Customer voice MWD Werbeagentur

As the agency grew, so did the complexity of its bookkeeping. Almost all employees use an American Express Business Platinum supplementary card to cover business expenses.

With so many employees and receipts, it quickly became difficult to keep track. Which invoice belongs to a debit? Which employee has the corresponding receipt?

These and other questions came up regularly. Reconciling transactions through CSV downloads and manually matching receipts was very time-consuming, as they could not be clearly allocated in DATEV.

The processes were not only error-prone but also became an organisational bottleneck. For major projects, such as events with up to 400 invoices, the workload grew significantly.

GetMyInvoices and American Express® bring order to invoice chaos

Introducing GetMyInvoices alongside the American Express Business Platinum Card fundamentally changed how the agency works. Cardholders activated the Platinum package and linked the Business Platinum Card to their GetMyInvoices account. Card transactions are now imported automatically into GetMyInvoices, and receipts can be assigned without detours.

Thanks to email forwarding and online-portal connections, all invoices are available centrally in document management. The tax adviser has direct access and can retrieve the required documents independently.

The tagging feature has proved particularly helpful, creating a clear assignment to individual projects.

In parallel, the agency began introducing approval workflows. Together with its in-house time tracking, which automatically records external costs, this results in a much more efficient process.

More visibility, less effort and tangible relief

The improvements are clearly noticeable in day-to-day operations. The time spent on bookkeeping fell from around three person-days per week to an average of half a day. At the same time, the complete and transparent capture of receipts provides more control and fewer questions from the tax adviser.

For the two managing directors in particular, this means significant relief because they now only need to approve invoices in exceptional cases. Team motivation has also increased, as progress and completed tasks are immediately visible in GetMyInvoices.

More overview in bookkeeping and advantages through American Express

With GetMyInvoices and American Express, MWD Werbeagentur has decisively improved its bookkeeping processes. What used to be an error-prone and time-consuming process is now a transparent, fast and efficient workflow.

This gives the managing directors more freedom for creative work with clients while ensuring professional and reliable financial processes. The American Express Business Card has also proved valuable beyond bookkeeping.

Free supplementary cards are particularly valuable for the agency because employees can make purchases easily. Priority Pass and travel credit simplify business travel, while Membership Rewards® have become a tangible benefit that helps offset the annual fee.

By having the courage to automate and adapt old processes, MWD Werbeagentur has not only modernised its bookkeeping sustainably but also laid the foundation for managing future growth professionally and efficiently.