caito smart allocations
Up to 98% automatic account assignment – 100% under your control.
Intelligent account allocation directly in cisbox Invoice
Automation that takes the pressure off right away. caito smart allocations enhances cisbox Invoice with intelligent, line-item-based pre-accounting and cost allocation. Once activated, this AI extension provides actionable recommendations—transparent, verifiable, and customizable at any time.
AI-powered pre-accounting
No rules required
Ready to use
Transparent oversight
Reduced manual effort
The main advantages
Ready to use right away —no setup, no project, no training required.
Less manual work – suggested account assignments starting with the first invoice.
Consistent results – uniform account assignment regardless of who processes the transaction.
Suitable for complex invoices – item-based allocation instead of blanket rules.
Scalable without hiring more staff —more invoices, same resource allocation.
What you struggle with every day
You may be familiar with this situation from your own accounts payable department: account assignments are determined either by rigid rules or based on the experience of individual employees. This works reliably when the volume of documents is manageable—but as soon as the volume increases, the system starts to falter.
Common consequences:
Significant manual effort required for recurring distributions
Inconsistent account assignments, depending on who processes the document
Valuable knowledge that remains tied to individual people
Monthly closings that unnecessarily tie up your team's resources
Attempts at standardization that fail due to the effort required and their complexity
The Solution
With caito smart allocations, you can automate your preliminary account assignment and cost allocation starting with your very first invoice—without the need for rule sets or training. Instead of fixed logic, the solution provides item- and content-based suggestions that appear directly in your existing cisbox Invoice workflow. This creates real value, especially for complex invoices with multiple items, cost centers, or projects.
Accounting suggestions starting with the first invoice – without rules
Up to 98% automation potential for preliminary account assignment
Based on over 20 years of precise tracking of incoming invoices at cixbox: identifies not only items with identical names but also those with identical content
Features at a Glance
Automated account assignment with full control
Automatic preliminary account assignment upon invoice receipt
Informed suggestions as soon as you open the invoice.
Position- and content-based allocation
Each item is posted to a separate account, where appropriate.
No regulations required
After the audit, all data is available as a structured dataset for ERP, financial accounting, or other systems.
Manual override is possible at any time
You remain in full control.
Seamless integration with cisbox Invoice
Use within the existing workflow with integration into financial accounting.
It's that simple
Invoice received:
As usual in cisbox Invoice
Initial account assignment:
caito generates automatic suggestions
Exam:
You confirm or adjust these
Integration & Add-on for
cisbox Invoice
Replaces rigid, high-maintenance rule-based account assignment with intelligent suggestions
Leverages existing processes, user interfaces, and interfaces
Seamlessly integrated into your system
You can increase the level of automation without having to change your established processes.
More than 23,000 users trust cisbox
cisbox adapts to your system—and not the other way around.
Seamless integration into your existing FIBU and ERP system landscape. Whether DATEV, SAP, Microsoft, or your own solution,
our APIs and interfaces make it easy to get started.
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