AI automation with sevDesk for hotel teams

What Discontinue can read and write

Agent permissions

Per areaAn admin grants an agent one or more areas, each with its own actions.

Report data

Report data varies by toolSome reads may return part of the data; the connection's page shows which, and each report says so.

What the use cases use in sevDesk

• Write Hand the export to accounting or the SFTP directory
• Read Add open items(optional)
• Read Read bank transactions
• Read Read open invoices, due dates and payments
• ReadWrite Check existing receipts for duplicates, file the invoice as a receipt after approval
• Read Read supplier invoices, receipts and outgoing payments

You connect your account and decide which data and actions are permitted.

Use cases with sevDesk

• Accounting & finance Report

  Month-end export

  Every month the Excel files land in the accountant’s SFTP directory, named the way their system expects.

  • PMS
  • Accounting & banking / SFTP

  ≈ 3 min/day →
• Management & back office Report

  Monthly cockpit

  On the 3rd of every month, last month’s key figures per property are on one page, deviations marked.

  • PMS

  ≈ 6 min/day →
• Accounting & finance Report

  Match bank transactions

  On weekdays at 09:30 the new bank transactions are matched; only what doesn’t fit lands with you.

  • PMS
  • Accounting & banking

  ≈ 15 min/day →
• Accounting & finance Agent

  Receivables to collections

  Every Monday a list of overdue invoices; whatever you approve is filed as a collection case.

  • Accounting & banking / PMS
  • Accounting & banking

  ≈ 6 min/day →
• Accounting & finance Agent Agent inbox

  File supplier invoices

  Every invoice sent to the agent inbox is checked: complete ones are filed in accounting after your approval, gaps and duplicates go to the team.

  • Accounting & banking
  • Team channels

  ≈ 10 min/day →
• Accounting & finance Report

  Duplicate invoice check

  Every Tuesday a list of possible duplicates is ready, both documents side by side, before the next payment run.

  • Accounting & banking

  ≈ 6 min/day →