Circleback & DATEV
Booking-ready documents from Circleback, delivered to DATEV
GetMyInvoices retrieves your invoices and receipts from Circleback and transfers them to DATEV, ready to be processed further.
Why connect Circleback with DATEV?
GetMyInvoices automatically retrieves your Circleback invoices and delivers them to DATEV. It logs in to your Circleback 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 Circleback account and recurring billing period.
- Automatic retrieval to DATEV: connect Circleback 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 Circleback to DATEV automatically
Three things happen automatically once Circleback is connected, so your invoices reach DATEV without manual work.
Retrieves every Circleback invoice
GetMyInvoices logs in to Circleback 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 Circleback login to DATEV in four steps''
Set it up once. After that, every Circleback invoice finds its way into DATEV on its own.
- 1
Connect your Circleback account
Add Circleback 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 Circleback 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.
Circleback also exports to these systems
Your Circleback login stays protected
From the Circleback login to the DATEV export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Circleback login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Circleback 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 Circleback invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Circleback & DATEV
Circleback
Circleback is a tool for automatically recording and summarizing meetings, and its use regularly generates invoices. These receipts need to be recorded for accounting. Automated retrieval saves you the manual downloading and sorting.
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 Circleback invoices.
GetMyInvoices sits between Circleback and DATEV: it downloads the invoice at Circleback and delivers it to DATEV, ready to book.
Frequently asked questions about Circleback, DATEV and GetMyInvoices
Connect your Circleback 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 Circleback console again.
Your Circleback 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 Circleback 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 Circleback invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Circleback 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 Circleback 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.
Ready to automate your
Circleback invoices?
Try GetMyInvoices with no obligation and start collecting your Circleback invoices automatically, straight into DATEV.