What FinanzDash offers
- Dashboards – Interactive, customizable dashboards with KPI tiles, P&L reports, bank balance widgets, working capital charts, trend reports, and year comparisons
- Company management – Create, edit, and assign client companies to users
- User management – Invite users, assign roles, and control access
- Data sources – Upload financial data as a file (DATEV, BMD, other data sources) or retrieve it automatically via the DATEV interface
- AI reports – Create and publish financial reports with support from AI agents
- DATEV integration – OAuth connection to the DATEV API to retrieve trial balances automatically
Who is FinanzDash for?
FinanzDash is used by two user groups:- Firm employees (administrators) – manage companies, users, data, and reports
- Client users – have read-only access to the dashboards and reports 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 clients
- Manage users – Invite users and manage access
- Data sources – Upload financial data or retrieve it via DATEV
- AI reports – Create reports with AI