sevDesk Integration & Automation Services

sevDesk is a cloud-based bookkeeping software and promises to make bookkeeping easier, especially for entrepreneurs: clear document management, location and time-independent bookkeeping and all of this digitally instead of a lot of paper chaos. SevDesk covers all the important functions: document digitization, invoicing, evaluations such as income statement or sales tax or the preparation of offers. If we link sevDesk with other software you use, you can also save time for your accounting.

• Save time for bookkeeping and administration
• Gain time for value-adding activities
• 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

• Automate email attachments: Numerous documents that are important for your accounting are often received by email, for example invoices as email attachments. Instead of manually downloading these attachments and uploading them again in sevDesk, they can easily be moved automatically to sevDesk and are immediately available. This is of course also possible if the receipt is not available as an attachment itself, but in the e-mail text.
• Upload receipts: Sometimes it is necessary that receipts are also available in cloud storage locations such as Dropbox or GoogleDrive in addition to sevDesk. Instead of uploading the documents separately in both places, the attachments can be automatically synchronized from the cloud storage location to sevDesk (or vice versa). That saves a few clicks a week and thus valuable time.
• Integrate CRM with sevDesk: It is important that customer data is correct in accounting and in CRM. By integrating a CRM such as Hubspot with sevDesk, all changes or new contacts are available at both locations at the same time. Of course, other CRM systems such as Pipedrive are also suitable for this.
• Integrating a shop: If you have a shop, for example in Shopify, the sevDesk integration is particularly useful: for example, if someone buys a product in your shop, a new customer account is not only created in Shopify, but also a new contact is automatically created in sevDesk created.
• Newsletter Marketing: Using sevDesk's integration with newsletter tools, such as Mailchimp, new or updated people from sevDesk can be automatically added as subscribers to a newsletter list in Mailchimp. So your email marketing is always up to date and no: e customer: in receives an email that is actually not intended for you.

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