INTEGRATIONS
Connected to the systems you already use.
Fiscova is a connector, not a silo. We integrate with DATEV, ADDISON, Simba and Agenda — as well as your inbox, telephony and DMS. Communication is structured; your system remains the leading record.
- DATEV
- ADDISON
- Simba
- Agenda
- ·
- Microsoft
- Teams
- Slack
- HubSpot
- n8n / Zapier
- IMAP / DMS
Fiscova sits at the centre. DATEV, ADDISON, Simba and Agenda on the inner ring; all other channels on the outer ring.
TELEPHONY — TWO VARIANTS
How telephony works in Fiscova.
Fiscova telephony is not a single feature but two clearly separate modules. Which variant your firm activates — or whether you use both in parallel — is entirely your decision.
FISCOVA MAILBOX
Fiscova Mailbox
Fiscova provides your practice with a dedicated phone number — this is the only technically possible way to operate the service. Calls to that number are answered by the bot, which speaks with the client, captures the request, deadline, callback wish, and document reference, then creates a structured task. No call is lost, not even outside office hours.
Suitable for
- Availability outside office hours
- Overflow when the line is busy
- Structured initial intake without tying up staff
Set up via your existing phone connection — no new hardware, no number changes.
FISCOVA TRANSCRIPTION
Fiscova Transcription
Here too, you receive a dedicated Fiscova number from us. The conversation takes place between your team member and the client — the Fiscova number listens passively, transcribing and structuring in the background: summary, to-dos, client assignment, file note — finished before you hang up.
Suitable for
- Advisory conversations meant to be held in person
- Automatic call records with no rework
- Complete documentation for DATEV / ADDISON
You receive a dedicated phone number from us that our bot runs on.
Both variants can be combined — for example, Fiscova Transcription during the day for active advisory calls, and Fiscova Mailbox in the evenings and at weekends for fully automated first intake.
TAX ADVISORY SUITES
Directly into your practice software.
Four suites cover the German market. In all four cases Fiscova is live: clients, files and documents arrive exactly where your firm expects them today.
DATEV
Fiscova connects to DATEV as the leading practice system. Master data is pulled in; assignments are available in the context of every incoming communication — without manual client lookup.
ADDISON
Fiscova connects ADDISON in the same way as DATEV — master data and assignments are available in the Communication Layer. Firms running on ADDISON are ready to go without detours.
Simba
Handover to Simba DMS and client master. Cases from calls, e-mails and letters are automatically assigned to client and file.
Agenda
Interface to Agenda tax advisory software. Documents, notes and tasks will be mirrored into the Agenda client file.
DATEV SYNC
Clients and assignments — always in view.
Fiscova pulls master data and assignment structures from DATEV into the Communication Layer. Every call, every message is thus linked directly to the correct client and assignment — without manual lookup.
Clients
Live view of synchronised clients for Sample Firm.
SYNCED CLIENTS
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CURRENT PAGE
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Client list
Search by client name, client number, or external ID.
| Client | Client no. | Status | Last sync |
|---|---|---|---|
| Müller & Partner GmbH | 10042 | Active | 3 min ago |
| Schneider Steuerberatung | 10043 | Active | 3 min ago |
| Bauer Handels GmbH | 10044 | Active | 3 min ago |
| Vogel Immobilien KG | 10045 | Active | 3 min ago |
| Klein & Söhne OHG | 10046 | Active | 3 min ago |
| Wagner Consulting GmbH | 10047 | Active | 3 min ago |
Page 1 of 11. This view shows locally mirrored clients for the currently selected firm.
DMS — GENERAL
Your DMS not listed?
We evaluate every open interface. If your system can be connected, we will tell you the timeline and effort honestly upfront.
Any DMS with an open API
Do you use a different document management system? We evaluate connections to any system with an open API. Contact us about your specific case.
CRM & PIPELINE
Hand off new enquiries in a structured way.
First contacts arrive in the pipeline with their request, volume and urgency — not as a note on a sticky.
HubSpot
New client enquiries and qualified first contacts are handed over to HubSpot in a structured way — with everything Fiscova captured during the initial conversation.
Pipedrive
Pipedrive connection for pipeline management. Roadmap: Q3 2026. If you have an urgent need, contact us for early access.
COMMUNICATION CHANNELS
E-mail, chat, calendar — one inbox.
The following integrations connect your existing communication channels to Fiscova. You keep your familiar infrastructure — Fiscova structures what arrives there.
TEAM CHAT
In the channel your team already has open.
Tasks appear where the team works — not in yet another app.
Microsoft Teams
Structured tasks from Fiscova are posted to a Teams channel or as a direct message. The firm decides per task type where which information lands.
Slack
Tasks appear in the Slack channel that is already open. Routing by task type — urgent cases, matters, annual accounts in separate channels.
Inboxes, just as you operate them today.
Client e-mails are structured and presented as cases. Draft replies land in the familiar inbox.
Microsoft 365
Incoming client e-mails are pulled into the Fiscova Communication Layer and mirrored there. Replies are drafted in Fiscova and sent directly from the Fiscova dashboard after human approval.
Google Workspace
Gmail connection via the Gmail API. Fiscova pulls incoming e-mails, mirrors them in the system, and sends replies from the Fiscova dashboard after approval.
IMAP universal
Universal IMAP interface for all inboxes beyond Microsoft and Google. Fiscova pulls incoming e-mails and mirrors them in the system — including from custom mail servers.
MESSAGING
WhatsApp — via the official route.
Practice communication on WhatsApp exclusively via the official Meta Cloud API. Client opt-in is documented within the system.
WhatsApp Business
Connection via the official Meta Cloud API — no third-party route, no unofficial apps. Messages are pulled into Fiscova, drafted in Fiscova and sent from the Fiscova product.
CALENDAR
Appointments and preparation in one place.
Whenever a meeting is agreed during communication, a calendar entry is created immediately — with client reference and availability check.
Microsoft 365 Calendar
When a meeting arises from client communication, a calendar entry with client reference is created in the Outlook calendar. The bot checks availability before confirming anything.
Google Calendar
Synchronisation with Google Calendar for appointments and client briefings. Preparation is automatically attached to the meeting.
AUTOMATION
Your own workflows, without dependency.
Fiscova is available as a webhook endpoint for custom-built processes. You retain the logic and data sovereignty in-house.
n8n
Self-hosted n8n workflows can be connected to Fiscova via webhooks. You retain data sovereignty and workflow logic in-house.
Zapier
Generic webhook interface and Zapier app for thousands of third-party systems. Suitable for lightweight integrations without custom development.
SOMETHING MISSING?
Integration missing? Talk to us.
Fiscova ships the full system — your firm activates what it needs. If a system you want to connect is missing: we evaluate every request individually and tell you honestly what is possible today and what is on the roadmap.
OR CALL FISCOVA DIRECTLY
+49 30 7593 5555You can try the Fiscova bot directly on the phone. Ask a question about your integration — the bot responds in your firm's style.