Postfinance CH & Zoho
Month-end made easier: Postfinance CH documents flow to Zoho
GetMyInvoices retrieves invoices and receipts from Postfinance CH on a schedule you set and sends them to Zoho, ready for month-end closing.
Why connect Postfinance CH with Zoho?
GetMyInvoices automatically retrieves your Postfinance CH invoices and delivers them to Zoho. It logs in to your Postfinance CH 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 Postfinance CH account and recurring billing period.
- Automatic retrieval to Zoho: connect Postfinance CH 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 Postfinance CH to Zoho automatically
Three things happen automatically once Postfinance CH is connected, so your invoices reach Zoho without manual work.
Retrieves every Postfinance CH invoice
GetMyInvoices logs in to Postfinance CH 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 Postfinance CH login to Zoho in four steps''
Set it up once. After that, every Postfinance CH invoice finds its way into Zoho on its own.
- 1
Connect your Postfinance CH account
Add Postfinance CH 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 Postfinance CH 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.
Postfinance CH also exports to these systems
Your Postfinance CH login stays protected
From the Postfinance CH login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Postfinance CH login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Postfinance CH 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 Postfinance CH invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Postfinance CH & Zoho
Postfinance CH
PostFinance is a Swiss financial services provider for payment transactions and banking. This generates invoices and account statements that are important for accounting. Automated processing saves the tedious manual downloading of these documents.
Zoho
Zoho is the integration that receives your Postfinance CH invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Postfinance CH and Zoho: it downloads the invoice at Postfinance CH and delivers it to Zoho, ready to book.
Frequently asked questions about Postfinance CH, Zoho and GetMyInvoices
Connect your Postfinance CH 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 Postfinance CH console again.
Your Postfinance CH 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 Postfinance CH 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 Postfinance CH invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Postfinance CH 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 Postfinance CH 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.
Ready to automate your
Postfinance CH invoices?
Try GetMyInvoices with no obligation and start collecting your Postfinance CH invoices automatically, straight into Zoho.