Client data still typed twice.
DATEV Cloud has the API, but new clients still come in via email or web form and get typed in by hand. The cloud doesn't help if the door to the cloud is manual.
Intake gapDATEV Cloud is the foundation.
Everything around it still runs by hand.
Master data lives in DATEV Cloud — but documents, deadlines and inboxes don't talk to it. We connect DATEV Cloud to M365, your DMS and beA so the cloud actually saves time, instead of just being where the data sits.
§ IWhere DATEV Cloud breaks
Three gaps around DATEV Cloud.
Documents disconnected from the mandate.
DATEV Dokumentenablage exists, but new documents pile up in M365 or the DMS first. Manual matching by mandate ID eats hours per week.
Document driftDeadlines arrive in inboxes, not in DATEV.
beA and email contain real deadlines. DATEV Cloud only knows them after someone manually transfers them — assuming nobody forgets.
Deadline silo§ IIWhat changes
DATEV Cloud as the spine,
not as another silo.
Intake → DATEV Cloud, automatically.
Web forms and incoming emails create draft mandates in DATEV Cloud. KI extracts client data, conflict check runs, master data is consistent from minute one.
- DATEV Cloud REST as target
- Conflict check via existing client list
- Audit-log per write
Documents auto-filed by mandate.
New documents from email, DMS or beA are recognized, matched to the right mandate in DATEV Cloud and filed in DATEV Dokumentenablage with metadata.
- Matching via mandate ID + LLM
- Metadata: mandate, file, deadline
- Review inbox for edge cases
Deadlines visible inside DATEV Cloud.
beA messages and inbox parsing extract deadlines, validate them against DATEV mandate data, and write them into DATEV with reminder chain.
- beA monitor + email parsing
- Deadline entries in DATEV
- Mandatory human review for legally critical
§ IIIKey numbers
1source of truth
−70%double entry
100%deadlines in DATEV
6wkto live
§ IVQuestions
Common questions
01Does this only work with DATEV Cloud, or also DATEV on-premise?
Both, but DATEV Cloud is significantly cleaner. The Cloud REST API is direct; on-premise needs DATEV SmartTransfer and XML interfaces. We assess which path makes sense in the workflow check.
02Will my data leave Germany?
No. DATEV Cloud is hosted in Germany. Our integration layer (n8n) runs on a German server we set up for you, or in our managed environment. Mandate data never touches non-EU services.
03How fast is a typical setup?
6–8 weeks from kickoff to live. First module (intake or document filing) goes live after 3–4 weeks; second and third follow incrementally.
04Do we need DATEV Anwalt classic for this?
No, but it works alongside it. The integration is built on top of DATEV's standard APIs (Cloud REST or SmartTransfer), independent of which DATEV product is in front.
§ Next step
Which DATEV-Cloud-process
still runs by hand?
Two sentences about the bottleneck are enough. We come back within 24 hours, usually with a concrete answer.