plan.io & Dropbox
Booking-ready documents from plan.io, delivered to Dropbox
GetMyInvoices retrieves your invoices and receipts from plan.io and transfers them to Dropbox, ready to be processed further.
Why connect plan.io with Dropbox?
GetMyInvoices connects to your plan.io account, automatically retrieves your invoices and receipts, and passes them on ready for booking to Dropbox. You no longer need to log in to plan.io manually, and your receipts end up right where your accounting works with Dropbox. One connection covers every plan.io account and every recurring billing period.
- Automatic retrieval to Dropbox: connect plan.io once, never log in for an invoice again.
- Booking-ready in Dropbox: 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 plan.io to Dropbox automatically
Three things happen automatically once plan.io is connected, so your invoices reach Dropbox without manual work.
Retrieves every plan.io invoice
GetMyInvoices logs in to plan.io 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 Dropbox
Invoices and their data are exported to Dropbox, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From plan.io login to Dropbox in four steps''
Set it up once. After that, every plan.io invoice finds its way into Dropbox on its own.
- 1
Connect your plan.io account
Add plan.io 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 plan.io 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 Dropbox
Invoices and their data are exported to Dropbox on your export schedule, ready for your tax advisor to book.
plan.io also exports to these systems
Your plan.io login stays protected
From the plan.io login to the Dropbox export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your plan.io login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your plan.io 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 plan.io invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About plan.io & Dropbox
plan.io
plan.io is a project management and collaboration platform that also generates subscription invoices for the plans used. These receipts need to be recorded for bookkeeping. Automated processing saves time here and prevents invoices from being overlooked.
Dropbox
Dropbox is the integration that receives your plan.io invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between plan.io and Dropbox: it downloads the invoice at plan.io and delivers it to Dropbox, ready to book.
Frequently asked questions about plan.io, Dropbox and GetMyInvoices
Connect your plan.io 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 plan.io console again.
Your plan.io 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 plan.io 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 Dropbox 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 plan.io invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your plan.io 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 plan.io invoices in GetMyInvoices right away. The Dropbox export is available once you or your tax advisor connect Dropbox. 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 Dropbox so your tax advisor can book without re-typing.
Ready to automate your
plan.io invoices?
Try GetMyInvoices with no obligation and start collecting your plan.io invoices automatically, straight into Dropbox.