sevDesk cashflow integration

sevDesk integration

Overview of your Cash position! By linking COMMITLY with your sevDesk account, your open items are automatically transferred to Cash flow planning .

COMMITLY & sevDesk

Automagic Cash flow planning for your bookkeeping!

Do you appreciate working with your tax advisor with the help of sevDesk? Above all, the reduction in the number of commuting folders? Only the evaluations, especially for Cash position , could come faster?

Then you will love COMMITLY. Always up-to-date overview of Cash position! We stand for simply better liquidity management.

Cash flow planning prices
sevdesk commitly cashflow integration
Open items list cash flow planning

Open item monitoring

The outstanding payments are displayed in a clear list after integration with sevDesk. Overdue invoices are automatically recognised and marked in red.

The status of the invoices is also displayed in colour and can be handled flexibly.

Automagically to the Cash flow plan

You don't have one yet Cash flow plan? COMMITLY transfers the transactions read by the bank into a best practice template for monitoring

Customise them to your liking and COMMITLY will do it for you.

cash flow plan

The connection? Refreshingly unspectacular!

Through the connection with sevDesk, all invoices that have not yet been paid are imported into COMMITLY via interface at the push of a button.

This automatically creates an easily readable open item list. In the list, different statuses can be assigned to the individual items - regardless of whether they are incoming or outgoing invoices. Colour highlighting supports the readability.

Of course, the open items are also taken into account in the liquidity planning! This gives you an immediate overview of your short-term liquidity development - accurate to the day!

  • First click on your own user name in the left-hand menu under "Settings > User".
  • There you will find information about your API token.
  • Click on "show" in the API token field.
  • An API token appears, which can be copied and pasted into the clipboard.
  • Click on "Setup > Integrations".
  • There you click on "Connect sevDesk".
  • Enter the copied API token here.
  • In the "Open items" menu you can now synchronise your account by clicking on "Load sevDesk invoices".

Cash flow planning made easy - All decisions firmly under control.

COMMITLY is your software tool for better cash flow management - developed by financial experts and entrepreneurs who know what is important when it comes to cash flow and Cash flow planning.

PRODUCT

All functions for your cash flow planning

Link your banks and all your relevant systems

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Up-to-date overview of the status of Cash position - right down to the category

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Cash flow planning and scenarios - simple and professional!

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Variance analyses, status overview, detailed developments

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Centralize the overview of open items

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All your companies, banks and bank accounts - at a glance

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Roles and permissions - approvals down to category level

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Get an introduction to COMMITLY - whenever you want and have time!

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