DATEV AI features vs. Zapier: data protection per plan
DATEV AI features (3 plans) and Zapier (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 | Zapier |
|---|---|---|
| Provider based in | Paumgartnerstraße 6-14, 90429 Nürnberg, Germany | Zapier, Inc., 548 Market St. #62411, San Francisco, CA 94104-5401, USA |
| Plans recorded | 3 | 4 |
| Hosting | not documented: DATEV KI-WerkstattEU option: DATEV Copilotmixed: AI-supported DATEV cloud functions | US only: all 4 plans |
| Training on inputs | not documented: DATEV KI-Werkstattno: DATEV Copilotyes: AI-supported DATEV cloud functions | opt-out available: Free, Professional, Teamno: Enterprise |
| 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. Zapier Professional
| Feature | DATEV AI featuresDATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors) | ZapierProfessional |
|---|---|---|
| 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 (automatically: the Terms of Service or the Enterprise Agreement incorporate the DPA, no separate signature required; as of 2026-08-27) Provider’s DPA |
| differs by plan | no | opt-out available |
| 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 of Service (effective 2026-04-09) section 7(b): Zapier may derive de-identified data sets ('Derived Data') from customer content and use them 'to operate, enhance, improve, and develop Zapier products or services, including through model training'; opt-out via form; accounts on the Company or Enterprise Plan are automatically opted out. Security page (FAQ): 'We don’t train on the data that runs through your workflows, on any plan.' Zapier may learn from the structure (not the contents) of workflows; objection via form. Subprocessors page (version effective 2026-10-23): AI sub-processors do not use customer content for training; in the case of flagged violations, the provider may retain and review content, and Meta may use flagged content for abuse detection. |
| differs by plan | EU option | US only |
| 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. | Security page (FAQ): 'Zapier stores data on Amazon Web Services (AWS) in the United States.' Data Transfer Impact Assessment (as of 2023-12-15): 'Data processed by Zapier in connection with our customers’ use of Zapier Services is both transferred to and stored in the US.' The pricing page, security page and TIA name no EU storage option. |
| list available | list available | |
| Details: List published |
|
|
| differs by plan | Service descriptions Basis item 3.6… | Privacy/retention page |
| 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). | Privacy/retention page (as of 2026-04-17): Zap content 7 days in logs, 29 to 69 days in the account, up to 4 months in backups; test data remains until the Zap is deleted. In the 'Company' plan or Enterprise, a shorter retention can be set. Tables content until deletion, then up to 4 months in backups. AI products: Agents conversations and activity logs until the agent is deleted, knowledge sources until removed from all agents, then up to 4 months in backups; Chatbots conversations 60 days, knowledge sources until deletion; MCP content (prompts, responses, tool logs) until the MCP server or account is deleted; Canvas content until deletion, then deletion within 30 days. |
| differs by plan | DATEV shop | from 19.99 USD/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) | from USD 19.99 per month with annual billing or USD 29.99 with monthly billing (750 tasks/month; tiers up to 2M tasks); in EUR from EUR 18.28 or EUR 27.42 per month, converted with a note on the varying exchange rate. Pricing page in USD or optionally in other currencies (including EUR); with EUR display: 'Prices exclude all taxes, levies and duties.' |
| yes | yes | |
| Details: AI features included | yes | yes (according to the feature table on the pricing page: Zapier Agents, Chatbots, Canvas, MCP, AI by Zapier and AI fields included, Copilot unlimited; more agent activities via the 'Agents Pro' add-on, 1,500 activities/month, USD 33.33/month with annual billing (USD 400/year)) |
| 9 sources | 9 sources | |
| Details: Sources with retrieval date |
|
|
Contract / DPA
- DATEV AI features DATEV Copilotyes
- Zapier Professionalyes
- 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 DPAZapier Professionalyes (automatically: the Terms of Service or the Enterprise Agreement incorporate the DPA, no separate signature required; as of 2026-08-27)
Provider’s DPA
Training
- differs by plan
- DATEV AI features DATEV Copilotno
- Zapier Professionalopt-out available
- 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.
