All bills in one place
Download your FiNet Asset Management AG invoices automatically
GetMyInvoices automatically downloads your FiNet Asset Management AG invoices. This saves you time and gives you a central overview of all documents at all times.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for FiNet Asset Management AG
No more manual downloading
You no longer log in to your FiNet Asset Management AG account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All FiNet Asset Management AG 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 FiNet Asset Management AG
Investing, Trading & Fintech
At the end of the month, fund managers and investment advisors are often faced with the same question: Where is the current fee statement from FiNet Asset Management AG, and does it match the booked amount? Accounting usually has to contact a single person within the company who logs into the portal and finds the invoice. This costs time and delays invoice closing if that person happens to be on vacation or in client meetings. With automated retrieval, the invoice is already in the system before anyone even needs to ask for it. Reconciliation with your own custody and management accounts can therefore start without delay.
Get started now with document automation for Investing, Trading & FintechBanking & Payments
When a custodian bank handles settlement, custody, and transaction billing for FiNet Asset Management AG, fee documents are generated continuously at varying intervals, depending on portfolio activity and billing period. During account reconciliation, it may then become apparent that a custody fee invoice is missing or doesn't match the booked amount, often not until weeks later during the closing audit. Employees in payment processing then have to search retroactively in the portal for the corresponding document. Automatically retrieved documents, on the other hand, are immediately available in full, so that transaction fees can be reconciled with account movements without any investigation.
Get started now with document automation for Banking & PaymentsInsurance & Health Insurance
Insurers who sell unit-linked life insurance regularly receive commission and fee statements from FiNet Asset Management AG, which are often only retrieved manually from the portal after several weeks. Until then, accounting is flying blind, because commission provisions cannot be correctly released without the corresponding document. Often, it is a single case handler in invoice verification who has to switch between several partner portals and download each statement individually. If the documents are retrieved automatically, they are available in time for the billing run, and provisions can be released on schedule instead of being estimated.
Get started now with document automation for Insurance & Health InsuranceHow does it work?
Connect your FiNet Asset Management AG account
Connect your FiNet Asset Management AG 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 FiNet Asset Management AG 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 FiNet Asset Management AG 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 FiNet Asset Management AG
FiNet Asset Management AG is a financial services provider whose portal provides billing statements and documents for asset management and advisory services. These documents must be regularly transferred to accounting. Automated processing saves time here and reduces errors during manual retrieval.
Frequently asked questions about FiNet Asset Management AG and GetMyInvoices
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