DATEV AI features
DATEV AI features (DATEV Copilot, KI-Werkstatt, AI-supported cloud services)
Provider: DATEV eG · Based in: Paumgartnerstraße 6-14, 90429 Nürnberg, Germany · Provider website
- Plans
- 3
- Sources
- 19
- As of
- 18 Oct
As of 18 Oct 2026. Based on our research on this date and the process described in the methodology. No guarantee of accuracy, not legal advice. The provider’s current documents take precedence. Found an error? Report a correction.
Incomplete. 5 points could not be verified in any provider source (see open points). This does not mean the matter is unproblematic; it means we have not checked it.
At a glance
- Hosting
- not publicly documented: DATEV KI-WerkstattEU option: DATEV Copilotmixed: AI-supported DATEV cloud functions
- Training on inputs
- not publicly documented: DATEV KI-Werkstattno: DATEV Copilotyes: AI-supported DATEV cloud functions
- DPA
- not publicly documented: DATEV KI-Werkstattyes: DATEV Copilot, AI-supported DATEV cloud functions
- Provider
- DATEV eG
- Based in
- Paumgartnerstraße 6-14, 90429 Nürnberg, Germany; Registry Court Nuremberg, Cooperative Register No. 70 (data processing agreement (DPA), 'Vereinbarung zur Auftragsverarbeitung')
Values from 3 plans, each listed with the plans it applies to. Details and evidence are in the plan table.
Compare DATEV AI features
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Details per plan
Short values per plan. Click a feature to open the evidence and notes for all plans; sources with retrieval dates are under “Evidence”.
| Feature | DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)Compare DATEV AI features DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge) with another tool | DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)Compare DATEV AI features DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors) with another tool | AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)Compare DATEV AI features AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online) with another tool |
|---|---|---|---|
| differs by plan | 'The platform can be used free of charge' | DATEV shop | Billing according to the service… |
| Details: Price | '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) |
| yes | yes | yes | |
| Details: AI features included | yes | yes | yes |
| differs by plan | not publicly documented | yes | yes |
| Details: DPA | 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) Provider’s DPA | 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 |
| differs by plan | not publicly documented | no | yes |
| Details: Training on inputs | 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. |
| differs by plan | For Azure prototypes: 'There is no… | Service descriptions Basis item 3.6… | Per product in the service descriptions… |
| Details: Data retention | For Azure prototypes: 'There is no persistent storage of personal data at Azure.' (translated). Otherwise not publicly documented. | 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). | 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. |
| differs by plan | not publicly documented | EU option | mixed |
| Details: Hosting | 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. |
| list available | list available | list available | |
| Details: Sub-processors |
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| differs by plan | 1 source | 9 sources | 9 sources |
| Details: Sources with retrieval date |
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Price and scope
- differs by plan
- 'The platform can be used free of charge'
'The platform can be used free of charge' (translated); login via DATEV account and SmartCard/SmartLogin (as of 2026-10-18)
- yes
yes
Contract and data use
- differs by plan
- not publicly documented
not publicly documented
- differs by plan
- not publicly documented
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.
- differs by plan
- For Azure prototypes: 'There is no…
- For Azure prototypes: 'There is no persistent storage of personal data at Azure.' (translated). Otherwise not publicly documented.
Hosting and sharing
- differs by plan
- not publicly documented
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.
- list available
- Microsoft Azure OpenAI Services (some prototypes)
Evidence
not documentedmeans: not publicly documented, not verifiable in any provider source. It does not mean “no”.
