Connect your BuchhaltungsButler account with smarta so your documents are retrieved automatically and you spend less time uploading them manually.
The BuchhaltungsButler integration simplifies your document upload in smarta: instead of uploading invoices manually, smarta pulls them automatically from your BuchhaltungsButler account.
𧪠Beta version: The BuchhaltungsButler integration is new and currently in a testing phase, so occasional irregularities are possible. We are always happy to receive your feedback at kontakt-team@smarta-steuern.de â it helps us keep improving the integration.
â ď¸ Requirement: The integration needs BuchhaltungsButler's API access. It is included in the Premium plan â on the Light and Smart plans you can add it as the "API-Client" add-on (âŹ5.90/month).
Important â the integration is a documents-only interface:
Only documents marked as "paid" in BuchhaltungsButler are imported â incoming and outgoing invoices.
No bank or account transactions are transferred.
No additional data such as notes, categories or tags is transferred.
Document matching: We only pull the documents â matching to your bank transactions happens in smarta. Automatic matching only works if the document was imported from BuchhaltungsButler and the corresponding bank transaction already exists in smarta.
If a bank is connected in BuchhaltungsButler that is not linked in smarta, its documents are still imported, but they cannot be matched to a bank transaction. For these documents, create an external transaction in smarta to match the document. You can find out how to add a bank in smarta here.
Step 1: Display your API credentials in BuchhaltungsButler
Log in to your BuchhaltungsButler account.
Click the gear icon next to your company name in the top left and select Einstellungen (settings).
Open the section Schnittstellen und API-Zugang (interfaces and API access).
On the right under API-Zugang, select API-Zugang aktivieren (activate API access).
Click Ihre API-Zugangsdaten anzeigen (display your API credentials) â a window opens showing your API-Client, API-Secret and API-Key.
Copy all three values â you will need them in step 2.
Step 2: Set up the connection in your smarta profile
Open your smarta profile at app.smarta.tax/profile.
Go to the Document import section and click Connect on the BuchhaltungsButler tile.
Paste the values you copied in step 1 into the authentication form: API Client, API Secret and API Key.
Click Connect. Done! Once connected, the connection is shown as active in your profile.
Step 3: Set up tax advisor access for us
So we can support you with the integration and, if needed, access your BuchhaltungsButler account, please also set up tax advisor access for us. It is included free of charge in all plans.
Click the gear icon in the top left and select Nutzerverwaltung (user management).
Click Nutzer hinzufĂźgen (add user) in the top right.
Enter buchhaltungsbutler@smarta-steuern.de in the E-Mail field.
Select Steuerberater:in (tax advisor) as the user role.
Click Weiter (continue) to invite us.
Done! Your BuchhaltungsButler documents are now synced with smarta automatically and made available to your tax advisor.
Frequently asked questions (FAQ)
Which BuchhaltungsButler plan do I need for the integration?
Which BuchhaltungsButler plan do I need for the integration?
The integration works with every plan but requires API access: it is included in the Premium plan; on the Light and Smart plans you can add it as the "API-Client" add-on (âŹ5.90/month).
Are my bank transactions imported as well?
Are my bank transactions imported as well?
No. The integration only imports documents (invoices, receipts) that are marked as paid.
How can I disconnect the integration?
How can I disconnect the integration?
If you want to disconnect, just let us know and we will disconnect it for you.
Which time period is covered?
Which time period is covered?
New connections automatically import all documents from January 1 of the current calendar year.
Do you also need documents from an earlier year, for example because an older tax year is still open with us? Just contact our support at kontakt-team@smarta-steuern.de â together we will find the best way to add the missing documents.
How often are documents synced?
How often are documents synced?
Documents are synced automatically once a day.
If you add or change a document today, it will usually appear in your smarta profile the next day. New and updated documents are detected automatically, imported and â where possible â matched directly to a transaction.
If automatic matching is not possible, our team reviews the document manually, which can occasionally cause delays.
Need support?
For our clients:
Write to us anytime at kontakt-team@smarta-steuern.de or book a consultation here â we are here for you!
Not a smarta client? No problem!
Book an appointment here for our comprehensive founding package, or a consultation if you only have questions about specific topics.
Further questions:
Contact us via email if you would like to learn more about our advisory services or other topics.