# cashwerk — Full Documentation for LLMs > cashwerk is an all-in-one cloud business platform for service companies, trades, and SMBs in the DACH region (Germany, Austria, Switzerland). It unifies CRM, invoicing, project management, time tracking, document management, and AI assistance into a single solution — replacing 5–8 separate SaaS subscriptions with one integrated platform. - Website: https://cashwerk.io - App: https://app.cashwerk.io - Founded: Germany - Headquarters: Germany - Market focus: DACH (Germany, Austria, Switzerland) and EU - Core promise: One platform. All processes. Intelligently connected. ## Key Differentiators - **Made in Germany**: Developed, hosted, and supported entirely in Germany - **DSGVO/GDPR native**: Full compliance with European data protection regulations - **GoBD-compliant**: German tax-compliant invoicing and archiving - **XRechnung & ZUGFeRD**: Electronic invoicing standards for German public sector and B2B - **DATEV Export**: Direct export to Germany's leading tax accounting software - **AI-native**: Integrated AI assistant (Casper) powered by RAG across all modules - **All-in-one**: Replaces 5–8 separate SaaS subscriptions --- ## Module: CRM (Customer Relationship Management) **URL**: https://cashwerk.io/de/produkt/crm cashwerk CRM provides a 360-degree customer view for managing contacts, companies, and business relationships. ### Features - **Contact Management**: Unified view of all customer interactions, emails, invoices, projects, and tasks - **Company & Person Management**: Hierarchical organization of business contacts with company-level and individual-level records - **AI-Powered Contact Import**: Automatic extraction and enrichment of contact data from business cards, emails, and documents - **Activity Timeline**: Chronological record of all interactions with each contact - **Custom Fields**: Configurable data fields for industry-specific information - **Tags & Segments**: Categorize contacts for targeted communication - **Notes & Attachments**: Link documents, notes, and files to contact records - **Pipeline Integration**: Track contacts through sales stages ### Use Cases - Sales teams managing B2B customer relationships - Service companies tracking client projects and communications - Agencies managing multiple client accounts --- ## Module: Invoicing (Rechnungen) **URL**: https://cashwerk.io/de/produkt/rechnungen GoBD-compliant invoicing with electronic invoice standards for the German market. ### Features - **GoBD Compliance**: Legally compliant invoice creation and archiving per German tax law - **XRechnung**: XML-based electronic invoicing format required by German public sector - **ZUGFeRD**: Hybrid PDF/XML format combining human-readable and machine-readable invoices - **DATEV Export**: One-click export to DATEV accounting software for seamless tax advisor collaboration - **Automatic Numbering**: Sequential, gap-free invoice numbering per GoBD requirements - **Recurring Invoices**: Automated invoice generation for subscription-based services - **PDF Generation**: Professional, branded invoice PDFs - **Payment Tracking**: Monitor payment status, send reminders, track overdue invoices - **Multi-Currency**: Support for EUR and international currencies - **Tax Calculation**: Automatic VAT calculation with support for different tax rates and reverse charge ### Accounting Integrations - sevDesk - Lexware - DATEV - Stripe (payment processing) --- ## Module: Quotes (Angebote) **URL**: https://cashwerk.io/de/produkt/angebote Professional quote creation with one-click conversion to invoices. ### Features - **Template System**: Reusable quote templates with configurable sections - **Version History**: Track changes and revisions across quote versions - **PDF Generation**: Branded quote documents for professional client communication - **One-Click Conversion**: Convert accepted quotes directly into invoices - **Line Item Management**: Add products, services, and custom items from the Assets catalog - **Discount Management**: Apply percentage or fixed discounts at line item or quote level - **Validity Period**: Set expiration dates for time-limited offers - **Digital Acceptance**: Track quote status (draft, sent, viewed, accepted, declined) --- ## Module: Project Management (Projektmanagement) **URL**: https://cashwerk.io/de/produkt/projektmanagement Comprehensive project management with budget tracking and resource