DATEV Integration for Salesforce
With Finblick’s DATEV integration, all accounting-relevant data is transferred directly from Salesforce to DATEV — fully automated, complete, and audit-proof. This creates a seamless connection between your operational processes and financial accounting.
Export of Customer and Vendor Data
Finblick exports customer (accounts receivable) and vendor (accounts payable) information in a consistent and DATEV-compliant format. Master data remains synchronized and always up to date in DATEV.
All Invoice Types Included
For a selected period, Finblick generates DATEV-compliant export files covering all relevant invoice types, including:
- Down payment invoices
- Partial invoices
- Final invoices
- Cancellation invoices
- Credit notes
This ensures complete and transparent financial records.
Automatic Account Determination & Posting Entries
Finblick performs automatic account determination and transfers all booking entries and line items directly to DATEV.
Revenue accounts, tax accounts, and clearing accounts are assigned correctly based on your configuration and invoice data.
The result: no manual rework, fewer errors, and a clean, structured accounting import.
Reduced Effort for Accountants and Tax Advisors
By providing a structured and complete DATEV export, Finblick significantly reduces manual effort:
- Fewer follow-up questions
- No manual re-entry of data
- Faster monthly and annual closings
This benefits both internal accounting teams and external tax advisors.
FAQs About the DATEV Integration for Salesforce
Here you will find answers to frequently asked questions about the DATEV integration of Finblick and the transfer of accounting data directly from Salesforce.
Is there a DATEV integration for Salesforce?
Yes. With the Finblick DATEV integration, Salesforce can be connected to DATEV. Accounting-relevant data is transferred straight from Salesforce to DATEV, enabling a seamless and efficient link between CRM processes and financial accounting.
Can I transfer financial data from Finblick directly to DATEV?
Yes. With the Finblick DATEV integration, you can transfer accounting-relevant financial data directly from Salesforce to DATEV. The export can be automated, creating a seamless connection between operational processes and financial accounting.