DATEV AI features vs. Lexware Office: data protection per plan
DATEV AI features (3 plans) and Lexware Office (4 plans) side by side: DPA, training on inputs, hosting and data retention per plan, based on the providers’ public documents. Without rating.
Last updated: (latest review date of the tools shown)
At a glance
Each value is listed with the plans it applies to. Pick a tier to see only plans of that tier; if plans are chosen in the plan comparison below, the table shows exactly those.
All plans: each value is listed with the plans it applies to.
| Feature | DATEV AI features | Lexware Office |
|---|---|---|
| Provider based in | Paumgartnerstraße 6-14, 90429 Nürnberg, Germany | Munzinger Straße 9, 79111 Freiburg, Germany. Contracting party and processor according to the DPA and privacy notice: Haufe Service Center GmbH |
| Plans recorded | 3 | 4 |
| Hosting | not documented: DATEV KI-WerkstattEU option: DATEV Copilotmixed: AI-supported DATEV cloud functions | EU option: all 4 plans |
| Training on inputs | not documented: DATEV KI-Werkstattno: DATEV Copilotyes: AI-supported DATEV cloud functions | no: all 4 plans |
| DPA | not documented: DATEV KI-Werkstattyes: DATEV Copilot, AI-supported DATEV cloud functions | yes: all 4 plans |
| As of | 18 Oct 2026 | 18 Oct 2026 |
Plans compared
Comparing: DATEV AI features DATEV Copilot vs. Lexware Office S
| Feature | DATEV AI featuresDATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors) | Lexware OfficeS |
|---|---|---|
| yes | yes | |
| Details: DPA available | yes (concluded via online form with DATEV SmartCard/SmartLogin or by being stored in DATEV Einverständniserklärungen; effective 'upon confirmation of the conclusion of the contract by DATEV' (translated), DPA item 19 a) Provider’s DPA | yes (data processing agreement under Art. 28 GDPR between the customer and Haufe Service Center GmbH, public, as of 12.11.2025; applies to all Lexware Office versions; according to the DPA, the contract is also performed with AI support) Provider’s DPA |
| no | no | |
| Details: Training on inputs | DATEV Copilot FAQ: 'Is my data used to train the AI? No, neither Microsoft nor OpenAI use your data for training.' (translated). Copilot is a DATEV cloud service under the DATEV service descriptions for the DATEV-Cloud-Lösungen Basis (doc. no. 0904407); unlike the service descriptions for Rechnungswesen, Steuern, Personalwirtschaft and Wissen, these contain no clause on cross-customer processing for 'Intelligente DATEV-Cloud-Lösungen'. Item 3.8, however, permits DATEV to process data 'for the purpose of developing new or further developing existing DATEV products in an appropriately secured environment' (translated); according to item 3.8 this does not apply if the customer concluded the DPA without the anonymisation agreement (deletion possible under DPA item 15). An express statement on DATEV's own model training with Copilot inputs is missing. | Terms section 2.3 (AI features): input and output are not used for training purposes. Automated accounting product page: assignment suggestions can be adjusted, and the system learns and becomes more accurate over time (scope not described in detail). By contrast, for the support chatbot (Intercom), according to the privacy notice the chatbot is automatically trained on the user's inputs. |
| EU option | EU option | |
| Details: Data residency | FAQ: 'DATEV Copilot uses Microsoft Azure services. The data you upload is processed in an area hosted by DATEV at Microsoft Azure in a European data centre.' (translated). Internet research (optional, permission 'Allow internet research' (translated)): according to the programme content (doc. no. 0904530), 'you transmit your data to Microsoft Corporation in the USA' (translated); 'Microsoft processes your data for its own purposes and on global servers' (translated); DATEV warns against transmitting confidential or legally protected information. | DPA: all core functions (invoicing, receipt capture and processing, payroll, cash functions) are developed and hosted exclusively in Germany; hosting with AWS Frankfurt, operating tasks for AI-supported functions with "AWS Europe" (region not specified further); data extraction from accounting receipts by Klippa App B.V. (Netherlands). Supplementary functions (email sending, support platform, analytics) partly via sub-processors based in the USA, including Intercom with AI-supported communication. |
| list available | list available | |
| Details: List published |
|
|
| differs by plan | Service descriptions Basis item 3.6… | DPA section IV: after the end of the… |
