Customer voice steuerberaten.de

Optimising client processes with GetMyInvoices

Optimising client processes with GetMyInvoices

steuerberaten.de

steuerberaten.de was founded in 2006 as the first online tax advisor in Germany. With our many years of experience, we are a reliable, trustworthy and modern partner in everyday business life. We currently serve more than 4,700 clients from across Germany in our online tax office. We have specialized in advising corporations and partnerships, traders and freelancers. Before accepting a new mandate, we first check which accounting processes can be automated at the company. Data exchange plays an important role here and should take place without manual effort. To this end, we have developed our own platform through which we work with our clients. This includes, among other things, a document archive and checklists that show the clients' tasks and the current processing status.

  • 2006

    Founded

  • Tax advisory

    Industry

  • 2019

    Customer since

Christian Gebert

„GetMyInvoices enables us to exchange data with our clients without manual effort.“

Christian Gebert, CEO steuerberaten.de

The challenges in invoice management

Initial situation

Processing incoming invoices was a time waster

“When posting our clients’ outgoing invoices, we have already implemented good connections with which we receive these documents automatically. However, this was not the case with the incoming invoices. Like many tax consultants, we had the problem that supplier invoices were repeatedly missing from the accounting department and we had to request them separately. This cost time and prevented everything from running smoothly. While researching a suitable solution, we came across GetMyInvoices. We tested the product and quickly discovered the numerous advantages, so we use it ourselves and expressly recommend it to our clients.”

**Solution approach: **

GetMyInvoices enables faster posting of incoming invoices

“GetMyInvoices is a cool tool that companies can use to automatically collect invoices, especially from portals. The solution is also easy to use and the archive is clearly structured so that our clients can quickly find their documents here.

The advantage for us is that we now receive all receipts from our clients completely and promptly, so that we can post them directly and do not have to wait until the end of the month. To do this, the invoices in GetMyInvoices are exported to the DATEV world via appropriate interfaces so that the accountant can process them in their usual environment.”

Automation with GetMyInvoices

Result

More time for advising clients

“GetMyInvoices enables us to meet the demand for fast accounting and, for example, already provide our clients with a management report for the previous month right at the start of the month.

In addition, chasing missing incoming invoices is no longer necessary. Our clients in turn save time because they no longer have to download their invoices manually from portals — GetMyInvoices collects them for them automatically.

Overall, we can speed up our processes and focus more on advising our clients.”

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