Who is this for?
Designed for finance and accounting teams, SMEs, and service-based companies that manage recurring invoices and want to automate follow-ups for faster payment collection.
What problem is this workflow solving?
Manual reconciliation between bank statements and accounting records often leads to mismatched data, late payment reminders, and missed follow-ups. This workflow automates that process - improving accuracy, saving time, and ensuring clients are reminded promptly.
What this workflow does
- Pulls bank transaction data automatically from the accounting system.
- Matches payments against open invoices in Sevdesk.
- Flags overdue payments and generates reminder messages.
- Sends personalized reminder emails to customers.
- Creates reconciliation reports and archives them to SharePoint.
- Updates Google Sheets with the latest payment status.
How to set up this workflow?
Powered by n8n, this workflow connects:
- Sevdesk API
- Bank transaction feed or API
- Gmail / Email
- Google Sheets
- SharePoint
To activate: Connect your accounting platform and email account, configure your reminder template, and set a schedule trigger. The workflow will handle reconciliation and communication automatically.
How to customize this workflow to your needs
- Adjust reminder frequency or tone (friendly vs. firm).
- Add escalation logic for overdue invoices.
- Generate PDF reports for management review.
- Integrate additional finance tools (e.g., QuickBooks, Xero).
Need help customizing?
Please contact hello@icts.io for any custom request.
