Now in Beta · DATEV-native · Ingolstadt, Germany

From DATEV Export to
Audit-Ready Board Pack —
in under 10 minutes.

Once accounting closes the books, auditplan takes over. Read the EXTF file, run 21 validation rules automatically, generate the Close Pack. Done.

Thanks — we'll be in touch within 48 hours.

Controller or tax advisor? Write directly →

5–10
days/month on reporting
< 4h
total time with auditplan
21
validation rules, automatic
0
bytes of your data leave the device
The Problem

Every month, the same thing.

You're a controller at a DACH company. Accounting just finished posting all entries in DATEV. Now your work begins.

01You export the GL from DATEV or Business Central.
02You open Excel. You start cleaning.
03You verify totals. You rebuild the P&L from scratch.
04You build the prior-year comparison. You paste numbers into the board pack.
05You fix formatting. You send the draft to the CFO.
They send it back with questions.
You spend three more hours verifying two numbers.

At the end of this process — somewhere between three days and two weeks, depending on the month — you have a PowerPoint with correct numbers.

But no formal documentation for how you got there. If someone asks six months later: "Where does this January EBIT come from?" — the honest answer is: your Excel with seventeen tabs, three versions, and a formula you vaguely remember.

This is the monthly close. It hasn't materially changed in 25 years. It's manual, slow, stressful, and entirely dependent on one person: you.

auditplan fixes this. See how it works
How It Works

Four steps to a
finished Close Pack

01

Import Your Export

DATEV EXTF (SKR03/SKR04) or Business Central GL export. Format auto-detected. No conversion needed.

02

Automatic Validation

21 validation rules run before every output. 10 BLOCKERs stop processing on critical data issues. 11 WARNINGs for review.

03

Generate Close Pack

One click. A 6-slide PPTX board pack and 5-sheet XLSX are generated simultaneously. Done in under 10 minutes.

04

Archive with Audit Trail

Full SHA-256 audit trail. Every number traceable to the source row of the input file. Answer questions in 30 seconds, six months later.

The App

Clean. Local. Ready.

Runs on Mac or Windows. All data stays on your device.

