The DATEV integration of TidelyÂ
Your open items from DATEV. Automatically synced in Tidely. Always up-to-date. The DATEV integration for self-bookkeepers and tax advisors keeps your liquidity planning current, entirely without manual exports.
The DATEV integration in detail
The DATEV integration automatically synchronizes your open items with Tidely, ensuring your liquidity planning is always current. This integration supports any workflow, whether you manage your books in DATEV directly or work with your tax advisor. You will need an active DATEV data set and a Tidely Professional, Business, or Enterprise package for this.
How it works
The DATEV integration automatically transfers your open items (OPOS) from DATEV to Tidely, optimizing your liquidity planning. The synchronization runs in the background, ensuring your receivables and payables are always up-to-date in Tidely. This gives you a constant overview of your incoming and outgoing payments, whether you handle your own bookkeeping or work with your tax advisor. Say goodbye to manual exports and outdated data.
Requirements
To utilize the integration between Tidely and DATEV, you need a Tidely account with the 'Professional' package or higher, as well as an active DATEV data set, either in your own instance (if you handle your own bookkeeping) or with your tax advisor. The DATEV integration is billed as an add-on; you can find the current prices on our pricing page.
Integration
After registration, you will find the 'DATEV' entry in the sidebar menu under 'Settings', 'Data Sources', 'Accounting Software / ERP'. Select it, click 'Connect', and enter the connection name, consultant, client number, and period. The authorization is securely handled by our interface partner, after which your open items will be automatically transferred and synchronized.
DATEV: DATEV Integration for Cash Flow Planning with Tidely
Tidely's DATEV integration directly connects your DATEV data with your liquidity planning. Through the DATEV interface, your open items (OPOS) – meaning all debtors and creditors – are automatically synchronized with Tidely as soon as the transactions are posted. The connection works for every setup: for self-bookkeepers with their own DATEV instance, for companies working with a tax advisor, and for accounting firms with multiple clients. Data transfer is securely handled via a certified DATEV interface partner. This ensures your liquidity planning is always based on up-to-date figures, completely eliminating 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.
The benefits of DATEV Â
- Automatic Open Items Synchronization: Your open items are transferred directly from DATEV to Tidely and continuously kept up-to-date, without any manual exports.
- Suitable for every workflow: Works for companies doing their own bookkeeping, for collaboration with tax advisors, and for firms managing multiple clients.
- More precise cash flow planning: With daily updated receivables and payables, your cash flow forecast is always based on reliable figures.
- Fewer errors, more time: The automatic transfer replaces error-prone Excel lists and saves valuable working time for the finance team.
- Secure and GDPR compliant: Data transfer takes place via a certified DATEV interface partner, developed and hosted in Germany.
- Flexible connectivity: Not ready for direct integration yet? You can also manually upload your DATEV open item lists as Excel files to Tidely at any time.
FAQs
How do I connect DATEV with Tidely?
In Tidely, navigate to the sidebar menu, then "Settings", "Data Sources", "Accounting Software / ERP", and select "DATEV". Select it, click "Connect", and enter the connection name, advisor and client numbers, and the synchronization period. The authorization then proceeds securely via our certified DATEV interface partner.
Which 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 cash flow planning in Tidely.
Does the DATEV integration also work with my tax advisor?
Yes. The integration works for every setup: for self-bookkeepers with their own DATEV instance, for companies whose accounting is handled by a tax advisor, and for firms managing multiple clients. If your accounting is handled by a tax advisor, simply forward them the onboarding link for authorization.
What does the DATEV integration from Tidely cost?
The DATEV integration is available as an add-on and is billed in addition to your Tidely package. You can find the current prices on our pricing page.
What are the requirements for the DATEV integration?
You need an active DATEV database as well as a Tidely "Professional" package or higher. Tidely is cloud-based, so all you need is an internet-enabled browser and an internet connection.
Is DATEV synchronization secure and GDPR compliant?
Yes. Data transfer is encrypted via a certified DATEV interface partner. Tidely is developed and hosted in Germany and is GDPR compliant.
Can I use DATEV data even without the automatic integration?
Yes. You can manually export your DATEV open item lists as Excel at any time and upload them to Tidely, separated by incoming and outgoing invoices.