| Details: Data retention | Service descriptions Basis item 3.6: 'After 2 years (from the date of the last activity in DATEV Copilot), DATEV deletes the DATEV Copilot chats; after 6 months, DATEV deletes uploaded documents.' (translated). Otherwise deletion on instruction; after the end of processing, deletion or return at the customer's choice, subject to statutory retention obligations (DPA item 12). | DPA section IV: after the end of the licence agreement the account remains in a free read-only mode; complete deletion at any time via self-service; test accounts not converted to a purchase are deleted no later than 13 months after the end of the test registration. Privacy notice: chat data (Intercom) for test accounts 13 months after the end of the trial, after a purchase up to 10 years after the end of the contract. Retention specifically for AI processing (AWS Europe, Klippa) not publicly documented. |
| differs by plan | DATEV shop | 7.90 EUR/mo… (further prices in the details) |
| Details: Price | DATEV shop (item no. 90431): 'The prerequisite is ordering a free licence via this shop page' (translated); ordering also via the MyDATEV ordering and set-up assistant. Usage limit: rolling 2-hour window, if exceeded blocked for 2 hours (doc. no. 1049806). MyDATEV Kanzlei and LEXinform plus require a licence (as of 2026-10-18) | EUR 7.90 per month plus VAT, cancellable monthly (pricing page); on the retrieval date a "50% discount for 3 months" promotion. Payroll (Lohn & Gehalt) optional from EUR 12.90 per month (up to 2 employees). 30-day free trial with the XL feature set. |
| yes | yes | |
| Details: AI features included | yes | yes (receipt scanner with automatic recognition and booking suggestion and automatic payment reconciliation in all versions according to the version comparison; version for receipt capture and archive) |
| 9 sources | 6 sources | |
| Details: Sources with retrieval date |
|
|
Contract / DPA
- DATEV AI features DATEV Copilotyes
- Lexware Office Syes
- DATEV AI features DATEV Copilot
yes (concluded via online form with DATEV SmartCard/SmartLogin or by being stored in DATEV Einverständniserklärungen; effective 'upon confirmation of the conclusion of the contract by DATEV' (translated), DPA item 19 a)
Provider’s DPALexware Office Syes (data processing agreement under Art. 28 GDPR between the customer and Haufe Service Center GmbH, public, as of 12.11.2025; applies to all Lexware Office versions; according to the DPA, the contract is also performed with AI support)
Provider’s DPA
Training
- DATEV AI features DATEV Copilotno
- Lexware Office Sno
- DATEV AI features DATEV Copilot
DATEV Copilot FAQ: 'Is my data used to train the AI? No, neither Microsoft nor OpenAI use your data for training.' (translated). Copilot is a DATEV cloud service under the DATEV service descriptions for the DATEV-Cloud-Lösungen Basis (doc. no. 0904407); unlike the service descriptions for Rechnungswesen, Steuern, Personalwirtschaft and Wissen, these contain no clause on cross-customer processing for 'Intelligente DATEV-Cloud-Lösungen'. Item 3.8, however, permits DATEV to process data 'for the purpose of developing new or further developing existing DATEV products in an appropriately secured environment' (translated); according to item 3.8 this does not apply if the customer concluded the DPA without the anonymisation agreement (deletion possible under DPA item 15). An express statement on DATEV's own model training with Copilot inputs is missing.
Lexware Office STerms section 2.3 (AI features): input and output are not used for training purposes. Automated accounting product page: assignment suggestions can be adjusted, and the system learns and becomes more accurate over time (scope not described in detail). By contrast, for the support chatbot (Intercom), according to the privacy notice the chatbot is automatically trained on the user's inputs.
Hosting
- DATEV AI features DATEV CopilotEU option
- Lexware Office SEU option
- DATEV AI features DATEV Copilot
FAQ: 'DATEV Copilot uses Microsoft Azure services. The data you upload is processed in an area hosted by DATEV at Microsoft Azure in a European data centre.' (translated). Internet research (optional, permission 'Allow internet research' (translated)): according to the programme content (doc. no. 0904530), 'you transmit your data to Microsoft Corporation in the USA' (translated); 'Microsoft processes your data for its own purposes and on global servers' (translated); DATEV warns against transmitting confidential or legally protected information.
Lexware Office SDPA: all core functions (invoicing, receipt capture and processing, payroll, cash functions) are developed and hosted exclusively in Germany; hosting with AWS Frankfurt, operating tasks for AI-supported functions with "AWS Europe" (region not specified further); data extraction from accounting receipts by Klippa App B.V. (Netherlands). Supplementary functions (email sending, support platform, analytics) partly via sub-processors based in the USA, including Intercom with AI-supported communication.