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🇬🇧 English
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#9662;
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Load GL Export
Upload your DATEV EXTF or Business Central export to start the close process.
Source File
Drag and drop file hereLimit 2GB per file · CSV, XLSX, XLS
EXTF_Buchungsstapel_2026_Q1.csv44.8KB
🔍 Detected: 🟢 DATEV EXTF Buchungsstapel (confidence: high)
SKR04 · Maschinenbau. GL transaction rows. DATEV format version 700.
⚠️ File contains multiple months — select which to import:
January 2026
February 2026
March 2026
Period & Scenario
Year & Month
Year
2026
Month
January
Scenario
Actual
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Validation Results
Review validation results before generating your Close Pack.
🏹 4 WARNING checks require review before closing.
Blocker Rules (CHK_001–010)
A failed blocker means data is not trustworthy. Fix the source file and re-upload.
CHK_001Required fields
OK
CHK_002Zero amounts
SKIPPED
CHK_003Positive amounts
OK
CHK_004Valid dates
OK
CHK_005Account mapping
OK
CHK_006Debit/Credit balance
OK
CHK_007Account classification
SKIPPED
CHK_008Currency EUR
OK
CHK_009No duplicates
SKIPPED
CHK_010Numeric account codes
OK
Warning Rules (CHK_011–021)
Warnings don't block output, but must be reviewed before approval.
CHK_011YoY Revenue variance ≤15%
WARNING
CHK_012Budget-actual variance
OK
CHK_013Intercompany
SKIPPED
CHK_015Accruals / RAP
OK
CHK_017Cost centers
WARNING
CHK_021Budget threshold
OK
AuditPlan
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#9662;
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Create Close Pack
Generate an audit-ready Close Pack (PPTX + XLSX).
Select Period
January 2026
Period
Jan 2026
Workspace
default
Data Tier
Tier 2
Slides
6
Revenue
€1,268k
EBIT
€100k
EBIT %
7.9%
MoM Revenue
−19.2%
Company Name (for slide headers)
✅ Close Pack generated successfully.
AuditPlan
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#9662;
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Close History
View and audit all completed close periods.
🏹 Annual YTD is incomplete. Missing months: April.
Total Periods
27
Actual Months
15
Budget Periods
12
Prior Year Periods
0
📈 Revenue & EBIT Trend
2025-012025-062025-122026-03
Revenue (€k)
EBIT (€k)
Actual months only. Amounts in T€.
March 2026
Actual14,6122026-04-14 15:25
Revenue
€1,723k
EBIT
€262k
EBIT %
15.2%
February 2026
Actual15,2132026-03-16 11:51
Revenue
€1,367k
EBIT
€123k
EBIT %
9.0%
January 2026
Actual18,9102026-02-18 13:12
Revenue
€1,268k
EBIT
€100k
EBIT %
7.9%
Metalltechnik Süd GmbH
January 2026 · Executive Summary — Slide 1 of 6
Executive Summary — January 2026
€ 840.1k
Revenue
80.3%
Gross Margin
€ 305.7k
EBIT
36.4%
EBIT Margin
KPIs
Gross Profit€ 675.1k
Operating Expenses€ 369.4k
Opex % Revenue44.0%
Highlights & Audit Points
Revenue +12% vs prior year. Strong Q1 performance.
Payroll within budget — no variance flagged.
Prepared by AuditPlan · Confidential
Metalltechnik Süd GmbH
January 2026 · Profit & Loss
Line ItemActual% RevYTDYTD %BudgetVariance €
Revenue
Net Revenue€ 840k100.0%€ 840k100.0%
Cost of Goods Sold
COGS−€ 165k−19.7%−€ 165k−19.7%
Gross Profit€ 675k80.4%€ 675k80.4%
Operating Expenses
Payroll−€ 182k−21.7%−€ 182k−21.7%
Depreciation−€ 38k−4.5%−€ 38k−4.5%
Other Opex−€ 149k−17.7%−€ 149k−17.7%
EBIT€ 306k36.4%€ 306k36.4%
Net Income€ 271k32.3%€ 271k32.3%
Prepared by AuditPlan · Confidential
What You Get

Two outputs. One click. Done.

Every number carries a full, tamper-evident audit trail — traceable to the source row of the input file.

PPTX
6-Slide Board Pack
Ready to send to management or CFO — no post-processing needed
  • 01
    Executive SummaryKPIs, highlights, audit points — one page
  • 02
    Profit & LossFull P&L with % revenue, YTD, budget comparison
  • 03
    Cost Center AnalysisCost breakdown by cost center — automatically
  • 04
    EBIT BridgeVisual variance analysis vs prior year
  • 05
    Prior Year ComparisonMoM and YoY — automatically calculated
  • 06
    Validation Results21 rules · BLOCKER and WARNING status
Every number traceable to source row · SHA-256 audit trail
XLSX
5-Sheet Workbook
Complete analytical backing for every slide
  • S1
    GL TransactionsEvery entry — filtered, clean, with hash
  • S2
    P&L SummaryConsolidated P&L with account mapping
  • S3
    Variance AnalysisBudget vs actuals per account
  • S4
    Cost CentersBreakdown by cost center
  • S5
    Validation LogFull 21-rule list with status
source_fileEXTF_Buchungsstapel_2026_Q1.csv
sha256a3f8c2d1…9e4b7f0c
rows_canonical18,910
validationPASSED (7 OK · 4 SKIPPED · 2 WARN)
Why Different

Not just automation.
Defensible results.

Audit trail from the start.

Every number in the Close Pack is traceable: output value → fact table row → source row → SHA-256 file hash. When your auditor asks: "Where does this payroll figure come from?" — you answer in 30 seconds. No Excel, no explanation, no stress.

SHA-256 per file · row-level traceability · immutable log.

21 validation rules before every output.

10 BLOCKERs halt processing if data isn't trustworthy. No partial output is produced. 11 WARNINGs flag matching concerns for review. Traffic-light dashboard shows every check.

10 Blockers · 11 Warnings · Processing stops on any Blocker.

Account-level variance analysis.