planning. ### Features - **Project Boards**: Visual project overview with customizable columns and statuses - **Milestones**: Define and track key project milestones with deadlines - **Resource Planning**: Allocate team members to projects based on availability - **Budget Tracking**: Monitor project budgets, expenses, and profitability in real-time - **Gantt Charts**: Timeline visualization of project tasks and dependencies - **Time Logging**: Link time entries directly to projects for accurate billing - **File Attachments**: Upload and organize project-related documents - **Client Portal**: Share project progress with clients (optional) - **Project Templates**: Clone project structures for repeating workflows --- ## Module: Time Tracking (Zeiterfassung) **URL**: https://cashwerk.io/de/produkt/zeiterfassung GPS-enabled time tracking with mobile app and German labor law compliance. ### Features - **Mobile Time Tracking**: Clock in/out from iOS and Android native apps - **GPS Tracking**: Location-based time logging for field workers and technicians - **Shift Planning**: Create and manage shift schedules for teams - **Break Management**: Automatic break tracking per German Arbeitszeitgesetz (ArbZG) - **Compliance**: Full compliance with German working time regulations - **Project Time Allocation**: Assign tracked time to specific projects and tasks - **Overtime Tracking**: Automatic calculation and management of overtime hours - **Export**: DATEV-compatible time data export for payroll processing - **Reports**: Detailed time reports by employee, project, or period - **Approval Workflow**: Manager approval for submitted time entries --- ## Module: Task Manager **URL**: https://cashwerk.io/de/produkt/task-manager Kanban-based task management with team collaboration features. ### Features - **Kanban Boards**: Drag-and-drop task cards across customizable columns - **Board Templates**: Pre-built board templates for common workflows - **Labels & Tags**: Color-coded categorization and filtering - **Assignees**: Assign tasks to one or multiple team members - **Due Dates & Reminders**: Deadline tracking with notification support - **Subtasks**: Break tasks into smaller, trackable subtasks - **Comments**: In-task discussion and collaboration - **File Attachments**: Attach documents and images to tasks - **Filters & Search**: Advanced filtering by assignee, label, status, or date - **Activity Log**: Complete history of task changes --- ## Module: Work Manager **URL**: https://cashwerk.io/de/produkt/work-manager Workforce management with shift planning and absence tracking. ### Features - **Shift Planning**: Create weekly and monthly shift schedules - **Absence Management**: Request, approve, and track vacation, sick leave, and other absences - **Approval Workflows**: Multi-level approval chains for time-off requests - **Team Overview**: Visual team availability calendar - **Conflict Detection**: Automatic detection of scheduling conflicts - **Holiday Calendar**: Integrated German public holiday calendar by federal state - **Notifications**: Automated alerts for schedule changes and approvals --- ## Module: Calendar (Kalender) **URL**: https://cashwerk.io/de/produkt/kalender Team scheduling and calendar management with external sync. ### Features - **Team Calendar**: Shared calendar view across the organization - **Availability Checks**: Real-time visibility into team member availability - **Recurring Events**: Support for daily, weekly, monthly, and custom recurrence patterns - **External Calendar Sync**: Two-way sync with Google Calendar, Outlook, and Apple Calendar - **Event Categories**: Color-coded event types (meetings, deadlines, milestones) - **Notifications**: Configurable reminders via email and in-app notifications - **Meeting Scheduling**: Book time slots based on participant availability --- ## Module: Drive **URL**: https://cashwerk.io/de/produkt/drive Cloud document management with automatic archiving. ### Features - **File Storage**: Secure cloud storage hosted in EU data centers (Frankfurt) - **Folder Structure**: Organize documents in hierarchical folder trees - **Public Sharing**: Generate shareable links for external collaboration - **Automatic PDF Archiving**: Invoices, quotes, and documents automatically archived as PDFs - **Version Control**: Track document versions and revisions - **File Preview**: In-browser preview for PDFs, images, and common file types - **Search**: