What FinanzDash offers
- Dashboards – Interactive, customizable dashboards with KPI tiles, P&L charts, bank balance widgets, working capital charts, and year-over-year comparisons
- Company management – Create and edit client companies and assign them to users
- User management – Invite users, assign roles, and control access
- Data sources – Upload financial data as a file (DATEV, BMD, other) or retrieve it automatically via the DATEV interface
- AI reports – Create and publish financial reports powered by AI language models (OpenAI, Anthropic, Google)
- DATEV integration – OAuth connection to the DATEV API to automatically retrieve trial balances
Who FinanzDash is for
FinanzDash is used by two groups of users:- Firm employees (administrators and super administrators) – manage companies, users, data, and reports
- Client users – have read-only access to the dashboards their firm has set up for them
Getting started
If you are new to FinanzDash, start with the following pages:- User roles – Understand which role has which permissions
- Sign-in & password – How to sign in and set your password
- Dashboards – How to use and edit dashboards
- Manage companies – Create and manage client companies
- Manage users – Invite users and manage access
- Data sources – Upload financial data or retrieve it via DATEV
- AI reports – Create reports with AI
- DATEV integration – Set up the DATEV interface