Money · For your tax advisor
Export for your accountant: CSV, receipts as ZIP, DATEV
Hand everything over without the paper chase
At year end everything goes to your tax advisor in one go – or you simply give them their own read-only access.
ExampleFor your tax advisor
- Invoice
- RE-2026-0014
- Service period
- 01/09/2026 – 30/09/2026
- Item
- Maintenance & support · 49.00 €
- Cash discount
- 2 % if paid within 7 days
- Total
- 58.31 € incl. 19 % VAT
Sample data from the demo.
What workes takes care of
- CSV lists for invoices, payments, expenses, contacts and products – with amounts, tax rates and status.
- All document files as a ZIP: your invoices as PDFs and the incoming receipts you recorded.
- Cash-basis income statement (EÜR) and advance VAT return prepared – as a basis for your tax advisor, not a tax return.
- DATEV posting batch in EXTF 700 format for SKR03 or SKR04, for a year, quarter or month – without guarantee, please agree it with your tax advisor.
- A dedicated “Accounting” role: your tax advisor sees documents, contacts and payments and exports them, but changes nothing.
- If your access ends, you can keep exporting in read-only mode: CSV lists, DATEV batches, every document as PDF and the tax adviser package – in every plan.
More features
All featuresInvoicesInvoices in minutes – with an invoice check before finalisingQuotesFrom quote to orderE-invoiceCreate and import XRechnung and ZUGFeRDReceipts & expensesCapture receipts by photo, receipt inbox or e-invoicePayments & bankSee what is paid – and what is notRemindersRemind kindly, dun consistently
Get started
Create an account, set up your company – no payment details.