Our banking module revolutionizes collaboration with clients

Wednesday, 17. February 2021 | 0 Comments

We know already, that GetMyInvoices simplifies the collaboration between clients and tax advisors by automating the collection of invoices and receipts. With our new banking module, we go one big step further. It reduces the manual effort for preparatory accounting even further.

Clients can connect any bank account to GetMyInvoices to import transactions and link them to the appropriate documents thanks to intelligent algorithms. This means: No manual assignment of account transactions to invoices, no manual matching of OPOS lists, no annoying follow-up phone calls to find out which document belongs to which transaction. Experience shows that this saves you about ten minutes per transaction. With around 50 account movements per month, that adds up to eight hours – in other words, a whole working day that you can use in a more value-adding way.

Not using GetMyInvoices yet as tax consultant?

That is a pity for sure, but not a problem. This is because our users have the option to export the transactions as an Excel spreadsheet with the linked documents as a ZIP file and then make them available to their tax advisor for posting. However, you gain more time if you use GetMyInvoices yourself as a tax consultant. For example, you can log into your account at any time and have an overview of all documents and transactions of your linked clients.

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