Sub-processors
- DATEV AI features DATEV Copilotlist available
- Lexware Office Slist available
- DATEV AI features DATEV Copilot
- Microsoft Azure (AI services, European data centre, according to the Copilot FAQ)
- OpenAI models via Azure (according to the FAQ, OpenAI does not use data for training)
- Microsoft Bing (only with internet research enabled; independent processing by Microsoft)
- Service descriptions Basis item 3.4: 'DATEV Copilot: Microsoft Ireland Operations Limited' (Dublin, IE), purpose 'AI functions' (translated); otherwise help document 1000192
Lexware Office S- Haufe-Lexware GmbH & Co. KG, Freiburg (development and support)
- Haufe Lexware Services GmbH & Co. KG, Freiburg (technical user support and information)
- Amazon Web Services EMEA SARL, Luxembourg ("AWS Frankfurt": hosting and operations; "AWS Europe": operating tasks for AI-supported functions)
- Amazon Web Services Inc., Seattle, USA (only with prior approval for internal support services)
- Klippa App B.V., Groningen, Netherlands (data extraction from accounting receipts)
- Intercom Inc., San Francisco, USA (web analytics and communication service, communication also AI-supported)
- UserVoice Inc., USA (feedback tool)
- The Rocket Science Group LLC, Atlanta, USA (email sending via Mandrill)
- B+S Banksysteme AG and BANKSapi Technology GmbH, Munich (interfaces for retrieving online banking information)
- SorryApp Ltd., London (status notifications)
Retention
- differs by plan
- DATEV AI features DATEV CopilotService descriptions Basis item 3.6…
- Lexware Office SDPA section IV: after the end of the…
- DATEV AI features DATEV CopilotService descriptions Basis item 3.6: 'After 2 years (from the date of the last activity in DATEV Copilot), DATEV deletes the DATEV Copilot chats; after 6 months, DATEV deletes uploaded documents.' (translated). Otherwise deletion on instruction; after the end of processing, deletion or return at the customer's choice, subject to statutory retention obligations (DPA item 12).Lexware Office SDPA section IV: after the end of the licence agreement the account remains in a free read-only mode; complete deletion at any time via self-service; test accounts not converted to a purchase are deleted no later than 13 months after the end of the test registration. Privacy notice: chat data (Intercom) for test accounts 13 months after the end of the trial, after a purchase up to 10 years after the end of the contract. Retention specifically for AI processing (AWS Europe, Klippa) not publicly documented.
Price
- differs by plan
- DATEV AI features DATEV CopilotDATEV shop
- Lexware Office S7.90 EUR/mo… (further prices in the details)
- DATEV AI features DATEV Copilot
DATEV shop (item no. 90431): 'The prerequisite is ordering a free licence via this shop page' (translated); ordering also via the MyDATEV ordering and set-up assistant. Usage limit: rolling 2-hour window, if exceeded blocked for 2 hours (doc. no. 1049806). MyDATEV Kanzlei and LEXinform plus require a licence (as of 2026-10-18)
Lexware Office SEUR 7.90 per month plus VAT, cancellable monthly (pricing page); on the retrieval date a "50% discount for 3 months" promotion. Payroll (Lohn & Gehalt) optional from EUR 12.90 per month (up to 2 employees). 30-day free trial with the XL feature set.
- DATEV AI features DATEV Copilotyes
- Lexware Office Syes
- DATEV AI features DATEV Copilot
yes
Lexware Office Syes (receipt scanner with automatic recognition and booking suggestion and automatic payment reconciliation in all versions according to the version comparison; version for receipt capture and archive)
Evidence
- DATEV AI features DATEV Copilot9 sources
- Lexware Office S6 sources
- DATEV AI features DATEV Copilot
- DATEV Copilot: login and functions of the AI assistant (FAQ) (German)Documentation, retrieved 18 Oct 2026
- Data processing agreement (DATEV AV V1) (German)DPA, retrieved 18 Oct 2026
- AI in everyday practice: DATEV Copilot (DATEV magazin) (German)Documentation, retrieved 14 Oct 2026
- DATEV KI-Werkstatt (German)Documentation, retrieved 18 Oct 2026
- Help document 1000192: overview of further processors used and transfers to third countries (as of 2026-09-18) (German)Sub-processor list, retrieved 14 Oct 2026
- Help document 0904407: Leistungsbeschreibungen DATEV-Cloud-Lösungen Basis (service descriptions)DPA, retrieved 18 Oct 2026
- Help document 0904530: Programminhalt DATEV Copilot (programme content)Documentation, retrieved 18 Oct 2026
- DATEV shop: DATEV Copilot (item no. 90431)Pricing page, retrieved 18 Oct 2026
- Help document 1049806: Nutzungslimit DATEV Copilot (usage limit)Documentation, retrieved 18 Oct 2026
Lexware Office S- Lexware Office pricing & product comparisonPricing page, retrieved 18 Oct 2026
