DATEV works. The bridge to the rest doesn't.
Master data in DATEV, documents in the DMS, inbox in M365 — and the gaps in between handled manually. We connect DATEV to your real process flow, so data flows once and stays consistent.
Three break-points around DATEV.
Client data typed twice.
New client enters via form or email, gets typed into DATEV, then copy-pasted into the DMS and RA-MICRO. Three systems, three states.
Documents disconnected from files.
DATEV has the mandate. The DMS has the documents. Matching them manually eats hours per week and still leaves gaps.
Deadlines live in inboxes.
Deadlines arrive by email or beA. DATEV doesn't see them until someone manually transfers — or forgets.
DATEV as the hub,
not another silo.
Master-data sync.
Client data enters once — DATEV becomes the leading source, DMS and RA-MICRO subscribe.
Document flow in one direction.
New documents land in the DMS, get matched to the DATEV mandate automatically, tagged for the right clerk.
Deadlines visible in DATEV.
Extracted deadlines from beA and email automatically create entries in DATEV, with reminder chain and escalation.
Common questions
Does this require DATEV cloud or can you work with DATEV on-premise?
Both. DATEV Cloud has a cleaner API; on-premise works via DATEV SmartTransfer and XML interfaces. We assess in the first assessment which path is cleanest for your setup.
Can you automate document uploads into DATEV Dokumentenablage?
Yes. Documents from DMS, email, or beA can be auto-filed into DATEV Dokumentenablage with metadata (client, file, deadline). We set up matching rules and a fallback review inbox for edge cases.
How do you handle deadline extraction?
LLM-based extraction from email and beA messages into structured deadline entries, validated against DATEV mandate data. For legally critical deadlines, we add a mandatory human review step before writing the entry.
Which DATEV gap
costs you the most time today?
Two sentences about the break point are enough. We reply within 24 hours — usually with a concrete answer.