Zapier ProfessionalTerms of Service (effective 2026-04-09) section 7(b): Zapier may derive de-identified data sets ('Derived Data') from customer content and use them 'to operate, enhance, improve, and develop Zapier products or services, including through model training'; opt-out via form; accounts on the Company or Enterprise Plan are automatically opted out. Security page (FAQ): 'We don’t train on the data that runs through your workflows, on any plan.' Zapier may learn from the structure (not the contents) of workflows; objection via form. Subprocessors page (version effective 2026-10-23): AI sub-processors do not use customer content for training; in the case of flagged violations, the provider may retain and review content, and Meta may use flagged content for abuse detection.
Hosting
- differs by plan
- DATEV AI features DATEV CopilotEU option
- Zapier ProfessionalUS only
- 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.
Zapier ProfessionalSecurity page (FAQ): 'Zapier stores data on Amazon Web Services (AWS) in the United States.' Data Transfer Impact Assessment (as of 2023-12-15): 'Data processed by Zapier in connection with our customers’ use of Zapier Services is both transferred to and stored in the US.' The pricing page, security page and TIA name no EU storage option.
Sub-processors
- DATEV AI features DATEV Copilotlist available
- Zapier Professionallist 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
Zapier Professional- Amazon Web Services (USA): cloud and AI provider
- Anthropic (USA): AI provider
- Baseten (USA): AI provider (new in the list from 2026-10-23)
- OpenAI (USA): AI provider (Zero Day Retention activated according to Zapier)
- Google (USA): cloud and AI provider
- Microsoft (USA): AI provider
- Meta (USA, Australia, Denmark, Finland, Indonesia, Ireland, Malaysia, Sweden): AI provider
- Fireworks AI (USA): AI provider
- Databricks (USA): data intelligence
- Pinecone (USA): vector database (no longer listed according to the new list from 2026-10-23)
- Firecrawl (USA): knowledge sources
- Heroku, Vercel (USA): operations/cloud
- Redis (USA): storage/caching
- Datadog, Sentry, Grafana Labs (USA): monitoring/error tracking
- Algolia, Fullstory, Looker, Knock, Liveblocks, Stytch, Uploadcare (USA): search, analytics, communication, collaboration, authentication, file upload
- Support: Ada, Gong, Vitally, Zendesk, Zoom (USA)
- Service-specific: Google Translate, MadKudu, Mailgun, Twilio, WhatsApp (USA)
- Group companies: Australia (with a branch in New Zealand), Canada, Ireland (with a branch in Spain), India, United Kingdom
Retention
- differs by plan
- DATEV AI features DATEV CopilotService descriptions Basis item 3.6…
- Zapier ProfessionalPrivacy/retention page
- 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).Zapier ProfessionalPrivacy/retention page (as of 2026-04-17): Zap content 7 days in logs, 29 to 69 days in the account, up to 4 months in backups; test data remains until the Zap is deleted. In the 'Company' plan or Enterprise, a shorter retention can be set. Tables content until deletion, then up to 4 months in backups. AI products: Agents conversations and activity logs until the agent is deleted, knowledge sources until removed from all agents, then up to 4 months in backups; Chatbots conversations 60 days, knowledge sources until deletion; MCP content (prompts, responses, tool logs) until the MCP server or account is deleted; Canvas content until deletion, then deletion within 30 days.
Price
- differs by plan
- DATEV AI features DATEV CopilotDATEV shop
- Zapier Professionalfrom 19.99 USD/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)
Zapier Professionalfrom USD 19.99 per month with annual billing or USD 29.99 with monthly billing (750 tasks/month; tiers up to 2M tasks); in EUR from EUR 18.28 or EUR 27.42 per month, converted with a note on the varying exchange rate. Pricing page in USD or optionally in other currencies (including EUR); with EUR display: 'Prices exclude all taxes, levies and duties.'
