Less document chasing. More time for the numbers.

Accounting

Turn scattered documents into a clear review pack.

Ask the agent to group supporting documents, compare reporting periods and draft a request for missing material. Use your own files as the starting point, and keep the resulting Word documents editable.

Move from a folder of receipts to an organized document inventory and a client letter. Use Sano alongside your accounting software to prepare the material for your next close.

• Organize supporting documents
• Compare supplied reports
• Prepare missing-document lists
• Draft client correspondence

Hosting & privacy

Your work stays your business.

Choose German or EU-hosted models in Sano. Every model comes with zero data retention and no training on your prompts or outputs. German-hosted models also come with contractual confidentiality under §203.

Your conversations and privacy mappings stay on your device. Sano Shield detects and replaces sensitive values locally in the inputs you select, then restores them in the response.

• German or EU-hosted models
• ZDR and no model training across all models
• §203 confidentiality for German-hosted models
• Local conversations and control over agent actions

Example workflow

Prepare a month-end document request.

Your material

An illustrative folder of receipts, supplier invoices and two monthly reports supplied by the user.

Your request to Sano

Create an inventory of these documents, group them by reporting period and flag unclear dates or references. Compare the two supplied reports and draft a Word letter requesting the material that needs clarification. Do not infer missing transactions.

Your output

• Document inventory grouped by period
• A list of unclear references and report differences
• An editable Word request for clarification

Check completeness and figures against the original documents and the accounting system.

Your workflow in three steps

01 · Collect the material

Bring the relevant reports and supporting documents into the workspace.

02 · Prepare the review pack

Ask for an inventory, a period comparison and a draft client request.

03 · Verify the figures

Check calculations and source references before using the documents or updating your ledger.

Working with Sano

How does Sano work alongside my accounting software?

Use Sano to organize documents, compare reports and draft correspondence. Post transactions and reconcile balances in your accounting system.

Can Sano compare monthly reports?

Yes. Provide the reports and ask Sano to highlight changes, unclear references and missing information. Check the resulting figures against your source files.

Where are my AI requests processed?

Choose German or EU-hosted models in Sano. Every model comes with zero data retention and no training on your prompts or outputs. German-hosted models also come with contractual confidentiality under §203.

How does local input protection work?

Sano Shield protects the inputs you select. Agents then work with your prepared files. Tool results, code, browser content and excerpts from connected services can reach the selected model without automatic anonymization.

More ways to work with Sano

Sano for professionals

See workflows for five professional fields.

Security, hosting & §203

German and EU hosting, ZDR, no model training and §203 confidentiality.

Bring order to your next month-end.

Download Sano Work for Mac or Windows and try it for free. Sign in, bring your files and put your agent to work on a real task.