BUSINESS TOOL

From Quote to Export — sevDesk, DATEV, lexoffice

Plotoniq hands quote and order data to your accounting system without double entry. The invoice is created in sevDesk, DATEV or lexoffice — and payment status flows back automatically.

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Finance sync
PlotonIQsevDesk · DATEV · lexoffice
PlotonIQ
3
New records
sevDesk · DATEV · lexoffice
Live sync
Ready to export
INV-2041
Today 09:12
2,480 EUR
posted
INV-2048
Today 10:04
890 EUR
queued
INV-2052
Today 11:41
4,120 EUR
paid
Rechnungen & Finanzen
Without PlotonIQ
  • Create every order twice — Plotoniq + accounting
  • 5–10 minutes per order just for retyping
  • VAT errors (7 instead of 19) at month end
  • Customer database maintained in two places
  • Payment status has to be reconciled manually
With PlotonIQ
  • Quote → Order → Export with one click
  • 0 double entry between Plotoniq and accounting
  • VAT for DE / AT / CH handed over correctly
  • Customer database synced bidirectionally
  • Payments automatically back in Plotoniq

THE PROBLEM

Two systems. Data entered twice. Errors guaranteed.

You work in Plotoniq. Your accounting runs in sevDesk, DATEV or lexoffice. Without an integration, that means creating every order twice. Customer number, VAT rate, line items, discounts — all typed again into the accounting tool. 5 to 10 minutes per order. At 20 orders a week that is 3 hours — just for retyping.

Then come the errors: wrong VAT (7 instead of 19), wrong customer ID, missing line item, ignored discount. At month end your tax advisor finds the gaps. Or you export once — and everything moves over automatically.

THE SOLUTION

One click — all the way over

All quote data is handed directly to your accounting system. Plotoniq works bidirectionally with sevDesk, DATEV and lexoffice: invoices are created THERE, payments flow back automatically to Plotoniq.

No double entry. No retyping of VAT rates. No customer database kept in two places. You build the quote in Plotoniq, click Export — and your accountant or your accounting software takes over from there.

  • Quote → Order → sevDesk / DATEV / lexoffice
  • Bidirectional sync
  • VAT DE / AT / CH handled correctly
  • Customer database sync
  • Payments flow back to Plotoniq
  • No double entry

How it works

01

Quote in Plotoniq

Line items calculated

02

Create order

Customer accepts

03

Trigger export

One click to your accounting system

04

Payment comes back

Status updated automatically in Plotoniq

For years it worked like this: quote in Excel, invoice in sevDesk or DATEV, customer by email in between. Every line item was typed twice — once into the calculation, once into the accounting tool. At month end receipts went missing or numbers did not match. Plotoniq closes this gap: your calculation and order data move into sevDesk, DATEV or lexoffice with one click — and payments flow back automatically.

Export without effort

1

Calculate your quote in Plotoniq — AI suggests line items, prices and VAT

2

Customer accepts the quote — the order is created automatically

3

One click on Export — order data goes to sevDesk, DATEV or lexoffice

4

The invoice is created in the accounting system, payment status flows back to Plotoniq

YOUR BENEFITS

  • No double entry between Plotoniq and accounting
  • VAT rates for DE / AT / CH are transferred correctly
  • Customer database is synced bidirectionally
  • Payments are visible in Plotoniq without manual lookup
  • Tax advisor export in DATEV format is available

DATEV · Lexoffice · sevDesk

3 integrations

0 double entry

One export is enough

Bidirectional

Both directions

VAT DE/AT/CH

Domestic · EU · Third country

Frequently Asked Questions

Does Plotoniq itself issue invoices?

No — invoices are created in your accounting system (sevDesk, DATEV or lexoffice). Plotoniq hands over the order data; the invoice is generated, sent and booked there.

How does the handover work in practice?

A one-click action in Plotoniq creates the invoice draft in the target system. You review and send it from there. Alternatively the export runs as a batch (for example a DATEV monthly export) to your tax advisor.

What about the e-invoicing mandate (ZUGFeRD / XRechnung)?

The e-invoice is produced by your accounting system — common e-invoice formats are supported natively there. Plotoniq delivers the structured order data, the accounting system does the rest.

What comes back from accounting?

Incoming payments, invoice status (open / paid / overdue) and reminder status flow back to Plotoniq automatically. You see in the order whether the customer has already paid — without switching to the accounting tool.

Which systems are supported?

sevDesk (Cloud), lexoffice (Cloud) and DATEV (via the tax advisor interface). Further integrations are planned.

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