DATEV Interface Check
Free self-assessment: 15 yes/no questions about your DATEV interfaces. Find out where automation potential lies.
How Well Do Your DATEV Interfaces Really Work?
15 yes/no questions — honest answers take 3 minutes. The result shows you where your system is losing money.
Data Transfer & Export (Questions 1–5)
- Do you regularly export data manually from your ERP to DATEV?
- Do you need to edit export files before importing them into DATEV (e.g. in Excel)?
- Does it happen that documents are rejected during DATEV import and need to be corrected manually?
- Does your monthly data export to DATEV take longer than 30 minutes?
- Do you maintain master data (customers, suppliers, general ledger accounts) in more than one system?
Processes & Reconciliation (Questions 6–10)
- Are there regular discrepancies between ERP reports and DATEV totals?
- Do you frequently have to contact your tax advisor about incorrect or incomplete documents?
- Do you maintain Excel spreadsheets alongside your ERP system?
- Does your monthly closing take longer than 5 working days?
- Do you have no automatic reconciliation between invoice output and DATEV postings?
Transparency & Control (Questions 11–15)
- Are you unsure which data fields are lost during the transfer to DATEV?
- Do you have no documented overview of all interfaces between your ERP and DATEV?
- Do you only learn about interface errors from your tax advisor or during the annual audit?
- Is there no one in your company who fully understands and is responsible for the DATEV interface?
- Have you not reviewed your DATEV integration in more than 2 years?
Results
Count your “Yes” answers.
0–4 Yes answers: Well positioned. Your DATEV interfaces are largely functional. Minor optimizations are possible, but there is no urgent need for action.
5–9 Yes answers: Optimization potential. Your processes work, but with significant friction. Automation could save you hours every month.
10–15 Yes answers: Urgent action needed. Your DATEV interfaces are systematically costing you time and money. A structured audit reveals where the biggest levers are.
What to Do With Your Result?
You have 5 or more “Yes” answers? Then it is worth taking a closer look.
The DATEV Integration Audit analyzes your interfaces in 2 weeks and delivers a concrete action plan.
Next Step
In a free initial consultation (30 min.), we discuss your result and determine whether an audit is the right next step.