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Bank statements for tax advisors: batch DATEV workflow

Batch processing workflow for firms: statement PDFs to KontoCSV to DATEV in a repeatable B2B flow.

KontoCSV Team
6 min read
March 2026
Tax advisors
Batch
DATEV

Focus keyword: kontoauszuege fuer steuerberater.

Workflow: statement PDF to KontoCSV middleware to target import.

Step-by-step

1. Export the statement PDF

Download the required statement period in PDF format from online banking.

2. Convert with KontoCSV middleware

Upload the PDF to KontoCSV, choose the right export profile, and download the CSV file.

3. Import and validate

Import the CSV into your target tool and verify totals, date fields, and signed amounts.

FAQ

How does this help with "kontoauszuege fuer steuerberater"?

KontoCSV standardizes statement PDF data into a clean CSV import file.

Why use a PDF to CSV middleware step?

Statement PDFs are display-oriented and often unstable for direct imports.

Can this run as a monthly routine?

Yes. The process is designed to be repeatable for recurring accounting cycles.

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