- DATEV AI features DATEV Copilotyes
- Zapier Professionalyes
- DATEV AI features DATEV Copilot
yes
Zapier Professionalyes (according to the feature table on the pricing page: Zapier Agents, Chatbots, Canvas, MCP, AI by Zapier and AI fields included, Copilot unlimited; more agent activities via the 'Agents Pro' add-on, 1,500 activities/month, USD 33.33/month with annual billing (USD 400/year))
Evidence
- DATEV AI features DATEV Copilot9 sources
- Zapier Professional9 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
Zapier Professional- Pricing (rendered in browser, incl. feature table, Agents add-on and EUR currency)Pricing page, retrieved 18 Oct 2026
- Privacy Statement (effective 2025-09-05)Privacy notice, retrieved 18 Oct 2026
- Data Processing Addendum (as of 2026-08-27)DPA, retrieved 8 Oct 2026
- Subprocessors (published 2026-10-09, effective 2026-10-23)Sub-processor list, retrieved 14 Oct 2026
- Enterprise securityTrust Center, retrieved 18 Oct 2026
- Data Retention/Deletion/Export (as of 2026-04-17)Documentation, retrieved 14 Oct 2026
- Terms of Service (effective 2026-04-09)Terms and conditions, retrieved 18 Oct 2026
- Zapier Trust Center (Conveyor; updates on SOC reports and sub-processors)Trust Center, retrieved 18 Oct 2026
- Data Transfer Impact Assessment (last updated 2023-12-15)Documentation, retrieved 18 Oct 2026
| Feature | DATEV AI features | Zapier |
|---|---|---|
| differs by tool |
| yesall 4 plans |
| Details: DPA available |
|
|
| differs by tool |
|
|
| Details: Training on inputs |
|
|
| differs by tool |
| US onlyall 4 plans |
| Details: Data residency |
|
|
| list availableall 3 plans | list availableall 4 plans | |
| Details: List published |
|
|
| differs by tool |
| Privacy/retention pageall 4 plans |
| Details: Data retention |
|
|
| differs by tool |
|
|
| Details: Price |
|
|
| yesall 3 plans | yesall 4 plans | |
| Details: AI features included |
|
|
| 16 sources | 9 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)
- Zapieryesall 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
Zapier- Free
yes (automatically: the Terms of Service or the Enterprise Agreement incorporate the DPA, no separate signature required; as of 2026-08-27)
Provider’s DPA - Professional
yes (automatically: the Terms of Service or the Enterprise Agreement incorporate the DPA, no separate signature required; as of 2026-08-27)
Provider’s DPA - Team
yes (automatically: the Terms of Service or the Enterprise Agreement incorporate the DPA, no separate signature required; as of 2026-08-27)
Provider’s DPA - Enterprise
yes (automatically: the Terms of Service or the Enterprise Agreement incorporate the DPA, no separate signature required; as of 2026-08-27)
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)
- Zapier
- opt-out availableFree, Professional, Team
- noEnterprise
- 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.
Zapier- Free
Terms of Service (effective 2026-04-09) section 7(b): Zapier may derive de-identified data sets ('Derived Data') from customer content and use them 'to operate, enhance, improve, and develop Zapier products or services, including through model training'; opt-out via form; accounts on the Company or Enterprise Plan are automatically opted out. Security page (FAQ): 'We don’t train on the data that runs through your workflows, on any plan.' Zapier may learn from the structure (not the contents) of workflows; objection via form. Subprocessors page (version effective 2026-10-23): AI sub-processors do not use customer content for training; in the case of flagged violations, the provider may retain and review content, and Meta may use flagged content for abuse detection.
- Professional
Terms of Service (effective 2026-04-09) section 7(b): Zapier may derive de-identified data sets ('Derived Data') from customer content and use them 'to operate, enhance, improve, and develop Zapier products or services, including through model training'; opt-out via form; accounts on the Company or Enterprise Plan are automatically opted out. Security page (FAQ): 'We don’t train on the data that runs through your workflows, on any plan.' Zapier may learn from the structure (not the contents) of workflows; objection via form. Subprocessors page (version effective 2026-10-23): AI sub-processors do not use customer content for training; in the case of flagged violations, the provider may retain and review content, and Meta may use flagged content for abuse detection.
- Team
Terms of Service (effective 2026-04-09) section 7(b): Zapier may derive de-identified data sets ('Derived Data') from customer content and use them 'to operate, enhance, improve, and develop Zapier products or services, including through model training'; opt-out via form; accounts on the Company or Enterprise Plan are automatically opted out. Security page (FAQ): 'We don’t train on the data that runs through your workflows, on any plan.' Zapier may learn from the structure (not the contents) of workflows; objection via form. Subprocessors page (version effective 2026-10-23): AI sub-processors do not use customer content for training; in the case of flagged violations, the provider may retain and review content, and Meta may use flagged content for abuse detection.
