Why monday.com and DAV Belong Together

Agencies need two things at once: creative project management and financial control. monday.com excels at task coordination, timelines, and client communication – but for time tracking, budgets, and invoicing, specialized tools simply do it better.

Die Agenturverwaltung (DAV) is built exactly for that. As agency management software from the DACH region, DAV covers everything agencies need on the business side: time tracking, proposals, invoicing, budget control, and project controlling.

The question isn't either/or – it's: How do you connect both optimally?

The Architecture: Who Does What?

Area	monday.com	DAV
Project Planning	✅ Boards, Gantt, Workload	–
Task Management	✅ Items, Subitems, Dependencies	–
Client Communication	✅ Updates, Email Integration	–
Time Tracking	–	✅ Timer, Hour Logging
Budget Control	–	✅ Target/Actual, Profitability
Proposals & Invoicing	–	✅ Proposals → Invoices
Project Controlling	–	✅ Contribution Margin, Analytics
Reporting	✅ Dashboards	✅ Financial Reports

make.com as the Bridge

The integration between monday.com and DAV runs through make.com – the visual automation platform that connects both systems bidirectionally.

Scenario 1: Sync Projects

When a new project board or project item is created in monday.com, make.com automatically creates a corresponding project in DAV – including client, budget, and timeline.

Scenario 2: Push Time Logs to monday.com

The core of the integration: DAV time entries are automatically transferred to monday.com at both the project and task level. This enables:

• Real-time budget tracking directly in monday.com dashboards
• Target vs. actual comparisons at board level
• Transparent utilization for project managers and stakeholders
• Contribution margin per project – without opening DAV

Scenario 3: Status Synchronization

When a task is marked "Done" in monday.com, make.com can close the corresponding activity in DAV – and vice versa.

Scenario 4: Invoice Status Feedback

When an invoice is created or paid in DAV, the status can automatically flow back to monday.com – so project managers instantly see which projects have been billed.

What You Get

Full Transparency

Everyone sees the current state – project managers in monday.com, controllers in DAV. No duplicate data entry, no conflicting numbers.

Accurate Budgets

When time entries flow automatically, the numbers are correct. No manual transfers, no forgetting, no surprises at billing time.

DACH Compliance

DAV is specifically built for the German-speaking market – with proper invoicing according to German standards, DATEV export, and GDPR-compliant data handling.

Scalability

The make.com scenarios grow with your agency. New projects, new clients, new workflows – once set up, it runs.

The Data Flow

monday.com (project created)
    ↓ make.com
DAV (project created)
    ↓
Team logs time in DAV
    ↓ make.com
monday.com (hours updated at task level)
    ↓
Dashboard shows budget status in real time
    ↓
DAV creates invoice
    ↓ make.com
monday.com (invoice status updated)

Extension Possibilities

The base integration is just the beginning. Via make.com, you can connect additional tools:

• DATEV – Automatically export accounting data from DAV
• Slack – Notifications on budget overruns
• Google Sheets – Auto-generate monthly reports
• HubSpot/Pipedrive – Keep client data in sync
• Billomat/lexoffice – Connect complementary accounting tools

DAV vs. MOCO vs. Teamleader Orbit – Quick Comparison

All three tools position themselves as agency management solutions. The key differences:

Criteria	DAV	MOCO	Teamleader Orbit
Focus	DACH agencies, deep controlling	Modern agencies, lean UX	International agencies, all-in-one
DATEV Export	✅	✅	❌
Project Management	⚠️ Minimal	⚠️ Basic	✅ Good (Kanban, Gantt)
Language	German	German/English	Multilingual
API	✅ (make.com compatible)	✅ (make.com compatible)	✅ (make.com compatible)
Pricing	Per user/month	Per user/month	Per user/month

All three integrate with monday.com – DAV and MOCO excel in the DACH region through DATEV export, while Teamleader Orbit scores with international agencies through its built-in PM features.

Conclusion

The combination of monday.com + DAV + make.com is a setup built specifically for agencies in the DACH region. Each tool plays to its strengths – and make.com ensures all data ends up where it's needed.

Full transparency. Accurate budgets. DACH-compliant. Zero duplicate work.

→ Request integration setup