Integrations / Accounting
Check and update your Sevdesk books from WhatsApp
A customer asks on WhatsApp whether their invoice went out. The answer is in Sevdesk, and Sevdesk is on the laptop. So you reply later, or you guess. With Flann connected, you ask in plain words, by text or voice note, and look-ups come back straight away. Changes are handled differently.
121 actions in Sevdesk. 66 only look things up, and 55 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Sevdesk
Type it or say it in a voice note. Flann works out which Sevdesk action you mean.
“Show me my orders in Sevdesk.”
“Show me my contacts in Sevdesk.”
“Show me my invoices in Sevdesk.”
“Create a contact in Sevdesk.”
“Create a credit note in Sevdesk.”
“Book an invoice amount in Sevdesk.”
For owners who run Sevdesk and live on WhatsApp
Flann is for the owner who keeps their books in Sevdesk but spends the day on WhatsApp, and wants to check invoices, contacts and bank transactions without opening the laptop.
Picture a normal afternoon. A customer messages on WhatsApp asking whether you have sent last month's invoice, or wants a new billing address on file. You know the answer lives in Sevdesk. You also know that Sevdesk means finding the laptop and logging in before you even reach the right contact. Flann sits in the chat you already have open. You ask it, it looks in Sevdesk, and you reply to the customer without leaving WhatsApp.
The records it works with are the ones you touch most days: contacts and accounting contacts, invoices, credit notes, orders, check accounts and their transactions, and tags. Sevdesk is also one part of a bigger conversation. Flann answers your customers on WhatsApp, Instagram, Facebook, TikTok and Google reviews, so the message asking about an invoice and the look-up that answers it happen in the same place.
How Flann works with Sevdesk for you
You message Flann on WhatsApp by text or voice note. Look-ups come back straight away.
Setting up is one step. You paste your Sevdesk API key into a secure form in Flann, and that is the connection. No triggers to choose, no fields to map. From then on you message Flann on WhatsApp, or in the Flann app, the way you would message a bookkeeper. Type it, or send a voice note between jobs. Flann transcribes the voice note and works out whether you want a look-up or a change.
Look-ups run straight away and change nothing in Sevdesk. Ask for the balance on your business account at the end of last month and the figure comes back in the chat. Changes follow your mode. If it looks wrong, edit it or reject it.
If you would rather check everything again, switch back to Suggest at any time. Sevdesk is included in every Flann plan, so the connection sits inside what you already have.
- Check a check account's balance on a given date
- Create a credit note from an invoice and send it
- Send an invoice to the customer who just asked
- Create a contact from details shared in the chat
- Update an order or mark its status
- Create or update a tag to keep records sorted
What Flann can work with in Sevdesk
Sevdesk gives Flann 121 actions across 46 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | createdeletesearchlook upupdate | 7 |
| Accounting contacts | createdeletelook upupdate | 5 |
| Check account transactions | createdeletelook upupdate | 5 |
| Credit notes | createdeletelook upsend | 5 |
| Orders | deletelook upmarkupdate | 5 |
| Tags | createdeletelook upupdate | 5 |
| Check accounts | deletelook upupdate | 4 |
| Invoices | look upsend | 3 |
Here is what changes when Sevdesk goes through Flann instead of its own screens.
| Compare | Opening SevdeskLog in, find it, do it | Sevdesk through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | 66 look-ups, answered straight away |
| Making changes | Typed in by hand | 55 changes, made from a message |
| Sevdesk records | All of them, one screen at a time | 46 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Sevdesk API key, once |
YesPartlyNo
Step by step: Sevdesk jobs you can hand to Flann
What happens between your message and the result in Sevdesk.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Sevdesk with these details.”
- Flann runs
Find Contacts By Custom Field Valuein Sevdesk and shows you what it found. - Flann runs
Create Contactin Sevdesk. - Flann creates it in Sevdesk and confirms in the chat.
Fix an order without opening Sevdesk
- You message Flann on WhatsApp: “Change the order in Sevdesk: here is what is different.”
- Flann runs
Get Order By IDin Sevdesk and shows you what it found. - Flann runs
Update Order By IDin Sevdesk. - Flann makes the change in Sevdesk and confirms in the chat.
Find an invoice and send it
- You message Flann on WhatsApp: “Find the invoice we talked about in Sevdesk and send it.”
- Flann runs
Get Invoice By IDin Sevdesk and shows you what it found. - Flann runs
Send Invoice Byin Sevdesk. - It confirms in the chat once it is sent.
