StoneX & Sage
Sage receives your StoneX invoices on autopilot
New documents from StoneX are automatically detected and downloaded, then sent on to Sage without any manual steps.
Why connect StoneX with Sage?
GetMyInvoices connects to your StoneX account, automatically retrieves your invoices and receipts, and passes them on ready for booking to Sage. You no longer need to manually log in to StoneX, and your receipts land directly where your accounting works with Sage. One connection covers every StoneX account and every recurring billing period.
- Automatic retrieval to Sage: connect StoneX 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 StoneX to Sage automatically
Three things happen automatically once StoneX is connected, so your invoices reach Sage without manual work.
Retrieves every StoneX invoice
GetMyInvoices logs in to StoneX 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 StoneX login to Sage in four steps''
Set it up once. After that, every StoneX invoice finds its way into Sage on its own.
- 1
Connect your StoneX account
Add StoneX 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 StoneX 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.
StoneX also exports to these systems
Your StoneX login stays protected
From the StoneX login to the Sage export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your StoneX login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your StoneX 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 StoneX invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About StoneX & Sage
StoneX
StoneX is a global financial services provider for trading, investment, and risk management. This continuously generates invoices and statements that need to be transferred into accounting. GetMyInvoices automatically downloads these documents and hands them directly to your accounting software.
Sage
Sage is the integration that receives your StoneX invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between StoneX and Sage: it downloads the invoice at StoneX and delivers it to Sage, ready to book.
Frequently asked questions about StoneX, Sage and GetMyInvoices
Connect your StoneX 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 StoneX console again.
Your StoneX 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 StoneX 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 StoneX invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your StoneX 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 StoneX 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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StoneX invoices?
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