Currently in Beta · DATEV-native · Ingolstadt, Germany

From DATEV Export to
a ready Board Pack —
in hours, not days.

Once the bookkeeping is done, auditplan takes over: import the ledger file, validate automatically, generate an audit-ready close pack.

Thank you — we'll be in touch about beta access shortly.

Controller or advisor? Write to us directly →

5–10
Days/month on reporting prep
<4h
With auditplan
20
Validation rules automatic
0
Data leaves your device
Background

What is the controller's monthly close?

Once the accounting team has posted all bookings for the month in DATEV, the controller's real work begins: reporting for management.

This isn't bookkeeping — it's analysing, structuring, communicating: build the P&L, evaluate cost centres, explain budget variances, pull the prior year comparison, finalise the board pack.

In practice: load the DATEV export into Excel, maintain formulas, update slides — 5 to 10 days per month, before a single line of analysis is written.

auditplan automates exactly this step: from the ledger export to a ready-to-send close pack.

→ Full article: The controller's monthly close explained

  1. 1
    Accounting closes DATEVAll bookings posted and checked — that's the job of the bookkeeper / accounting team.
  2. ↓
    auditplan takes over hereImport the Buchungsstapel (EXTF) directly. No detour through Excel.
  3. 3
    Automatic validation20 validation rules: debit/credit, split bookings, accruals, prior year comparison.
  4. 4
    Generate close packP&L, EBIT bridge, cost centres, validation — as 6-slide PPTX and XLSX.
  5. 5
    Deliver reportAudit-ready report with full trail. Every figure traceable to its source booking.
How it works

Four steps to an
audit-ready close pack

01

Import the export

Import Buchungsstapel (EXTF) directly. SKR03, SKR04, Business Central. No conversion.

02

Automatic validation

20 rules — debit/credit, split bookings, accruals. Errors explained, not just flagged.

03

Generate close pack

P&L, EBIT bridge, cost centres — as 6-slide PPTX and XLSX. Ready to send immediately.

04

Archive audit-ready

Full audit trail. Every figure traceable to its source line in the ledger file.

The software

Clean. Fast. Done.

Runs locally on Mac or Windows. All data stays with you.

AUDITPLAN · localhost:8501
A
AuditPlan
↑ Upload
✓ Validation
▣ Generate
◆ Settings
≡ History
? Help
🇬🇧 English ▾
Workspace: default
Upload GL Export
Upload your ERP export to start the close process.
Source file
Drag and drop file hereLimit 2GB per file · CSV, XLSX, XLS
Period & Scenario
Year & Month
Year
2026
Month
January
Scenario
Actual
AUDITPLAN · localhost:8501
A
AuditPlan
↑ Upload
✓ Validation
▣ Generate
◆ Settings
≡ History
? Help
🇬🇧 English ▾
Workspace: default
History & Analytics
View all loaded periods, KPIs and audit trail entries.
🟡 Annual YTD is incomplete. Missing months: January, February.
Total periods
12
Actual months
12
Budget periods
0
Prior year periods
0
📈 Revenue & EBIT Trend
2024-012024-062024-12
Revenue (€k)
EBIT (€k)
Actual months only. Amounts in €k.
AUDITPLAN · localhost:8501
A
AuditPlan
↑ Upload
✓ Validation
▣ Generate
◆ Settings
≡ History
? Help
🇬🇧 English ▾
Workspace: default
June 2024
Actual14,6122025-07-14 15:25
Revenue
€253.2k
EBIT
€−17.0k
EBIT %
−6.7%
June 2024 — Audit Trail
May 2024
Actual15,2132025-06-16 11:51
Revenue
€312.1k
EBIT
€12.0k
EBIT %
3.8%
May 2024 — Audit Trail
April 2024
Actual18,9102025-05-18 13:12
Revenue
€549.2k
EBIT
€79.2k
EBIT %
14.4%
April 2024 — Audit Trail
Metalltechnik Süd GmbH
February 2026 · Executive Summary
€ 2.840k
Revenue
80.3%
Gross Profit
−€ 417k
EBIT
−14.7%
EBIT Margin
KPIs
Gross Profit€ 2.280k
SG&A€ 2.647k
SG&A % Rev.93.2%
Highlights & Flags
SG&A elevated — € 2,647k (93.2% of revenue). Review recommended.
Prepared by AuditPlan · Confidential
Metalltechnik Süd GmbH
February 2026 · P&L Detail
LineActual% SalesYTD ActualYTD %BudgetVar €
Umsatz
Revenue€ 2,840k100.0%€ 5,889k100.0%——
Materialaufwand
COGS−€ 560k−19.7%−€ 1,016k−17.3%——
Gross Profit€ 2,280k80.3%€ 4,873k82.7%——
Personalaufwand
Personnel−€ 828k−29.1%−€ 1,219k−20.7%——
Depreciation−€ 50k−1.8%−€ 100k−1.7%——
Other OpEx−€ 1,819k−64.1%−€ 3,742k−63.5%——
EBIT−€ 417k−14.7%−€ 188k−3.2%——
Net Income−€ 447k−15.7%−€ 218k−3.7%——
Prepared by AuditPlan · Confidential
Features

