Tidely integration for automatic liquidity planning
Project management meets financial planning. With the ZEP Tidely integration, open invoices flow automatically from ZEP to Tidely – as a reliable basis for your liquidity planning. No manual exports, no Excel detours.
More than 3,000 companies rely on ZEP
Benefits of the Tidely integration
From the invoice in ZEP to reliable liquidity planning in Tidely – automatically.
Transfer open invoices automatically
- Open invoices from ZEP flow automatically to Tidely
- Reliable data basis for liquidity planning without manual maintenance
- No duplicate entry between project management and financial planning
Connect project management and financial planning
- ZEP delivers the invoice data, Tidely turns it into the liquidity view
- The financial impact of your project business becomes directly visible
- One continuous data flow instead of separate system worlds
Easy start via self-service
- The integration is listed in the ZEP Interface Marketplace – no separate request needed
- Activation via self-service, ready to use right away
- Transfer runs automatically overnight or can be triggered manually
ZEP in vollem Funktionsumfang 14 Tage kostenlos testen
How to configure the Tidely integration
Connect Tidely with ZEP
You can find the Tidely integration in ZEP in the Interface Marketplace under Administration > Interfaces. After activation via self-service, connect ZEP with your Tidely account. A separate Tidely account is required – one per company.
Open invoices are then transferred automatically overnight or via a manual trigger.
You can find all setup details in our Help Center.
FAQ
Frequently asked questions and answers about the ZEP Tidely integration.
Who is the Tidely integration with ZEP suitable for?
The integration is suitable for project-based small and medium-sized companies that want to connect their project management in ZEP more closely with their financial planning in Tidely. Service providers and consultancies that need an up-to-date liquidity overview based on real project data benefit most – without manual Excel processes.
A separate Tidely account per company is required.
What is Tidely and how does it differ from ZEP?
Tidely is a software for liquidity management and financial planning. ZEP is a platform for project time tracking, project controlling, and billing. The integration connects both systems: ZEP delivers the invoice data from your project business, and Tidely turns it into up-to-date liquidity planning – bringing project management and financial planning together.
Does the Tidely synchronization work in both directions?
No, the interface transfers data from ZEP to Tidely. ZEP delivers the invoice data, and Tidely uses it for liquidity planning. The transfer runs automatically once per night or can be triggered manually by the customer.
How does the Tidely integration help with liquidity planning?
Project-based companies manage their business in ZEP but often plan their liquidity separately in Excel. The Tidely integration connects both worlds: open invoices from ZEP flow automatically into Tidely, where they form an up-to-date liquidity view. This reduces manual effort and makes financial planning more reliable.
What data does the Tidely integration transfer from ZEP?
The integration automatically transfers open invoices from ZEP to Tidely. There, they serve as a reliable basis for liquidity planning. Real invoice data from project management flows directly into financial planning without having to be transferred manually.
Try ZEP free for 14 days - full access to all features
ZEP is powerful, easy to use and can adapt to your needs. See for yourself!
