sevDesk
Clients ask about unpaid invoices, payment confirmations, and credit notes constantly. Your AI agent connects to sevDesk's accounting data and answers in seconds. Invoice status, contact details, and transaction history are all accessible in real time, freeing your bookkeeper for actual bookkeeping.
Your AI agent pulls live financial data from sevDesk to answer billing inquiries, verify payments, and retrieve client details without touching a spreadsheet.
sevDesk
See how small businesses and freelancers use AI agents connected to sevDesk to answer client billing questions, verify payments, and keep financial conversations efficient.
A freelancer's client messages late asking 'Did you send my invoice for the website project?' Your AI Agent queries sevDesk by the client's name, finds the most recent invoice, and confirms it was sent on Monday with a due date in two weeks. The client gets a clear answer at midnight without the freelancer checking their accounting software.
A supplier asks 'Did you receive my payment for Invoice #2045?' Your AI Agent searches sevDesk transactions for matching amounts and references, finds the incoming bank transfer, and confirms receipt with the transaction date. The supplier gets confirmation instantly, and your accounts team avoids a back-and-forth email chain.
A new client wants to get started and provides their company name, tax number, and billing address during a chat. Your AI Agent creates a new contact in sevDesk with all the details, sets the correct contact type, and confirms the record was created. The client onboarding data flows directly into your accounting system without manual entry.
sevDesk
FAQs
The agent uses sevDesk's invoice listing API with filters for contact ID, invoice number, status, and date range. When a client asks about an invoice, the agent matches by their contact details and retrieves the relevant records with amounts, due dates, and payment status.
Yes. When a new client provides their details, the agent can create a person or company contact in sevDesk with name, email, phone, address, and tax information. The contact type (PERSON or COMPANY) is set based on the information provided.
Your sevDesk API token provides full access to the account's data through the REST API. Generate the token from your sevDesk account under Settings > API. The token grants access to contacts, invoices, orders, transactions, and other financial records.
No. All sevDesk data is queried in real time during conversations. Invoice amounts, client details, and transaction records are fetched live and used only for the current response. Tars does not maintain a database of your accounting information.
Yes. sevDesk supports taxNumber (Steuernummer), vatNumber (USt-IdNr), and taxOffice fields on contacts. The agent can read and write these fields when creating or updating contact records, keeping your German tax compliance data accurate.
The sevDesk app requires you to open it, navigate to the right record, and manually look up the information. The AI agent answers client billing questions automatically in their preferred channel. You do not need to be available or even awake for your clients to get invoice status updates.
The agent can retrieve check account details and list transactions from sevDesk, filtered by date, amount, direction (incoming/outgoing), and status. This provides a quick cash flow overview. Actual bank balances depend on how recently your sevDesk banking connection synced.
The agent can access your full sevDesk invoice history. All invoices, orders, and credit notes in your account are queryable regardless of when they were created. Historical financial data is available from the moment you connect.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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