- Enterprise
Terms of Service (effective 2026-04-09) section 7(b): accounts on the Company or Enterprise Plan are automatically opted out of the use of de-identified 'Derived Data' (including for model training). Security page (FAQ): 'We don’t train on the data that runs through your workflows, on any plan'; Enterprise accounts are also automatically opted out of learning from workflow structure. Subprocessors page (version effective 2026-10-23): AI sub-processors do not use customer content for training; in the case of flagged violations, the provider may retain and review content, and Meta may use flagged content for abuse detection.
- 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)
- ZapierUS onlyall 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.
Zapier- Free
Security page (FAQ): 'Zapier stores data on Amazon Web Services (AWS) in the United States.' Data Transfer Impact Assessment (as of 2023-12-15): 'Data processed by Zapier in connection with our customers’ use of Zapier Services is both transferred to and stored in the US.' The pricing page, security page and TIA name no EU storage option.
- Professional
Security page (FAQ): 'Zapier stores data on Amazon Web Services (AWS) in the United States.' Data Transfer Impact Assessment (as of 2023-12-15): 'Data processed by Zapier in connection with our customers’ use of Zapier Services is both transferred to and stored in the US.' The pricing page, security page and TIA name no EU storage option.
- Team
Security page (FAQ): 'Zapier stores data on Amazon Web Services (AWS) in the United States.' Data Transfer Impact Assessment (as of 2023-12-15): 'Data processed by Zapier in connection with our customers’ use of Zapier Services is both transferred to and stored in the US.' The pricing page, security page and TIA name no EU storage option.
- Enterprise
Security page (FAQ): 'Zapier stores data on Amazon Web Services (AWS) in the United States.' Data Transfer Impact Assessment (as of 2023-12-15): 'Data processed by Zapier in connection with our customers’ use of Zapier Services is both transferred to and stored in the US.' The pricing page, security page and TIA name no EU storage option.
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Sub-processors
- DATEV AI featureslist availableall 3 plans
- Zapierlist 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
Zapier- Free
- Amazon Web Services (USA): cloud and AI provider
- Anthropic (USA): AI provider
- Baseten (USA): AI provider (new in the list from 2026-10-23)
- OpenAI (USA): AI provider (Zero Day Retention activated according to Zapier)
- Google (USA): cloud and AI provider
- Microsoft (USA): AI provider
- Meta (USA, Australia, Denmark, Finland, Indonesia, Ireland, Malaysia, Sweden): AI provider
- Fireworks AI (USA): AI provider
- Databricks (USA): data intelligence
- Pinecone (USA): vector database (no longer listed according to the new list from 2026-10-23)
- Firecrawl (USA): knowledge sources
- Heroku, Vercel (USA): operations/cloud
- Redis (USA): storage/caching
- Datadog, Sentry, Grafana Labs (USA): monitoring/error tracking
- Algolia, Fullstory, Looker, Knock, Liveblocks, Stytch, Uploadcare (USA): search, analytics, communication, collaboration, authentication, file upload
- Support: Ada, Gong, Vitally, Zendesk, Zoom (USA)
- Service-specific: Google Translate, MadKudu, Mailgun, Twilio, WhatsApp (USA)
- Group companies: Australia (with a branch in New Zealand), Canada, Ireland (with a branch in Spain), India, United Kingdom
- Professional
- Amazon Web Services (USA): cloud and AI provider
- Anthropic (USA): AI provider
- Baseten (USA): AI provider (new in the list from 2026-10-23)
- OpenAI (USA): AI provider (Zero Day Retention activated according to Zapier)
- Google (USA): cloud and AI provider
- Microsoft (USA): AI provider
- Meta (USA, Australia, Denmark, Finland, Indonesia, Ireland, Malaysia, Sweden): AI provider
- Fireworks AI (USA): AI provider
- Databricks (USA): data intelligence
- Pinecone (USA): vector database (no longer listed according to the new list from 2026-10-23)
- Firecrawl (USA): knowledge sources
- Heroku, Vercel (USA): operations/cloud
- Redis (USA): storage/caching
- Datadog, Sentry, Grafana Labs (USA): monitoring/error tracking
