UBS Bank & DATEV
Retrieve UBS Bank statements once, deliver them to DATEV
Statements already captured are not downloaded twice. GetMyInvoices sends every new one from UBS Bank to DATEV automatically.
Why connect UBS Bank with DATEV?
GetMyInvoices automatically retrieves your UBS Bank bank statements and delivers them to DATEV. It logs in to your UBS Bank account for you, fetches every new statement as a PDF plus structured data, sorts and validates it, and exports it to DATEV booking-ready. One connection covers every UBS Bank account and recurring billing period.
- Automatic retrieval to DATEV: connect UBS Bank once, never log in for a statement again.
- Booking-ready in DATEV: 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 UBS Bank to DATEV automatically
Three things happen automatically once UBS Bank is connected, so your bank and credit card statements reach DATEV without manual work.
Retrieves every UBS Bank bank and credit card statement
GetMyInvoices logs in to UBS Bank 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 DATEV
Bank and credit card statements and their data are exported to DATEV, ready for your tax advisor to book. No re-typing, no missing statements.
Proven performance by GetMyInvoices
''From UBS Bank login to DATEV in four steps''
Set it up once. After that, every UBS Bank account statement finds its way into DATEV on its own.
- 1
Connect your UBS Bank account
Add UBS Bank 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 UBS Bank 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 DATEV
Bank statements and their data are exported to DATEV on your export schedule, ready for your tax advisor to book.
UBS Bank also exports to these systems
Your UBS Bank login stays protected
From the UBS Bank login to the DATEV export, we treat your credentials and your account statements accordingly.
Encrypted, or no password at all
Your UBS Bank login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your UBS Bank 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 UBS Bank account statement is archived in a GoBD-compliant way, with the original document kept alongside its data.
About UBS Bank & DATEV
UBS Bank
UBS is an internationally active bank for private and business customers. Your UBS account regularly generates bank statements and credit card statements that need to be included in bookkeeping. Automated retrieval saves you the manual downloading and speeds up filing.
DATEV
DATEV eG is a software cooperative founded in 1966 and based in Nuremberg. Its software for accounting, tax and payroll is widely used by tax advisors, auditors and the businesses they work with across Germany. For most companies, DATEV is where bank statements are recorded and handed over to the tax advisor. That makes it the natural destination for documents like your UBS Bank bank statements.
GetMyInvoices sits between UBS Bank and DATEV: it downloads the account statement at UBS Bank and delivers it to DATEV, ready to book.
Frequently asked questions about UBS Bank, DATEV and GetMyInvoices
Connect your UBS Bank 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 UBS Bank console again.
Your UBS Bank 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 UBS Bank 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 DATEV and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in CSV format. Your UBS Bank bank statements arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your UBS Bank 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 UBS Bank bank statements in GetMyInvoices right away. The DATEV export is available once you or your tax advisor connect DATEV. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as date, amount and counterparty, and passes them to DATEV so your tax advisor can book without re-typing.
Ready to automate your
UBS Bank bank statements?
Try GetMyInvoices with no obligation and start collecting your UBS Bank bank statements automatically, straight into DATEV.