- Data processing under Art. 28 GDPR (as of 12.11.2025)DPA, retrieved 18 Oct 2026
- General terms and conditions Lexware Office (cloud solution), incl. section 2.3 AI featuresTerms and conditions, retrieved 18 Oct 2026
- Privacy notice Lexware Office (as of 23.09.2026)Privacy notice, retrieved 18 Oct 2026
- Automated accounting with AIProduct page, retrieved 18 Oct 2026
- Data protection & data securitySecurity page, retrieved 18 Oct 2026
| Feature | DATEV AI features | Lexware Office |
|---|---|---|
| differs by tool |
| yesall 4 plans |
| Details: DPA available |
|
|
| differs by tool |
| noall 4 plans |
| Details: Training on inputs |
|
|
| differs by tool |
| EU optionall 4 plans |
| Details: Data residency |
|
|
| list availableall 3 plans | list availableall 4 plans | |
| Details: List published |
|
|
| differs by tool |
| DPA section IV: after the end of the…all 4 plans |
| Details: Data retention |
|
|
| differs by tool |
|
|
| Details: Price |
|
|
| yesall 3 plans | yesall 4 plans | |
| Details: AI features included |
|
|
| 16 sources | 6 sources | |
| Details: Sources with retrieval date |
|
|
Contract / DPA
- differs by tool
- DATEV AI features
- not publicly documentedDATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- yesDATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors), AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
- Lexware Officeyesall 4 plans
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
not publicly documented
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
yes (concluded via online form with DATEV SmartCard/SmartLogin or by being stored in DATEV Einverständniserklärungen; effective 'upon confirmation of the conclusion of the contract by DATEV' (translated), DPA item 19 a)
Provider’s DPA - AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
yes (concluded via online form with DATEV SmartCard/SmartLogin or by being stored in DATEV Einverständniserklärungen; effective 'upon confirmation of the conclusion of the contract by DATEV' (translated), DPA item 19 a)
Provider’s DPA
Lexware Office- S
yes (data processing agreement under Art. 28 GDPR between the customer and Haufe Service Center GmbH, public, as of 12.11.2025; applies to all Lexware Office versions; according to the DPA, the contract is also performed with AI support)
Provider’s DPA - M
yes (data processing agreement under Art. 28 GDPR between the customer and Haufe Service Center GmbH, public, as of 12.11.2025; applies to all Lexware Office versions; according to the DPA, the contract is also performed with AI support)
Provider’s DPA - L
yes (data processing agreement under Art. 28 GDPR between the customer and Haufe Service Center GmbH, public, as of 12.11.2025; applies to all Lexware Office versions; according to the DPA, the contract is also performed with AI support)
Provider’s DPA - XL
yes (data processing agreement under Art. 28 GDPR between the customer and Haufe Service Center GmbH, public, as of 12.11.2025; applies to all Lexware Office versions; according to the DPA, the contract is also performed with AI support)
Provider’s DPA
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Training
- differs by tool
- DATEV AI features
- not publicly documentedDATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- noDATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
- yesAI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
- Lexware Officenoall 4 plans
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
KI-Werkstatt page: 'Some prototypes in the DATEV KI-Werkstatt use the Microsoft Azure Open AI Services' (translated); inputs are 'not passed on to OpenAI and not used to train the models' (translated). No statement for the other prototypes; therefore not substantiated for the plan as a whole.
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
DATEV Copilot FAQ: 'Is my data used to train the AI? No, neither Microsoft nor OpenAI use your data for training.' (translated). Copilot is a DATEV cloud service under the DATEV service descriptions for the DATEV-Cloud-Lösungen Basis (doc. no. 0904407); unlike the service descriptions for Rechnungswesen, Steuern, Personalwirtschaft and Wissen, these contain no clause on cross-customer processing for 'Intelligente DATEV-Cloud-Lösungen'. Item 3.8, however, permits DATEV to process data 'for the purpose of developing new or further developing existing DATEV products in an appropriately secured environment' (translated); according to item 3.8 this does not apply if the customer concluded the DPA without the anonymisation agreement (deletion possible under DPA item 15). An express statement on DATEV's own model training with Copilot inputs is missing.
- AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
DATEV service descriptions for the DATEV-Cloud-Lösungen Rechnungswesen (accounting), Steuern (tax) and Personalwirtschaft (payroll), each item 1.8 'Service-related cross-customer data processing' (translated) (identical wording also for Wissen [knowledge]): for 'intelligent cloud solutions' (translated), the customer instructs DATEV to use the data sets 'set up by the customer for the „Intelligente DATEV-Cloud-Lösungen“' (translated) 'in the context of new and further development, quality assurance and operation' (translated); 'For machine learning or deep learning, this training forms the basis for the systems' learning' (translated); 'for example, data of different customers of the „DATEV-Cloud-Lösungen“ are analysed together' (translated); 'Personal data may still be processed in the resulting AI models as well' (translated); special categories of personal data may also be processed. The application of the AI models remains 'exclusively a DATEV-internal process' (translated). No possibility of objection is described in item 1.8; according to its wording, the optional deletion of the anonymisation agreement (DPA item 15b) only affects items 3.7/3.8, not item 1.8. The Basis service description (Copilot) contains no item 1.8 of this kind. Payroll benchmark uses 'real, anonymised DATEV payroll records' (translated); de-identification service: data is 'analysed in the DATEV data centre' (translated) and de-identified before AI processing.
Lexware Office- S
Terms section 2.3 (AI features): input and output are not used for training purposes. Automated accounting product page: assignment suggestions can be adjusted, and the system learns and becomes more accurate over time (scope not described in detail). By contrast, for the support chatbot (Intercom), according to the privacy notice the chatbot is automatically trained on the user's inputs.
- M
Terms section 2.3 (AI features): input and output are not used for training purposes. Automated accounting product page: assignment suggestions can be adjusted, and the system learns and becomes more accurate over time (scope not described in detail). By contrast, for the support chatbot (Intercom), according to the privacy notice the chatbot is automatically trained on the user's inputs.
- L
Terms section 2.3 (AI features): input and output are not used for training purposes. Automated accounting product page: assignment suggestions can be adjusted, and the system learns and becomes more accurate over time (scope not described in detail). By contrast, for the support chatbot (Intercom), according to the privacy notice the chatbot is automatically trained on the user's inputs.
- XL
Terms section 2.3 (AI features): input and output are not used for training purposes. Automated accounting product page: assignment suggestions can be adjusted, and the system learns and becomes more accurate over time (scope not described in detail). By contrast, for the support chatbot (Intercom), according to the privacy notice the chatbot is automatically trained on the user's inputs.
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Hosting
- differs by tool
- DATEV AI features
- not publicly documentedDATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- EU optionDATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
- mixedAI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
- Lexware OfficeEU optionall 4 plans
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Page: prototypes 'in a protected DATEV environment' (translated); for Azure OpenAI prototypes, inputs are 'sent as a request through the DATEV cloud-native data centre to Microsoft Azure' (translated) and processed there temporarily. Azure region not stated.
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
FAQ: 'DATEV Copilot uses Microsoft Azure services. The data you upload is processed in an area hosted by DATEV at Microsoft Azure in a European data centre.' (translated). Internet research (optional, permission 'Allow internet research' (translated)): according to the programme content (doc. no. 0904530), 'you transmit your data to Microsoft Corporation in the USA' (translated); 'Microsoft processes your data for its own purposes and on global servers' (translated); DATEV warns against transmitting confidential or legally protected information.
- AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
DATEV data centre/DATEV cloud according to the de-identification article and the AI overview. Help document 1000192 (as of 2026-09-18): Microsoft Ireland Operations Limited (IE) for 'DATEV Einspruchsgenerator, DATEV LEXchat AI functionalities' (translated) without transfer to a third country; transfers to a third country (USA) to Datadog, Inc. (DATEV Bankdatenservice) and Raintank, Inc./Grafana Labs (IT monitoring), among others, on the basis of the EU-U.S. DPF.
Lexware Office- S
DPA: all core functions (invoicing, receipt capture and processing, payroll, cash functions) are developed and hosted exclusively in Germany; hosting with AWS Frankfurt, operating tasks for AI-supported functions with "AWS Europe" (region not specified further); data extraction from accounting receipts by Klippa App B.V. (Netherlands). Supplementary functions (email sending, support platform, analytics) partly via sub-processors based in the USA, including Intercom with AI-supported communication.
- M
DPA: all core functions (invoicing, receipt capture and processing, payroll, cash functions) are developed and hosted exclusively in Germany; hosting with AWS Frankfurt, operating tasks for AI-supported functions with "AWS Europe" (region not specified further); data extraction from accounting receipts by Klippa App B.V. (Netherlands). Supplementary functions (email sending, support platform, analytics) partly via sub-processors based in the USA, including Intercom with AI-supported communication.
- L
DPA: all core functions (invoicing, receipt capture and processing, payroll, cash functions) are developed and hosted exclusively in Germany; hosting with AWS Frankfurt, operating tasks for AI-supported functions with "AWS Europe" (region not specified further); data extraction from accounting receipts by Klippa App B.V. (Netherlands). Supplementary functions (email sending, support platform, analytics) partly via sub-processors based in the USA, including Intercom with AI-supported communication.