- Algolia, Fullstory, Looker, Knock, Liveblocks, Stytch, Uploadcare (USA): search, analytics, communication, collaboration, authentication, file upload
- Support: Ada, Gong, Vitally, Zendesk, Zoom (USA)
- Service-specific: Google Translate, MadKudu, Mailgun, Twilio, WhatsApp (USA)
- Group companies: Australia (with a branch in New Zealand), Canada, Ireland (with a branch in Spain), India, United Kingdom
- Team
- Amazon Web Services (USA): cloud and AI provider
- Anthropic (USA): AI provider
- Baseten (USA): AI provider (new in the list from 2026-10-23)
- OpenAI (USA): AI provider (Zero Day Retention activated according to Zapier)
- Google (USA): cloud and AI provider
- Microsoft (USA): AI provider
- Meta (USA, Australia, Denmark, Finland, Indonesia, Ireland, Malaysia, Sweden): AI provider
- Fireworks AI (USA): AI provider
- Databricks (USA): data intelligence
- Pinecone (USA): vector database (no longer listed according to the new list from 2026-10-23)
- Firecrawl (USA): knowledge sources
- Heroku, Vercel (USA): operations/cloud
- Redis (USA): storage/caching
- Datadog, Sentry, Grafana Labs (USA): monitoring/error tracking
- Algolia, Fullstory, Looker, Knock, Liveblocks, Stytch, Uploadcare (USA): search, analytics, communication, collaboration, authentication, file upload
- Support: Ada, Gong, Vitally, Zendesk, Zoom (USA)
- Service-specific: Google Translate, MadKudu, Mailgun, Twilio, WhatsApp (USA)
- Group companies: Australia (with a branch in New Zealand), Canada, Ireland (with a branch in Spain), India, United Kingdom
- Enterprise
- Amazon Web Services (USA): cloud and AI provider
- Anthropic (USA): AI provider
- Baseten (USA): AI provider (new in the list from 2026-10-23)
- OpenAI (USA): AI provider (Zero Day Retention activated according to Zapier)
- Google (USA): cloud and AI provider
- Microsoft (USA): AI provider
- Meta (USA, Australia, Denmark, Finland, Indonesia, Ireland, Malaysia, Sweden): AI provider
- Fireworks AI (USA): AI provider
- Databricks (USA): data intelligence
- Pinecone (USA): vector database (no longer listed according to the new list from 2026-10-23)
- Firecrawl (USA): knowledge sources
- Heroku, Vercel (USA): operations/cloud
- Redis (USA): storage/caching
- Datadog, Sentry, Grafana Labs (USA): monitoring/error tracking
- Algolia, Fullstory, Looker, Knock, Liveblocks, Stytch, Uploadcare (USA): search, analytics, communication, collaboration, authentication, file upload
- Support: Ada, Gong, Vitally, Zendesk, Zoom (USA)
- Service-specific: Google Translate, MadKudu, Mailgun, Twilio, WhatsApp (USA)
- Group companies: Australia (with a branch in New Zealand), Canada, Ireland (with a branch in Spain), India, United Kingdom
- 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)
- ZapierPrivacy/retention pageall 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.
Zapier- FreePrivacy/retention page (as of 2026-04-17): Zap content 7 days in logs, 29 to 69 days in the account, up to 4 months in backups; test data remains until the Zap is deleted. In the 'Company' plan or Enterprise, a shorter retention can be set. Tables content until deletion, then up to 4 months in backups. AI products: Agents conversations and activity logs until the agent is deleted, knowledge sources until removed from all agents, then up to 4 months in backups; Chatbots conversations 60 days, knowledge sources until deletion; MCP content (prompts, responses, tool logs) until the MCP server or account is deleted; Canvas content until deletion, then deletion within 30 days.
- ProfessionalPrivacy/retention page (as of 2026-04-17): Zap content 7 days in logs, 29 to 69 days in the account, up to 4 months in backups; test data remains until the Zap is deleted. In the 'Company' plan or Enterprise, a shorter retention can be set. Tables content until deletion, then up to 4 months in backups. AI products: Agents conversations and activity logs until the agent is deleted, knowledge sources until removed from all agents, then up to 4 months in backups; Chatbots conversations 60 days, knowledge sources until deletion; MCP content (prompts, responses, tool logs) until the MCP server or account is deleted; Canvas content until deletion, then deletion within 30 days.
