Union Investments & DATEV
Statements travel from Union Investments to DATEV on their own
GetMyInvoices checks Union Investments for new statements at intervals you configure and transfers them straight to DATEV.
Why connect Union Investments with DATEV?
GetMyInvoices automatically retrieves your Union Investments bank statements and delivers them to DATEV. It logs in to your Union Investments account for you, fetches every new statement as a PDF plus structured data, sorts and validates it, and exports it to DATEV booking-ready. One connection covers every Union Investments account and recurring billing period.
- Automatic retrieval to DATEV: connect Union Investments once, never log in for a statement again.
- Booking-ready in DATEV: 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 Union Investments to DATEV automatically
Three things happen automatically once Union Investments is connected, so your bank and credit card statements reach DATEV without manual work.
Retrieves every Union Investments bank and credit card statement
GetMyInvoices logs in to Union Investments 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 DATEV
Bank and credit card statements and their data are exported to DATEV, ready for your tax advisor to book. No re-typing, no missing statements.
Proven performance by GetMyInvoices
''From Union Investments login to DATEV in four steps''
Set it up once. After that, every Union Investments account statement finds its way into DATEV on its own.
- 1
Connect your Union Investments account
Add Union Investments 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 Union Investments 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 DATEV
Bank statements and their data are exported to DATEV on your export schedule, ready for your tax advisor to book.
Union Investments also exports to these systems
Your Union Investments login stays protected
From the Union Investments login to the DATEV export, we treat your credentials and your account statements accordingly.
Encrypted, or no password at all
Your Union Investments login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Union Investments 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 Union Investments account statement is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Union Investments & DATEV
Union Investments
Union Investment is an investment company through which investors invest in funds and manage portfolios. This regularly generates bank statements and settlements that need to be recorded in accounting. Automatic retrieval eliminates manual downloading and speeds up processing.
DATEV
DATEV eG is a software cooperative founded in 1966 and based in Nuremberg. Its software for accounting, tax and payroll is widely used by tax advisors, auditors and the businesses they work with across Germany. For most companies, DATEV is where bank statements are recorded and handed over to the tax advisor. That makes it the natural destination for documents like your Union Investments bank statements.
GetMyInvoices sits between Union Investments and DATEV: it downloads the account statement at Union Investments and delivers it to DATEV, ready to book.
Frequently asked questions about Union Investments, DATEV and GetMyInvoices
Connect your Union Investments 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 Union Investments console again.
Your Union Investments 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 Union Investments 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 DATEV and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in CSV format. Your Union Investments bank statements arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Union Investments 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 Union Investments bank statements in GetMyInvoices right away. The DATEV export is available once you or your tax advisor connect DATEV. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as date, amount and counterparty, and passes them to DATEV so your tax advisor can book without re-typing.
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Union Investments bank statements?
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