All bills in one place
Download your Württembergische - Vermittlerportal invoices automatically
GetMyInvoices automatically downloads your invoices from the Württembergische partner portal. This saves you time and keeps all documents centrally organized.
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What GetMyInvoices does for Württembergische - Vermittlerportal
No more manual downloading
You no longer log in to your Württembergische - Vermittlerportal account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Württembergische - Vermittlerportal receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with Württembergische - Vermittlerportal
Insurance & Health Insurance
Shortly before the end of the month, your accounting team once again gathers the commission statements from the partner portal, because closing the books isn't possible without them. With multiple agent accounts and ongoing contract changes, the number of statements grows quickly, and individual documents are easily lost in the daily workload. If a statement is missing, reconciliation with actual incoming payments is delayed, and account reconciliation drags on for days. With automatic retrieval, all commission statements and contract documents are available complete and on time, so month-end closing no longer fails due to missing documents.
Get started now with document automation for Insurance & Health Insurance
Real Estate & Property Management
For every managed property, a separate application for building or owner insurance runs through the partner portal, and property management must keep track of the status of each individual process. With a larger portfolio of properties, it's easy to lose track of which policy has already been confirmed and which documents are still missing. At the end of the month, accounting then asks for proof of closing costs that were actually already stored in the portal, but which no one can identify anymore. If the documents are automatically downloaded and forwarded, each policy can be directly assigned to the correct property, without anyone having to manually check property by property.
Get started now with document automation for Real Estate & Property ManagementBanking & Payment Transactions
At the branch, the sales employee handles insurance applications that run through the partner portal on the side, and the corresponding commission payouts often only appear in the bank account weeks later. When accounting then wants to reconcile the incoming payments, the connection to the original statement is missing, because no one saved the documents from the portal in time. Especially with multiple branches with their own broker accounts, the effort of tracking each statement individually adds up. Automatically retrieved statements can be cleanly matched to commission payments, so payment reconciliation no longer has to wait on a request from the branch.
Get started now with document automation for Banking & Payment TransactionsHow does it work?
Connect your Württembergische - Vermittlerportal account
Connect your Württembergische - Vermittlerportal account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your Württembergische - Vermittlerportal account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your Württembergische - Vermittlerportal receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
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About Württembergische - Vermittlerportal
The Württembergische partner portal is used by insurance brokers to manage contracts and commissions. This generates statements and documents that are relevant for accounting. GetMyInvoices automatically retrieves these documents and eliminates the need for manual login.
Frequently asked questions about Württembergische - Vermittlerportal and GetMyInvoices
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Württembergische - Vermittlerportal invoices?
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