- TeamPrivacy/retention page (as of 2026-04-17): Zap content 7 days in logs, 29 to 69 days in the account, up to 4 months in backups; test data remains until the Zap is deleted. In the 'Company' plan or Enterprise, a shorter retention can be set. Tables content until deletion, then up to 4 months in backups. AI products: Agents conversations and activity logs until the agent is deleted, knowledge sources until removed from all agents, then up to 4 months in backups; Chatbots conversations 60 days, knowledge sources until deletion; MCP content (prompts, responses, tool logs) until the MCP server or account is deleted; Canvas content until deletion, then deletion within 30 days.
- EnterprisePrivacy/retention page (as of 2026-04-17): Zap content 7 days in logs, 29 to 69 days in the account, up to 4 months in backups; test data remains until the Zap is deleted. In the 'Company' plan or Enterprise, a shorter retention can be set. Tables content until deletion, then up to 4 months in backups. AI products: Agents conversations and activity logs until the agent is deleted, knowledge sources until removed from all agents, then up to 4 months in backups; Chatbots conversations 60 days, knowledge sources until deletion; MCP content (prompts, responses, tool logs) until the MCP server or account is deleted; Canvas content until deletion, then deletion within 30 days.
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)
- Zapier
- 0 USD/moFree
- from 19.99 USD/mo… (further prices in the details)Professional
- from 69 USD/mo… (further prices in the details)Team
- customEnterprise
- 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)
Zapier- Free
USD 0 or EUR 0 per month; 100 tasks/month (pricing page)
- Professional
from USD 19.99 per month with annual billing or USD 29.99 with monthly billing (750 tasks/month; tiers up to 2M tasks); in EUR from EUR 18.28 or EUR 27.42 per month, converted with a note on the varying exchange rate. Pricing page in USD or optionally in other currencies (including EUR); with EUR display: 'Prices exclude all taxes, levies and duties.'
- Team
from USD 69 per month with annual billing or USD 103.50 with monthly billing (2,000 tasks/month; tiers up to 2M tasks); in EUR from EUR 63.09 or EUR 94.63 per month, converted with a note on the varying exchange rate. Pricing page in USD or optionally in other currencies (including EUR); with EUR display: 'Prices exclude all taxes, levies and duties.'
- Enterprise
Custom (pricing page: 'Contact for pricing'; Agents Enterprise also 'Contact for pricing')
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
- DATEV AI featuresyesall 3 plans
- Zapieryesall 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
Zapier- Free
yes (according to the feature table on the pricing page: Zapier Agents, Chatbots, Canvas and MCP included, Copilot (beta) with a daily message limit; AI by Zapier and AI fields not included in the Free plan. Agents add-on 'Agents Free': 400 activities/month)
- Professional
yes (according to the feature table on the pricing page: Zapier Agents, Chatbots, Canvas, MCP, AI by Zapier and AI fields included, Copilot unlimited; more agent activities via the 'Agents Pro' add-on, 1,500 activities/month, USD 33.33/month with annual billing (USD 400/year))
- Team
yes (Agents with shared account activities, Chatbots, Copilot unlimited, MCP, Canvas, AI by Zapier according to the pricing page)
- Enterprise
yes (according to the feature table on the pricing page: Zapier Agents, Chatbots, Canvas, MCP, AI by Zapier and AI fields included, Copilot unlimited; 'Agents Enterprise' add-on with a custom number of activities, organisation-wide agent sharing, 'Enterprise-grade audit logs' and 'Restricted apps support'; according to the Trust Center, Meta models in AI by Zapier must be enabled by an administrator)
- DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)
Evidence
- DATEV AI features16 sources
- Zapier9 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
Zapier- Pricing (rendered in browser, incl. feature table, Agents add-on and EUR currency)Pricing page, retrieved 18 Oct 2026
- Privacy Statement (effective 2025-09-05)Privacy notice, retrieved 18 Oct 2026
- Data Processing Addendum (as of 2026-08-27)DPA, retrieved 8 Oct 2026
- Subprocessors (published 2026-10-09, effective 2026-10-23)Sub-processor list, retrieved 14 Oct 2026
- Enterprise securityTrust Center, retrieved 18 Oct 2026
- Data Retention/Deletion/Export (as of 2026-04-17)Documentation, retrieved 14 Oct 2026
- Terms of Service (effective 2026-04-09)Terms and conditions, retrieved 18 Oct 2026
- Zapier Trust Center (Conveyor; updates on SOC reports and sub-processors)Trust Center, retrieved 18 Oct 2026
- Data Transfer Impact Assessment (last updated 2023-12-15)Documentation, 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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