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DATEV interface

Hand your financial data to DATEV securely and without manual effort. The integration connects invoicing in projectfacts directly with the accounts kept by your tax adviser.

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What is the DATEV interface in projectfacts?

The DATEV interface is the ready-made integration between invoicing in projectfacts and financial accounting. Invoices, accounting records and the matching documents that you create in projectfacts are prepared in the DATEV format and handed over to your tax adviser or your accounts department.

Instead of laboriously retyping figures or sending documents one by one, you transfer the complete data set at the touch of a button. That saves time, avoids transfer errors and creates a clean, traceable flow of data between your company and the accountancy firm.

What the DATEV integration is good for

Smooth accounting

All billing-relevant data arrives in DATEV in structured form, with no re-entry and no media break.

No duplicate effort

Invoices are created where you work. Accounting receives them automatically in the right format.

Clean collaboration

Your tax adviser gets audit-proof data and documents, so the exchange becomes plannable and reliable.

An outgoing invoice in projectfacts is handed to accounting as an accounting record with its document | projectfacts

What you can do with it

Hand over accounting data and documents in one step

projectfacts prepares your outgoing invoices as finished accounting records: invoice date, document number, amount, debtor and revenue account are ready in the DATEV format. Together with the digital documents, you hand a complete data set to accounting, for the advance VAT return, the monthly closing or day to day financial accounting.

  • Export outgoing invoices and revenue accounts
  • Hand over debtors and accounting records
  • Include digital documents in an audit-proof way
  • Show VAT correctly
One-off setup with the chart of accounts and the consultant and client number, then export to the accountancy firm | projectfacts

How the connection works

Set up in a few steps

The DATEV interface is part of the finance module in projectfacts. After a one-off setup covering the chart of accounts and the consultant and client numbers, you export your accounting data either manually at the end of the month or at regular intervals.

Your tax adviser imports the file straight into DATEV. Because projectfacts already delivers the data in the right format, there is no rework at all. From then on the route is always the same, and the settings stay as they are.

Your benefits at a glance

Time saved

No retyping, no sorting of documents by hand.

Fewer errors

Structured data instead of error-prone manual work.

Audit-proof

A traceable flow of data for audits and year-end closing.

Ready for smooth accounting?

In a free initial consultation we show you how to connect projectfacts to DATEV and simplify your financial accounting processes.

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Still have questions? We have the answer.

Would you like to know more about the DATEV integration and the finance functions in projectfacts? Talk to us.

Frequently asked questions about the DATEV interface

Can I transfer financial data from projectfacts to DATEV?
Yes. Through the DATEV interface you transfer accounting records, debtors and the matching documents securely from projectfacts to DATEV, so you work smoothly with your tax adviser.
Which data is handed over to DATEV?
Among other things, outgoing invoices with their accounting records, revenue accounts, debtors and the digital documents. Accounting therefore receives a complete, audit-proof data set.
Do I have to prepare the data by hand?
No. projectfacts prepares the data automatically in the DATEV format. After a one-off setup of the chart of accounts and the consultant and client numbers, you export the accounting data without any re-entry.
Who is the DATEV integration suitable for?
The integration suits any company that handles its invoicing in projectfacts and runs its financial accounting through DATEV, whether with a tax adviser or with an in-house accounts department.
Which projectfacts functions are connected to the DATEV interface?
The interface is part of the finance area. Closely linked to it are invoicing, financial accounting and the management of incoming invoices.