Hand booking-ready data to your practice.
Structured exports with configurable postings — optionally include invoices, dunning, credit notes, and bank transactions. Download finished ZIP packages or email them directly to your tax advisor.
Note: From Business plan
Background, typical workflows, and concrete panel capabilities — more detail than the summary above.
The DATEV export bundles selected outgoing and incoming documents for a period — optionally with bank transactions as CSV — into a ZIP package. The job runs in the background; you download the result when it is ready.
Configurable booking entries and periods protect against unwanted backdating. Your team hands over structured data monthly instead of folders full of PDFs.
Completed exports go to your tax advisor with ZIP attachment — recipient and mail text from settings or text templates. Subject and period are stored on the export; less manual effort at month-end.
The main building blocks at a glance — complemented by the longer description above.
Choose period and content, start job, download file.
Export documents and optionally bank transactions as CSV or DATEV package.
Email a completed export — ZIP attached, subject with document period, and prepared body text from text templates.
Store your tax advisor’s email in accounting settings; it is pre-filled when you open the send dialog.
Start for free — choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
