non-operational demonstration. No file intake, no real invoice validation, no archiving function and no processing of confidential data.

    What this project shows

    Tax- and accounting-adjacent control logic

    • Format-specific intake paths for e-invoices and classic invoice channels
    • Separation of structure review, visual review and approval
    • Archiving and traceability logic aligned with German documentation expectations
    • Controlled handover into accounting as a defined process step
    Fig. 04 BPMN Briefing Builder · local process capture Demo · no AI

    From process idea to model-ready BPMN structure.

    This local demonstrator guides a structured process capture: scope, roles, steps, decisions and control points. The result is not a production diagram, but a precise BPMN briefing as a basis for modelling, review or later documentation.

    Briefing status structured local · no storage

    Process frame

    Swimlanes

    Make responsibilities visible

    local

    Process logic

    Steps, decisions and return paths

    rule-based

      BPMN briefing

      Model-ready output

      The output is generated locally in the browser from the selected building blocks.

      no export 
      
              
      
            
      

            
      
              Non-operational demo. No AI, no API, no upload, no storage and no processing of confidential process data. The output is a briefing, not a finished process documentation.
            
      

            
      
              
      What this project shows
      
              
      Methodical process capture before modelling
      
              
        
                
      • Translation of business process ideas into model-ready structure
        • 
                
      • Clean separation of roles, systems, tasks and gateways
        • 
                
      • Return paths and control points as fixed BPMN components
        • 
                
      • Privacy-friendly prototyping without AI or server logic
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          Professional trajectory.
        
      

        
      
          
      
            Today
            
      
              
      Digital Accounting & IT Processes
      
              
      Operational work at the intersection of domain expertise and digital process design, within an advisory context.
      
            
      
          
      
          
      
            Trajectory
            
      
              
      From domain to process
      
              
      Gradual expansion of scope — from tax and accounting roles into digital workflows and automation.
      
            
      
          
      
          
      
            Foundation
            
      
              
      Tax & accounting grounding
      
              
      A solid base in tax and business administration topics, supporting today's orientation.
      
            
      
          
      
        
      

        
      Qualification
      
        
      
          
            
      
              Qualification
              FAIT — Fachassistent für Digitalisierung und IT-Prozesse
      German professional qualification for digitalisation and IT processes in the tax and accounting environment      		
            
      
            
      
              Studies
              Business Administration
      Berlin School of Economics and Law (HWR Berlin)      		
            
      
            
      
              Training
              Vocational training in tax
      Tax Law / Taxation      		
            
      
                
        
      
      
      
    
      
  
      

  
  
      
    
      
      

      
      
        
      
          Professional exchange.
        
      

        
      
          For professional exchange on digital accounting, DATEV-related finance processes, roles and permissions concepts, and digital process design.
        
      

        

        
      
          
      Work materials
      
          
      A process canvas as a compact entry point.
      
          
      
            Selected work materials and process templates can be provided on request. As a neutral sample, a one-page Digital Accounting Process Canvas is available as a local PDF download.
          
      
          Digital Accounting Process Canvas (PDF)
        
      

        
      
          Disclaimer. This site serves as personal professional representation. It does not constitute tax or legal advice and is not an offer to accept engagements.
        
      
      
      
    
      
  
      

  
      
    
      
      
      Edition
      2026 · 01
      
      
      Set in
      ui-serif & ui-sans system stacks
      
      
      Status
      Living document
      
      
      — End
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