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