Candis
Level 16: Finance, Controlling & Accounting
Business & Organisation · Level 16
In short
Candis is an AI tool in the Finance & Controlling category from CANDIS GmbH in Berlin, Germany. The pricing model is paid. It is with a German interface.
What is Candis?
Candis is a specialized B2B software platform for digital invoice management and automated accounts payable processing. The tool utilizes artificial intelligence and modern OCR technology to automatically capture incoming invoices, extract key data, and assign them to the correct accounts or cost centers.
At the core of Candis is the simplification of approval workflows. Teams can establish custom multi-level authorization paths, monitor discount deadlines, and approve documents directly within the platform. Additionally, the software integrates corporate credit cards to match expenses with receipts instantly.
Through seamless integration with accounting platforms such as DATEV, manual efforts and human errors are significantly minimized. The solution ensures GoBD-compliant archiving and sustainably streamlines collaboration between companies, internal finance teams, and external tax advisors.
Core features & strengths
- AI Invoice Data Capture — Extracts document details like invoice numbers, amounts, tax rates, and IBANs via OCR and suggests appropriate accounting accounts.
- Digital Approval Workflows — Enables flexible, multi-step approval rules for departments with automated reminders and discount deadline tracking.
- DATEV & ERP Integration — Allows smooth export of pre-booked documents and accounting entries directly to DATEV or other standard accounting software.
Who is this tool for?
Small and medium-sized enterprises, finance teams, accountants, and tax firms looking to automate accounts payable workflows.
Typical use case
A growing company handles hundreds of vendor invoices monthly that used to be passed around manually via email. With Candis, incoming invoices are automatically ingested, parsed by AI, and routed to the responsible department heads for digital approval. Once approved, pre-booked data is transferred into the accountant's DATEV system with a single click.
What is Candis good for?
- Small and medium-sized enterprises, finance teams, accountants, and tax firms looking to automate accounts payable workflows.
- A growing company handles hundreds of vendor invoices monthly that used to be passed around manually via email.
- AI Invoice Data Capture: Extracts document details like invoice numbers, amounts, tax rates, and IBANs via OCR and suggests appropriate accounting accounts.
- Digital Approval Workflows: Enables flexible, multi-step approval rules for departments with automated reminders and discount deadline tracking.
- DATEV & ERP Integration: Allows smooth export of pre-booked documents and accounting entries directly to DATEV or other standard accounting software.
When a different tool fits better
Not suitable for individuals or freelancers with very low invoice volumes who do not require approval workflows or formal accounting integrations.
Pricing & plans
Plans in detail
- Custom PlanOn requestOn requestyearly/monthly
- Automated invoice processing
- Accounting software integration
- Approval workflows
Good to know
- No permanently free tier available.
- Pricing is based on individual transaction volume and feature scope.
- Free demo sessions can be requested via the website.
Prices checked on 15/08/2026. Prices based on public provider information, without warranty. Euro amounts are approximations; the provider's pricing page prevails.
Supported languages
Interface = the tool's menu language, content = the language you can work in. Without guarantee — vendors keep expanding their language coverage.
Privacy & GDPR
Data flow: Candis processes uploaded invoices, receipts, travel-expense data, and contracts in the cloud and states that it uses cloud servers in Germany, so German and EU data-protection law generally applies.
Training on your inputs: The supplied vendor information does not clearly state whether customer inputs are used to train AI models or whether an opt-out is available, so this should be clarified contractually.
For companies: Businesses should execute a GDPR Article 28 DPA before deployment and review the technical and organizational measures as well as any subprocessors.
Practical advice: Upload only business-essential documents and personal data; avoid or redact special-category data, confidential information, and unnecessary private details.
- GDPR:
- EU data protection regulation: defines how personal data may be processed and what rights you have (access, deletion, objection).
- DPA:
- Data Processing Agreement: contractually binds the provider to process your data only on your instructions. Usually mandatory for companies.
- SOC 2:
- Independently audited security report (access control, availability, confidentiality) — not a privacy seal, but a sign of professional IT security.
- Opt-out:
- Training on your data is on by default; you have to switch it off yourself in the settings.
- Training on user data:
- Your inputs may feed into future model versions. Confidential content could in theory resurface in other users' answers.
Privacy data checked on 29/07/2026. Editorial summary based on public provider information — not legal advice. When in doubt, check the provider's current privacy terms.
Fact sheet
| Vendor | CANDIS GmbH |
|---|---|
| Headquarters | Berlin, Germany |
| Category | Finance & Controlling |
| Pyramid level | Level 16 – Finance, Controlling & Accounting |
| Pricing model | Paid |
| Free forever option | No |
| Open Source | No |
| Entry plan | Custom Plan: On request (On request) |
| German | interface and content |
| English | not supported |
| Privacy classification | GDPR / EU |
| Data processing agreement | Businesses should execute a GDPR Article 28 DPA before deployment and review the technical and organizational measures as well as any subprocessors. |
Alternatives to Candis
- Agicap — Paid · HQ: Lyon, France · GDPR / EU
- AlphaSense — Paid · HQ: New York, United States · Unclear
- BloombergGPT — Paid · HQ: New York, United States · Unclear
- Datarails FP&A Genius — Paid · HQ: Tel Aviv, Israel · GDPR / EU
- Finmatics — Paid · HQ: Wien, Austria · GDPR / EU
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