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SmartFormular
Forms that work with you
Tools for bookkeeping and year-end accounts that start the casework while you fill them in. Checking, deciding and finalising stay with you.
A SmartFormular looks like a familiar form – and works with you. It helps you fill it in, checks for completeness and takes the first steps of the casework while you are still typing. Every suggestion carries its origin: document, rule, previous month or model. You check and finalise it in your accounting software.
SmartFormular FiBu lite, the Booking Batch Generator, and SmartFormular E-Rechnung lite are available free to try until 31 December 2026; E-Rechnung lite makes e-invoices readable, checks them and lets you pay them by GiroCode. SmartFormular FiBu and SmartFormular Abschluss follow – for the current month and for year-end accounts. Both are being developed as a beta in the member area; accounting firms that want to help test them get access on request.
Four products
Free to try until 31 December 2026 · available
SmartFormular FiBu lite
The Booking Batch Generator, free to try until 31 December 2026: bank statements become booking batches in the DATEV format, one per statement and month – following the previous month's pattern, with a totals check. One file, runs offline in your browser.
Free to try until 31 December 2026 · available
SmartFormular E-Rechnung lite
Is it an e-invoice, what does it say, what is missing? Drop in an XRechnung or ZUGFeRD invoice: read and print it, check it against the CEN and KoSIT rules with every finding explained, pay by GiroCode. Right on the page, no upload.
Beta · on request
SmartFormular FiBu
For the current month: FiBu turns bank statements and documents into the checked booking batch – for bank, payables and receivables – and links it to your open items. With the origin of every line and a clarification list for everything that needs your decision.
- Post the bank account – linked to the open-item lists
- Post payables and receivables – using your master data and account list
- Your posting style per client – as a file kept with you, no model training
- Clarification list and origin of every line as an audit trail
- Estimate the advance VAT return: VAT payable or refund on an accrual or cash basis
Beta · on request
SmartFormular Abschluss
For year-end accounts in the firm, with the data from FiBu: SmartFormular Abschluss sets out prior-year figures and movements, reconciles loans and open items, calculates provisions, puts the key figures in proportion and prepares the year-end meeting. Elections and judgement stay with the professional.
- Set out prior-year figures and movements
- Check loans, open items and long-outstanding receivables and payables
- Calculate provisions – with the calculation path
- Put the figures in proportion, prepare the year-end meeting
SmartFormular FiBu lite
The bank feed is down, the statement is only a PDF, the books have to go out: FiBu lite reads bank statements as PDF, scan, CAMT, MT940 or CSV, takes the previous month's booking batch as its template and produces one booking batch in the DATEV format per statement and month – with a totals check.
A single file that runs in your browser, on Windows too. Your statements and postings never leave your computer; nothing is uploaded, no sign-up.
- PDF, scan, CAMT, MT940, CSV
- DATEV format (EXTF)
- Offline in your browser
- Free to try until 31 December 2026
Download: SmartFormular FiBu liteVersion b7b368d of 2 November 2026
SmartFormular E-Rechnung lite
An XRechnung arrives and nobody can open it? E-Rechnung lite shows it in readable, printable form, tells you whether it is an e-invoice – ZUGFeRD with its profile included – checks it against the CEN and KoSIT rules and explains every finding in plain words: what is missing and what the issuer needs to change. If there is something to pay, the GiroCode for your banking app is ready.
It runs right on the page or as a file offline; your invoices are not uploaded.
- XRechnung (UBL, CII), ZUGFeRD
- CEN and KoSIT rules
- GiroCode
- Free to try until 31 December 2026, no upload
Check an e-invoiceVersion 4dca5c2 of 2 November 2026
SmartFormular FiBu
For the current month: FiBu turns bank statements and documents into the checked booking batch – for bank, payables and receivables – and links it to your open items. FiBu takes the searching and retyping off your hands; you check and decide.
- 01Post the bank accountBank statements as PDF, scan, CAMT, MT940 or CSV become the booking batch for the bank account – following your posting style. FiBu links them to your open-item lists: which payment settles which item, what remains open, where an invoice is missing.
- 02Read and match documentsInvoices and credit notes as PDF or e-invoice: FiBu reads amount, date, tax rate and invoice number and matches the payment – including early-payment discounts and part payments.
- 03Post payables and receivablesPurchase and sales invoices become the booking batch on the supplier and customer accounts. Using your master data and account list, FiBu assigns each document to the right supplier or customer; for new business partners it proposes a new account for you to decide on.
- 04Your posting style per clientContra account, tax key, cost centre and posting text follow the last twelve months per business partner – as a file kept with you, no model training.
- 05A clarification list instead of guessworkAnything ambiguous becomes a question you answer with one click. Every line shows its origin – traceable and auditable under the German GoBD.
- 06Estimate VATFor the German advance VAT return: you choose accrual or cash accounting, or your legal form, and FiBu works out from bank statements and documents the expected VAT payable or the excess input VAT to be refunded – by rate, with the origin of every amount. An estimate to prepare the return; you or your firm still prepare and file it.
SmartFormular Abschluss
The working paper that thinks ahead and does the groundwork.
For year-end accounts in the firm, with the data from SmartFormular FiBu or your accounting software. SmartFormular Abschluss does the groundwork every set of accounts needs – from the prior-year comparison to the briefing for the year-end meeting. Every suggestion comes with its derivation, every decision stays with you. The result is a set of proposed closing entries and the preparation of the German e-balance sheet.
- 01Prior-year figures and movementsEvery item compared with the prior year, plus movement schedules – fixed assets, provisions, loans, equity – from the trial balance and postings.
- 02Reconcile loansInterest and repayments against the repayment schedule, opening and closing balances against the agreement and the bank confirmation. Differences are ready as clarification points.