- XL
DPA: all core functions (invoicing, receipt capture and processing, payroll, cash functions) are developed and hosted exclusively in Germany; hosting with AWS Frankfurt, operating tasks for AI-supported functions with "AWS Europe" (region not specified further); data extraction from accounting receipts by Klippa App B.V. (Netherlands). Supplementary functions (email sending, support platform, analytics) partly via sub-processors based in the USA, including Intercom with AI-supported communication.
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Sub-processors
- DATEV AI featureslist availableall 3 plans
- Lexware Officelist availableall 4 plans
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- Microsoft Azure OpenAI Services (some prototypes)
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
- Microsoft Azure (AI services, European data centre, according to the Copilot FAQ)
- OpenAI models via Azure (according to the FAQ, OpenAI does not use data for training)
- Microsoft Bing (only with internet research enabled; independent processing by Microsoft)
- Service descriptions Basis item 3.4: 'DATEV Copilot: Microsoft Ireland Operations Limited' (Dublin, IE), purpose 'AI functions' (translated); otherwise help document 1000192
- AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
- Microsoft Ireland Operations Limited (Einspruchsgenerator, LEXchat AI functionalities)
- Amazon Web Services EMEA SARL (operation/hosting of DATEV products)
- Microsoft Deutschland GmbH (DATEV products, data centre services)
- Google Ireland Ltd. (DATEV platform, chatbot use)
- Datadog, Inc. (USA, DATEV Bankdatenservice, DPF)
- others according to help document 1000192
Lexware Office- S
- Haufe-Lexware GmbH & Co. KG, Freiburg (development and support)
- Haufe Lexware Services GmbH & Co. KG, Freiburg (technical user support and information)
- Amazon Web Services EMEA SARL, Luxembourg ("AWS Frankfurt": hosting and operations; "AWS Europe": operating tasks for AI-supported functions)
- Amazon Web Services Inc., Seattle, USA (only with prior approval for internal support services)
- Klippa App B.V., Groningen, Netherlands (data extraction from accounting receipts)
- Intercom Inc., San Francisco, USA (web analytics and communication service, communication also AI-supported)
- UserVoice Inc., USA (feedback tool)
- The Rocket Science Group LLC, Atlanta, USA (email sending via Mandrill)
- B+S Banksysteme AG and BANKSapi Technology GmbH, Munich (interfaces for retrieving online banking information)
- SorryApp Ltd., London (status notifications)
- M
- Haufe-Lexware GmbH & Co. KG, Freiburg (development and support)
- Haufe Lexware Services GmbH & Co. KG, Freiburg (technical user support and information)
- Amazon Web Services EMEA SARL, Luxembourg ("AWS Frankfurt": hosting and operations; "AWS Europe": operating tasks for AI-supported functions)
- Amazon Web Services Inc., Seattle, USA (only with prior approval for internal support services)
- Klippa App B.V., Groningen, Netherlands (data extraction from accounting receipts)
- Intercom Inc., San Francisco, USA (web analytics and communication service, communication also AI-supported)
- UserVoice Inc., USA (feedback tool)
- The Rocket Science Group LLC, Atlanta, USA (email sending via Mandrill)
- B+S Banksysteme AG and BANKSapi Technology GmbH, Munich (interfaces for retrieving online banking information)
- SorryApp Ltd., London (status notifications)
- L
- Haufe-Lexware GmbH & Co. KG, Freiburg (development and support)
- Haufe Lexware Services GmbH & Co. KG, Freiburg (technical user support and information)
- Amazon Web Services EMEA SARL, Luxembourg ("AWS Frankfurt": hosting and operations; "AWS Europe": operating tasks for AI-supported functions)
- Amazon Web Services Inc., Seattle, USA (only with prior approval for internal support services)
- Klippa App B.V., Groningen, Netherlands (data extraction from accounting receipts)
- Intercom Inc., San Francisco, USA (web analytics and communication service, communication also AI-supported)
- UserVoice Inc., USA (feedback tool)
- The Rocket Science Group LLC, Atlanta, USA (email sending via Mandrill)
- B+S Banksysteme AG and BANKSapi Technology GmbH, Munich (interfaces for retrieving online banking information)
- SorryApp Ltd., London (status notifications)
- XL
- Haufe-Lexware GmbH & Co. KG, Freiburg (development and support)
- Haufe Lexware Services GmbH & Co. KG, Freiburg (technical user support and information)
- Amazon Web Services EMEA SARL, Luxembourg ("AWS Frankfurt": hosting and operations; "AWS Europe": operating tasks for AI-supported functions)
- Amazon Web Services Inc., Seattle, USA (only with prior approval for internal support services)
- Klippa App B.V., Groningen, Netherlands (data extraction from accounting receipts)
- Intercom Inc., San Francisco, USA (web analytics and communication service, communication also AI-supported)
- UserVoice Inc., USA (feedback tool)
- The Rocket Science Group LLC, Atlanta, USA (email sending via Mandrill)
- B+S Banksysteme AG and BANKSapi Technology GmbH, Munich (interfaces for retrieving online banking information)
- SorryApp Ltd., London (status notifications)
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Retention
- differs by tool
- DATEV AI features
- For Azure prototypes: 'There is no…DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- Service descriptions Basis item 3.6…DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
- Per product in the service descriptions…AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
- Lexware OfficeDPA section IV: after the end of the…all 4 plans
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)For Azure prototypes: 'There is no persistent storage of personal data at Azure.' (translated). Otherwise not publicly documented.
