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Industry solution

LIVOI for tax consulting, auditing, and digital firms

Firms need consistent answers, clean document structures, and fast guidance on specialist and internal-process questions. LIVOI consolidates knowledge and makes processes accessible.

domain context
DATEV
work environment
M365
knowledge access
Chatbot

At a glance: what happens

Current state

  • Specialist tax and firm-process questions need consistent answers.
  • Documents, contacts, and internal procedures are often distributed.

LIVOI handles

DATEV-related profiles Internal knowledge chat SharePoint/DMS logic

Result

  • Faster access to knowledge, fewer internal questions, and more consistent answers.
  • New and existing employees find the right information faster.

What leaders can spot immediately

  • Specialist tax and firm-process questions need consistent answers.
  • Documents, contacts, and internal procedures are often distributed.
  • M365, SharePoint, OneDrive, and Teams need clear roles and structures.

Implemented project patterns

Anonymized patterns from potential analyses and LIVOI implementations. The focus is business value, process, and product capability, not customer names.

Internal research chatbot

LIVOI answers questions on approved specialist topics and shows relevant sources.

Faster access to knowledge, fewer internal questions, and more consistent answers.

Organization and onboarding AI

Vacation, travel expenses, contacts, documents, and internal procedures become searchable by chat.

New and existing employees find the right information faster.

M365 and DMS structure

Teams, Outlook, SharePoint, and OneDrive are organized with roles, filing, and training concepts.

Less sprawl, better document search, and clearer collaboration.

What LIVOI handles

DATEV-related profiles Internal knowledge chat SharePoint/DMS logic Teams communication Roles and permissions

Consistent implementation flow

  1. 01 Capture firm knowledge Specialist topics, internal processes, and documentation are prepared for LIVOI.
  2. 02 Secure access Permissions, roles, and source approvals control who receives which answers.
  3. 03 Integrate daily work LIVOI becomes usable where teams already communicate and search.

Could a similar LIVOI agent fit your company?

We review which processes should be relieved first and which data sources or integrations are needed.

Get to know LIVOI Request potential analysis
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