Accounting Integration
Best AI Assistant for sevDesk
Carly is an AI assistant that connects to sevDesk so you can create invoices, log expenses, check your finances, and pull tax summaries — all by email or text. No logging into sevDesk, no manual data entry.
Try Carly →What Carly can do with sevDesk
Create and send invoices
Email Carly with the client, amount, and line items and she'll create the Rechnung in sevDesk with the correct USt. rate and send it. No forms to fill out.
Log expenses from receipts
Forward a receipt to Carly or text her the details. She'll create the expense in sevDesk with the right category and tax treatment — Vorsteuer included.
Check tax and revenue summaries
Ask Carly for your revenue, expenses, or Umsatzsteuer position for any period. She'll pull the numbers from sevDesk so you're prepared for your Steuerberater.
Track outstanding invoices
Ask Carly which invoices are still unpaid or overdue. She'll pull the list from sevDesk so you can follow up — or ask her to send a reminder.
Why businesses are using AI for sevDesk
sevDesk is one of the leading cloud accounting tools in Germany, Austria, and Switzerland. It handles invoicing, expense management, bank reconciliation, and tax-prep workflows that accountants love. But for the business owners and freelancers actually using it day to day, there's still a lot of clicking — creating invoices, uploading receipts, categorizing bank transactions, and checking numbers before the Steuerberater deadline.
AI tools that connect to sevDesk let you handle those tasks as they happen instead of saving them for a weekend bookkeeping session. You send an email or text with what you need, and the data lands in sevDesk properly formatted. Your Steuerberater still sees clean books. You just spend less time producing them.
How Carly works as your AI sevDesk assistant
Carly connects to your sevDesk account through a secure integration. Once linked, you interact with Carly over email or text — no browser tab, no app to open.
Need to create an invoice? Email Carly with the client, amount, and description and she'll build it in sevDesk with the correct Umsatzsteuer rate and send it. Got a receipt? Forward it to Carly and she'll log the expense with the right category. Want to know your revenue this month or how much Vorsteuer you can claim? Ask her and she'll pull the numbers.
Carly works from outside sevDesk — she's an assistant you message, not a feature inside the software. That means you can handle bookkeeping from your phone while you're on a job site, between meetings, or during your commute. She can also cross-reference data from your other connected tools to give you a fuller picture of your business.
Who uses an AI assistant for sevDesk
German freelancers (Freiberufler) and small business owners who use sevDesk for their Buchhaltung and want to spend less time on manual data entry. Handwerker and service providers who are out working all day and need to handle invoicing on the go. Steuerberater and bookkeepers managing multiple sevDesk accounts. Anyone in the DACH region who uses sevDesk but wishes the bookkeeping part of running a business took less time.
See it in action
How to connect sevDesk to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect sevDesk
Authorize the sevDesk integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in sevDesk. She handles the rest.
Automate sevDesk in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for sevDesk?
Carly is an AI assistant that connects to sevDesk and lets you create invoices, log expenses, check your finances, and pull tax summaries — all over email or text. Instead of logging into sevDesk for every bookkeeping task, you just message Carly.
Can AI automate sevDesk invoicing?
Yes. Email Carly the client name, amount, and description and she'll create the invoice in sevDesk with the correct USt. rate and send it to the client. She can also send payment reminders for overdue invoices.
How does Carly connect to sevDesk?
Go to your Carly dashboard, click Connect next to sevDesk, and sign in with your sevDesk account. Once connected, Carly can create invoices, log expenses, and pull financial data from your account.
Does Carly handle Umsatzsteuer in sevDesk?
Yes. When creating invoices or logging expenses, Carly applies the correct USt. rate based on your sevDesk settings. She can also tell you your current Vorsteuer and Umsatzsteuer positions when you ask.
Can Carly help with GoBD-compliant bookkeeping?
Carly enters data into sevDesk, which handles GoBD compliance for record-keeping. By making it easier to log invoices and expenses in real time, Carly helps you keep your sevDesk books current — which is what your Steuerberater needs.
Is Carly useful for German freelancers using sevDesk?
Very much so. Freiberufler and Kleinunternehmer who do their own bookkeeping can create invoices, log expenses, and check their tax position over email or text — without sitting down at sevDesk for a dedicated bookkeeping session.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page