End-to-end data processes instead of duplicate data entry
Breaks in the finance and accounting process chain — between inventory management, invoicing and bookkeeping — cost time, create discrepancies and delay the closing. We connect your systems to DATEV so that data is captured once, at its source, and processed further without being entered again.
Digitalisation and processes · Tax Technology & Process
Connecting upstream systems
We integrate inventory management and POS systems, invoicing software, payment service providers and industry-specific software — depending on the system, via structured file imports, DATEVconnect or DATEV Unternehmen online. We start by mapping your processes: which systems are in use, where is which data created, and where does the flow break? On this basis, we prioritise automation by effort and impact.
E-invoicing
For domestic B2B transactions within scope, paper invoices or — with the recipient's consent — other electronic invoices may be used on a transitional basis until the end of 2026. For businesses with total turnover of up to EUR 800,000 in the previous year, this transitional rule applies until the end of 2027. A transitional rule until the end of 2027 also applies to certain EDI procedures. Statutory exceptions remain, in particular for small businesses, small-amount invoices of up to EUR 250, travel tickets and certain VAT-exempt transactions. Domestic businesses have generally had to be able to receive e-invoices since 2025. A simple PDF file without structured invoice data is not an e-invoice. With ZUGFeRD, structured invoice data is embedded in a PDF file.
The real change concerns outgoing invoices: they must be created in a structured format such as XRechnung or ZUGFeRD. This affects invoicing software, master data and the entire outgoing invoice process. We check whether your systems are ready and manage the transition.
GoBD and process documentation
The GoBD (German principles for the proper keeping of electronic books and records) require a traceable and unalterable flow of documents. Process documentation is regularly requested in tax audits; if it is missing, the correctness of the accounting may be called into question — with the risk of additional estimated assessments. We prepare the process documentation and set up a compliant document flow.
Process consulting
Technology only works with clear responsibilities. We define the division of roles between your business and our firm, binding deadlines for submitting documents, and a month-end close that runs without follow-up questions — and is available early enough to serve as a basis for decisions.
Frequently asked questions
- From when must invoices be issued electronically?
- From 1 January 2027 for businesses with total turnover of more than EUR 800,000 in the previous year, and from 1 January 2028 for all businesses. The obligation to be able to receive e-invoices has applied since 1 January 2025. The legal basis is the transitional rules of the German Growth Opportunities Act (Wachstumschancengesetz).
- Is a PDF invoice sent by email an e-invoice?
- No. An e-invoice must be in a structured electronic format that allows automated processing — such as XRechnung or ZUGFeRD. A PDF does not meet this requirement, even when sent by email.
- What is process documentation and who needs it?
- It describes how documents are created, recorded, processed and stored within the business. It is part of the GoBD requirements and is regularly requested in tax audits. In principle, it applies to all businesses that are required to keep books and records.
- Is an interface worthwhile even for small document volumes?
- Often yes — besides saving data entry time, the main benefits are fewer errors and faster availability of the figures. We assess your actual volumes and give a clear recommendation, even if it is against the investment.