The Sevdesk jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Friday round of overdue reminders
Today
Every Friday you open Sevdesk, filter the overdue invoices and write a chaser to each customer by hand. The tone drifts with your mood.
With Flann
“Who is overdue in Sevdesk? Draft reminders, firmer for anyone more than a month late.”
Flann pulls the overdue list from Sevdesk, sorts it by age and drafts a reminder for each customer, gentle for recent ones and firmer for the long-standing ones. One card per customer.
What you stop doing: You stop writing the same awkward chaser every week.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to Sevdesk to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in Sevdesk?”
It checks Sevdesk straight away and tells you whether the payment is in, when it arrived and what is still open.
What you stop doing: Checking a single payment no longer means a trip to the laptop.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Sevdesk
- Open Connectors in Flann and choose Sevdesk.
- Paste your Sevdesk API key into the secure form Flann opens. You will find the key in your Sevdesk account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Sevdesk action and fills in the details.
Reading from Sevdesk is instant. Sevdesk stays connected until you remove it in Connectors.
Ways to use Sevdesk with Flann
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Sevdesk, before you answer.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Sevdesk and shows it to you before saving.
Chase what is owed
Ask Flann who still owes you. It checks Sevdesk, lists the open items and drafts a reminder for each customer.
Everything Flann can do in Sevdesk
All 121 Sevdesk actions, as Flann sees them.
Looks up 66
- Get Accounting Contacts
- Get Check Account Balance At Date
- Get Check Account By ID
- Get Check Account Transactions
- Get Check Accounts
- Get Communication Ways
- Get Contact Addresses
- Get Contact By ID
- Get Contacts
- Get Credit Notes
- Get Invoice By ID
- Get Invoice Is Partially Paid
- Get Invoice Positions
- Get Invoices
- Get Next Customer Number
- Get Order By ID
- Get Orders
- Get Part By ID
- Get Parts
- Get Tags
- Get Voucher By ID
- Get Vouchers
- Check Customer Number Availability
- Export Credit Note CSV
- Fetch Dictionary Entries By Type
- Find Contacts By Custom Field Value
- Generate Progress Download Hash
- Get Accounting Contact By ID
- Get Bookkeeping System Version
- Get Check Account Transaction By ID
and 36 more
Changes 55
- Book Invoice Amount
- Book Voucher Amount
- Create Accounting Contact
- Create Check Account Transaction
- Create Communication Way
- Create Contact
- Create Contact (REST API)
- Create Contact Address
- Create Credit Note from Invoice
- Create Part
- Create Tag
- Delete Contact
- Delete Tag By ID
- Save Invoice
- Save Voucher
- Send Invoice By
- Update Check Account
- Update Contact
- Update Order By ID
- Update Part By ID
- Create Clearing Account
- Create Contact Custom Field
- Create Contact Custom Field Setting
- Create File Import Account
- Create Payment Method
- Create Private Transaction Rule
- Delete Accounting Contact By ID
- Delete Check Account By ID
- Delete Check Account Transaction
- Delete Communication Way By ID
and 25 more
More Accounting apps Flann works with
Common questions
Can I connect Sevdesk to WhatsApp?
Yes. You paste your Sevdesk API key into a secure form in Flann, and that is the whole set-up. After that you talk to Flann about Sevdesk on WhatsApp, by text or voice note, with no triggers or workflows to build.
Is Sevdesk included in my Flann plan?
Yes. Sevdesk is included in every Flann plan, so there is no separate connection to buy. You paste your API key into the secure form and start asking about invoices and balances straight away.
What can Flann do with contacts in Sevdesk?
Flann can create, delete, search, look up and update contacts in Sevdesk, using 7 actions (Create Contact, Create Contact (REST API), Delete Contact, Find Contacts By Custom Field Value and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Sevdesk.
What can Flann do with accounting contacts in Sevdesk?
Flann can create, delete, look up and update accounting contacts in Sevdesk, using 5 actions (Create Accounting Contact, Delete Accounting Contact By ID, Get Accounting Contact By ID, Get Accounting Contacts and more). Looking up runs straight away and changes nothing. The other actions create or change accounting contacts in Sevdesk.
How does Flann connect to Sevdesk?
Open Connectors in Flann, choose Sevdesk and paste your Sevdesk API key into a secure form. You will find the key in your Sevdesk account settings. Once it is connected, Flann can use 121 actions in Sevdesk.
How do I ask Flann to do something in Sevdesk?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Sevdesk action that fits and asks if anything is missing.
Does connecting Sevdesk cost extra?
No. Sevdesk is included in every Flann plan, along with every other app Flann connects to.