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DATEV Interface Check

Free interactive self-assessment: 15 yes/no questions about your DATEV interfaces show in 3 minutes where your system is losing money.

All 15 questions at a glance

Data Transfer & Export

  1. Do you regularly export data manually from your ERP to DATEV?
  2. Do you need to edit export files before importing them into DATEV (e.g. in Excel)?
  3. Does it happen that documents are rejected during DATEV import and need to be corrected manually?
  4. Does your monthly data export to DATEV take longer than 30 minutes?
  5. Do you maintain master data (customers, suppliers, general ledger accounts) in more than one system?

Processes & Reconciliation

  1. Are there regular discrepancies between ERP reports and DATEV totals?
  2. Do you frequently have to contact your tax advisor about incorrect or incomplete documents?
  3. Do you maintain Excel spreadsheets alongside your ERP system?
  4. Does your monthly closing take longer than 5 working days?
  5. Do you have no automatic reconciliation between invoice output and DATEV postings?

Transparency & Control

  1. Are you unsure which data fields are lost during the transfer to DATEV?
  2. Do you have no documented overview of all interfaces between your ERP and DATEV?
  3. Do you only learn about interface errors from your tax advisor or during the annual audit?
  4. Is there no one in your company who fully understands and is responsible for the DATEV interface?
  5. Have you not reviewed your DATEV integration in more than 2 years?

15 yes/no questions, honest answers take about 3 minutes. The result shows you where your system is losing money and where automation would start.

All 15 questions at a glance

Data transfer & export: manual exports, post-editing in Excel, rejected documents, exports over 30 minutes, duplicate master data maintenance.

Processes & reconciliation: discrepancies between ERP and DATEV, tax-advisor queries, parallel Excel lists, monthly closing over 5 working days, missing invoice reconciliation.

Transparency & control: unclear field losses, missing interface documentation, late-discovered errors, missing ownership, no review in years.

What to do with your result?

You have 5 or more yes answers? Then it is worth a closer look: the DATEV Integration Audit analyzes your interfaces in 2 weeks and delivers a concrete action plan. In a free initial consultation we discuss your result and determine whether an audit is the right next step.

Discuss your result?

In 30 to 60 minutes we go through your answers and determine the most effective next step, free and non-binding.

Free initial consultation