TheDATEVTidely integration
Your open items from DATEV. Automatically synced in Tidely. Always up to date. The DATEV integration for self-bookers and tax advisors keeps your liquidity planning current, without any manual exports.
TheDATEVIntegration in detail
With the DATEV integration, you can automatically sync your open items with Tidely and keep your liquidity planning up to date at all times. The connection works for any workflow, whether you handle your own bookkeeping in DATEV or work with a tax advisor. You will need an active DATEV data set and a Tidely Professional, Business, or Enterprise plan.
How it works
The DATEV integration automatically transfers your open items (OPOS) from DATEV to Tidely to optimize your liquidity planning. The synchronization runs in the background, ensuring your receivables and payables are always available in Tidely. This allows you to keep track of your incoming and outgoing payments at all times, regardless of whether you do your own bookkeeping or work with a tax advisor. No more manual exports or outdated data.
Requirements
To use the integration between Tidely and DATEV, you need a Tidely account with a "Professional" plan or higher, as well as an active DATEV data set, either in your own instance (self-booker) or with your tax advisor. The DATEV connection is billed as an add-on. You can find current pricing on our pricing page.
Connection
After registering, go to the side menu under "Settings," "Data Sources," "Accounting Software / ERP" and select "DATEV." Choose it, click "Connect," and enter the connection name, consultant and client number, and the time period. Authorization is handled securely via our interface partner, after which your open items will be automatically transferred and synchronized.
DATEV:DATEV interface for liquidity planning with Tidely
Tidely's DATEV integration connects your DATEV data directly to your liquidity planning. Through the DATEV interface, your open items (OPOS)—meaning all accounts receivable and accounts payable—are automatically synced to Tidely as soon as the documents are posted. The connection works for any setup: for self-bookers with their own DATEV instance, for companies working with a tax advisor, and for firms with multiple clients. Data transfer is secure via a certified DATEV interface partner. This ensures your liquidity planning is always based on daily updated figures, without manual DATEV exports, error-prone Excel lists, or outdated data. The DATEV connection is available as an add-on; you can find current pricing on our pricing page.
TheDATEVBenefits
- Automatic OPOS synchronization: Your open items are transferred directly from DATEV to Tidely and kept continuously up to date, without any manual exports.
- Suitable for any workflow: Works for self-bookers, for collaboration with a tax advisor, and for firms managing multiple clients.
- More precise liquidity planning: With daily updated receivables and payables, your cash flow forecast is always based on reliable figures.
- Fewer errors, more time: Automatic transfer replaces error-prone Excel lists and saves valuable working time for your finance team.
- Secure and GDPR compliant: Encrypted transfer via a certified DATEV interface partner; all data remains in the EU. Tidely is hosted in Germany.
- Flexible connection: Not ready for a direct connection yet? You can still upload your DATEV OPOS lists manually as Excel files to Tidely at any time.
FAQs
How do I connect DATEV to Tidely?
In Tidely, go to the side menu under "Settings," "Data Sources," "Accounting Software / ERP" and select "DATEV." Choose it, click "Connect," and enter the connection name, consultant and client number, and the synchronization period. Authorization is then handled securely via our certified DATEV interface partner.
What data is transferred from DATEV to Tidely?
Your open items (OPOS) are transferred, meaning all open receivables (debtors) and payables (creditors) as soon as the documents are posted in DATEV. They are automatically synchronized with your liquidity planning in Tidely.
Does the DATEV integration also work with my tax advisor?
Yes. The connection works for any setup: for self-bookers with their own DATEV instance, for companies whose bookkeeping is handled by a tax advisor, and for firms managing multiple clients. If your bookkeeping is handled by a tax advisor, simply forward them the onboarding link for authorization.
How much does the Tidely DATEV integration cost?
The DATEV connection is available as an add-on and is billed in addition to your Tidely plan. You can find current pricing on our pricing page.
What are the requirements for the DATEV connection?
You need an active DATEV data set and a Tidely "Professional" plan or higher. Tidely is cloud-based; all you need is an internet-enabled browser and an internet connection.
Is the DATEV synchronization secure and GDPR compliant?
Yes. Data transmission is end-to-end encrypted via an official, certified DATEV interface partner. The interface is certified according to ISO/IEC 27001:2022 and ISO/IEC 27017:2015, is DORA-compliant, and is used in cooperation with DATEVasp and DATEV Smart IT. All data remains within the EU. Tidely itself is developed and hosted in Germany and is GDPR compliant.
What exactly can Tidely see or do in my DATEV system?
Tidely only receives access to the data you have authorized, i.e., your open items (accounts receivable/payable). There is no unrestricted access to your DATEV system. Only the functions required for synchronizing your liquidity planning are enabled.
Can I disconnect the DATEV connection at any time?
Yes. Authorization is granted exclusively by you and can be revoked at any time. No data transfer takes place without your explicit consent.
Is a permanent copy of my DATEV data stored?
No. During regular operation, no permanent functional copy of your DATEV data set is maintained. Only operationally necessary technical data as well as authorization, logging, and support data are processed and stored.
Can I use DATEV data without the automatic interface?
Yes. You can manually export your DATEV open item lists as Excel files at any time and upload them to Tidely, separated by incoming and outgoing invoices.