Incoming invoices
Check, match to the order, flag deviations, submit for approval.
The product
The administrative work you cannot find anyone for.
Checking invoices. Sorting receipts. Matching records. Chasing open items by phone. This work brings in no revenue — it just has to be done. LeanRoutine takes over the handling.
No system change
Outlook, Excel, DATEV, trade software and WhatsApp stay. The routines sit on top of them — no data migration, no months of implementation.
Your data stay with you
No server holding your receipts. The routines run in your environment. You can revoke access at any time.
You keep control
Anything that touches money or deadlines is confirmed by a person in your firm. The routine prepares. It does not decide.
Process first, then technology
Four steps. Automation is the last.
01
Omit
Does this step need to exist at all?
02
Simplify
If yes — can it be shorter?
03
Standardise
Does everyone do it the same way?
04
Automate
Only then does a routine take over.
Three phases
01
Kurz-Check or assessment
Small businesses: nine questions, fifteen minutes, free of charge. From about 25 employees, an Express-Assessment. A written result — regardless of what you decide afterwards. Written documents are provided in German.
02
Set-up
The first routine runs within the first four weeks. Your contact person is trained. Everything is documented. Based on your actual processes, not on a standard script.
03
Ongoing operation
If something changes, I adapt the routines. I fix faults. A short monthly report: transactions, time saved, what stood out.
The same in every business
The toolkit
Receipts
Capture, sort, check completeness, hand over in structured form to the tax adviser.
Quotes
Create from your templates and prices. Follow up before the matter goes cold.
Collections
Track open items, prepare reminders, observe escalation stages.
Filing
File documents and keep them findable — traceable and stored unaltered.
Time tracking
Consolidate hours, highlight variances, prepare month-end.
Reports
Produce recurring analyses instead of assembling them from scratch every time.
Added depending on the industry
The same method. Your daily work. All industries on equal footing.
Site measurement · Quote · Variation order
Construction and finishing
Quote · Maintenance · Inspection report
Engineering, wood, metal
Service charges · Tickets · Routes
Buildings and real estate
Duty roster · Records · Billing
Care and health
Route · Proof of delivery · Driver records
Logistics and transport
Job · Record · Billing
Household-related services
Appointments · Till · Receipts
Hairdressing and beauty
Orders · Returns · Records
Bakery and patisserie
Purchasing · Rota · End-of-day closing
Restaurants and cafés
Goods receipt · Reordering · Till
Retail and shops
No staff. Paperwork all the same.
Sole traders
Two lines of business. Double the administration.
Multi-site businesses
Where the service ends — and why
Tax matters stay with the tax adviser
The routines capture, sort, check for completeness and hand over in structured form. Account coding, booking and tax assessment are done by your adviser. That is the law: under German law, assistance in tax matters is reserved for tax advisers.
No decision without a person
Payments, deadlines, anything that goes outside: someone in your firm confirms. What a routine prepares does not go out unchecked.
No staff assessment
I do not set up routines that assess or select people.
LeanRoutine is new. The first businesses are just starting. The figures on these pages are calculated, not measured at a client — how they are calculated is set out openly in the calculation path. What it costs you, I will tell you in a call.
Lukas Kubenz, Lean Process Consulting. 88 projects since 2012. About the person