SOLUTIONS, NOT CONSULTING PROJECTS

We'll turn you into a DATEV self-booker

Portrait of Luisa Scholz, a DATEV expert, in a modern office.

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DATEV Corporate Partner badge with DATEV Unternehmen online and DATEV Kanzlei-Rechnungswesen

With the Candis expert service, you can take care of your own accounting without having to go through a tax office. From setup to OPOS and payments to BWA: we explain everything step by step—until you're ready for DATEV.

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Reliable

Once set up, always functional.

Independent

No more queries to the tax office.

Updated daily

Only work with real-time metrics.

Efficient

Automation instead of tedious manual labor.

Control instead of compromise

Why independence is worthwhile

Hourglass labeled “Long wait times” with a “Before” tag.

Waiting instead of working

Long waiting times for responses and bookings.

“After”: Woman giving a thumbs-up beside a bar chart showing an expense overview.

No more shadow reporting

The finance team works with up-to-date data.

Toggle between options

Open combination padlock beside warnings about operations, payments and overdue notices.

Dependant on others

Dependency on OPOS, payments, and reminders.

Light bulb beside checklists for open items, payments and dunning notices, symbolizing greater independence with Candis.

Understand what needs to be done

OPOS, manage payments and dunning in real time.

Open archive chest filled with papers and a label reading “Outdated reports.”

Reporting gap

Decisions are based on outdated reports.

Computer monitor displaying accounting software beside documents labeled “Invoice” and “Delivery note.”

Numbers that are reliable

Immediately available evaluations and key figures.

Vintage telephone labeled “Questions” symbolizing open queries for Candis.

Clarify instead of make clear

Numerous coordination loops cost time and money.

Woman with folded arms beside a checkered finish flag and the message “DATEV is set up.”

Working efficiently

Overview and control of budgets, planned values, and cash flow.

In four steps

Get fit for DATEV

We show you how to use DATEV securely right from the start and support you every step of the way. This allows you to quickly get into a routine and maintain an overview at all times.

From master data to payment transactions.
Joint setup of DATEV Kanzlei-Rechnungswesen
Clarifying all key basics right from the start
Processes will later function as they should
Clear workflows that your team can implement immediately.
Manage OPOS reliably
Control payments in a targeted manner
Set up a structured dunning process
We'll show you how it works – automatically.
Account assignments that are correct and require no rework.
Payment proposals directly from the system.
PayPal connections that work on their own.
Less manual busywork, more time for day-to-day operations.
Meaningful reports that help you make concrete decisions.
Read and use business assessments correctly
Build individual evaluations in a targeted manner
This is how you manage budgets soundly—with up-to-date data and clear key figures.

REACH YOUR GOAL WITH CANDIS

Ready for DATEV Unternehmen online?

Whether you are just starting out or already digitizing your processes, we will always provide you with the right support.

Document management, i.e., import, entry mask, DATEV SmartLogin, DATEV Upload Mail.
DFÜ + bank integration, i.e., setting up bank accounts.
Payments + automation, including: invoice list, payment proposals, SEPA direct debits, electronic transmission to the bank, and retrieval and automatic allocation of account transactions.