Sevdesk for your voice agent

sevDesk is online accounting software for small businesses and freelancers. It streamlines invoicing, expense management, and reporting so you can focus on your business.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Sevdesk and paste it on a secure page in Connected apps.
What it reads
70 actions, such as check Customer Number Availability, download Document and download Invoice PDF.
What it changes
63 actions, such as book Invoice Amount, book Voucher Amount and create Accounting Contact.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 134. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Sevdesk actions

Reads 70

  • Check Customer Number Availability
  • Download Document
  • Download Invoice PDF
  • Enshrine Check Account Transaction
  • Export Credit Note CSV
  • Fetch Dictionary Entries By Type
  • Find Contacts By Custom Field Value
  • Get Accounting Contact By ID
  • Get Accounting Contacts
  • Get SevClient Account Invoices
  • Get Check Account Balance At Date
  • Get Check Account By ID
  • Get Check Accounts
  • Get Check Account Transaction By ID
  • Get Check Account Transaction Log
  • Get Check Account Transactions
  • Get CommunicationWay By ID
  • Get Communication Way Keys
  • Get Communication Ways
  • Get Contact Address By ID
  • Get Contact Addresses
  • Get Contact By ID
  • Get Contact Custom Field By ID
  • Get Contact Custom Fields
46 more
  • Get Contact Custom Field Setting By ID
  • Get Contact Custom Field Setting Reference Count
  • Get Contact Custom Field Settings
  • Get Contacts
  • Get Contact Tabs Item Count
  • Get Credit Note Positions
  • Get Credit Notes
  • Get Export Invoice CSV
  • Get Export Transactions CSV
  • Get Invoice By ID
  • Get Invoice Is Partially Paid
  • Get Invoice Positions
  • Get Invoices
  • Get Letterpapers With Thumbnails
  • Get Next Customer Number
  • Get Order By ID
  • Get Order Discounts
  • Get Order Position By ID
  • Get Order Positions
  • Get Orders
  • Get Part By ID
  • Get Part Contact Prices
  • Get Parts
  • Get Part Stock
  • Get Part Unities
  • Get Payment Methods
  • Get Places
  • Get Private Transaction Rules
  • Get Export Progress
  • Get Receipt Guidance For Account Number
  • Get Receipt Guidance For All Accounts
  • Get Receipt Guidance For Expense
  • Get Receipt Guidance For Revenue
  • Get Receipt Guidance For Tax Rule
  • Get Report Invoice List
  • Get Report Orderlist
  • Get SevClient Config
  • Get Tag By ID
  • Get Tag Relations
  • Get Tags
  • Get Tax Rules
  • Get Bookkeeping System Version
  • Get Voucher By ID
  • Get Voucher Document Image
  • Get Voucher Positions
  • Get Vouchers

Changes 48

  • Book Invoice Amount
  • Book Voucher Amount
  • Create Accounting Contact
  • Create Check Account Transaction
  • Create Clearing Account
  • Create Communication Way
  • Create Contact
  • Create Contact (REST API)
  • Create Contact Address
  • Create Contact Custom Field
  • Create Contact Custom Field Setting
  • Create Credit Note from Invoice
  • Create File Import Account
  • Create Part
  • Create Payment Method
  • Create Private Transaction Rule
  • Create Tag
  • Generate Progress Download Hash
  • Render Invoice
  • Reset Credit Note To Open
  • Reset Invoice To Open
  • Reset Voucher State
  • Save Invoice
  • Save Order
24 more
  • Save Voucher
  • Send Credit Note By
  • Send Credit Note By Printing
  • Send Invoice By
  • Send Invoice Via Email
  • Mark Order as Sent
  • Update Accounting Contact
  • Update Check Account
  • Update Check Account Transaction By ID
  • Update Communication Way By ID
  • Update Contact
  • Update Contact Address By ID
  • Update Contact Custom Field
  • Update Contact Custom Field Setting
  • Update Invoice Parameter
  • Update Invoice Position
  • Update Order By ID
  • Update Order Position
  • Update Order Template
  • Update Part By ID
  • Update SevClient Export Config
  • Update Tag By ID
  • Update Voucher
  • Upload Voucher File

Deletes 15

  • Cancel Invoice
  • Delete Accounting Contact By ID
  • Delete Check Account By ID
  • Delete Check Account Transaction
  • Delete Communication Way By ID
  • Delete Contact
  • Delete Contact Address By ID
  • Delete Contact Custom Field By ID
  • Delete Contact Custom Field Setting By ID
  • Delete Credit Note By ID
  • Delete Order By ID
  • Delete Order Position By ID
  • Delete Payment Method
  • Delete Private Transaction Rule By ID
  • Delete Tag By ID

Sevdesk setup

  1. Pasting a Sevdesk API key

    Create an API key in Sevdesk, choose Sevdesk in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 134 actions the agent may use. Start with lookups and add the ones that change Sevdesk when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call