Upload a Budget file alongside the GL. auditplan calculates Actual vs Budget at the individual account level — not just at the reporting line. The variance table shows which account drove the payroll deviation. Configurable threshold (5% default) triggers warnings automatically.

Account level, not line level. Sorted by largest variance.

Local install. Zero data upload.

No cloud subscription. No data upload. The database file lives on your own hardware. GDPR-compliant by design. After initial license activation, the software runs fully offline.

Local-first · data on your device · no internet required.
Supported Formats & Sources
DATEV EXTF (SKR03)
DATEV EXTF (SKR04)
Microsoft Business Central
Generic GL Export (CSV/XLSX)
More on request
Who It's For

One problem. Three users.

Controller at a DACH SME

50–250 employees, €10–100M revenue. Responsible for the monthly close report for CFO or management — usually in Excel, and it takes longer than it should.

Primary user. auditplan is built around your workflow.
Interim CFO

Multiple mandates simultaneously, each with slightly different setup. Get operational quickly without rebuilding Excel from scratch for every engagement.

Portable. Local database per mandate. Full audit trail.
Tax Advisor / Steuerberater

Multiple clients, each with different DATEV setups. No consistent reporting process — high manual effort every month, dependent on one person per client.

Multi-workspace. One install, multiple clients.
Pricing

Straightforward. No surprises.

Early Adopter Pricing

Permanently locked rates for the first 10 customers — before any price increase.

Essentials
€179
/month · annual billing
One workspace. One controller. Full close automation.
  • 1 workspace
  • 1 device · 1 user
  • DATEV EXTF + Business Central
  • 21 validation rules
  • PPTX + XLSX output
  • SHA-256 audit trail
  • Multiple workspaces
  • Team access
Get Access
Most Popular
Professional
€299
/month · annual billing
Three workspaces, two devices, team collaboration.
  • 3 workspaces
  • 2 devices · up to 5 users + viewers
  • Everything in Essentials
  • Budget variance tracking
  • Prior year comparison
  • Accruals tracker
  • Period lock + restatement detection
Get Access
Partner
€399
/month · annual billing only
For Steuerberater and interim CFOs with multiple client mandates.
  • 10 workspaces
  • 5 devices · unlimited users
  • Everything in Professional
  • Priority onboarding support
  • Dedicated Slack channel
  • Custom account mapping
Get Access
All plans include a 30-day free trial. Questions? Write directly →
FAQ

Common Questions.

Does my financial data leave my device?
No. auditplan runs fully locally on your computer or server. The database file lives on your own hardware. No data is uploaded or synced anywhere. GDPR-compliant by design. After initial license activation, the software runs fully offline.
What's the difference between a BLOCKER and a WARNING?
A BLOCKER is a critical data integrity issue — missing values, duplicate entries, unbalanced journals, accounts outside valid ranges. If a BLOCKER fires, processing stops completely. No partial output is produced. A WARNING flags a matching concern. Warnings don't stop processing; they mark points for review before you approve the output.
Which accounting formats are supported?
auditplan supports DATEV EXTF Buchungsstapel (SKR03 and SKR04), Microsoft Business Central GL exports, and generic CSV/XLSX GL exports. Format auto-detection works on upload. More formats in progress — write us if yours isn't listed.
How long does the monthly close take with auditplan?
The process from file upload to finished Close Pack takes under 10 minutes. The full monthly close — including analysis and management commentary — typically drops from 5–10 days to under 4 hours.
Does auditplan replace my accounting software?
No. auditplan is not an accounting tool. It works after the books are closed — once all entries for the month have been posted. It's the controlling layer of the monthly close: it takes a final GL export and turns it into a management report. Your ERP remains the accounting system.
Who built auditplan?
Panos Pagonis, Senior Analytics Engineer with a background in controlling and financial reporting. Built evenings and weekends — from practice. More about the founder →
Early Access

Ready to close the month
in under 10 minutes?

Request beta access — auditplan is already live with early users. DATEV EXTF and Business Central supported from day one. GDPR-compliant, local-first, no data upload.

Thanks — we'll be in touch within 48 hours.
No cloud. No data upload. Questions? Write directly →
Or directly: hallo@auditplan.io