Full-text search across all stored documents - **Access Control**: Role-based access permissions per folder and file --- ## Module: Assets **URL**: https://cashwerk.io/de/produkt/assets Material and service catalog for reusable line items. ### Features - **Product Catalog**: Manage materials, products, and services in a central catalog - **Supplier Linking**: Associate items with suppliers for procurement tracking - **Reusable Line Items**: Insert catalog items directly into invoices and quotes - **Pricing Management**: Set base prices, discounts, and markup rules - **Stock Tracking**: Basic inventory management for physical goods - **Categories**: Organize assets by type, department, or project - **Import/Export**: Bulk import via CSV and export for reporting --- ## Module: Dashboard **URL**: https://cashwerk.io/de/produkt/dashboard Real-time business intelligence and KPI monitoring. ### Features - **Real-Time KPIs**: Revenue, outstanding invoices, project progress, team utilization - **Module-Wide Insights**: Aggregated data from CRM, invoicing, projects, and time tracking - **Quick Actions**: One-click access to common tasks (create invoice, add contact, log time) - **Customizable Widgets**: Configure dashboard layout with drag-and-drop widgets - **Date Range Filters**: Analyze metrics across custom time periods - **Charts & Graphs**: Visual representations of business data trends - **Team Performance**: Individual and team productivity metrics --- ## Module: Casper AI (Künstliche Intelligenz) **URL**: https://cashwerk.io/de/produkt/casper-ki AI assistant with RAG over business data for natural language business operations. ### Features - **RAG (Retrieval-Augmented Generation)**: AI responses grounded in actual business data from your cashwerk workspace - **Natural Language Commands**: Create invoices, look up contacts, generate reports using conversational language - **Context-Aware Suggestions**: Proactive recommendations based on business patterns and workflows - **Approval Workflow**: Sensitive AI actions (like sending invoices) require explicit user approval - **Multi-Module Access**: Query and act across CRM, invoicing, projects, and all other modules - **German Language Support**: Full support for German business terminology and context - **Data Privacy**: AI processing compliant with DSGVO; no data leaves EU data centers ### Technology - Powered by Google Cloud AI - RAG architecture for accurate, grounded responses - Fine-tuned for German business processes and terminology --- ## Integrations & API **URL**: https://cashwerk.io/de/produkt/integrationen ### REST API - OpenAPI specification with Redocly documentation - Versioned endpoints (v1) - Full CRUD operations for all modules - Rate-limited and authenticated access ### Authentication - **API Keys**: Simple key-based authentication for server-to-server communication - **OAuth 2.0**: Standard OAuth flow for third-party application integrations - **Bearer Tokens**: JWT-based authentication for API sessions ### Webhooks - Real-time event notifications for contact, invoice, project, and task events - Configurable event subscriptions - Retry logic with exponential backoff ### n8n Integration - **Action Node**: Create, update, and manage records across all cashwerk modules - **Trigger Node**: React to cashwerk events in real-time automation workflows - 300+ pre-built automation combinations through n8n's ecosystem - Community node available on npm ### Accounting Integrations - **sevDesk**: Two-way sync for invoices and contacts - **Lexware**: Export invoices and financial data - **DATEV**: Direct export for tax advisor collaboration - **Stripe**: Payment processing and subscription management --- ## Security & Compliance **URL**: https://cashwerk.io/de/unternehmen/sicherheit ### Data Protection - DSGVO/GDPR-compliant data processing - Data processed and stored exclusively in EU data centers (Frankfurt, Germany) - No data transfer to non-EU countries - Data Processing Agreement (DPA) available - Right to data portability and deletion ### Compliance Standards - **GoBD**: German principles of orderly digital bookkeeping (Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern, Aufzeichnungen und Unterlagen in elektronischer Form) - **XRechnung**: German electronic invoicing standard for public sector - **ZUGFeRD**: Cross-industry electronic invoice format - ISO-aligned information security processes ### Technical