Documents securely managed.
Central storage for your business documents.
Trusted by leading companies
Powerful functions
Everything you need to work more efficiently.
Storage
Central in the cloud.
Versions
Trace changes.
Sharing
Provide documents internally.
Linking
Directly at contacts & projects.
Access
Available from anywhere.
Overview
Structured filing.
Document management that works with your processes
cashwerk Drive is not a generic cloud folder. It is an intelligent document hub that stores business documents automatically, links them to projects and customers, and shares them securely with partners.
Many companies use Google Drive, Dropbox, or OneDrive for files—and face the same issue: documents sit outside the business process. An invoice exists in a folder, but the link to the customer, project, or deal is missing. cashwerk Drive fixes this by embedding documents in context. Invoices, quotations, and time reports are generated and stored in Drive—with references to the right customer and project.
Folder hierarchies, colors, and tags let you organize files your way. Chunked upload handles large files reliably, and optional expiry dates support retention rules. The built-in file viewer opens common formats in the browser, and the video player streams media without a download.
For teamwork, cashwerk offers granular sharing: internal shares give team members controlled access with fine-grained permissions. Public share links let partners and customers access specific files or folders without a cashwerk account. The share center lists all active shares in one place.
The real value is integration: project documents appear in the project tab, CRM portfolios stay linked, and exported time reports land in the right folder. Everything is hosted on German servers and processed in line with GDPR—essential when you store sensitive business files in the cloud.
The document workflow in cashwerk
From creation to archiving—automatic and secure.
Create documents
Invoices, quotations, and reports are generated as PDFs and stored automatically in Drive.
Organize
Use folders with hierarchy, colors, and tags to structure your files.
Share securely
Share internally with team members or externally via public links for customers and partners.
Connect
Documents stay linked to projects, customers, and deals for instant context.
Archive
All business documents are stored GDPR-compliant on German servers for long-term archiving.
This is what it looks like
Insights into the intuitive user interface.
File Manager Overview
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Document Preview
Works great with
Seamlessly integrated modules for your complete workflow.
Common questions
How much storage?
Depending on the chosen plan.
Where is the data stored?
Securely hosted in Germany.
Can I share files?
Yes, within your team and the organization.
Which formats?
All common office and image formats are supported.
Are there versions?
Yes, new uploads can be managed as versions.
Smart teams rely on smart software
Increase Efficiency Through Intelligent Automation.
Avoid resource waste caused by outdated processes. Our strategy guide shows you how to automate operational workflows and sustainably optimize your cash flow.
Your data is safe with us
Made in Germany
Developed & hosted in Germany
GDPR-compliant
Fully data protection compliant
Cloud Hosting DE
Servers only in Germany
ESG Certified
Sustainable & responsible
Ready for more efficient workflows?
Test cashwerk for free. No credit card required.