In detail
We connect your software through the official DATEV interfaces. Master data, accounting, payroll and documents can be read and written, in the cloud as well as on the firm’s own server. If a one-way sync is enough, we provide export formats as well. What makes sense depends on what data has to flow and how current it has to be.
In practice it looks like this:
- A new client is created in DATEV and shows up in the client portal, the newsletter list and wherever else it is needed, without anyone lifting a finger.
- Clock-in times or hours from another time-tracking program no longer have to be carried over by hand at the end of the month.
- An employee creates a task for a client in Teams, and the ticket lands with the right engagement partner automatically, without them having to know the master data.
- An important form lands in DATEV DMS automatically once it is filled in.
All of these cases and many more can be built on a connection to DATEV and the DMS. You win back time and control without giving up DATEV.
What you get
- Connected through the official DATEV interfaces or DATEV partners
- DATEV data put to use in other software and processes
- Automatic two-way sync with DATEV
Typical starting point
- The same data is maintained in several systems.
- A workflow hangs on one spreadsheet that one person understands.
- The standard product covers 80 per cent, the missing 20 cost the most time.
Typical cases
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