DATEV Integration with Salesforce
With Finblick, you can transfer all accounting-relevant data directly and automatically from Salesforce to DATEV. This creates a seamless connection between your operational processes and financial accounting.
- Certified and verified by DATEV as an interface provider.
- Synchronization of customers, vendors, documents, and journal entries
- Automatic account assignment and preconfigured booking entries
- Data transfer can be done manually or fully automated
What Data Can Be Exported from Salesforce to DATEV?
Accounts receivable and accounts payable data, as well as all document types and posting line items, are transferred to DATEV
Are data automatically transferred from Salesforce to DATEV?
The information can be transferred to DATEV either manually or fully automatically.
Account Determination and Cost Center Allocation
Finblick handles automatic account determination and cost center allocation and transfers all posting line items in full to DATEV. Revenue accounts, tax accounts, and offsetting accounts are correctly determined based on your configuration and all relevant financial documents (e.g., invoices, credit notes, and vouchers).
Relief for Tax Advisors & Accounting
Through a structured and complete export to DATEV, Finblick significantly reduces manual effort:
- Fewer follow-up questions
- No manual re-entry
- Faster monthly and annual closings
Both your internal accounting team and your tax advisors benefit from this.
Trust built on real Salesforce processes
Companies that optimize their business processes with Finblick
Organizations across various industries use Finblick to streamline their operations, ensure consistency, and integrate processes directly into Salesforce.
“Finblick has fundamentally simplified our processes in Salesforce (and the integration with DATEV). One feature worth highlighting is the DATEV account determination at line-item level. The direct DATEV transfer via the invoice data service enables seamless export straight into DATEV Rechnungswesen—ideal for companies that handle their own bookkeeping.
For companies using Salesforce together with DATEV, I currently see no better solution.
The support is outstanding and highly professional. Overall: a clear recommendation!”
“We use Finblick since 2023 and I would recommend it, it streamlined our processes and has a full-solution out of the box, which also could be customized. Loved to work with Konstantin and his team.”
Everything you need to know about DATEV integration for Salesforce at a glance
Everything you need to know about DATEV integration for Salesforce at a glance
What is the Finblick DATEV integration for Salesforce?
Finblick provides a native integration between Salesforce and DATEV, enabling automated transfer of accounting-relevant data directly from Salesforce to DATEV. This creates a seamless connection between CRM processes and financial accounting.
Who is this integration designed for?
The integration is designed for companies using Salesforce as their core system and working with DATEV for accounting, especially in Germany. It is suitable for finance teams, sales teams, and tax advisors.
How can I connect Salesforce with DATEV?
You can connect Salesforce with DATEV using Finblick, which enables automated export of accounting data in a DATEV-compatible format.
How do I automate accounting between Salesforce and DATEV?
Automation is achieved by generating invoices and financial data in Salesforce and exporting them automatically to DATEV using Finblick.
What is the best DATEV integration for Salesforce?
Finblick is a native Salesforce solution designed specifically for integrating accounting workflows with DATEV, including automated exports and invoice handling.
How much does the Finblick Salesforce–DATEV integration cost?
The Finblick DATEV integration is available from €29 per month per organization.
Is the DATEV export from Salesforce automated?
Yes. The export process can be fully automated, allowing regular and consistent data transfer without manual intervention.
Do I need middleware or additional tools?
No additional middleware is required. Finblick operates as a native Salesforce app and integrates directly with DATEV export formats.
What data can be transferred from Salesforce to DATEV?
Finblick transfers: customer (accounts receivable) data, vendor (accounts payable) data, booking entries and line items, invoice data in DATEV-compliant format.
Which invoice types are supported?
The integration supports all major invoice types: down payment invoices, partial invoices, final invoices, cancellation invoices, credit notes.
How does Finblick DATEV integration help tax advisors?
Tax advisors receive structured, complete, and DATEV-ready data, reducing follow-up questions and manual corrections.
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