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)Service descriptions Basis item 3.6: 'After 2 years (from the date of the last activity in DATEV Copilot), DATEV deletes the DATEV Copilot chats; after 6 months, DATEV deletes uploaded documents.' (translated). Otherwise deletion on instruction; after the end of processing, deletion or return at the customer's choice, subject to statutory retention obligations (DPA item 12).
- AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)Per product in the service descriptions, item 3.6: Rechnungswesen, among others, e-invoices after 90 days, deleted Belege online data sets after 6 months, bank account transactions after 13 years; Wissen: 'After 12 months or when 100 conversations are exceeded, DATEV automatically deletes the conversations in DATEV LEXchat' (translated); otherwise deletion on instruction. No deletion period is stated for the AI models under item 1.8.
Lexware Office- SDPA section IV: after the end of the licence agreement the account remains in a free read-only mode; complete deletion at any time via self-service; test accounts not converted to a purchase are deleted no later than 13 months after the end of the test registration. Privacy notice: chat data (Intercom) for test accounts 13 months after the end of the trial, after a purchase up to 10 years after the end of the contract. Retention specifically for AI processing (AWS Europe, Klippa) not publicly documented.
- MDPA section IV: after the end of the licence agreement the account remains in a free read-only mode; complete deletion at any time via self-service; test accounts not converted to a purchase are deleted no later than 13 months after the end of the test registration. Privacy notice: chat data (Intercom) for test accounts 13 months after the end of the trial, after a purchase up to 10 years after the end of the contract. Retention specifically for AI processing (AWS Europe, Klippa) not publicly documented.
- LDPA section IV: after the end of the licence agreement the account remains in a free read-only mode; complete deletion at any time via self-service; test accounts not converted to a purchase are deleted no later than 13 months after the end of the test registration. Privacy notice: chat data (Intercom) for test accounts 13 months after the end of the trial, after a purchase up to 10 years after the end of the contract. Retention specifically for AI processing (AWS Europe, Klippa) not publicly documented.
- XLDPA section IV: after the end of the licence agreement the account remains in a free read-only mode; complete deletion at any time via self-service; test accounts not converted to a purchase are deleted no later than 13 months after the end of the test registration. Privacy notice: chat data (Intercom) for test accounts 13 months after the end of the trial, after a purchase up to 10 years after the end of the contract. Retention specifically for AI processing (AWS Europe, Klippa) not publicly documented.
Price
- differs by tool
- DATEV AI features
- 'The platform can be used free of charge'DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- DATEV shopDATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
- Billing according to the service…AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
- Lexware Office
- 7.90 EUR/mo… (further prices in the details)S
- 12.90 EUR/moM
- 21.90 EUR/mo… (further prices in the details)L
- 32.90 EUR/mo… (further prices in the details)XL
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
'The platform can be used free of charge' (translated); login via DATEV account and SmartCard/SmartLogin (as of 2026-10-18)
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
DATEV shop (item no. 90431): 'The prerequisite is ordering a free licence via this shop page' (translated); ordering also via the MyDATEV ordering and set-up assistant. Usage limit: rolling 2-hour window, if exceeded blocked for 2 hours (doc. no. 1049806). MyDATEV Kanzlei and LEXinform plus require a licence (as of 2026-10-18)
- AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
Billing according to the service descriptions 'in accordance with the current DATEV price list' (translated); the DATEV price list for firms is offered as a PDF download and was not evaluated (as of 2026-10-18)
Lexware Office- S
EUR 7.90 per month plus VAT, cancellable monthly (pricing page); on the retrieval date a "50% discount for 3 months" promotion. Payroll (Lohn & Gehalt) optional from EUR 12.90 per month (up to 2 employees). 30-day free trial with the XL feature set.
- M
EUR 12.90 per month plus VAT, cancellable monthly (pricing page); on the retrieval date a "50% discount for 3 months" promotion. Payroll (Lohn & Gehalt) optional from EUR 12.90 per month (up to 2 employees). 30-day free trial with the XL feature set.
