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DATEV Integration Audit

DATEV audit for mid-sized companies: Analyze interfaces, identify error sources, uncover automation potential. Results in 2 weeks.

Your ERP System and DATEV Are Talking Past Each Other?

Then you know the drill: manual exports, duplicate data entry, errors in document handover, and month-end closing takes days instead of hours. This is costing you not just frustration, but real money every month.


The Audit: Clarity in 2 Weeks

I systematically analyze your DATEV interfaces and deliver a concrete assessment with actionable recommendations.

1. Assessment (Day 1–3)

  • Which systems feed data into DATEV?
  • Where is data manually exported, copied, or reworked?
  • What errors occur regularly?
  • Conversations with your key people (Finance, IT, Accounting)

2. Analysis & Findings (Day 4–8)

  • Interface analysis: What works, what doesn’t, and why?
  • Identify and quantify error sources
  • Evaluate automation potential
  • Comparison with best practices from 10+ years of DATEV projects

3. Results & Roadmap (Day 9–10)

  • Documented findings: Current state, weaknesses, risks
  • Concrete action plan with priorities
  • Effort estimation for implementation
  • Personal presentation and discussion

What You Get

  • Documented Assessment (15–25 pages): Analysis of your DATEV interfaces with specific weaknesses
  • Action Plan: Prioritized recommendations with effort estimates
  • Personal Presentation: Results discussion with your decision-makers
  • No Follow-Up Obligation: Some implement internally, others engage me; both are fine

Investment

Fixed scope, clear result: we discuss the price in a free initial consultation. No hidden costs.

Results in 2 weeks. Can be conducted remotely, on-site if needed.


Who Is This Audit For?

  • Mid-sized companies with an ERP system and DATEV connection
  • Tax advisory firms whose clients have interface problems
  • Finance teams spending too much time on manual data transfers
  • IT managers who want to know where automation has the biggest impact

Experience That Counts

Over 10 years of DATEV integration projects, from SAP to Projectile to industry-specific ERP systems. Reference contacts on request.

View References


Not sure yet? Test first.

DATEV Interface Check: 15 yes/no questions, 3 minutes. Shows you whether an audit is worthwhile.

Digitalization Maturity Check: 7 questions, 2 minutes. Where does your company stand overall?


Frequently asked questions about the DATEV audit

What exactly is checked in the DATEV Integration Audit?

All interfaces between your ERP system and DATEV: document transfer, master data synchronization, chart of accounts mapping, and automation potential.

How long does the DATEV audit take?

The audit is completed in 2 weeks. You receive a concrete action plan with prioritized recommendations.

What does the DATEV Integration Audit cost?

The audit has a fixed scope; we discuss the price in a free initial consultation. No hidden costs, no open-ended hourly billing.

Which ERP systems does the audit work with?

The audit is ERP-agnostic and works with SAP, Sage, Microsoft Dynamics, Haufe X360, and all other systems with a DATEV interface.


Next Step

In a brief conversation (30 min, free of charge), we determine whether the audit is the right approach for your situation.

Interested?

Let's discuss how I can help in a short conversation.

Book a call