DATEV and AI for recurring tax-firm workflows
Klarvos combines DATEV data, documents, firm knowledge, AI chat, and recurring workflows in one working environment. This reduces the need to switch between systems when searching, reviewing, and coordinating work.
Two options for tax firms
A managed application or DATEV access for an existing AI tool
Klarvos is a working environment operated by Klardaten. The MCP server provides DATEV context to a compatible assistant or automation platform.
Recurring workflows in Klarvos
Klarvos combines AI chat, recurring workflows, connected applications, and DATEV access in an environment operated by Klardaten.
View Klarvos →Existing AI platformProvide DATEV access through MCPLangdock, ChatGPT, Claude, Copilot Studio, Open WebUI, n8n, Codex, and other compatible clients can receive controlled, read-only access to DATEV data through MCP.View the DATEV MCP server →Klarvos
Klarvos maps recurring tasks involving DATEV data, documents, and firm knowledge as reviewable workflows.
Prepare client conversations
Relevant DATEV data, DMS documents, open items, and suggested questions can be combined in a structured overview before a conversation.
Review accounting data consistently
Firm-specific rules can be applied to postings and status information so that findings are presented for review before the next step is decided.
Find DMS documents and firm knowledge
Operational questions can be answered with connected DATEV context and source material instead of searching across several systems.
Tax Firm Work Still Breaks Across Too Many Systems
In many tax firms, valuable time is still lost outside the actual tax work. Employees switch between DATEV, documents, email threads, internal notes, and the knowledge of individual colleagues just to understand a status, prepare an answer, or move a process forward. That creates delays, repeated questions, and manual coordination work that scales badly as the firm grows. Klarvos is designed to reduce exactly that kind of operational friction by bringing data access, firm knowledge, and recurring process steps into one working layer.
Scattered Information
Client data, accounting information, documents, and tax knowledge often live in different places. Teams spend too much time searching, checking, and asking around instead of completing work.
Manual Follow-Up
Recurring tasks such as routing, reminders, status checks, and handoffs are still handled manually in many firms. That creates avoidable overhead and slows down turnaround times.
Knowledge Bottlenecks
When important operational or tax-related know-how stays in the heads of a few experienced employees, the rest of the firm becomes dependent on interruptions and internal back-and-forth.
One Platform for Data, Answers, and Automation
Klarvos is built to work with the systems tax firms already rely on, especially DATEV. The platform combines AI chat, a workflow builder, orchestration of connected tools, and Klardaten's own integration layer so teams can ask questions, trigger actions, gather external data, reconcile information, and automate recurring work without introducing another disconnected tool. The goal is not to replace core tax systems, but to make them more usable in day-to-day operations.
AI Chat with Real Context
Employees can ask questions across connected DATEV data, documents, and tax knowledge sources in one place. That helps teams find answers faster and prepare the next step with better context.
Workflow Builder for Repetitive Work
Recurring internal processes can be translated into workflows so routine steps happen consistently in the background. This is especially useful for document routing, reminders, status checks, structured handoffs, and orchestrating other connected tools and services.
API and MCP Layer Underneath
Klardaten's API connects Klarvos directly to DATEV, and the same connection layer can also power our MCP server for assistant-style integrations. That gives firms a usable product today and technical depth when requirements grow, including external data retrieval and cross-system reconciliation where needed.
Built for German Firms with Operational Control in Mind
For tax firms, automation is only useful if it can be deployed in a way that fits security, hosting, and compliance expectations. Klarvos is designed with those constraints in mind. We can support firms that want a managed setup, and we can also support firms and partners that need more control over infrastructure and deployment.
Security by Design
Access to data and workflows is designed around secure integrations and operational control. The platform is built for sensitive tax and accounting environments where trust and reliability are not optional.
Hosting in Germany
Klarvos is hosted in Germany to meet firms' infrastructure and data-location requirements. That is especially relevant for firms that want a deployment model aligned with their existing compliance expectations.
AI Models in Europe
Klarvos uses AI model setups in Europe, with Germany available where needed. That helps firms align their AI usage with internal risk standards and broader data governance policies.
Managed or Self-Hosted
Firms can choose the operating model that fits them best. For some, managed hosting is the fastest path to value. Others may prefer self-hosting or partner-led deployments for greater control over infrastructure.
The technical foundation is already used in production
Klardaten is used in live operations where stable DATEV connections and low administrative overhead matter every day.
The interface is incredibly stable, and the admin effort for managing DATEV connections has dropped sharply.
Klardaten gave us a powerful and straightforward way to connect customer systems to our time tracking application.
It feels like we are all pulling in the same direction, and we can rely on proactive reactions whenever errors occur within the interface.