- L
EUR 21.90 per month plus VAT, cancellable monthly (pricing page); on the retrieval date a "50% discount for 3 months" promotion. Payroll (Lohn & Gehalt) optional from EUR 12.90 per month (up to 2 employees). 30-day free trial with the XL feature set.
- XL
EUR 32.90 per month plus VAT, cancellable monthly (pricing page); on the retrieval date a "50% discount for 3 months" promotion. Payroll (Lohn & Gehalt) optional from EUR 12.90 per month (up to 2 employees). 30-day free trial with the XL feature set.
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- DATEV AI featuresyesall 3 plans
- Lexware Officeyesall 4 plans
- DATEV AI features
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
yes
- DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)
yes
- AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)
yes
Lexware Office- S
yes (receipt scanner with automatic recognition and booking suggestion and automatic payment reconciliation in all versions according to the version comparison; version for receipt capture and archive)
- M
yes (receipt scanner with automatic recognition and booking suggestion and automatic payment reconciliation in all versions according to the version comparison; additionally quotes, (e-)invoices and dunning)
- L
yes (receipt scanner with automatic recognition and booking suggestion and automatic payment reconciliation in all versions according to the version comparison; additionally accounting, cash-basis profit statement and VAT)
- XL
yes (receipt scanner with automatic recognition and booking suggestion and automatic payment reconciliation in all versions according to the version comparison; additionally EU and instalment invoices, public API, automatic receipt intake by email)
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Evidence
- DATEV AI features16 sources
- Lexware Office6 sources
- DATEV AI features
- DATEV Copilot: login and functions of the AI assistant (FAQ) (German)Documentation, retrieved 18 Oct 2026
- Data processing agreement (DATEV AV V1) (German)DPA, retrieved 18 Oct 2026
- AI in everyday practice: DATEV Copilot (DATEV magazin) (German)Documentation, retrieved 14 Oct 2026
- DATEV KI-Werkstatt (German)Documentation, retrieved 18 Oct 2026
- DPA sections 6, 12, 15, 16 (third country, erasure, purpose limitation) (German)DPA, retrieved 18 Oct 2026
- AI at DATEV (overview) (German)Documentation, retrieved 14 Oct 2026
- How to get data protection right when using AI (De-Identifikation Service) (German)Documentation, retrieved 14 Oct 2026
- Help document 1000192: overview of further processors used and transfers to third countries (as of 2026-09-18) (German)Sub-processor list, retrieved 14 Oct 2026
- Help document 0904407: Leistungsbeschreibungen DATEV-Cloud-Lösungen Basis (service descriptions)DPA, retrieved 18 Oct 2026
- Help document 0904530: Programminhalt DATEV Copilot (programme content)Documentation, retrieved 18 Oct 2026
- DATEV shop: DATEV Copilot (item no. 90431)Pricing page, retrieved 18 Oct 2026
- Help document 1049806: Nutzungslimit DATEV Copilot (usage limit)Documentation, retrieved 18 Oct 2026
- Help document 0904399: Leistungsbeschreibungen DATEV-Cloud-Lösungen Rechnungswesen (service descriptions)DPA, retrieved 18 Oct 2026
- Help document 0904413: Leistungsbeschreibungen DATEV-Cloud-Lösungen Steuern (service descriptions)DPA, retrieved 18 Oct 2026
- Help document 0904409: Leistungsbeschreibungen DATEV-Cloud-Lösungen Personalwirtschaft (service descriptions)DPA, retrieved 18 Oct 2026
- Help document 0904420: Leistungsbeschreibungen DATEV-Cloud-Lösungen Wissen (service descriptions)DPA, retrieved 18 Oct 2026
Lexware Office- Lexware Office pricing & product comparisonPricing page, retrieved 18 Oct 2026
- Data processing under Art. 28 GDPR (as of 12.11.2025)DPA, retrieved 18 Oct 2026
- General terms and conditions Lexware Office (cloud solution), incl. section 2.3 AI featuresTerms and conditions, retrieved 18 Oct 2026
- Privacy notice Lexware Office (as of 23.09.2026)Privacy notice, retrieved 18 Oct 2026
- Automated accounting with AIProduct page, retrieved 18 Oct 2026
- Data protection & data securitySecurity page, retrieved 18 Oct 2026
not documentedmeans: not publicly documented, not verifiable in any provider source. It does not mean “no”.
No guarantee of accuracy, not legal advice. Each entry is valid as of the date shown. Open points are listed on the detail pages.
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Individual pages: DATEV AI features, Lexware Office. All tools in the category: Business software.