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Data sources are the foundation for dashboards and AI reports. You can upload financial data as a file or, as a super administrator, retrieve it automatically via the DATEV interface.

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Upload a file

  1. Click “Data sources” in the sidebar
  2. Select a company from the dropdown list
  3. Select the accounting source: DATEV, BMD, or other
  4. Drag and drop the file into the upload area or click to select a file
  5. Supported formats: CSV, XLSX, XLS

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Automatic DATEV file processing

If you select “DATEV” as the accounting source, the uploaded CSV file is processed automatically:
  • The DATEV CSV is converted into a structured Excel file
  • A progress bar shows the processing progress
  • Once processed, the file is available for dashboards and reports

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View data sources

Below the upload area, you see a list of all data sources for the selected company. This list includes both uploaded files and data retrieved via the DATEV interface.

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Download a file

Click the download icon next to a file to download it.

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Replace a file

To replace a file with a newer version:
  1. Click the replace icon
  2. A warning shows which reports use this file and could be affected
  3. Upload the new file
  4. The old file is replaced

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Delete a file

  1. Click the delete icon next to a file
  2. Confirm the deletion

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DATEV interface

Super administrators can use the DATEV API interface to retrieve financial data automatically, without uploading files manually. For details, see the DATEV integration page.