Our interface

DATEV and ECM: Thinking digital processes end-to-end

Combine financial accounting with document management: Get more out of your DATEV system!

A woman looks at documents through a magnifying glass

DATEV and ECM: You can count on this

Connecting DATEV applications to an ECM? No problem: Expand your financial accounting with a modern document management solution! Save yourself complex accounting procedures and time-consuming filing processes, manual approvals and time-consuming checking mechanisms: Thanks to the interface, you can automate your invoice processing from receipt to archiving and maintain an overview at all times – transparently and clearly.

The problem: Manual processes slow down your accounting

Incoming invoices have to be captured, sorted, forwarded, checked, assigned to an account and filed – often manually and distributed across several systems. This costs time, produces errors and makes it difficult to meet compliance requirements.

The DATEV interface automates this entire process: from receipt, checking and approval to transfer to DATEV and timely storage.

The DATEV interface can be used for the following products:

DATEV Mittelstand Faktura mit Rechnungswesen compact (ITU)
DATEV Mittelstand Faktura mit Rechnungswesen (ITU)
DATEV Kanzlei-Rechnungswesen

Two solution packages and add-ons for your needs

Our basic license package provides the link between DATEV (on-premises) and our ECM solutions. In addition to the pure filing structure "DATEV supplier record", it provides the "DATEV service" as an interface between our ECM and DATEV.

DATEV supplier record

Central, structured filing of all supplier-related documents
Automatic creation from DATEV master data
Incoming invoices, accompanying documents and general documents – all in one place

DATEV service

Master data synchronization from DATEV
Transfer of invoice data as a posting batch to DATEV
Matching data for enaio® classify-pro for automatic document recognition

Optional additions to the basic license package

Display of invoice documents from DATEV in the ECM
Retransfer of invoice data from fixed posting batches to the ECM

DATEV incoming invoice approval process

With the DATEV incoming invoice approval process, you can control the checking, account assignment and approval of your incoming invoices efficiently and transparently – and then transfer them seamlessly to DATEV.

The workflow in detail:

Formal check – is all mandatory information available?
Account assignment – assign cost centers and G/L accounts
Factual check – has the service been provided? (Purchasing)
Technical check – has the service been recorded and assigned correctly? (specialist department)
Financial check – approval depending on invoice amount, possibly in several stages
Final approval and DATEV handover

Each step is logged and can be viewed on the receipt. Participants can be informed by e-mail about upcoming work items. An optional escalation mechanism provides support for time-critical invoicing processes.

Optional: Automatic document recognition

Combine the DATEV interface with enaio® capture-pro (scan module) and enaio® classify-pro (document recognition) to read and classify incoming invoices and forward them to the approval process.

Comparison: with and without interface

Without DATEV-ECM interface	With DATEV-ECM interface
Capture and file receipts manually	Automatic capturing and structured filing
Approvals by e-mail or circulation slip	Digital workflow with logging
No overview of outstanding invoices	Status can be viewed at any time
Risk in compliance audits	Timely storage, traceability of fiscally relevant activities
Duplicate data maintenance in DATEV and filing system	One source, automatic synchronization

Your advantages at a glance

Automated extraction and capture of invoice-related data directly from the ECM
Process-driven account assignment, verification, and approval of incoming invoices, including transfer to DATEV
Logging of workflow steps
Automated creation of digital supplier files in the ECM directly from DATEV

Schedule an appointment with our DATEV experts!
We’d be happy to assist you!