Citibank & Microsoft Sharepoint
From Citibank to Microsoft Sharepoint, fully automated
GetMyInvoices connects to your Citibank account and automatically downloads your bank and credit card statements, then sends them to Microsoft Sharepoint.
Why connect Citibank with Microsoft Sharepoint?
GetMyInvoices automatically retrieves your Citibank bank statements and delivers them to Microsoft Sharepoint. It logs in to your Citibank account for you, fetches every new statement as a PDF plus structured data, sorts and validates it, and exports it to Microsoft Sharepoint booking-ready. One connection covers every Citibank account and recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect Citibank once, never log in for a statement again.
- Booking-ready in Microsoft Sharepoint: 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 Citibank to Microsoft Sharepoint automatically
Three things happen automatically once Citibank is connected, so your bank and credit card statements reach Microsoft Sharepoint without manual work.
Retrieves every Citibank bank and credit card statement
GetMyInvoices logs in to Citibank 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 Microsoft Sharepoint
Bank and credit card statements and their data are exported to Microsoft Sharepoint, ready for your tax advisor to book. No re-typing, no missing statements.
Proven performance by GetMyInvoices
''From Citibank login to Microsoft Sharepoint in four steps''
Set it up once. After that, every Citibank account statement finds its way into Microsoft Sharepoint on its own.
- 1
Connect your Citibank account
Add Citibank 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 Citibank 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 Microsoft Sharepoint
Bank statements and their data are exported to Microsoft Sharepoint on your export schedule, ready for your tax advisor to book.
Citibank also exports to these systems
Your Citibank login stays protected
From the Citibank login to the Microsoft Sharepoint export, we treat your credentials and your account statements accordingly.
Encrypted, or no password at all
Your Citibank login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Citibank 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 Citibank account statement is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Citibank & Microsoft Sharepoint
Citibank
Citibank is an internationally active bank through which companies manage accounts and credit cards. This regularly generates account statements and credit card statements for accounting. Automatic retrieval saves time and ensures complete records.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your Citibank bank statements. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Citibank and Microsoft Sharepoint: it downloads the account statement at Citibank and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about Citibank, Microsoft Sharepoint and GetMyInvoices
Connect your Citibank 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 Citibank console again.
Your Citibank 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 Citibank 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 Microsoft Sharepoint and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in CSV format. Your Citibank bank statements arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Citibank 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 Citibank bank statements in GetMyInvoices right away. The Microsoft Sharepoint export is available once you or your tax advisor connect Microsoft Sharepoint. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as date, amount and counterparty, and passes them to Microsoft Sharepoint so your tax advisor can book without re-typing.
Ready to automate your
Citibank bank statements?
Try GetMyInvoices with no obligation and start collecting your Citibank bank statements automatically, straight into Microsoft Sharepoint.