- 03Review open itemsOpen receivables and payables against the trial balance, settlements after the balance sheet date, duplicates and items posted to the wrong account.
- 04Long-outstanding receivables and payablesWhatever has been open for years is found and prepared for valuation: age, last movement, a proposal for a write-down or write-off. The decision stays with the professional.
- 05Calculate provisionsYear-end and audit costs, document retention, holiday and overtime, taxes – with the calculation path and the roll-forward from the prior year.
- 06Put the figures in proportionRevenue, gross profit, cost of materials, staff costs, profit and other key items as ratios, compared with the prior year and with the anomalies worth discussing.
- 07Prepare the year-end meetingA briefing for the client: the key figures, changes on the prior year, open questions and the decisions that rest with the client.
SmartFormular Abschluss is software for your firm, not tax advice. File, deadlines, sign-off and transmission stay in your firm's software.
The principle
People and machine
SmartFormular does not post and does not declare. It prepares, marks the certainty of every line – certain, suggestion, clarification – and hands over only after your review. Quality and pace rise because your team searches less and decides more.
- Suggestions with their origin
- A clarification list instead of silent errors
- Finalised in your software
- Judgement with the professional
Open to every accounting package
Not just DATEV: SmartFormular is being built to exchange data with every accounting package. You can keep the software you are used to; SmartFormular works alongside it.
- 01Import and exportBank statements, documents, master data and account lists, booking batches, open items and trial balances come in from your software; the results go back in the format your software imports.
- 02A neutral data modelInternally SmartFormular works with its own data model, independent of any package. Each package is added through its own connector – by file or interface, interfaces read-only at first. Your work in SmartFormular stays the same.
- 03From Germany to the worldFirst the packages that firms and companies in German-speaking countries use, with their charts of accounts. Then further countries with their charts of accounts, tax rules and standards for bank data and e-invoices.
Today FiBu lite exports booking batches in the DATEV format, which many programs import. Which packages are connected next depends on the firms and companies in the beta – tell me what you use.
Language model: optional and under your control
- 01OptionalSmartFormular works with rules. A language model is added only where rules fall short – reading references, contracts and resolutions, or drafting texts. Calculating, reconciling and judging stay with rules and people.
- 02No training on your dataYour data does not train a model. The program gives the model fixed instructions per task and checks every output – schema, totals, accounts.
- 03In the EU, no lock-inThe model runs with a European provider of your choice or locally on your systems. The program shows which provider is involved; data leaves pseudonymised or not at all.
What comes next
- FiBu lite and E-Rechnung lite are available – free to try until 31 December 2026, with new versions announced in the newsletter.
- SmartFormular FiBu is being developed as a beta in the member area – with test data and feedback from firms that want to help test it.
- SmartFormular Abschluss follows as a beta for firms that want to prepare year-end accounts in a more structured way.
Beta access is free of charge. Prices for FiBu and Abschluss come with the quote.
Data and legal
FiBu lite and E-Rechnung lite process everything on your computer and transmit no data. Beta versions run in the robin.vision member area with test data; real client or personal data requires an explicit agreement. Data is stored in data centres in the EU.
SmartFormular provides neither tax nor legal advice. Results are suggestions; review and every decision stay with you. The provider is Robin James Lewis, trading as robin.vision. DATEV is a registered trademark of DATEV eG; SmartFormular is not affiliated with DATEV eG.
Questions and answers
What is the difference between FiBu lite and SmartFormular FiBu?
FiBu lite posts bank statements by the previous month's pattern – free to try until 31 December 2026, offline. FiBu additionally reads documents, posts payables and receivables, links them to your open items, keeps the clarification list and shows the origin of every line.
Do I need an AI model?
No. SmartFormular works with rules. A model can be added to improve suggestions where rules fall short – in the EU, without training on your data.
Which software does SmartFormular work with?
The aim is to exchange data with every accounting package – importing and exporting, starting in Germany and in the long run worldwide. Each package is added through its own connector. Today FiBu lite exports booking batches in the DATEV format, which many programs import; at launch FiBu reads open-item lists from DATEV and ADDISON, with further packages following during the beta. SmartFormular Abschluss works alongside your firm's software.
Does FiBu calculate the advance VAT return?
FiBu estimates it: on an accrual or cash basis from bank statements and documents, with the VAT payable or the excess input VAT and the origin of every amount. Anything unclear, such as a missing invoice, goes on the clarification list. It is preparation, not tax advice; the return is filed with your own software or by your firm.
Does SmartFormular replace accounting staff?
No. It takes over searching and retyping and works out connections. Checking, deciding and finalising stay with your team.
What does SmartFormular cost?
FiBu lite and E-Rechnung lite are free to try until 31 December 2026; continued use after that requires a licence – the terms will be posted here in good time. Beta access to FiBu and Abschluss is free of charge; prices for the finished products come with the quote.
How do I get beta access?
Through the form below. You receive access to the member area, the beta version with test data and a short route for feedback.
Request beta access
FiBu and Abschluss are to be developed together with firms that test them in daily work. I will get back to you personally by email.
Downloads
- Free to try until 31 December 2026 · available · Version b7b368d of 2 November 2026SmartFormular FiBu lite
The filing deadline is tomorrow, the bank feed is down or was never set up for this account, and all you have is the PDF statement: the generator turns it into booking batches in the DATEV format (EXTF), scans included. Offline in your browser, Windows included.
- Free to try until 31 December 2026 · available · Version 4dca5c2 of 2 November 2026SmartFormular E-Rechnung lite
Is it an e-invoice, what does it say, what is missing? Drop in an XRechnung or ZUGFeRD invoice to read it, check it against the official rules and pay it by GiroCode. In your browser, no upload.