We connect. We don't displace.
Your tax advisor stays. Your DATEV stays DATEV. Your Marketing Gym data lands automatically in the right context. Three integration stories that combine into an ecosystem — not a tool graveyard.
Tax-advisor hub (Steuerberater-Hub)
The heart of Finanz Gym. We sit between you and your tax advisor — not instead of them. A hub where both sides become more efficient.
Read-only advisor view
Your tax advisor gets their own free login (included in the Business tier). They see your receipts, cashflow, reserves, and open questions — read-only, without touching your data. Before every meeting they know what's on the table.
DATEV-ready quarterly exports
One click at quarter end: all receipts, account suggestions, and open questions arrive at the tax advisor in DATEV-compliant form. They keep working in the system they know. You save the two hours of back-and-forth.
Standing meeting prep automated
Before the next meeting, Finanz Gym creates a briefing document: what changed, which decisions are due, which questions the advisor should answer. Meetings take half as long because both sides are prepared.
Fees become transparent, not higher
When the advisor does less cleanup and more advice, the fee drops — or the advice gets better. In most cases both. The advisor isn't replaced; they're freed up.
The central positioning of Finanz Gym: entrepreneur ⇄ Finanz Gym ⇄ tax advisor. We're the bridge, never the replacement.
Marketing Gym × Finanz Gym
Already a Marketing Gym customer? Then we know what you sell, to whom, and how. Finanz Gym uses that to understand your finances in the context of your business model.
Single sign-on
One login, both platforms. If you're signed in to Marketing Gym, you're already on Finanz Gym — no second account, no second invoicing address, one contract.
Industry- and business-model-aware
Industry, maturity, revenue plan from Marketing Gym flow into Finanz Gym. Liquidity warnings know what's normal for your industry. The cashflow forecast knows your planned marketing campaigns — spend and expected pipeline together.
Monthly coach in your tone of voice
Whatever you defined as brand tone of voice in marketing is what the Finanz Gym monthly coach speaks in. One brand, one voice — even when they're talking about reserves instead of personas.
Cross-sell discount
Marketing Gym customers save 20 % on any Finanz Gym plan — permanently, not just at signup. One invoice, one contact, one login.
Marketing Gym is the marketing platform for the German Mittelstand. More at marketing-gym.ai.
DATEV, lexware, Sevdesk & co.
Your bookkeeping already runs somewhere. We don't build a second island; we connect to the tools you and your tax advisor are already using.
DATEV Unternehmen online
Bidirectional sync: receipts flow from Finanz Gym to DATEV, booking entries flow back. Your tax advisor keeps working in DATEV — without you ever opening a DATEV form.
lexware, Sevdesk, kontist
If you're using one of these tools: receipts, statements, and invoices sync in both directions. Data stays where you keep it — Finanz Gym makes it readable and connectable.
Pleo, Spendesk, Moss
Corporate-card tools. Receipts land in Finanz Gym GoBD-compliant, without you uploading them twice. Travel and entertainment expenses categorised before quarter-end arrives.
Bank connection (FinTS/PSD2)
Over 95 % of German banks via PSD2. Read-only, never payment initiation — we see the movements but don't trigger anything. Fully GDPR-compliant.
GoBD-compliant receipt import
Mail-to-receipt address, drag-and-drop, mobile app, OCR from photo. All input paths land GoBD-compliant — immutable timestamps, audit trail, statutory archival.
Data export is a right, not a premium
If you decide to leave Finanz Gym, you export all receipts, booking entries, and master data in open formats — at no cost. Lock-in contradicts how we want to do business.
One Archibo login, four functions
Marketing Gym defines strategy. Sales Gym closes deals. Recruiting Gym fills the team. Finanz Gym keeps track of whether the business is actually profitable.
Sales Gym → cashflow
Sales Gym closes deals, Finanz Gym sees the money coming. Pipeline in Sales Gym flows as forecast into Finanz Gym — cashflow planning with real pipeline grounding. sales-gym.ai/en/integrations shows the symmetric story from the sales side.
Recruiting Gym → payroll
Recruiting Gym hires, Finanz Gym knows the new payroll line. Hire date + salary flow into the forecast and reserves plan before payroll runs. recruiting-gym.ai/en/integrations for the recruiting view.
Marketing Gym → profitability
Marketing Gym defines strategy and campaigns; Finanz Gym measures whether they pay off. Marketing spend per channel versus actual pipeline contribution — one table, both views.
Finanz Gym → reality layer
All sister products see their own world. Finanz Gym sees whether the world adds up. No marketing spend without ROI, no sales forecast without cash reality, no hire without a liquidity buffer.
We connect — we don't displace.
Let's look together at how Finanz Gym fits into your existing stack — tax advisor included.