INTEGRATIONS

DATEV and other systems, connected in no time.

Connect DATEV directly via API, or import data from other systems. Your accounting and HR data lands in Finokapi ready to use, no manual prep required.

Start your free trial

Bekannt aus
tagesschau
ARD Mittagsmagazin
Finokapi on OMR Reviews, rated 4.9 out of 5
OMR Reviews Top Rated, Financial Planning/Analysis, Q3/26

Works with the systems you already use.

DATEV via API, plus Lexware Office, Agenda, Addison, BMD, Sage and more via import.
FinokapiDATEV

DATEV connected in one click, synced automatically.

Connect DATEV to Finokapi once. From then on, your accounting data syncs automatically via the API. No exports, no manual uploads.
Data import in Finokapi with an active DATEV API connection, trial balance data by fiscal year

Your data, put to work across reporting, analysis and planning.

Accounting data

Your accounting data drives your P&L, balance sheet, cash flow and KPIs.

HR and payroll data

Pull salaries and other staff costs straight into your plan, no manual re-entry needed.

Don't see your system?

Many more systems can be connected via CSV import, and we're steadily adding direct API integrations. Tell us what you're working with and we'll look into connecting it.
Ask about your system

All your FP&A in Finokapi.

Reporting & Analysis

Automatic financial reports, KPIs and an AI management report from your accounting data.
Finokapi dashboard showing revenue, costs and liquidity, a profitability chart and an AI summary

Planning & Forecast

Rolling P&L planning with scenarios, headcount and investment planning, and an ongoing plan vs. actuals comparison.
Rolling P&L planning in Finokapi with monthly plan values

Liquidity & Cash Flow

Rolling cash flow forecast and liquidity outlook for the next twelve months and beyond.
Liquidity outlook in Finokapi across the coming months

Consolidation & Collaboration

Multiple entities, consolidation and roles in one account, built for advisors with many clients too.
Multiple entities and user roles in one Finokapi account

Ready to get all your financial data in one place?

Try Finokapi free for 14 days.

Start your free trial

FAQs

Which systems can I connect?

You can connect DATEV directly via API. Data from systems like Lexware, sevDesk, Agenda or Addison comes in via CSV import. Other systems can be connected too, as long as they can export the required data in a suitable format.

How does the DATEV connection work?

You only connect once. After that, Finokapi fetches your accounting data automatically via the API; there's nothing to export or upload. New transactions show up in your reports after the next sync.

How do I connect another system?

Via CSV import. After a one-time setup, you upload the export file from your system and pull the data into Finokapi.

What data does Finokapi work with?

Finokapi processes accounting data as well as HR and payroll data. Depending on the data type, it feeds into reports, analysis, planning and forecasts.

My system isn't listed. Can I still use Finokapi?

In most cases, yes. As long as your system can export the data in a suitable CSV format, it can be connected. Tell us what you use and we'll check.

Does Finokapi replace my accounting system?

No. Finokapi reads and analyses your accounting data; it doesn't replace your accounting system or your tax advisor.

What if my tax advisor does my bookkeeping?

You can still connect DATEV to Finokapi. Your tax advisor just needs to set up the necessary data access with you.

How do I import my trial balance from Lexware Office or Agenda?

In the data import screen you select your system as the data source and get a short guide on exporting the trial balance in the right format. You then upload the file and start the import. Finokapi runs a plausibility check on the balances and shows you what was imported for each fiscal year and how far the books are posted.