DATEV
by DATEV eG
DATEV connects German businesses with their tax advisors, and its interfaces carry accounting documents, bookings, master data such as accounts and business partners, client data and payroll data. Bringing DATEV into your Lake gives a finance team or an advisory firm bookings and payroll it can analyze across clients or entities and match against shop, payment and HR systems.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- DATEV API docs
02Data
What you can sync.
- Accounting documents
- Bookings
- Master data
- Client data
- Payroll data
Load DATEV accounting documents into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other DATEV data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
DATEV uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in DATEV eG if you need help.
04Questions
Questions you can answer.
Once DATEV data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- How do monthly revenue and expense bookings compare with the same months last year, by account?
- How many uploaded accounting documents are still waiting to be booked, and for how long?
- What does payroll cost per cost center each month, including employer contributions?
- For an advisory firm, which clients deliver their documents more than ten days after month end?
05How it works
How it works in DataMind.
-
Pick DATEV.
Open Lake, pick DATEV in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the DATEV API docs.
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Answer a few questions.
The AI reads the DATEV documentation, then asks which credentials you will use, which data to sync (for example accounting documents and bookings), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then DATEV data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with DATEV.
Sources teams join with DATEV in the Warehouse, each one connected the same way.
