The shift
Small digital clients are often the most work
Today
Small mandates are costly
Many small clients work across several tools, send receipts late, use private folders or deliver incomplete data.
More queries and email ping-pong
Manual rework before every close
Hard-to-plan, unpredictable processes
With NoCFO
A clean client workflow
Clients capture receipts, invoices and bank transactions in one place, and AI prepares them. The data is structured and ready for your DATEV workflow.
Less chasing, fewer missing documents
Structured, DATEV-compatible data
A modern process for small mandates
What your firm gets
Built around your firm's workflow
Clients capture receipts on mobile and assign them to the financial process directly.
Bank transactions, invoices and receipts runtogether in one unified workflow.
Relevant data can be integrated into your DATEV process in a structured way.
Less email ping-pong, fewer missing documents, more transparency.
A great fit for freelancers, startups, international founders and small UG/GmbH clients.
Suitable clients can be referred to partner firms.
Important
NoCFO does not replace tax advice
NoCFO is the software and workflow layer for clients. Tax advice and responsibility stay with your firm. That's exactly why working with tax advisors is central to us: founders and small businesses need simple tools, and in many cases still need professional tax support.
The model
Three building blocks connect into one clear financial process, from the first transaction to tax processing.
Step 1
Business account
A modern business account for founders and small businesses (Holvi).
Step 2
NoCFO
Software for receipts, invoices, bookkeeping prep and the financial overview.
Step 3
Tax advisor
Professional tax support, annual accounts and advice, handled by your firm.
Good fit
Which firms NoCFO fits best
NoCFO works particularly well for firms that:
FAQ
Questions from firms
Does NoCFO replace tax advisors?
How does NoCFO help my firm?
Is there a DATEV connection?
Which clients does NoCFO suit?
Is NoCFO available in German?
Where is client data stored? (GDPR)
