SevDesk integration: how to connect and automate your accounting
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 digitisation, evaluations such as P&L or VAT to the preparation of quotations: the programme 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, organisations and persons are centrally located in sevDesk and can thus be quickly retrieved and modified. Categories facilitate organisation 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.
Digitise 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 synchronised 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.
Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.
But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.
To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:
The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.
Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:
01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address. 02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.
What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.
But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.
IPaaS, SaaS, BPA, ABC – who can still see through it?
To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.
Cloud integration cannot be done without SaaS, iPaaS and BPA
Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.
However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.
As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.