Patricia works your sevDesk.
Ask her in Slack. She reads the books, tracks the vouchers, and chases the overdue invoices, but nothing that moves money sends without your yes.
@Pati where do we stand for June, and is anything still open?
June revenue was 61,400 EUR net, VAT settled on all outgoing invoices. Two items need eyes:
- Fernbrook: 3,800 EUR invoice, 27 days overdue
- Northwind: 2,900 EUR invoice, due in 5 days, on track
- Three supplier vouchers are still unbooked. Want me to draft a reminder for Fernbrook and list the open vouchers? Both wait for your yes.
Draft the reminder and pull me the open vouchers.
Reminder is drafted and holding for your yes before it goes to Fernbrook. Here are the three unbooked vouchers with supplier, amount, and date, ready to hand to the accountant.
Patricia + Sevdesk
What she does in Sevdesk.
Real actions she takes on your say-so, not a list of API endpoints.
Read the books like a bookkeeper
Revenue, expenses, and cash position pulled on demand and answered in the channel, so you know where the month stands without opening sevDesk.
Track vouchers and open invoices
Which supplier vouchers are still unbooked and which invoices are still open, surfaced in Slack so nothing waits for the accountant to notice it by hand.
Chase overdue invoices
Aged receivables surfaced with the client and the amount, so nothing slips past terms unnoticed, and a reminder drafted for your yes.
Draft invoices and credit notes
She builds the invoice or a credit note from an existing one, ready for your review. It sends only after you approve, never on her own.
Keep contacts current
New customers and suppliers added, debitor and creditor numbers assigned, and addresses kept accurate, so your books reflect who you actually work with.
Keep money-moving locked behind approval
Sending an invoice, booking a payment against an invoice, or recording a check-account transaction is drafted and shown to you first. Nothing that moves money happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
How did June land on revenue and expenses?
Which invoices are overdue, and by how many days?
Which supplier vouchers are still unbooked?
Draft an invoice for Fernbrook's June retainer for me to review before it sends
Draft an estimate for Lumen from their proposed scope
Better together
Sevdesk is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Sevdesk, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect sevDesk
One connection reaches the account you name. She gets only the access you approve, and you can disconnect her anytime.
Sevdesk connected
Ask
Mention @Pati with the question. Reads and reports happen on their own; anything that moves money waits for your yes.
@Pati How did June land on revenue and expenses?
On it.
FAQ
Sevdesk questions, answered.
What can Patricia actually do in sevDesk?
She reads revenue, expenses, contacts, vouchers, and invoices, and drafts invoices and credit notes. Reads and reports are instant; sending an invoice or booking a payment waits for approval.
Will she send an invoice or book a payment on her own?
No. Sending an invoice, booking a payment against an invoice, or recording a check-account transaction is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading the books and chasing receivables run on their own.
Which sevDesk plan do we need?
Any sevDesk account works. She connects with the access you approve, the same way other approved tools do, and only sees the account you connect.
We keep separate books per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Each client's contacts, invoices, and vouchers stay walled off from the rest, so one client's numbers never show up in another's answer.
What does the sevDesk integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.