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.
Master-data driftDATEV 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.
§ IWhere DATEV breaks
Three break-points around DATEV.
Documents disconnected from files.
DATEV has the mandate. The DMS has the documents. Matching them manually eats hours per week and still leaves gaps.
DMS gapDeadlines live in inboxes.
Deadlines arrive by email or beA. DATEV doesn't see them until someone manually transfers — or forgets.
Deadline silo§ IIWhat changes
DATEV as the hub,
not another silo.
Master-data sync.
Client data enters once — DATEV becomes the leading source, DMS and RA-MICRO subscribe.
- DATEV API as source
- Change events propagated
- Audit log per field
Document flow in one direction.
New documents land in the DMS, get matched to the DATEV mandate automatically, tagged for the right clerk.
- Auto-matching by mandate ID
- Clerk assignment (rule + LLM)
- Fallback: review inbox
Deadlines visible in DATEV.
Extracted deadlines from beA and email automatically create entries in DATEV, with reminder chain and escalation.
- beA monitor + email parse
- Deadline entries in DATEV
- Escalation after 48 h
§ IIIKey numbers
1source of truth
−70%double entry
100%deadlines in DATEV
8wkto live
§ IVQuestions
Common questions
01Does 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 workflow check which path is cleanest for your setup.
02Can 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.
03How 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.
§ Next step
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.