---
title: AI company data in XOS | XOS
description: Company Data in XOS: maintain legal name, address, tax details and bank details once. They appear on quotes and invoices.
url: https://xos.prozessx.com/en/modules/company-data/
---

# Company once. In everything.

One form for everything that belongs on a business document.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)

In short: Company Data in XOS: maintain legal name, address, tax details and bank details once. They appear on quotes and invoices.

As of November 12, 2026 · ProzessX

Maintain your company data once and it appears on quotes and invoices. Sample view, simplified.

Finance and ERP

## Maintain legal notice, tax and bank details once, use them everywhere.

In the ERP package €149 per seat per month, only available as a complete package

Everything €249 per seat per month, all modules

Requirement Visible to administrators only.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[All prices](https://xos.prozessx.com/en/pricing/)

## What this module handles for you.

01

### All master data in one place

Legal name, address, VAT ID, tax number, commercial register, management, bank, IBAN, BIC, phone, fax and website.

02

### Checked on save

XOS checks the format of the VAT ID and the IBAN checksum. The IBAN is stored encrypted.

03

### Applies to your documents

The details appear in the sender block of quotes and invoices and are read by Accounting.

Sample process

### From empty to a complete sender.

An example of the setup.

Open the module, enter the details

Save, XOS checks the VAT ID and IBAN

The next quote carries the new sender details

Also in the chat: the ERP Agent can read the company data and change it on request.

## Related modules.

[Document GeneratorBuild, send and track quotes and invoices.](https://xos.prozessx.com/en/modules/document-generator/)[AccountingDouble-entry bookkeeping with an unalterable journal and DATEV export.](https://xos.prozessx.com/en/modules/accounting/)

## Frequently asked questions.

Who can change the company data?

Only administrators, because these details are legally and fiscally binding.

## See Company Data in your daily work.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)