Third-country transfers
DPA item 6d: DATEV may transfer personal data to service providers in a third country 'in compliance with the mandatory applicable provisions' (translated). Help document 1000192 (as of 2026-09-18) lists the third country and legal basis for each processor: USA (e.g. Datadog, Grafana Labs) on the basis of the adequacy decision on the EU-U.S. DPF, which for TADPF-certified US suppliers takes precedence over SCCs/BCRs; Switzerland, United Kingdom, Japan by adequacy decision; Australia (Aspose, fault resolution) by standard contractual clauses. For the AI functionalities Einspruchsgenerator/LEXchat (Microsoft Ireland), no transfer to a third country is stated. DATEV Copilot: item 3.4 of the service descriptions Basis names Microsoft Ireland Operations Limited; with internet research enabled, 'you transmit your data to Microsoft Corporation in the USA' (translated) (programme content DATEV Copilot).
- DPA sections 6, 12, 15, 16 (third country, erasure, purpose limitation) (German) (DPA), 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
Certifications (as stated by the provider)
Certificates page of DATEV eG: ISO 27001 (information security, 2025), extended by ISO/IEC 27017 (cloud, 2025), ISO 27701 (privacy information management, 2025), ISO 21964 (2023), ISO 20000 and ISO 9001 (2024-01-04), ISO 14001, DIN EN 50518, ETSI (trust services); audit report according to DIN EN ISO/IEC 27001/27017/27701. Certification body according to the data protection page: CIS - Certification & Information Security Services GmbH. ISO 42001, SOC 2, C5: not publicly documented.
- Certificates of DATEV eG (German) (Trust Center), retrieved 14 Oct 2026
- Data protection and corporate security (DATEV) (German) (Privacy notice), retrieved 14 Oct 2026
AI Act
Functions: Text generation, summarisation, translation, document analysis, research (internet, specialist sources), voice input (speech-to-text), service assistant, voice assistant (telephone support); AI booking suggestions; liquidity forecasts; Einspruchsgenerator (objection generator); LEXchat; naming/sorting suggestions in DATEV Meine Steuern. Copilot knowledge cut-off according to the AI overview: September 2024.
Provider’s statement: DATEV magazin 07/2026 (article 'EU regulation creates new transparency obligations for accounting firms' (translated)): from 2 August 2026, Art. 50(4) AI Act would become relevant for tax advisory firms (disclosure of deepfakes and of AI-generated or AI-manipulated text published to inform the public on matters of public interest); exception where there is human review or editorial control with editorial responsibility. Copilot FAQ: 'AI-generated results may contain errors. The responsibility for reviewing the results lies with you.' (translated). According to DATEV, DATEV Copilot is 'an assistance system' (translated); the professional assessment and decision remain with the users.
Classification (for review, not legal advice): To be reviewed: customer typically a deployer (Art. 3(4)). Art. 50(4) (publication of AI-generated text/deepfakes) to be reviewed for the firm's website and client communication; exception for human review/editorial responsibility to be reviewed. Not legal advice.
- AI in everyday practice: DATEV Copilot (DATEV magazin) (German) (Documentation), retrieved 14 Oct 2026
- EU regulation creates new transparency obligations for firms (DATEV magazin 07/2026) (German) (Documentation), retrieved 14 Oct 2026
Current notes 2026
DATEV magazin 07/2026 names 2 August 2026 as the key date for Art. 50(4) AI Act. KI-Werkstatt page: DATEV Copilot officially released 'since May' (translated) (year not stated on the page). De-identification service ('already integrated in the first applications today' (translated)) masks personal data before AI processing.
Note on EU processing
The provider is itself German (DATEV eG, Nuremberg); according to the Copilot FAQ, processing takes place in a European Azure data centre.
Open points of the review
- DATEV Copilot: no express statement on whether DATEV uses Copilot inputs for its own model training; service descriptions Basis item 3.8 permit product development (does not apply where the DPA was concluded without the anonymisation agreement).
- Prices of the AI-supported cloud functions: only in the DATEV price list for firms (PDF download), not evaluated.
- KI-Werkstatt: training/storage statement only for prototypes using Azure OpenAI; Azure region and data processing basis not stated on the page.
- AI-supported cloud functions: retention period of data processed in AI models (item 1.8 of the service descriptions) and any possibility of objection not documented.
