DATEV raw data
Posting-level accounting data from January 2024 through year to date
Case study / SaaS / Reporting
Finton connects DATEV raw data, budget, bank transactions and invoice data in an automated reporting system. Monthly reporting and liquidity tracking run in Google Sheets with drill-down to posting level.
>827k
data points processed at the push of a button
Company profile
B2B SaaS company with internal and external monthly reporting
Automated reporting solution in production for more than twelve months
Google Sheets as the familiar Finance workspace
Continuous support and same-day updates by Finton
Make aggregated accounting data from the tax advisor comparable with the budget
Establish a clean and efficient actual-versus-budget comparison
Automate manual monthly reporting and liquidity tracking
Make monthly budget variances and their causes transparent
Data foundation
Posting-level accounting data from January 2024 through year to date
2025 budget in the Finton Reporting Engine format
Current payment movements for liquidity tracking
Open and planned cash inflows and outflows
Architecture and implementation
Finton combines source data, Finance logic, controls and delivery in one maintainable operating model.
Accounting data is imported from DATEV at posting level
Accounts and postings are transformed into the budget format
Actuals and budget are combined in one consistent logic
Same-day updates and ongoing white-glove support keep the system current
Operational output
The solution delivers decision-ready outputs in the client's existing system landscape.
Actuals versus budget, P&L, balance sheet and cash flow in Google Sheets
Every figure can be traced to posting level
Accounting, bank transactions and invoices are processed together
Finance works directly in Google Sheets rather than another system
Business impact
The reporting foundation is processed at the push of a button
The automation has remained in operational use
Budget variances are reported consistently and transparently each month
Reporting and liquidity tracking require less time and coordination
Changes can be incorporated into ongoing reporting at short notice
“Our internal and external reporting relies heavily on Finton's reporting automation solutions.”
Stefan Meyer
Co-Founder & CFO/COO, Honeysales
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