DATEV

What DATEV does for your finance team

DATEV provides accounting solutions and tools for exchanging documents and posting data. DATEV data services and file interfaces can connect other systems. The data covered depends on the product and interface.

When it matters in a PE portfolio or scale-up

If your accounting team and tax adviser use DATEV, reliable reporting starts with the handover: which entity supplies which figures, at what cut-off and in which format? That does not automatically require a new system.

Before the next close

• Data: prepare trial balances, open items and reconciliations by entity.
• Ownership: assign posting, review, approval and export responsibilities between the internal team and adviser.
• Interface: test data scope, direction, permissions and error handling with one reporting month.
• Acceptance: reconcile source and target balances and assign owners to outstanding differences.

Limits and budget

An export alone does not create a reliable forecast or board pack. Agree account mapping, metric definitions and the update cadence. Compare required products, setup, interfaces and ongoing services together; one product price is not a complete project budget.

The next step

Missing capacity for bookkeeping and reconciliations? Explore interim accounting and FP&A. Actuals available but planning unclear? Explore FP&A delivery.

A system overview and a list of open tasks are enough for the first discussion. Discuss your finance needs.

Sources and context

Vendor information checked on 28 September 2026: DATEV interfaces and DATEV file formats. The checklist is our decision guidance, not a vendor certification.