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GoBD-compliant §203 StGB-compliant Q1-Q2

Asset Capitalisation Agent

Identify, capitalise and record assets in the asset register.

Identifies assets requiring capitalisation from invoices, determines acquisition and production costs per HGB Paragraph 255, sets the useful life and records the addition in the asset register.

Score Dashboard

Agent Readiness 78-85%
Governance Complexity 26-33%
Economic Impact 64-71%
Lighthouse Effect 21-28%
Implementation Complexity 31-38%
Transaction Volume Weekly

What This Agent Does

Asset additions arise from invoices, in-house production or transfers. The challenge: from an invoice, the asset must be identified, the capitalisation requirement checked and the correct valuation applied. For standard cases this is rule-based. For special machinery or complex production costs, human judgement is needed.

The Decision Layer breaks every asset addition into nine decision steps. The asset is identified by LLM from the invoice description. The capitalisation requirement (above EUR 800 net) is rule-based. Asset class is assigned automatically for standard cases, with LLM support for borderline cases. Ancillary acquisition costs are assigned per HGB Paragraph 255. Useful life comes from the BMF depreciation table - for special machinery, the human decides.

The result: faster recording, fewer misclassifications, complete documentation in the asset register. The agent delivers the master data the Depreciation Agent needs for ongoing depreciation.

Micro-Decision Table

Human
Rules Engine
AI Agent
Each row is a decision. Expand to see the decision record and whether it can be challenged.
Identify asset What was acquired and is it a standalone asset? AI Agent Auditor

LLM interpretation of the service description from the invoice

Decision Record

Model version and confidence score
Input data and classification result
Decision rationale (explainability)
Audit trail with full traceability

Challengeable: Yes - fully documented, reviewable by humans, objection via formal process.

Challengeable by: Auditor

Check capitalisation requirement Is the net value above EUR 800 and subject to capitalisation? Rules Engine Auditor

EStG, deterministic threshold check

Decision Record

Rule ID and version number
Input data that triggered the rule
Calculation result and applied formula

Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.

Challengeable by: Auditor

Determine asset class Which asset class is the asset assigned to? Rules Engine Auditor

Standard cases rule-based (R), borderline cases via LLM suggestion (A)

Decision Record

Rule ID and version number
Input data that triggered the rule
Calculation result and applied formula

Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.

Challengeable by: Auditor

Determine acquisition costs What are the acquisition or production costs? Rules Engine Auditor

HGB Paragraph 255, invoice amount plus allocable ancillary costs

Decision Record

Rule ID and version number
Input data that triggered the rule
Calculation result and applied formula

Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.

Challengeable by: Auditor

Assign ancillary acquisition costs Which ancillary costs belong to the asset? Human Auditor

Standard (transport, installation) rule-based (R), complex allocation human (H)

Decision Record

Decider ID and role
Decision rationale
Timestamp and context

Challengeable: Yes - via manager, works council, or formal objection process.

Challengeable by: Auditor

Set useful life What is the standard useful life? Human Auditor

BMF depreciation table (R) for standard assets, special machinery human (H)

Decision Record

Decider ID and role
Decision rationale
Timestamp and context

Challengeable: Yes - via manager, works council, or formal objection process.

Challengeable by: Auditor

Assign inventory number Which inventory number does the asset receive? Rules Engine

Sequential numbering by asset class

Decision Record

Rule ID and version number
Input data that triggered the rule
Calculation result and applied formula

Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.

Record in asset register Are all mandatory fields complete and consistent? Rules Engine Auditor

Structured recording with completeness check

Decision Record

Rule ID and version number
Input data that triggered the rule
Calculation result and applied formula

Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.

Challengeable by: Auditor

Assign cost centre and location Which cost centre and location is it assigned to? Rules Engine

Master data from purchase order or organisational assignment

Decision Record

Rule ID and version number
Input data that triggered the rule
Calculation result and applied formula

Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.

Decision Record and Right to Challenge

Every decision this agent makes or prepares is documented in a complete decision record. Affected parties (employees, suppliers, auditors) can review, understand, and challenge every individual decision.

Which rule in which version was applied?
What data was the decision based on?
Who (human, rules engine, or AI) decided - and why?
How can the affected person file an objection?
How the Decision Layer enforces this architecturally →

Prerequisites

  • Fixed asset accounting with API access (SAP FI-AA, DATEV or equivalent)
  • Current BMF depreciation table (digitally stored)
  • Invoice Capture Agent for pre-classified documents
  • Cost centre structure and location master data

Governance Notes

GoBD-compliant §203 StGB-compliant

Mixed decision distribution (1H / 6R / 1A / 1 R/A). Human decision for special machinery useful life and complex ancillary cost allocations. HGB Paragraph 255 (acquisition cost determination), EStG Paragraph 7 (useful life) and EStG Paragraph 6 Abs. 2 (low-value asset threshold) as direct legal bases.

GoBD-compliant: every asset addition is archived with document, valuation basis and classification. During tax audits, the capitalisation decision is a frequent point of review. Paragraph 203 StGB relevant: asset master data can reveal investments and business models.

§203 StGB-relevant data is encrypted end-to-end and never passed to AI models in plain text.

Process Documentation Contribution

Per asset addition documented: source document (invoice), identified asset, capitalisation decision, asset class with rationale, acquisition cost determination (individual items), useful life with rule source, inventory number, cost centre. For human decisions (special machinery useful life), the clerk's rationale is logged.

Infrastructure Contribution

The Asset Capitalisation Agent delivers the master data for the Depreciation Agent and Inventory Agent. The asset identification from invoices is a reusable pattern for all agents that must interpret invoice line items. The asset class assignment (rule-based plus LLM support for borderline cases) establishes the hybrid R/A decision pattern common in many Finance agents. Builds Decision Logging and Audit Trail used by the Decision Layer for traceability and challengeability of every decision.

Does this agent fit your process?

We analyse your specific finance process and show how this agent fits into your system landscape. 30 minutes, no preparation needed.

Analyse your process

Frequently Asked Questions

How does the agent recognise whether an invoice contains an asset or an expense?

The LLM interprets the service description and the threshold check (above EUR 800 net) decides on capitalisation or immediate expense. For low-value assets between EUR 250 and EUR 800, immediate write-off is automatically applied.

What happens with consolidated invoices containing multiple assets?

The agent recognises individual line items and checks each separately for capitalisation. Dependent components are assigned to the main asset. For ambiguity, the item is escalated for human decision.

How are self-produced assets handled?

For in-house production, the agent determines production costs per HGB Paragraph 255 Abs. 2 - including material, manufacturing and allocable overheads. The allocation of complex overhead portions requires human decision.

What Happens Next?

1

30 minutes

Initial call

We analyse your process and identify the optimal starting point.

2

1 week

Discover

Mapping your decision logic. Rule sets documented, Decision Layer designed.

3

3-4 weeks

Build

Production agent in your infrastructure. Governance, audit trail, cert-ready from day 1.

4

12-18 months

Self-sufficient

Full access to source code, prompts and rule versions. No vendor lock-in.

Implement This Agent?

We assess your finance process landscape and show how this agent fits your infrastructure.