DATEV AI features vs. Personio AI features: data protection per plan

not publicly documented

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)

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)

yes (automatically; terms and conditions clause 11.1: the 'data processing addendum' (translated document title, version 09-2024) published at www.personio.de/agb/ 'is agreed' (translated) and forms part of the contract)

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 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.

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.

"No. Personio and any third party don't use input data or output data for training purposes." Contractually: terms and conditions (Version 08-2026) clause 3.3 'Personio does not use the customer data stored in the Software to train AI models' (translated); Additional Terms for AI Features (Version 08-2026) clause 4.1: Personio does not use the customer's data, inputs or outputs to train or improve AI models, 'This also applies to third-party AI providers.' (translated) According to the support FAQ, however, input/output are stored for quality assurance (never for training); the only opt-out is to deactivate Assistant and Talent Screening Agent under Settings > Account & support > AI features. For AI payslip scanning, too, input/output are stored for quality assurance, not for training.

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.

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.

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.

"All AI processing takes place on Personio's own AWS servers in the EU, using AWS Bedrock. Data is stored in Frankfurt and doesn't leave the EU."

• Microsoft Azure OpenAI Services (some prototypes)

• 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

• 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

• AWS (AWS Bedrock; models from Anthropic and Amazon; according to the documentation an existing sub-processor, SCCs with AWS Sarl)
• full list, according to DPA clause 7.1, in the Software ('Settings' > 'Support' > 'Subscription & billing' > 'Data privacy information') and in the Trust Center (only after a 'Get access' request)

'The platform can be used free of charge' (translated); login via DATEV account and SmartCard/SmartLogin (as of 2026-10-18)

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)

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)

Personio packages (Core, Core PRO): price only on request (depending on, among other things, number of employees and apps; annual subscription with a 12-month minimum term, one-off set-up fee). According to the Additional Terms for AI Features (clause 7), AI features are 'billed on a usage basis, measured in AI credits' (translated); once credits are used up, Extra Usage 'at the applicable rate' (translated) billed monthly in arrears, after admin approval, with an optional Spend Limit. Talent Screening Agent: 80 credits per automatically screened application; bonus credits (valid for 30 days), Prepaid Credits/credit packs (valid for 12 months or until the end of the contract). Monetary price per credit not publicly documented ('each credit costs a set amount'). As of 2026-10-18

yes

yes

yes

yes (AI features according to the support documentation; the pricing page does not assign AI features to any package; some features with AI Credits)