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The DATEV integration allows super administrators to automatically retrieve financial data via the DATEV API, without uploading files manually.

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Prerequisites

  • You need the super administrator role
  • The DATEV client number must be stored for the company (see Manage companies)

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Connect DATEV

  1. Click “Data sources” in the sidebar
  2. Select a company
  3. Click “Connect DATEV”
  4. A new window opens with the DATEV sign-in page
  5. Sign in with your DATEV credentials
  6. Grant permission to FinanzDash
  7. The window closes automatically and the connection is established
After a successful connection, the connection status is displayed as “Connected”.

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Retrieve the trial balance

Once the DATEV connection is established, you can retrieve the trial balance (SuSa):
  1. Click “Retrieve SuSa”
  2. FinanzDash retrieves the data for the current and the previous fiscal year
  3. The retrieved data appears in the data sources list
  4. The data is immediately available for dashboards and AI reports

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DATEV client list

Through the DATEV interface, you can also retrieve the list of your DATEV clients. This helps you create the correct companies in FinanzDash.

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Disconnect

  1. Click “Disconnect”
  2. The DATEV connection is terminated
  3. Data that has already been retrieved is retained
You can restore the connection at any time.

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Security

  • DATEV access tokens are stored encrypted
  • All API calls are recorded in an audit log (with timestamp, duration, and status)
  • Tokens are refreshed automatically when they expire
  • Only super administrators can use the DATEV interface