Planday & FreeAgent
Keep your tax advisor supplied: Planday invoices to FreeAgent
GetMyInvoices collects invoices and receipts from Planday and passes them on to FreeAgent, giving your tax advisor the documents they need.
Why connect Planday with FreeAgent?
GetMyInvoices automatically retrieves your Planday invoices and delivers them to FreeAgent. It logs in to your Planday account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to FreeAgent booking-ready. One connection covers every Planday account and recurring billing period.
- Automatic retrieval to FreeAgent: connect Planday once, never log in for an invoice again.
- Booking-ready in FreeAgent: 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 Planday to FreeAgent automatically
Three things happen automatically once Planday is connected, so your invoices reach FreeAgent without manual work.
Retrieves every Planday invoice
GetMyInvoices logs in to Planday 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 FreeAgent
Invoices and their data are exported to FreeAgent, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Planday login to FreeAgent in four steps''
Set it up once. After that, every Planday invoice finds its way into FreeAgent on its own.
- 1
Connect your Planday account
Add Planday 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 Planday 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 FreeAgent
Invoices and their data are exported to FreeAgent on your export schedule, ready for your tax advisor to book.
Planday also exports to these systems
Your Planday login stays protected
From the Planday login to the FreeAgent export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Planday login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Planday 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 Planday invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Planday & FreeAgent
Planday
Planday is a software for workforce scheduling and shift management, which also generates subscription and usage invoices. These need to be recorded for accounting purposes. GetMyInvoices automatically downloads such invoices and forwards them directly, without any manual login required.
FreeAgent
FreeAgent is the integration that receives your Planday invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Planday and FreeAgent: it downloads the invoice at Planday and delivers it to FreeAgent, ready to book.
Frequently asked questions about Planday, FreeAgent and GetMyInvoices
Connect your Planday 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 Planday console again.
Your Planday 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 Planday 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 FreeAgent 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 Planday invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Planday 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 Planday invoices in GetMyInvoices right away. The FreeAgent export is available once you or your tax advisor connect FreeAgent. 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 FreeAgent so your tax advisor can book without re-typing.
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Planday invoices?
Try GetMyInvoices with no obligation and start collecting your Planday invoices automatically, straight into FreeAgent.