Accounting & invoices
Automatically match, file and forward receipts and invoices from Lexware Office, sevDesk or your shop.
Typing up invoices, copying orders, creating tasks by hand: routines like these cost hours every week. We connect your tools with Make, n8n or Zapier so data arrives where it is needed – automatically and with checks built in.
Automation pays off for workflows that happen regularly and follow clear rules. Typical examples from our projects:
Automatically match, file and forward receipts and invoices from Lexware Office, sevDesk or your shop.
Pass orders from WooCommerce or Shopify on to warehouse, shipping, accounting and your project tool – no copy & paste.
An invoice, order or enquiry automatically becomes a complete task in Asana, with all the details attached.
Sort and summarise emails and form enquiries and prepare draft replies – with OpenAI or Claude, and human approval.
For an online shop we connected Lexware Office, WooCommerce and Asana using Make: as soon as a new invoice is created, the workflow matches the line items with the shop products and creates an Asana task with product image, invoice number and source. Unclear matches go to a review step instead of getting lost.
We map your workflows and show where time is lost – with an honest view of what is worth automating and what is not.
Clear rules: what runs automatically, where a person checks, and what happens with exceptions.
Built and tested in a separate environment. Your live processes stay untouched.
Switch-over in one step, documentation for your team and optional ongoing monitoring.
Workflows that happen daily or several times a week and follow fixed rules – such as transferring invoices and orders, creating tasks or sorting enquiries. For rare one-off cases, manual work is often cheaper; we will tell you upfront.
It depends on your tools, data volume and privacy requirements. Make is very flexible and visual, n8n can be self-hosted (your data stays with you), and Zapier is quick to set up for simple connections. We recommend the right tool after the analysis.
Every workflow gets checks and notifications. Unclear cases are not silently skipped – they land visibly with a responsible person.
We choose tools and server locations deliberately, transfer only the data that is needed and document the data flows. If data must stay in your own system, we use self-hosted n8n.
We are based in Pfullingen near Reutlingen, but we deliver automation projects for businesses all over Germany – remotely and with clear schedules.
Tell us about it in a free intro call – we will tell you honestly whether and how automation pays off.