cashwerk and sevDesk: The Best Combination for Operations and Accounting
cashwerk is the operational platform for CRM, projects, and time tracking. sevDesk is the financial accounting for tax advisors and authorities. Together, they cover the entire business process.
Many companies face the choice: all-in-one platform or specialized individual tools? With the cashwerk-sevDesk integration, you don't have to choose. cashwerk handles the operational side – CRM with contact management and sales pipeline, project management with Kanban boards, time tracking with GPS, and quote creation. sevDesk handles financial accounting – income statements, receipt capture, banking integration, and DATEV export for the tax advisor.
Automatic data flow eliminates double work: when you create an invoice in cashwerk, it's automatically transferred to sevDesk. Contact data is synced so your tax advisor always sees the current customer master data. Via n8n workflows, you can individually control the process – for example, only sync above a certain invoice amount or automatically categorize receipts.
In daily practice, this means: your operational team works in cashwerk – managing customers, steering projects, tracking time, and writing invoices. The accounting team works with sevDesk – assigning receipts, creating income statements, and preparing the DATEV export. Both worlds are seamlessly connected via API, without anyone manually transferring data.
The integration is GDPR-compliant: both systems are operated on German servers, and data exchange occurs via encrypted API connections. Your business data stays in Germany and is subject to German data protection law – a decisive advantage for companies working with sensitive customer and financial data.