- Editorial choice: 'DATEV KI-Funktionen' is a product bundle without Free/Pro/Business plan tiers; plans are therefore structured by product.
Frequently asked questions
Where does DATEV AI features store data?
not publicly documented (plans: DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge)); EU hosting selectable (plans: DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors)); mixed (plans: AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online)). Based on our research, as of 18 Oct 2026.
Is there a DPA for DATEV AI features?
not publicly documented in: DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge); yes in: DATEV 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). Based on our research, as of 18 Oct 2026.
Does DATEV AI features use inputs for AI training?
not publicly documented in: DATEV KI-Werkstatt (prototypes, for DATEV members, free of charge); no in: DATEV Copilot (cloud application in MyDATEV; available only to tax advisers and auditors); yes in: AI-supported DATEV cloud functions (Automatisierungsservice Rechnungen/Bank, Liquiditätsmonitor online, Datenprüfung, Einspruchsgenerator, Personal-Benchmark online). Based on our research, as of 18 Oct 2026.
Where is the provider based?
Paumgartnerstraße 6-14, 90429 Nürnberg, Germany; Registry Court Nuremberg, Cooperative Register No. 70 (data processing agreement (DPA), 'Vereinbarung zur Auftragsverarbeitung'). According to the provider, as of 18 Oct 2026.
All sources
- 01DATEV Copilot: login and functions of the AI assistant (FAQ) (German)Documentation · retrieved 18 Oct 2026
- 02Data processing agreement (DATEV AV V1) (German)DPA · retrieved 18 Oct 2026
- 03AI in everyday practice: DATEV Copilot (DATEV magazin) (German)Documentation · retrieved 14 Oct 2026
- 04DATEV KI-Werkstatt (German)Documentation · retrieved 18 Oct 2026
- 05DPA sections 6, 12, 15, 16 (third country, erasure, purpose limitation) (German)DPA · retrieved 18 Oct 2026
- 06AI at DATEV (overview) (German)Documentation · retrieved 14 Oct 2026
- 07How to get data protection right when using AI (De-Identifikation Service) (German)Documentation · retrieved 14 Oct 2026
- 08Certificates of DATEV eG (German)Trust Center · retrieved 14 Oct 2026
- 09Data protection and corporate security (DATEV) (German)Privacy notice · retrieved 14 Oct 2026
- 10EU regulation creates new transparency obligations for firms (DATEV magazin 07/2026) (German)Documentation · retrieved 14 Oct 2026
- 11Help 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
- 12Help document 0904407: Leistungsbeschreibungen DATEV-Cloud-Lösungen Basis (service descriptions)DPA · retrieved 18 Oct 2026
- 13Help document 0904530: Programminhalt DATEV Copilot (programme content)Documentation · retrieved 18 Oct 2026
- 14DATEV shop: DATEV Copilot (item no. 90431)Pricing page · retrieved 18 Oct 2026
- 15Help document 1049806: Nutzungslimit DATEV Copilot (usage limit)Documentation · retrieved 18 Oct 2026
- 16Help document 0904399: Leistungsbeschreibungen DATEV-Cloud-Lösungen Rechnungswesen (service descriptions)DPA · retrieved 18 Oct 2026
- 17Help document 0904413: Leistungsbeschreibungen DATEV-Cloud-Lösungen Steuern (service descriptions)DPA · retrieved 18 Oct 2026
- 18Help document 0904409: Leistungsbeschreibungen DATEV-Cloud-Lösungen Personalwirtschaft (service descriptions)DPA · retrieved 18 Oct 2026
- 19Help document 0904420: Leistungsbeschreibungen DATEV-Cloud-Lösungen Wissen (service descriptions)DPA · retrieved 18 Oct 2026
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Further reading
All tools in the category: Business software. DATEV AI features has at least one plan with an EU hosting option; see also AI tools with an EU hosting option. Figures across all tools: Data report.