Financial module

Your Finances. Under control.

EÜR preparation, DATEV export, e-invoicing and cash register - all integrated in CreatorDesk. No separate accounting software required.

Test free of charge

Currently optimized for the German market

The financial module (EÜR, DATEV export, account assignment) is currently tailored to German tax law. Other European countries will follow shortly. For users outside Germany, we recommend the Pro package with the Shooting Events add-on — this gives you all the CRM, invoicing and scheduling functions without the country-specific finance module.

EÜR preparation

All income and expenses automatically categorized. The EÜR overview shows you where you stand financially at all times.

  • Automatic categorization
  • Real-time overview
  • Quarterly and annual evaluation

DATEV export

Export all bookings in DATEV format - your tax advisor can import them directly.

  • DATEV-compatible format
  • CSV and PDF export
  • Time period freely selectable

E-bill

Generate invoices as e-invoices in ZUGFeRD/Factur-X format - mandatory for B2B business since 2025.

  • ZUGFeRD/Factur-X standard
  • Automatically from invoice data
  • B2B obligation fulfilled since 2025

Bank account assignment

Assign bank transactions to your invoices and expenses - for seamless accounting.

  • Assign incoming payments
  • Open items at a glance

Launch

Record cash income and expenses separately - with receipts and categories.

  • Separate cash accounting
  • Document entry
Live preview

Your financial dashboard at a glance

This is what your financial overview looks like in CreatorDesk - with real-time KPIs, income and expenditure comparison and invoice status.

Financial overview

Sample data - March 2026

Revenue

4.850,00 €

23,5% zum Vormonat

Bookings

7

40% zum Vormonat

Outstanding invoices

2.380,00 €

3 Invoices

Profit

3.215,00 €

18,2% zum Vormonat

Income vs. expenses Last 6 months

Invoice status

The finance module supports you in preparing the EÜR and organizing your bookkeeping. It does not replace tax advice. All evaluations should be checked by a tax consultant.

Finances under control - from day 1

Start with the CreatorDesk Business package and keep an eye on your finances, EÜR and DATEV export. test for 14 days free of charge.

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