M&T Digital Banking & Salesforce
Save time on M&T Digital Banking retrievals bound for Salesforce
Instead of logging in to M&T Digital Banking yourself, let GetMyInvoices fetch new statements and forward them directly to Salesforce.
Why connect M&T Digital Banking with Salesforce?
GetMyInvoices automatically retrieves your M&T Digital Banking bank statements and delivers them to Salesforce. It logs in to your M&T Digital Banking account for you, fetches every new statement as a PDF plus structured data, sorts and validates it, and exports it to Salesforce booking-ready. One connection covers every M&T Digital Banking account and recurring billing period.
- Automatic retrieval to Salesforce: connect M&T Digital Banking once, never log in for a statement again.
- Booking-ready in Salesforce: 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 M&T Digital Banking to Salesforce automatically
Three things happen automatically once M&T Digital Banking is connected, so your bank and credit card statements reach Salesforce without manual work.
Retrieves every M&T Digital Banking bank and credit card statement
GetMyInvoices logs in to M&T Digital Banking 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 Salesforce
Bank and credit card statements and their data are exported to Salesforce, ready for your tax advisor to book. No re-typing, no missing statements.
Proven performance by GetMyInvoices
''From M&T Digital Banking login to Salesforce in four steps''
Set it up once. After that, every M&T Digital Banking account statement finds its way into Salesforce on its own.
- 1
Connect your M&T Digital Banking account
Add M&T Digital Banking 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 M&T Digital Banking 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 Salesforce
Bank statements and their data are exported to Salesforce on your export schedule, ready for your tax advisor to book.
M&T Digital Banking also exports to these systems
Your M&T Digital Banking login stays protected
From the M&T Digital Banking login to the Salesforce export, we treat your credentials and your account statements accordingly.
Encrypted, or no password at all
Your M&T Digital Banking login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your M&T Digital Banking 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 M&T Digital Banking account statement is archived in a GoBD-compliant way, with the original document kept alongside its data.
About M&T Digital Banking & Salesforce
M&T Digital Banking
M&T Digital Banking is M&T Bank's online banking service, through which business customers manage their accounts. This continuously generates account statements and credit card statements for accounting. Automatic retrieval saves manual login and reliably provides the documents.
Salesforce
Salesforce is the integration that receives your M&T Digital Banking bank statements. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between M&T Digital Banking and Salesforce: it downloads the account statement at M&T Digital Banking and delivers it to Salesforce, ready to book.
Frequently asked questions about M&T Digital Banking, Salesforce and GetMyInvoices
Connect your M&T Digital Banking 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 M&T Digital Banking console again.
Your M&T Digital Banking 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 M&T Digital Banking 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 Salesforce and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in CSV format. Your M&T Digital Banking bank statements arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your M&T Digital Banking 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 M&T Digital Banking bank statements in GetMyInvoices right away. The Salesforce export is available once you or your tax advisor connect Salesforce. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as date, amount and counterparty, and passes them to Salesforce so your tax advisor can book without re-typing.
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M&T Digital Banking bank statements?
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