Agenda
The pragmatic mid-market Kanzleisoftware for German tax practices, strong on day-to-day Steuerberater workflow.
Primary
Practice Mgmt
Kind
Practice Mgmt
Pricing
Per-seat + per-module; positioned below DATEV / ADDISON on TCO
Each dimension is a composite of public signals. The Index is a weighted average; weights are published on the methodology page.
Where the tool plays across the 17-category taxonomy used by this index.
The system of record — chart of accounts, journal entries, trial balance.
Classifying bank and card transactions against a chart of accounts.
Matching ledger entries to bank statements; flagging discrepancies.
Bill capture, vendor management, approval workflows, payment execution.
Invoicing, dunning, collections, payment matching.
Accruals, deferrals, depreciation, task orchestration, review workflows.
P&L, balance sheet, cash flow, variance analysis, board-ready packs.
Income tax, sales tax / VAT / moms, nexus tracking, e-filing.
Documentation, PBC lists, evidence trails, auditor collaboration.
Wage calculation, withholdings, benefits, regulatory filings.
Inter-company elimination, currency translation, consolidated statements.
ASC 606 / IFRS 15 automation, performance-obligation tracking.
Corporate cards, expense policy, reimbursements, spend controls.
Forecasting, budgeting, scenario modeling, variance commentary.
Conversational query, report generation, and action-taking via chat.
Firm-side workflow, client portals, deadlines, CRM, billing, and team orchestration for accounting and tax practices.
Generative-AI research and memo-writing assistants trained on tax code, rulings, and case law.
Agenda is the pragmatic middle of the German Kanzleisoftware market. In the four-way comparison that FIBU Magazin uses (DATEV, Agenda, ADDISON, Stotax), Agenda is positioned as "the economically balanced middle ground with manageable complexity" — a suite that covers Fibu, Lohn, Anlagenbuchhaltung, Jahresabschluss, Steuerberechnung, and Kanzleiorganisation without the scale, cost, or political weight of DATEV. Agenda reports 97% service satisfaction from its practice customers, which is consistent with its long-standing reputation for responsive support.
For a small-to-mid Steuerberater practice that does not already sit inside DATEV's cooperative membership economics, Agenda is the most common destination. It is meaningfully cheaper on total cost of ownership, its integration with ELSTER for USt-VA and annual filings is mature, and its client-portal story has modernised enough to remain competitive through 2026. The agentic overlay — AI for Beleg recognition, booking-proposal generation, anomaly detection — is being rolled out conservatively and lags Stotax on cloud-native UX.
Local fit is German-only; Agenda is not a credible international product and does not try to be.
Citations
- Agenda für Steuerberater — product site (97% service satisfaction)agenda-software.de/steuerberater
- FIBU Magazin — Kanzleisoftware im Vergleich 2026 (DATEV / Agenda / ADDISON / Stotax)fibu-magazin.de/it-infrastruktur-2026-im-haertetest-datev-agenda-addison-und-stotax-im-spannungsfeld-von-hosting-architekturen-und-nativer-cloud