Six areas, one continuous document flow
Each area passes its data to the next. The quote becomes the invoice, the payment becomes the entry, the entries become the filing. Nothing is entered twice.
Quotes, delivery notes, outgoing invoices, recurring and subscription invoices, three-stage dunning, open items per customer, custom PDF templates.
Incoming invoices, receipt photos with text recognition, four-eyes approvals, payment proposals, deadlines and cash discounts at a glance.
Account connection via finAPI, import as MT940 or CSV, automatic matching of receipt and payment, cash book with TSE (certified technical security system) under § 146a AO.
EÜR (cash-basis accounting) or double-entry bookkeeping with SKR03 and SKR04, journal, trial balance, period close, fixed assets with depreciation (AfA), provisions.
Advance VAT returns (UStVA), permanent filing extension, EC Sales List, One-Stop-Shop, corporate and trade tax, submission via ELSTER.
Balance sheet, income statement, notes, management report, E-Bilanz, disclosure in the Federal Gazette, BWA (business analysis report), EÜR report, and key figures.
From quote to paid invoice, without retyping
Each document grows out of the previous one. The live preview shows the finished PDF as you type; sending happens as PDF, XRechnung, or ZUGFeRD, and the document then appears in the bookkeeping and the open items.
Payments, receipts, and entries come together
Bank transactions arrive via finAPI or as a file, text recognition reads receipts, and ZepDesk proposes the match. You confirm, correct, or set up a rule so the next rent payment lands on its own.
Every building block ZepDesk brings
This list follows the chapters of the documentation. Each item has a step-by-step guide there with example values.
Seven plugins, included in every plan
Extensions are not an add-on charge but part of the product. You activate them per company when you need them and leave them off otherwise.
Prospects, pipeline, tasks, activities, tags, and reports, linked to quotes and invoices.
Items, suppliers, purchase orders, storage locations, stocktaking, and point-of-sale in one cycle.
GoBD-compliant cash book with a certified technical security system (TSE) under § 146a AO.
Payroll accounting with DEÜV notifications, wage tax returns, and contribution statements.
Project time tracking, budgets, and project-based billing, also as the basis for partial invoices.
Approvals, reminders, and automated processes, for example for invoice review.
Record of processing activities, access and deletion requests, retention rules per data type.
Questions about the feature set
Is everything really included in every plan?
Yes. The plan is based on your legal form, not on the feature set. A sole proprietor has the same tools as a GmbH but uses the EÜR (cash-basis accounting) instead of a balance sheet and E-Bilanz, because that matches their obligation.
Do I need the ERP if I only write invoices?
No. You can start with sales and receipts and activate inventory, cash register, or projects later. Areas you do not use stay out of the navigation.
What is expert mode?
A view with additional fields and direct account selection for users with accounting experience. By default ZepDesk guides you with suggestions; in expert mode you post freely.
Can I run several companies?
Yes, as many as you like in one account. Each company has its own chart of accounts, its own branding, and its own roles; billing is per company by legal form.
One document, four stations, no retyping.
This is how a transaction moves through ZepDesk. Each station takes over the data from the previous one.
A scroll-scrubbed scene, not a video. The sequence matches the real document flow.
Click through the feature set yourself.
Create an account, load demo data, try out every area. No setup fee and no minimum term.