As a public accountant or independent accountant, use the electronic balance transfer (eBT) to make quick, simple, safe, encrypted and free of charge transfers to your customer’s bank(s). The bank’s analysis feedback offers you important information for consultations with your customers. Only the banks you have given authorisation to will be able to view the data.
Quick, safe, comfortable and free
Transferring balance sheets with the OeKB’s electronic balance transfer is free and quick. It protects against transfer errors and, above all, is a safe and encrypted means of transfer. You can use eBT for all your customers after registering once.
The most common accounting systems are compatible with eBT: Aprima, BMD, DVO, Igel, Klinger, RZL, Schweighofer. Your access information is simply saved in the software and you can use eBT for as many customers as you want.
Should you not wish to use the eBT web service with your accounting software, a stand-alone solution is also possible. You will find more information in the eBT documentation and on the page:
Free use of the balance transfer system (eBT)
Transparent credit assessment and balance rating by banks
Analysis feedback that can serve as a basis for consultations
Handle several banks in one step
Encrypted data transfer – only authorised banks can view the data
Simple one-time integration of eBT in the accounting software
Overview of eBT’s most important functions
- Transfer of data in the standard XML format (based on the structure of the BRZ for the commercial registry number and BMF)
- Usable as a standalone solution or in combination with commonly-used accounting software Aprima, BMD, DVO, Igel, Klinger, RZL, Schweighofer.
- Uniform calculation of analysis figures
- Clear online presentation and reports on balance sheets and analysis feedbacks
Your information headstart: The analysis feedbacks of banks
Banks send you an analysis feedback on the balance data you have sent over the electronic balance transfer (eBT). This contains a brief description of the balance and profit data from the point of view of the bank as well as a list of figures and a credit rating according to IFD (Initiative Finanzstandort Deutschland).
Whenever possible, annual financial statement data sent over eBT are given priority by credit institutes.
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Open the balance transfer
The electronic balance transfer (eBT) is also an online service that can be used with any browser.
Frequently Asked Questions
Using the eBT web service is free for public accountants, accountants and independent accountants. The free service includes the use of the web service interface and the OeKB online client.
No. The electronic balance transfer is usable without any additional costs as long as you have a licence for one of the following software suites:
- Aprima Suite, Aprima eB Firmenbuch
- BMD NTCS – Standard package “Bilanzierung Basis”
- DVO – Package “Bilanzdatenerfassung”
- Igel – Additional module to the basic software
- Klinger – FiBu additional module eBT
- RZL – Standard accounting software
- Schweighofer – Package “Win1A-Steuer(Profi)” and “Win1A-Firmenbuch(Profi)”
The electronic balance transfer function is already integrated into many common accounting software systems: Aprima, BMD, DVO, Igel, Klinger, RZL, Schweighofer. Please contact the manufacturer for configuring their software.
The balance transfer system can also be used via an online client. In this case, the – encrypted – data exchange takes places over a common internet browser. To use either variant, you must first be registered using the registration form.
In 70% of cases, the time required for transferring the balance sheet of a client for the first time takes less than 15 minutes and up to a maximum of 30 minutes. This was the result of a survey we conducted among public accountants that already use the system. Only 30% of the people consulted said that their first transfer took more than 30 minutes.
To sign up, fill out the registration form, sign it using an authorised company signature and send it by email to the service centre indicated on the form. You will receive your access data after a few days.
No. As a public accountant or accountant, you are assigned your user information once which allows you to transfer annual financial statement data. The information on each customer is indicated in the data sent to the bank.
As a public accountant or accountant, you receive a user identification for one technical user (web service interface) and one admin user for the online client.
The user information for the technical user allows you to configure the web service interface to eBT insofar as your accounting software is compatible with the interface to eBT. For more information, contact your software provider (Aprima, BMD, DVO, Igel, Klinger, RZL, Schweighofer).
Your admin user for the online client allows you to connect directly to our eBT online client. You can then configure your office’s user data, view the current status of your balance transfer or receive analysis feedbacks. Balance transfer and analysis feedbacks are also displayed directly in your accounting system. For more information, contact your software provider.
Error messages can have various causes that are usually easy to correct. You will find a list of possible errors in the eBT documentation “Description of the eBT web service”, on pages 13 and 14.
Yes. In this case, only the information concerning the profit and loss statement is sent.
Different information must be entered depending on whether the company is “registered” or “unregistered” in the commercial register, or is an “other” company. For example, the commercial registry number of “registered” companies must be indicated.
You will find more details here:
These are the most important provisions:
- The sender was entitled, pursuant to Sec. 88 Para 5 of the Act on Professions in the Field of Public Accounting (WTBG), to consider all information and documents of the customer, figures in particular, to be correct and complete.
- An annual financial statement transferred electronically shall not be considered as signed by the person authorised to make the transfer.
- In the event of deviations, the signed/certified annual financial statement applies.
- The KWT member is only responsible towards his customers and not third parties.
- The KWT member does not perform certified activities.
No. For senders that are subject to the Act on Professions in the Field of Public Accounting (WTBG), Sec. 88(9) WTBG is valid and states that the sender can rely on the power of attorney granted to them by the customer. In other cases, the sender must attest to their authorisation on request of the system operator. The authorisation to receive analysis feedbacks is confirmed by the sender directly when transmitting the data.