DATEV integration

Every call about invoices, straight into DATEV

elunos.ai answers your calls, finds the customer and the open item in DATEV and answers questions about amounts, deadlines and status. No looking things up, no callback.

Customer callsany number
DATEVMatched · Tue 14:30

Accounting & tax

Category

Two-way

Sync

~10 minutes

Setup

DATEV Eigenorganisation

Works with

Works with your DATEV

Fewer callbacks, more calls actually finished

The same questions about invoices, documents and deadlines, answered straight out of DATEV.

Finds the right record

Callers are recognised by number and matched to their record in DATEV, before the conversation starts.

Answers the standard questions

Amount, due date, payment status: elunos.ai reads the answer straight out of DATEV.

Captures deadlines

Callback requests, missing documents and deadlines are logged as a task on the record.

ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

How it works

What happens on every call

The agent answers, matches the call and resolves the question. You just see the note in DATEV.

01

A customer calls

They ring your normal number, day, night or weekend. elunos.ai picks up.

Live callLindenhof Front Desk · 0:42

Caller

I got a reminder, but I'm fairly sure I already paid.

elunos.ai

Connecting to DATEV ...

02

elunos.ai checks DATEV

It finds the customer and the open item, live during the call.

DATEV
CustomerSchneider GmbH
DocumentINV-2026-0871
Amount€1,480.00
StatusPaid on 12 Jun
03

Answered and logged

The caller gets the answer and the note lands on the record in DATEV.

DATEV

Resolved, note on the document

Payment confirmed · note attached · handled in 38s, no staff

Written to DATEV

Setup

Connect in 3 steps

No codeNo new software~10 minutesCancel anytime

Click “Connect DATEV”

Log in to DATEV once and approve access. That's the only login you'll do.

Connect DATEVSecure login · approve once

Under the hood

Exactly what moves between elunos.ai and DATEV

elunos.ai · Integrations
WhatDirection
Customer & client master dataTwo-way
Open items & invoice statusTwo-way
Document queries & deadlineselunos.aiDATEV
Tasks & callbackselunos.aiDATEV
Call summary & reasonelunos.aiDATEV

Security

Built for customer data

elunos.ai only ever touches the fields it needs to handle a call: nothing more. Data is processed under a data-processing agreement (DPA) and hosted in Germany.

Hosted in FrankfurtGDPR-compliantEU AI Act ready

What elunos.ai can access in DATEV

  • Read customer & client master datato identify who is calling
  • Read open items & document statusto answer the question on the call
  • Write notes & tasksfiled on the right record
  • Nothing elseno journal entries, no payroll data

Exact API scopes confirmed with DATEV at setup.

Built on a compliant foundation

ISO/IEC 27001
ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

Your whole stack

Also works with the rest of your stack

CRM, ERP, calendar, telephony, ticketing: the agent triggers actions directly in your systems. Via n8n & Zapier there are thousands more.

DoctolibOnline bookingDampsoftPractice softwareCGMPractice softwaresamediOnline bookingGoogle CalendarCalendarMicrosoft 365CalendarCalendlyOnline bookingHubSpotCRMSalesforceCRMZohoCRMTwilioTelephonyAircallTelephonyn8nAutomationZapierAutomationMakeAutomationSAPERPSlackTeam messagingPipedriveCRMonOfficeonOfficeCRMsipgatesipgateTelephonyPlacetelPlacetelTelephony3CX3CXTelephonyMicrosoft TeamsTeam messagingOpenTableOpenTableOnline bookingresmioresmioOnline bookingTreatwellTreatwellOnline bookingMagiclineMagiclineOnline bookingmedatixxmedatixxPractice softwareCHARLYCHARLYPractice softwaresevDesksevDeskAccounting & taxShopifyOnline storeStripePaymentsWhatsApp BusinessCustomer messagingZendeskHelpdesk & ticketingFreshdeskFreshdeskHelpdesk & ticketingZammadZammadHelpdesk & ticketingJira Service ManagementHelpdesk & ticketingZoho DeskHelpdesk & ticketingLexware OfficeLexware OfficeAccounting & taxFastBillFastBillAccounting & taxAgendaAccounting & taxevidentevidentPractice softwareT2medT2medPractice softwareTTHEORGPractice softwareVeteraVeteraPractice softwarePower AutomatePower AutomateAutomationWorkatoWorkatoAutomationCMSWebsite & CMSMicrosoft Dynamics 365CRMprotelprotelHotel softwareMewsMewsHotel softwareapaleoapaleoHotel softwareSIHOTSIHOTHotel softwareCasablancaCasablancaHotel softwarepdspdsTrade softwareSTREITSTREITTrade softwaresmarthandwerksmarthandwerkTrade softwareToolTimeToolTimeTrade softwareCraftnoteCraftnoteTrade softwareRRA-MICROLegal softwareadvowareadvowareLegal softwareAAnNoTextLegal softwareActaportActaportLegal softwareReNoStarReNoStarLegal softwareIXOSIXOSPharmacy softwareAawintaPharmacy softwareAADGPharmacy softwareCGM LAUERCGM LAUERPharmacy softwareeasyVETPractice softwareAnimanaAnimanaPractice softwareStarke PraxisStarke PraxisPractice softwarePraxWinPraxWinPractice software

FAQ

Frequently asked questions

In a few clicks: connect the account, authorise, done. No code, no IT project, usually live in under an hour.

No. elunos.ai sees master data and open items so it can identify callers. Journal entries, annual accounts and payroll stay out of reach.

Yes. Document queries, filing extensions and callback requests land as a note and a task on the right client.

Yes. EU-only processing, hosted in Frankfurt, SOC 2 / ISO 27001 certified.

elunos.ai is a European platform for AI phone agents, based in Frankfurt, Germany. The brand is written elunos.ai, lowercase and always with the .ai. Businesses use it to build voice agents without code that answer inbound calls, book appointments, take orders and resolve requests directly in systems like calendars, CRMs and helpdesks. All processing stays in the EU: GDPR-compliant, SOC 2 and ISO 27001 certified.

Most teams go live within 7 days. You start from a ready-made industry template, connect your calendar, CRM or helpdesk, test the agent against real call scenarios and then publish it to your own phone number. Because everything can be built and tested before you publish, nothing goes live until the agent already handles calls the way you want.

CRM, ERP, calendar, telephony and helpdesk tools connect out of the box, including HubSpot, Salesforce, Google Calendar, Microsoft 365, Calendly, Twilio and Aircall, plus practice tools like Doctolib and samedi. Through n8n, Make and Zapier the agent reaches thousands of additional apps. It can book appointments, update tickets and look up customer data live during the call, in the systems you already use.

Yes. When a call gets complex or a caller asks for a person, the agent routes the call to the right team member and hands over a complete summary of everything discussed. Your caller never has to repeat themselves, and your team picks up with full context. When and where to hand off is defined visually in the same no-code builder as the rest of the conversation.

Get started

Start handling invoice calls automatically today

Connect in minutes and let elunos.ai answer every call: matching, answering and logging, straight into DATEV.