Klardaten DATEV-Connector gives authorized users controlled access to DATEV accounting, payroll (Lohn und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, order inspection, payroll snapshots, and master-data access. Large read results can be retrieved through authenticated attachments. With a separately approved OAuth permission, it can create uncommitted accounting sequences; it cannot finalize them. LODAS requires the exchange service to be enabled for the selected client. DMS content search is available only for eligible accounts. Access is limited to the DATEV data and operations permitted for the authenticated user.
How to use
- 1Add it in ChatGPT
Open Klardaten DATEV-Connector in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Klardaten DATEV-Connector, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “summarize accounting balances and monthly revenue for one of my DATEV clients.”
- “find open DMS documents for one of my DATEV clients and provide a download link.”
- “show active employees and summarize payroll for one of my DATEV clients.”