Security - **Encryption**: AES-256 encryption at rest, TLS 1.3 in transit - **RBAC**: Role-Based Access Control with ownership model (OWN, ASSIGNED, ANY) - **Audit Trail**: Complete change history for compliance and accountability - **Secret Management**: Secure credential storage using Google Cloud Secret Manager - **Infrastructure**: Google Cloud Platform with multi-region redundancy - **Monitoring**: 24/7 infrastructure monitoring and alerting ### Authentication & Access - JWT-based session management - OAuth 2.0 for third-party integrations - OTP/2FA for enhanced account security - Session management with automatic timeout --- ## Pricing **URL**: https://cashwerk.io/de/preise - **Free Trial**: 14-day free trial with full feature access - **Starter**: Basic plan for freelancers and small teams - **Professional**: Full-featured plan for growing businesses - **Enterprise**: Custom plan with dedicated support and SLA - Per-user monthly billing - Annual billing discount available --- ## Target Audience ### Primary Segments 1. **Service Companies**: IT services, consulting, facility management, engineering 2. **Agencies**: Marketing, design, digital, advertising, PR 3. **Freelancers & Consultants**: Independent professionals needing invoicing and project management 4. **Trades & Crafts**: Electricians, plumbers, painters, solar installers, HVAC technicians 5. **Startups**: Early-stage companies needing an affordable all-in-one platform 6. **SMBs**: Small and medium businesses with 1–1,000 employees ### Industry Solutions - [Agencies](https://cashwerk.io/de/loesungen/agenturen): Multi-client management, creative project tracking - [IT Services](https://cashwerk.io/de/loesungen/it-dienstleister): Ticket management, SLA tracking, project billing - [Consulting](https://cashwerk.io/de/loesungen/beratung): Time-based billing, client reporting - [Freelancers](https://cashwerk.io/de/loesungen/freelancer): Simple invoicing, time tracking, tax-ready exports - [Trades & Solar](https://cashwerk.io/de/loesungen/handwerk-solar): Mobile time tracking, material management, job costing - [Startups](https://cashwerk.io/de/loesungen/startups): Affordable all-in-one platform for lean teams --- ## Technology Stack - **Hosting**: Google Cloud Platform / Firebase (EU data centers, Frankfurt) - **Frontend**: Next.js, React, TypeScript - **Mobile**: Native iOS & Android apps - **AI**: Google Cloud AI with RAG (Retrieval-Augmented Generation) - **Search**: Full-text search with Algolia-like performance - **Real-Time**: WebSocket-based real-time updates - **CDN**: Global CDN for static assets and optimized images --- ## Contact & Support - **Website**: https://cashwerk.io - **App**: https://app.cashwerk.io - **Email**: support@cashwerk.io - **LinkedIn**: https://www.linkedin.com/company/cashwerk - **Instagram**: https://www.instagram.com/cashwerk - **Support**: In-app help center and email support - **Languages**: German (primary), English --- ## Frequently Asked Questions **What is cashwerk?** cashwerk is an all-in-one cloud business platform that combines CRM, invoicing, project management, time tracking, document management, and AI assistance in a single solution, specifically designed for service companies and SMBs in the German-speaking market. **Is cashwerk DSGVO-compliant?** Yes. cashwerk is fully DSGVO/GDPR-compliant. All data is processed and stored in EU data centers in Frankfurt, Germany. A Data Processing Agreement (DPA) is available for all customers. **Does cashwerk support XRechnung and ZUGFeRD?** Yes. cashwerk supports both XRechnung (the German standard for electronic invoices to public sector) and ZUGFeRD (the cross-industry hybrid PDF/XML format), ensuring compliance with German electronic invoicing requirements. **Can I export data to DATEV?** Yes. cashwerk offers direct DATEV export for invoices, time tracking data, and financial records, making collaboration with tax advisors seamless. **Is there a mobile app?** Yes. cashwerk offers native mobile apps for both iOS and Android with GPS-enabled time tracking, mobile CRM access, and push notifications. **What integrations are available?** cashwerk integrates with sevDesk, Lexware, DATEV, Stripe, and offers a comprehensive REST API with OAuth 2.0, Webhooks, and native n8n integration for workflow automation. **Is there a free trial?** Yes. cashwerk offers a 14-day free trial with full access to all features. No credit card required.