sevDesk Integration

sevDesk Integration
sevDesk integration

The accounting software sevDesk promises to make accounting easier for entrepreneurs: Clear document management, location- and time-independent accounting and all that digitally, instead of a lot of paper chaos. From invoice creation to document digitization, evaluations such as P&L or VAT to the preparation of quotations: the program covers everything important and, above all, necessary in compliance with data protection laws. In addition, sevDesk is cloud-based. A point that takes on special significance in the sevDesk integration.

Because in addition to the basic functions of the accounting software, the possibilities can be complemented extensively by integrating sevDesk with other tools. What does that mean? Quite simple: By linking sevDesk with hundreds and thousands of other applications, such as GSuite, mails, CRM systems, Office365 or shop systems, we get more out of your accounting.

The Advantages of Our sevDesk Integration:

Save time for accounting and administration  

Gain time for value adding activities    

Create powerful customer journeys  

Improve customer satisfaction through seamless and less error-prone processes  

Lean and optimized business processes  

Enormous growth potential through scaling

Innovation and sustainable business processes

The Functions of sevDesk at a Glance

Contact management: All contacts, organizations and persons are centrally located in sevDesk and can thus be quickly retrieved and modified. Categories facilitate organization and contact import is also supported as a CSV file. You can also view and add to your contacts on the move using the mobile app.

Offers, invoices and orders: Legally compliant offers and invoices are probably the most important function of sevDesk. Not only is it quick and easy to create offers, orders and invoices as well as credit notes, it is also legally compliant thanks to all the necessary mandatory information.

Digitize receipts: With the sevScan app, invoices that are not available digitally can simply be photographed and scanned. This way, the information is read out and added to your bookkeeping. In addition, sevDesk automatically suggests a booking category for the receipt.

Advance VAT return: Based on your own income and expenses, you can easily submit the advance VAT return to the tax office. VAT rates are immediately differentiated in the application, but a quick correction is also possible. This gives you more time for your business.  

Online banking: Integrate your e-banking from over 3,000 banks and you have an immediate overview of your transactions from your bank account.

You can add even more functions via sevDesk's own integrations. For example, sevDesk itself offers an extension with Salesforce, Penta, PayPal or awork. In addition, sevDesk itself offers an API interface (What is an API interface?). And this is exactly the reason why the SevDesk integration can succeed even more comprehensively.

Via Zapier and Make , sevDesk can be integrated even more extensively and thus map your accounting and all related processes more efficiently. Because the above-mentioned functions of sevDesk, although enormously important, are often not stand-alone. Accounting is connected at many points with other processes and departments in the company. This is precisely why a comprehensive sevDesk integration with other cloud applications can open up completely new possibilities to free up time for other things. We show some examples that illustrate what is possible.

Possibilities and Examples of sevDesk Integration

In addition to these few examples, almost any automation is conceivable with Zapier or Make . We would be happy to find out together which possibilities arise for your processes .

Automate email attachments: Numerous documents that are important for your accounting are often received by email, for example invoices as email attachments. Instead of downloading these attachments manually and uploading them again in sevDesk, they can simply be moved automatically to sevDesk and are thus immediately available. Of course, this is also possible if the document is not available as an attachment itself, but in the email text.  

Upload receipts: Sometimes it is necessary to have receipts in cloud storage locations such as Dropbox or GoogleDrive in addition to sevDesk. However, instead of uploading the documents separately to both locations, the attachments can be automatically synchronized from the cloud storage location to sevDesk (or vice versa). This saves a few clicks per week and thus valuable time.

Integrate CRM with sevDesk: It is important that customer data is correctly available in accounting as well as in CRM. By integrating a CRM such as HubSpot with sevDesk, all changes or new contacts are available in both places at the same time. Of course, other CRM systems such as Pipedrive are also suitable for this purpose.  

Integrate shop: If you have a shop, for example in Shopify, the sevDesk integration is particularly useful: for example, if a person buys a product in your shop, a new customer account is not only created in Shopify, but a new contact is also automatically created in sevDesk.  

Newsletter marketing: The sevDesk integration with newsletter tools such as Mailchimp allows new or updated people from sevDesk to be automatically added to Mailchimp as subscribers to a newsletter list. This way, your email marketing is always up to date and no customer receives an email that is not actually intended for them.  

Gain More Time and Automate Accounting with sevDesk Integration  

The above examples are only meant to give some food for thought as to what is possible. Most of them are small, two-step processes that only connect two or three applications. Of course, a much more comprehensive sevDesk integration is also possible. We adapt the automation exactly to your needs, applications and processes to get the most out of it. So you save time and effort on tedious administration and can devote yourself to all the tasks you prefer to do rather than bookkeeping.  

Do you also want to take the next step and make your company fit for the future? We are happy to support you in the analysis and subsequent automation of business processes, explain possibilities and individually address the company processes.

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