Smartplan & Docbox
Skip the manual Smartplan routine, forward receipts to Docbox
GetMyInvoices automatically downloads new documents from Smartplan and sends them to Docbox, so manual checking is no longer necessary.
Why connect Smartplan with Docbox?
GetMyInvoices automatically retrieves your Smartplan invoices and delivers them to Docbox. It logs in to your Smartplan account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Docbox booking-ready. One connection covers every Smartplan account and recurring billing period.
- Automatic retrieval to Docbox: connect Smartplan once, never log in for an invoice again.
- Booking-ready in Docbox: the PDF plus the structured data your accounting needs.
- Built for many accounts: agencies, IT service providers and tax firms in one dashboard.
Over 20,000 businesses rely on GetMyInvoices
From Smartplan to Docbox automatically
Three things happen automatically once Smartplan is connected, so your invoices reach Docbox without manual work.
Retrieves every Smartplan invoice
GetMyInvoices logs in to Smartplan Cloud and Robot on a schedule and downloads each new invoice for you, including past invoices still available in your account.
Captures the data, not just the PDF
Each invoice is read, sorted and enriched with structured fields like invoice number, date, net, gross and VAT, then archived in a GoBD-compliant way.
Delivers your invoices to Docbox
Invoices and their data are exported to Docbox, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Smartplan login to Docbox in four steps''
Set it up once. After that, every Smartplan invoice finds its way into Docbox on its own.
- 1
Connect your Smartplan account
Add Smartplan in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your invoices.
- 2
Invoices are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new Smartplan invoice as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each invoice is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to Docbox
Invoices and their data are exported to Docbox on your export schedule, ready for your tax advisor to book.
Smartplan also exports to these systems
Your Smartplan login stays protected
From the Smartplan login to the Docbox export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Smartplan login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Smartplan invoices in by email instead, through a dedicated GetMyInvoices inbox.
Hosted in Germany, GDPR
GetMyInvoices is GDPR-compliant and hosted in Germany. All data is transferred over HTTPS.
GoBD-compliant archive
Every Smartplan invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Smartplan & Docbox
Smartplan
Smartplan is a software for workforce planning and time tracking, through which invoices for booked services are also generated. These receipts must be recorded for accounting purposes. Automated retrieval saves manual downloading and keeps your records always complete.
Docbox
Docbox is the integration that receives your Smartplan invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Smartplan and Docbox: it downloads the invoice at Smartplan and delivers it to Docbox, ready to book.
Frequently asked questions about Smartplan, Docbox and GetMyInvoices
Connect your Smartplan account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new invoice as a PDF plus structured data, without you opening the Smartplan console again.
Your Smartplan credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your invoices. GetMyInvoices is GDPR-compliant, hosted in Germany, and transfers all data over HTTPS.
If a login stops working, for example after a password change, GetMyInvoices flags the connection in your dashboard and notifies you. You update the credentials once and automatic retrieval continues.
Yes. You can connect multiple Smartplan Cloud and Robot accounts and manage them from one GetMyInvoices dashboard. This is built for agencies, IT service providers and tax firms handling many clients.
To Docbox and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in formats like CSV, ZUGFeRD and X-Rechnung. Your Smartplan invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Smartplan invoices in a GoBD-compliant way and keeps the original document alongside the extracted data. GoBD-compliant does not mean GoBD-certified; please confirm the specifics for your setup with your tax advisor.
No. You can start retrieving and organizing your Smartplan invoices in GetMyInvoices right away. The Docbox export is available once you or your tax advisor connect Docbox. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as invoice number, date, net and gross amounts and VAT, and passes them to Docbox so your tax advisor can book without re-typing.
Ready to automate your
Smartplan invoices?
Try GetMyInvoices with no obligation and start collecting your Smartplan invoices automatically, straight into Docbox.