UBS e-banking & Dynamics 365 Business Central
Booking-ready statements from UBS e-banking to Dynamics 365 Business Central
GetMyInvoices downloads new statements from UBS e-banking automatically and delivers them to Dynamics 365 Business Central, ready for further processing.
Why connect UBS e-banking with Dynamics 365 Business Central?
GetMyInvoices connects to your UBS e-banking account, automatically retrieves your account statements, and delivers them ready for posting to Dynamics 365 Business Central. You no longer need to log in to UBS e-banking manually, and your account statements land directly where your accounting works with Dynamics 365 Business Central. One connection covers every UBS e-banking account and every recurring billing period.
- Automatic retrieval to Dynamics 365 Business Central: connect UBS e-banking once, never log in for a statement again.
- Booking-ready in Dynamics 365 Business Central: 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 UBS e-banking to Dynamics 365 Business Central automatically
Three things happen automatically once UBS e-banking is connected, so your bank and credit card statements reach Dynamics 365 Business Central without manual work.
Retrieves every UBS e-banking bank and credit card statement
GetMyInvoices logs in to UBS e-banking on a schedule and downloads each new bank and credit card statement for you, including past statements still available in your account.
Captures the data, not just the PDF
Each bank and credit card statement is read, sorted and enriched with structured fields like date, amount and counterparty, then archived in a GoBD-compliant way.
Delivers your bank and credit card statements to Dynamics 365 Business Central
Bank and credit card statements and their data are exported to Dynamics 365 Business Central, ready for your tax advisor to book. No re-typing, no missing statements.
Proven performance by GetMyInvoices
''From UBS e-banking login to Dynamics 365 Business Central in four steps''
Set it up once. After that, every UBS e-banking account statement finds its way into Dynamics 365 Business Central on its own.
- 1
Connect your UBS e-banking account
Add UBS e-banking in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your bank statements.
- 2
Bank statements are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new UBS e-banking bank statement as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each bank statement is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to Dynamics 365 Business Central
Bank statements and their data are exported to Dynamics 365 Business Central on your export schedule, ready for your tax advisor to book.
UBS e-banking also exports to these systems
Your UBS e-banking login stays protected
From the UBS e-banking login to the Dynamics 365 Business Central export, we treat your credentials and your account statements accordingly.
Encrypted, or no password at all
Your UBS e-banking login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your UBS e-banking account statements 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 UBS e-banking account statement is archived in a GoBD-compliant way, with the original document kept alongside its data.
About UBS e-banking & Dynamics 365 Business Central
UBS e-banking
UBS E-Banking is the online banking portal of the major Swiss bank UBS. It generates account statements and credit card statements that regularly need to be transferred into accounting. GetMyInvoices downloads these documents automatically – without any manual login.
Dynamics 365 Business Central
Dynamics 365 Business Central is the integration that receives your UBS e-banking bank statements. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between UBS e-banking and Dynamics 365 Business Central: it downloads the account statement at UBS e-banking and delivers it to Dynamics 365 Business Central, ready to book.
Frequently asked questions about UBS e-banking, Dynamics 365 Business Central and GetMyInvoices
Connect your UBS e-banking account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new bank statement as a PDF plus structured data, without you opening the UBS e-banking console again.
Your UBS e-banking credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your bank statements. 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 UBS e-banking 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 Dynamics 365 Business Central and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in CSV format. Your UBS e-banking bank statements arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your UBS e-banking bank statements 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 UBS e-banking bank statements in GetMyInvoices right away. The Dynamics 365 Business Central export is available once you or your tax advisor connect Dynamics 365 Business Central. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as date, amount and counterparty, and passes them to Dynamics 365 Business Central so your tax advisor can book without re-typing.
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UBS e-banking bank statements?
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