All bills in one place

Download your Plansanté invoices automatically

GetMyInvoices automatically downloads your Plansanté invoices. This saves you time and keeps all your receipts organized at all times.

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What GetMyInvoices does for Plansanté

1

No more manual downloading

You no longer log in to your Plansanté account to hunt for invoices. GetMyInvoices handles the retrieval for you.

2

A searchable receipt archive

All Plansanté receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.

3

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 Plansanté

Insurance & Health Insurance Providers

Insurance & Health Insurance Providers

At the end of the month, accounting receives several commission statements from Plansanté, spread across different periods and often delayed relative to the actual commission payment. Whoever on the team has time logs into the portal, searches for the matching receipts, and manually assigns them to the incoming payments. If this task falls to just one person, the reconciliation between the bank statement and the commission receipt is often delayed until the next reminder or inquiry from the tax advisor. With automated retrieval, all statements from Plansanté are available promptly and completely for account reconciliation.

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Healthcare & Medical Supplies

Healthcare & Medical Supplies

A practice or medical network appears in multiple insurance comparisons on Plansanté, and a separate invoice arrives in the portal inbox for each listing or referral. Usually, the practice staff only notice the invoice once the payment deadline is already running, because checking the login gets lost amid patient appointments and billing with insurance providers. If a receipt is then missing in accounting, the item can no longer be matched at the quarterly closing. With automatic downloads from Plansanté, all listing and referral invoices are immediately accessible as soon as they appear.

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HR, Payroll & Freelancer Platforms

HR, Payroll & Freelancer Platforms

The HR department arranges group health insurance for staff via Plansanté and receives a commission invoice for it, which often becomes due at the same time as payroll. Because no one on the team regularly logs into the portal, the invoice often only surfaces when the finance department inquires about the missing item in the monthly closing. This leads to back-and-forth queries between HR and accounting and delays the correct booking of personnel-related costs. With automatically retrieved receipts from Plansanté, the group insurance statement is available on time for the payroll period.

Get started now with document automation for HR, Payroll & Freelancer Platforms

How does it work?

1

Connect your Plansanté account

Connect your Plansanté account to GetMyInvoices once to download invoices automatically.

Good to know 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.
2

Invoices are retrieved automatically

GetMyInvoices checks your Plansanté account regularly and downloads all available invoices automatically.

Good to know Good to know:
  • All available invoices and receipts are captured.
  • You set the retrieval interval yourself.
  • Documents already captured are not downloaded twice.
3

Forward to your accounting

Your Plansanté receipts are exported to the accounting solution of your choice.

Good to know 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

10,000+
supported online portals
50+
integrations
20,000+
customers
10+
years on the market

About Plansanté

Plansanté is a platform for healthcare services that generates invoices and receipts. These need to be recorded for accounting purposes. GetMyInvoices automatically downloads your Plansanté invoices and passes them directly to your accounting system, without any manual effort.

Frequently asked questions about Plansanté and GetMyInvoices

With GetMyInvoices you connect your Plansanté account once; after that your invoices are downloaded automatically. You set the retrieval interval yourself, and documents already captured are not downloaded twice.
Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff. All data is transmitted over HTTPS and hosted in Germany. GetMyInvoices is also GDPR-compliant.
If a login fails, you receive a notification and can update your login details. Automatic retrieval then continues as normal.
Yes, you can connect several accounts of this portal separately. The receipts from all accounts come together centrally in GetMyInvoices.
GetMyInvoices supports over 50 integrations, including DATEV, Lexware Office and sevdesk. You set the export schedule independently of the retrieval interval.

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Plansanté invoices?

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