Compliance and reporting with the help of AI # AI integration in Opti.Tax Drafting texts, designing process chains, identifying risks and more: speed up your workflows with AI. ## AI integration in Opti.Tax: what you need to know ### In which tasks does the AI integration in Opti.Tax help me? The AI integration in Opti.Tax is called the „AI Assistant“ and provides support with a wide range of tasks. Among other things, the AI uses keywords to generate complete texts, creates process chains from rough descriptions or voice recordings, checks process descriptions for potential risks, and formulates suggestions for appropriate control measures. ### How exactly do I use this AI integration in Opti.Tax? The AI features in the software have been deliberately designed to be incredibly easy to use. There is a button to open the chatbot, where you simply enter your enquiry. Alternatively, in many places you can use the context menu \(right-click\) to run specific AI functions, such as identifying relevant risks. ### Which AI model is used in Opti.Tax? The AI integration in Opti.Tax utilises ChatGPT from OpenAI, Inc. A valid API key is required to use this feature, which must be obtained directly from OpenAI in addition to Opti.Tax. Where required, hsp offers cost-effective support with both the booking and the set-up process. Simple Very easy to understand and use, so that everyone can benefit from AI. Practical The AI assistant now takes care of tedious and annoying tasks. Time-saving With the help of AI integration, you’ll reach your goal faster. AI assistants in practice ## What AI integration in Opti.Tax can do From a blank page to a structured draft Documentation projects often start with keywords, meeting notes or information that is not consistently formulated. With the help of AI integration, you can use this to develop a consistent foundation – directly in the relevant section of Opti.Tax. - Generate text for individual taxonomy items from keywords - Describe process steps in a clear and consistent manner - Create process chains from keywords or a voice recording - Compile information on the software systems and interfaces used as a basis for the work Systematically consider risks and controls In conjunction with the internal control system, Opti.Tax also provides support at the next operational level: process descriptions can be analysed for potential tax risks. Furthermore, the AI can suggest appropriate control measures for any risks identified and describe their objective, implementation and verification. - Identify general or tax-specific risks - Describe what can go wrong during the process - Formulate the target state and technical expectations - Prepare the audit objective, audit procedure, responsibility and evidence Working with an AI assistant How the AI-powered workflow works - **Project** and relevant **Taxonomic position** Open in Opti.Tax. - Keywords, existing content or a voice recording as **Provide context.** - Text, process chain, risk analysis or control proposals **can be generated.** - Result **review from a technical perspective**, clarify and incorporate into the documentation process. - **Approvals, tasks** and others **Processing** continue within the Opti.Tax platform. How AI takes the strain off professionals AI integration empowers professionals rather than replacing them ### Why integrated AI is more effective than a separate chat window The key advantage lies in the context. The AI function is thus embedded within the technical structure of Opti.Tax. This means that users do not have to copy content between different applications. Instead, they can generate, evaluate and process suggestions directly in the correct location. This reduces discontinuities and improves traceability. ### Use safely and responsibly A separate OpenAI account or API key is required to use the service. In this regard, OpenAI, Inc. states that, by default, it does not use incoming or outgoing data from business customers or the API platform to train its AI models. Regardless of this, organisations should define their own data protection, authorisation and approval policies and should not publish unverified AI results. Before-and-after comparison How AI integration makes your work easier | **Current situation** | **With AI integration** | **The benefits for you** | | --------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- | | Whenever you come across a blank text field, you have to think about what you want to write and spend a lot of time crafting individual texts | You provide a few keywords and have a draft text generated | Huge time savings, less stress | | Risks must be identified and assessed independently | Convenient risk assessment of processes and suggestions with just a few clicks | Less research, fewer mistakes | | Control measures must be drawn up from scratch and formulated independently | Proposals for control objectives, implementation and evidence available on request | Significant reduction in the workload involved in repetitive tasks within the TCMS/IKS | | AI services are used via copy and paste and by switching between windows | AI suggestions and solutions directly within the software, in the right places | Always have the right prompts to hand, fewer mistakes, much more convenient | Free of charge and with no obligation ## Book a consultation now Let’s work together to find out how you can successfully use Opti.Tax with AI integration in your specific situation. - in person - free of charge - in detail Book your no-obligation consultation now and find out more about Opti.Tax: Can't find a suitable date, or is the calendar not working? FAQ – Frequently Asked Questions Frequently Asked Questions about AI integration in Opti.Tax With the AI integration in Opti.Tax, you can carry out your compliance documentation and financial reporting tasks more efficiently and conveniently. We have answered the questions we have received from interested professionals on your behalf. #### 1. What can the AI integration in Opti.Tax do?(16855f31950e985cf) Among other things, it can generate text from keywords, create process chains from keywords or voice recordings, check process descriptions for potential risks, and formulate proposals for control measures. #### 2. Will AI replace the subject-specific examination?(f54ce30aaf7073eee) No. The results are working proposals. They must be reviewed, amended and approved by experts in the field. #### 3. Which projects benefit most?(7860e657faa4eaddc) This feature is particularly useful for procedural and process documentation, ICS and TCMS projects, transfer pricing documentation and other projects involving extensive textual explanations. #### 4. Is company data used for training purposes?(ba2ffd8c334a51600) OpenAI states that, by default, data from business offerings and the API is not used for training. Specific use should also be incorporated into an organisation’s own data protection and governance policies. #### 5. Do I need my own OpenAI account?(f888e9df4faa2a78c) To activate this feature, you will need a valid OpenAI account or API key, which must be configured in Opti.Tax. If you have any further questions, please do not hesitate to get in touch. We look forward to hearing from you. Your message to us How can we help you? About hsp – Software innovation made in Germany We eliminate media breaks for you Since 1991, hsp Handels-Software-Partner GmbH has been developing professional software solutions for tax consultancy and audit firms, as well as for businesses. Our taxonomy software **Opti.Tax** has established itself amongst discerning professionals in the DACH region as the reliable, high-performance and long-term solution for electronic invoicing. The digital tools for legally required, GoBD-compliant documentation are particularly popular. **Practical relevance, up-to-date content and genuine service** Our software modules are developed in close collaboration with experienced partner firms such as Energiesozietät GmbH for internal control systems \(IKS\), ADKL Abels Decker Kuhfuß & Partner mbB for transfer pricing, and Schröder & Partner for the digital pension file. In this way, we ensure that the features in Opti.Tax are tailored to the real-world challenges of day-to-day professional practice. Regular updates ensure that changes to legislation and new requirements are incorporated into the software in a timely manner. In addition, we support you with a comprehensive range of service and support offerings, e-learning courses, access to the hsp Community, our weekly live broadcast „hsp live at 11“ and much more.