That GetMyInvoices the Cooperation It is well known that the process between clients and tax advisors is simplified through the automated compilation of invoices and receipts. With our new banking module, we are taking a big step further. This further reduces the manual effort required for preparatory accounting.
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 comparison of OPOS lists, no annoying phone calls to find out which document belongs to which transaction. Experience has shown that this saves you around ten minutes per transaction. With around 50 account transactions per month, that amounts to eight hours, i.e. a whole working day that you can use to create more value.
As a tax advisor you don’t have GetMyInvoices yet?
That’s a shame, but not a problem. Our users can optionally export the transactions as an Excel table with the linked documents as a ZIP file and then make them available to their tax advisor for accounting. However, you will gain more time if you use GetMyInvoices yourself as a tax advisor. For example, you can log into your account at any time and have an overview of all documents and transactions of your connected clients.
Exclusive tax advisor online seminar shows advantages
On March 2, 2021 from 1:00 p.m. to 2:00 p.m. we will demonstrate the essential functions of our new one as part of a free online event Banking features and how tax advisors can use them to optimize their work processes. You will also receive exclusive first insights into the results of our study on the subject of digital invoice management. The event is structured as follows:
- Figures, data & facts on the subject of invoice management
- GetMyInvoices product demonstration with new banking feature
- Opportunities for collaboration between tax advisor and client
- outlook into the future
Register now: https://zoom.us/webinar/register/WN_GgfqHGzaQnGfPD2FnyTn7A We look forward to seeing you and having exciting discussions.
