Note Taker Integration with DATEV, Lexware, sevDesk & more
AI-generated meeting notes in your accounting software
Our team used to spend 20–30 minutes after every client meeting manually entering hours, costs and decisions into our accounting system. With Sally, that happens in a single click. Errors have practically disappeared, and we finally have time for the things that actually matter.
Katrin R.
Head of Finance
"Our tool environment is highly sophisticated, so at first, I was concerned that Sally might become a stand-alone solution. But with the Zapier integration, we were able to easily connect Sally to our existing tools.
This has greatly increased acceptance within the team: instead of being seen as a disruptive extra tool, Sally is now perceived as a valuable addition that seamlessly integrates all relevant information into our software ecosystem. By now, we simply can't imagine working without Sally."
Meeting Transcription meets Accounting Software
Automatically detect accounting-relevant content
Sally picks up billing, cost approvals and budget decisions from your meetings and transfers them directly into your accounting software. No manual typing, no forgotten notes.
Full context at a glance
Sally automatically links notes, tasks and decisions to existing projects, cost centers or documents. Your team sees the complete context – at a glance.
Integrate Sally seamlessly into your accounting software
DATEV
PopularTransfer meeting summaries and financial discussions from Sally directly into DATEV to streamline documentation and reduce manual work.
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Lexware
The trusted accounting solution for SMEs in Germany. Sally captures meeting outcomes and transfers them directly into Lexware – no duplicate data entry required.
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sevDesk
Cloud-based accounting for freelancers and small businesses. With Sally, invoices, tasks and decisions from meetings are documented automatically.
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Our integration specialists are happy to support you. Just book a short call and tell us about your workflow.
Frequently asked questions
Sally supports popular tools like DATEV, Lexware, sevDesk and FastBill. Via Zapier or make.com, hundreds of additional accounting solutions can be connected as well.
Sally automatically detects accounting-relevant content from your meeting and captures it in a structured summary. With a single click you then decide what gets transferred into your accounting software – you stay in full control.
Yes. Sally is fully GDPR-compliant, hosted in Germany, and meets all data protection requirements for use in German companies.
Yes. Sally automatically links notes and tasks to existing projects or cost centers – you always maintain a clear overview, even across parallel projects.
Absolutely. Sally is especially popular among freelancers, sole traders and SMEs using tools like sevDesk or FastBill who want to reduce their post-meeting workload to a minimum.
Via Zapier or make.com you can connect Sally to virtually any accounting solution. Alternatively, let us know your desired integration – we'll be happy to explore a direct connection together with you.
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