For accounting firms that work with Microinvest Delta Pro and TRZ Pro
Checks the databases of all your client companies.
Shows each accountant what needs attention across their companies.
Answers questions — with a citation from the law and with the company's own data from Delta.
The demo takes about an hour · with sample data
VAT for 06–07.2026 is not closed on 4538/4539, yet the return for 06 is marked as filed
Payroll for 09.2026 is calculated in TRZ but not posted in Delta
A fuel invoice of €184.20 is posted to 602 "Cleaning" — 14 of 14 previous ones from the supplier are on 601
Sample data: fictional companies and amounts
Everyday life in the firm
"The VAT accounts hadn't been closed for months — we only found out at year-end closing."
A check by tax period every night, for every company.
"The return is filed, but the amount doesn't match the ledgers."
Automatic reconciliation "declared ↔ posted".
"The new colleague asks the senior accountant five times a day."
The assistant answers with a citation from the law; the senior only decides the disputed cases.
"The returns register is an Excel file nobody fills in on time."
A register in the dashboard and a reminder in Teams every morning.
"We don't know how much time each company costs us."
Working time per employee and per company — from the Delta activity log.
Nightly checks
The checks are precise rules applied to the data from Delta and TRZ (two of them also use AI). Every finding has a severity — high, warning, for information — and a text that says exactly what was found.
Declared VAT result ≠ accounting result
Periods 06 and 07.2026 are not closed on 4538/4539 — the accounts must be brought in line with the filed return.
Changes in a locked month
The turnover on 602 for 03.2026 has changed by +€2,300.00 since the last check, and the month is locked.
Description vs. account
"Refrigeration unit repair" — €1,940.00 is posted to 603 "Depreciation expenses". Based on the description, 602 (repair — external service) is expected. Phrased as a question, not as an error.
AI assistant
The accountant picks a topic and (optionally) a company, and asks in Bulgarian, the way they would ask a colleague. The assistant searches the knowledge base, checks the company's notes and, when needed, pulls a report from Delta — and answers with a source.
How do I post this invoice?
No. 0000184522 / 12.09.2026, "Goriva Yug" EOOD — diesel fuel: net €184.20, VAT €36.84, total €221.04.
14 of 14 invoices from this supplier: Dr 601/1 "Fuel" / Cr 401; VAT Dr 4531 / Cr 401.
Purchase ledger, full tax credit — per the company's note, the vehicles are commercial.
Sources: the company's history in Delta · note "Fleet" from the dossier
When does VAT become chargeable on a customer advance payment, and by when do we issue the invoice?
For an advance payment received before the tax event, the tax becomes chargeable on receipt of the payment, for the amount of the payment. The invoice is issued no later than 5 days after receipt.
Advances on an intra-Community supply — invoice by the 15th of the following month.
Sources: VAT Act, Art. 25(7) · Art. 113(4) · Art. 113(5)
One click from the citation to the article of the law itself
Art. 113. (1) Every taxable person - supplier, is obliged to issue an invoice… (2)–(3) …
(4) The invoice must be issued no later than 5 days from the date on which the tax event for the supply arises, and in the case of an advance payment - no later than 5 days from the date on which the payment is received.
(5) Notwithstanding para. 4, in the case of an intra-Community supply…
The assistant does not answer "from memory". The full, current texts of the laws are loaded before you start — and every answer rests on an article it has actually read, with a link to it.
How it works
The application is installed on a server in your office, next to the Delta databases, or in an isolated installation at our side. It connects to SQL Server with a user who is only allowed to read.
Your SQL Server in the firm's office
AI Accounting Assistant every night + on demand
All Delta and TRZ databases are read, the checks are run, and the findings are sorted by company and severity.
Each person in charge receives their overdue and upcoming returns in Teams; in the dashboard they see the findings for their companies.
Legal questions, posting an invoice, reconciling a statement, a Delta report for the selected company.
"Refresh from Delta" re-reads the selected companies in seconds — the finding disappears as soon as the problem is fixed.
Works on a phone too. The dashboard is a web application — it opens from a browser in the office or remotely over an encrypted connection, with nothing to install on workstations.
Security and access
A separate SQL user without write permission. The application changes nothing in Delta and TRZ.
Administrator, senior, junior. Everyone sees only the companies assigned to them — in the dashboard, reports and the assistant.
Records sign-ins, company views and questions to the assistant.
Uploaded files and notes are checked for personal ID numbers before processing.
Only over an encrypted connection, with no open ports to SQL Server.
The AI picks only from approved reports — it never writes its own SQL against the databases.
The application and its databases live on your server, next to Delta — or in a separate, isolated installation at our side. One firm's data is never in a shared database with another's.
