Coast Capital Savings & Troi
Connect Coast Capital Savings once, feed Troi continuously
After you connect your Coast Capital Savings account, GetMyInvoices automatically downloads new statements and sends them to Troi.
Why connect Coast Capital Savings with Troi?
GetMyInvoices automatically retrieves your Coast Capital Savings bank statements and delivers them to Troi. It logs in to your Coast Capital Savings account for you, fetches every new statement as a PDF plus structured data, sorts and validates it, and exports it to Troi booking-ready. One connection covers every Coast Capital Savings account and recurring billing period.
- Automatic retrieval to Troi: connect Coast Capital Savings once, never log in for a statement again.
- Booking-ready in Troi: 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 Coast Capital Savings to Troi automatically
Three things happen automatically once Coast Capital Savings is connected, so your bank and credit card statements reach Troi without manual work.
Retrieves every Coast Capital Savings bank and credit card statement
GetMyInvoices logs in to Coast Capital Savings on a schedule and downloads each new bank and credit card statement for you, including past statements still available in your account.
Captures the data, not just the PDF
Each bank and credit card statement is read, sorted and enriched with structured fields like date, amount and counterparty, then archived in a GoBD-compliant way.
Delivers your bank and credit card statements to Troi
Bank and credit card statements and their data are exported to Troi, ready for your tax advisor to book. No re-typing, no missing statements.
Proven performance by GetMyInvoices
''From Coast Capital Savings login to Troi in four steps''
Set it up once. After that, every Coast Capital Savings account statement finds its way into Troi on its own.
- 1
Connect your Coast Capital Savings account
Add Coast Capital Savings in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your bank statements.
- 2
Bank statements are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new Coast Capital Savings bank statement as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each bank statement is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to Troi
Bank statements and their data are exported to Troi on your export schedule, ready for your tax advisor to book.
Coast Capital Savings also exports to these systems
Your Coast Capital Savings login stays protected
From the Coast Capital Savings login to the Troi export, we treat your credentials and your account statements accordingly.
Encrypted, or no password at all
Your Coast Capital Savings login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Coast Capital Savings account statements 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 Coast Capital Savings account statement is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Coast Capital Savings & Troi
Coast Capital Savings
Coast Capital Savings is a Canadian financial institution for which account statements and credit card statements are required for accounting. Automatic retrieval saves manual login and provides receipts promptly for tax advisors or accounting software.
Troi
Troi is the integration that receives your Coast Capital Savings bank statements. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Coast Capital Savings and Troi: it downloads the account statement at Coast Capital Savings and delivers it to Troi, ready to book.
Frequently asked questions about Coast Capital Savings, Troi and GetMyInvoices
Connect your Coast Capital Savings account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new bank statement as a PDF plus structured data, without you opening the Coast Capital Savings console again.
Your Coast Capital Savings credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your bank statements. 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 Coast Capital Savings 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 Troi and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in CSV format. Your Coast Capital Savings bank statements arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Coast Capital Savings bank statements 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 Coast Capital Savings bank statements in GetMyInvoices right away. The Troi export is available once you or your tax advisor connect Troi. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as date, amount and counterparty, and passes them to Troi so your tax advisor can book without re-typing.
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Coast Capital Savings bank statements?
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