Optimal Workshop & Box
Every Optimal Workshop invoice, automatically routed to Box
GetMyInvoices connects to Optimal Workshop, detects new invoices and receipts, and forwards them to Box for you.
Why connect Optimal Workshop with Box?
GetMyInvoices automatically retrieves your Optimal Workshop invoices and delivers them to Box. It logs in to your Optimal Workshop account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Box booking-ready. One connection covers every Optimal Workshop account and recurring billing period.
- Automatic retrieval to Box: connect Optimal Workshop once, never log in for an invoice again.
- Booking-ready in Box: 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 Optimal Workshop to Box automatically
Three things happen automatically once Optimal Workshop is connected, so your invoices reach Box without manual work.
Retrieves every Optimal Workshop invoice
GetMyInvoices logs in to Optimal Workshop 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 Box
Invoices and their data are exported to Box, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Optimal Workshop login to Box in four steps''
Set it up once. After that, every Optimal Workshop invoice finds its way into Box on its own.
- 1
Connect your Optimal Workshop account
Add Optimal Workshop 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 Optimal Workshop 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 Box
Invoices and their data are exported to Box on your export schedule, ready for your tax advisor to book.
Optimal Workshop also exports to these systems
Your Optimal Workshop login stays protected
From the Optimal Workshop login to the Box export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Optimal Workshop login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Optimal Workshop 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 Optimal Workshop invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Optimal Workshop & Box
Optimal Workshop
Optimal Workshop is a platform for UX research tools, through which companies obtain subscriptions for their user research. This regularly generates invoices that need to be included in accounting. GetMyInvoices retrieves these automatically, so you no longer have to download them manually.
Box
Box is the integration that receives your Optimal Workshop invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Optimal Workshop and Box: it downloads the invoice at Optimal Workshop and delivers it to Box, ready to book.
Frequently asked questions about Optimal Workshop, Box and GetMyInvoices
Connect your Optimal Workshop 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 Optimal Workshop console again.
Your Optimal Workshop 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 Optimal Workshop 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 Box 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 Optimal Workshop invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Optimal Workshop 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 Optimal Workshop invoices in GetMyInvoices right away. The Box export is available once you or your tax advisor connect Box. 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 Box so your tax advisor can book without re-typing.
Ready to automate your
Optimal Workshop invoices?
Try GetMyInvoices with no obligation and start collecting your Optimal Workshop invoices automatically, straight into Box.