The AI model is Claude by Anthropic, through the corporate API. Only the excerpts needed for the specific question are sent to it; under Anthropic's contractual terms, API data is not used to train models.
More features
In "★ All my companies" mode the assistant answers questions across the asker's whole portfolio: the manager asks about the entire firm, the accountant — about their own companies.
"Which companies have accrued but unpaid salaries for August?"
5 companies with a credit balance on 421 for 08.2026; for 3 more there is no accrual, although there are employees in TRZ.
"Which companies have a credit balance on cash or bank?"
A list with the company, account, balance and date of the last movement.
"Which VAT periods are not closed for my companies?"
Per company: the first unclosed period and whether the return for it has been filed.
Portfolio mode works on the nightly read — every answer states the time of the data and how many companies it covers.
Instead of opening database after database, you see all companies in one table: how far postings have got, what the balances are, which month is locked, whether payroll has been calculated — and how many findings are waiting for review.
| Company | Last posting | Cash (501) | Customers (411) | |
|---|---|---|---|---|
| Stroymontazh Iztok EOOD | 14.08.20261 mo. | −€1,120.50 | €48,315.20 | 3 |
| Medika Plus EOOD | 03.10.2026 | €2,418.30 | €12,960.00 | 2 |
| Kafe Lavandula OOD | 30.09.2026 | €310.45 | — | 1 |
| Severen Vyatar EOOD | 05.10.2026 | €640.00 | €31,204.75 | 1 |
| Zelena Dolina 2019 OOD | 02.10.2026 | €85.00 | €3,120.40 | ✓ |
All returns of all companies in one register: deadline, person in charge, status, amount. The amount is not typed by hand — it is suggested from Delta and TRZ. If there is no suggestion for VAT, the accounts for the period are not closed.
| Company | 07.2026 | 08.2026 | 09.2026 · due 14.10 |
|---|---|---|---|
| Severen Vyatar EOODM. Petrova | filed€2,140.30 payable | payments€1,806.92 payable | in progresssuggested: €2,312.08 |
| Medika Plus EOODI. Georgiev | differencedeclared ≠ ledgers | filed€1,044.10 payable | no documentsno suggestion |
| Piksel Lab EOODM. Petrova | filed€612.00 refundable | fileddeducted under Art. 92 | for approvalsuggested: €488.40 |
Statuses
M. PetrovaTuesday, 06.10
Kafe Lavandula — D1/D6 08.202625.09
Severen Vyatar — VAT 09.202614.10
Piksel Lab — VAT 09.202614.10
Pirin Tur — VAT 09.202614.10
Open the registerYou upload the statement as a PDF in a conversation with a selected company. For every line the assistant looks in Delta for a movement with the same date, amount and direction, and finally reconciles the balance.
18.09 bank fee−€4.20
29.09 receipt from "Pirin Tur" EOOD+€1,150.00
Delta does not keep hours — the assistant reconstructs them from the activity log in Delta and TRZ: which employee, for which company, on which days and for how long they worked. A report by person and period, a summary for the team, export to Excel.
| M. Petrova · 09.2026 | Hours | Days |
|---|---|---|
| Stroymontazh Iztok EOOD | 14.5 | 9 |
| Medika Plus EOOD | 9.2 | 7 |
| Kafe Lavandula OOD | 3.1 | 4 |
The estimate is conservative (a lower bound), but it is enough to see which companies cost you more than they pay.
A template with 15 sections. The completed dossier becomes notes that the assistant uses only when exactly that company is selected.
"Rent is invoiced quarterly"
"Watch out for advances"
"The vehicles are commercial"
What you gain
| Task | Today | With AI Accounting Assistant |
|---|---|---|
| Are the VAT accounts closed | Company by company, often only at year-end closing | Every morning, for all companies, period by period |
| Returns register | Excel, filled in by hand | In the dashboard, with amounts from Delta and TRZ and a reminder in Teams |
| A legal question | Searching the law and old articles | An answer with a citation and a link to the exact article |
| Posting entry from an unfamiliar supplier | Digging through old records | The company's history and a suggestion in seconds |
| "Which companies…?" | Opening every database | One question in portfolio mode |
| How much each company costs us | By gut feeling | Hours per employee and company — a basis for the subscription price |
| Declared vs. posted | By hand — when there is time | Automatic reconciliation after every database read |
|---|---|---|
| The new employee's questions | The senior has to interrupt their work | The assistant answers with a source; the senior only handles the ambiguous cases |
| Bank statement reconciliation | Line by line, by hand | The assistant reconciles and shows only the differences |
Getting started
We show the product with sample data.
A read-only user; the first night shows the real picture.
With your senior accountant: thresholds, owners, portfolios.
Procedures, dossiers, import of the returns register.
New checks arrive with the updates; support from us.