OptiMonk & DATEV
No more manual downloads from OptiMonk before sending to DATEV
GetMyInvoices automatically fetches new invoices from OptiMonk and forwards them to DATEV, so you skip the manual retrieval step.
Why connect OptiMonk with DATEV?
GetMyInvoices automatically retrieves your OptiMonk invoices and delivers them to DATEV. It logs in to your OptiMonk account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to DATEV booking-ready. One connection covers every OptiMonk account and recurring billing period.
- Automatic retrieval to DATEV: connect OptiMonk once, never log in for an invoice 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 OptiMonk to DATEV automatically
Three things happen automatically once OptiMonk is connected, so your invoices reach DATEV without manual work.
Retrieves every OptiMonk invoice
GetMyInvoices logs in to OptiMonk 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 DATEV
Invoices and their data are exported to DATEV, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From OptiMonk login to DATEV in four steps''
Set it up once. After that, every OptiMonk invoice finds its way into DATEV on its own.
- 1
Connect your OptiMonk account
Add OptiMonk 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 OptiMonk 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 DATEV
Invoices and their data are exported to DATEV on your export schedule, ready for your tax advisor to book.
OptiMonk also exports to these systems
Your OptiMonk login stays protected
From the OptiMonk login to the DATEV export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your OptiMonk login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your OptiMonk 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 OptiMonk invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About OptiMonk & DATEV
OptiMonk
OptiMonk is a platform for conversion optimization and popup marketing. Using it regularly generates invoices that need to be recorded in accounting. GetMyInvoices downloads these automatically, so you no longer need to manually log in to the OptiMonk portal.
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 receipts and invoices are recorded and handed over to the tax advisor. That makes it the natural destination for documents like your OptiMonk invoices.
GetMyInvoices sits between OptiMonk and DATEV: it downloads the invoice at OptiMonk and delivers it to DATEV, ready to book.
Frequently asked questions about OptiMonk, DATEV and GetMyInvoices
Connect your OptiMonk 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 OptiMonk console again.
Your OptiMonk 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 OptiMonk 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 formats like CSV, ZUGFeRD and X-Rechnung. Your OptiMonk invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your OptiMonk 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 OptiMonk invoices 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 invoice number, date, net and gross amounts and VAT, and passes them to DATEV so your tax advisor can book without re-typing.
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OptiMonk invoices?
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