Built for
DACH controllers

DATEV-native
No middleware. Buchungsstapel (EXTF) directly — SKR03 and SKR04.
Local Installation
Data never leaves your machine. GDPR by design. No cloud subscription.
Full Audit Trail
Every figure in the close pack traceable to its source booking.
Hours not Days
P&L and cost centre report in under 4 hours. Manual reconciliation eliminated.
20 Validation Rules
Split bookings, accruals, prior year comparison — automatic before every report.
6-slide PPTX + XLSX
Executive Summary, P&L, EBIT Bridge, Cost Centres, Prior Year, Validation — ready to send.
Supported ERP formats
DATEV Buchungsstapel (EXTF)
DATEV SKR03
DATEV SKR04
Microsoft Business Central
+ more on request
Who it's for

For everyone who owns
the monthly close report

Controllers — Mid-market
50–250 employees, €10–100M revenue. Once accounting is done, 5–10 days of prep begin — before a single line of analysis is written.
Close report in hours. More time for real analysis.
Tax Advisors & Advisory Teams
Multiple clients, each with their own DATEV export. No unified reporting process — heavy manual effort every month.
Standardised close pack for all clients.
Interim CFO & Project Controllers
New mandates, unfamiliar chart of accounts, no time to build Excel from scratch. Being operational immediately is critical.
First close pack in hours — with any DATEV file.
Pricing

Simple. Transparent. Fair.

Currently in Beta

Beta testers get free access and direct influence on the product.

Essentials
€ 179 / month
For individual controllers. One company, one user.
  • DATEV EXTF (SKR03 + SKR04)
  • 20 Validation rules automatic
  • 6-slide PPTX + XLSX
  • Full audit trail
  • Custom logo
  • Multiple companies
Beta-Zugang anfragen
Recommended
Professional
€ 299 / month
For teams. Up to 3 companies — DE / AT / CH.
  • Everything in Essentials
  • 3 company workspaces
  • Custom logo in close pack
  • 5 users + viewers (via Docker or shared folder)
  • Custom chart of accounts
  • White-label UI
Beta-Zugang anfragen
Partner
€ 399 / month (annual)
For tax advisors and advisory firms. Up to 10 clients.
  • Everything in Professional
  • Up to 10 client workspaces
  • White-label UI
  • Unlimited users
  • Priority support · 5 devices
Schedule a call

All prices excl. VAT · Annual billing · Questions? Write to us.

Beta Programme

Test auditplan
with your real data.

We are looking for controllers and tax advisors willing to test auditplan with their real DATEV exports. Beta testers get free access, direct support from the founder, and actively shape the product.

Thank you — we'll be in touch within 48 hours.

No spam. Beta info only. Privacy

Or directly: hallo@auditplan.io