K + M - Maklerportal & Zoho
Send K + M - Maklerportal receipts to Zoho on a schedule you set
GetMyInvoices retrieves invoices and receipts from K + M - Maklerportal at an interval you configure and forwards them automatically to Zoho.
Why connect K + M - Maklerportal with Zoho?
GetMyInvoices automatically retrieves your K + M - Maklerportal invoices and delivers them to Zoho. It logs in to your K + M - Maklerportal account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Zoho booking-ready. One connection covers every K + M - Maklerportal account and recurring billing period.
- Automatic retrieval to Zoho: connect K + M - Maklerportal once, never log in for an invoice again.
- Booking-ready in Zoho: 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 K + M - Maklerportal to Zoho automatically
Three things happen automatically once K + M - Maklerportal is connected, so your invoices reach Zoho without manual work.
Retrieves every K + M - Maklerportal invoice
GetMyInvoices logs in to K + M - Maklerportal 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 Zoho
Invoices and their data are exported to Zoho, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From K + M - Maklerportal login to Zoho in four steps''
Set it up once. After that, every K + M - Maklerportal invoice finds its way into Zoho on its own.
- 1
Connect your K + M - Maklerportal account
Add K + M - Maklerportal 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 K + M - Maklerportal 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 Zoho
Invoices and their data are exported to Zoho on your export schedule, ready for your tax advisor to book.
K + M - Maklerportal also exports to these systems
Your K + M - Maklerportal login stays protected
From the K + M - Maklerportal login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your K + M - Maklerportal login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your K + M - Maklerportal 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 K + M - Maklerportal invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About K + M - Maklerportal & Zoho
K + M - Maklerportal
Insurance and financial brokers process their business through the K + M broker portal, which regularly generates statements and commission documents. These documents must be recorded for accounting purposes. With GetMyInvoices, this happens automatically, without manual login to the portal.
Zoho
Zoho is the integration that receives your K + M - Maklerportal invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between K + M - Maklerportal and Zoho: it downloads the invoice at K + M - Maklerportal and delivers it to Zoho, ready to book.
Frequently asked questions about K + M - Maklerportal, Zoho and GetMyInvoices
Connect your K + M - Maklerportal 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 K + M - Maklerportal console again.
Your K + M - Maklerportal 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 K + M - Maklerportal 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 Zoho 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 K + M - Maklerportal invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your K + M - Maklerportal 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 K + M - Maklerportal invoices in GetMyInvoices right away. The Zoho export is available once you or your tax advisor connect Zoho. 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 Zoho so your tax advisor can book without re-typing.
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K + M - Maklerportal invoices?
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