All bills in one place
Download your Smartplan invoices automatically
GetMyInvoices automatically downloads your Smartplan invoices. This saves you time and keeps all receipts always at hand.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Smartplan
No more manual downloading
You no longer log in to your Smartplan account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Smartplan 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 Smartplan
Insurance & Health Insurance Providers
At the end of the month, a stack of statements for rate comparisons and customer acquisition via Smartplan lands in accounting, often spread across multiple sales channels and cost centers. Whoever on the team has time then tries to gather the right receipts from the portal, while the deadline for the advance VAT return draws closer. If a document is missing, matching it to the respective sales campaign becomes difficult and reconciliation with the bank is delayed. With automatically retrieved invoices, every receipt is available on time and in full, so accounting can close the books without having to follow up with the sales team.
Get started now with document automation for insurance & health insurance providers
Healthcare & Medical Supplies
A medical care network continuously lists supplementary insurance policies via Smartplan and receives invoices for lead generation in return, spread across individual locations and contacts. In practice or clinic administration, it often remains unclear which receipt belongs to which billing period, especially when invoicing doesn't run in sync with patient volume. This means that accounting staff have to make inquiries to several departments at the end of the quarter to obtain missing proof. If retrieval runs automatically, all receipts are assigned to the correct period and administration can create reports without first having to chase down the documents.
Get started now with document automation for healthcare & medical suppliesHR, Payroll & Freelancer Platforms
As soon as the HR department offers employees insurance packages to choose from via Smartplan, new invoices for the bundled placements are continuously generated, often not coinciding in time with the payroll run. In practice, someone from the HR team then manually checks whether all receipts for cost center allocation are available before the figures are passed on to payroll accounting. If a receipt is delayed, the entire reconciliation is postponed, and in the worst case, a payment is issued too late. If invoices are automatically captured and forwarded, everything is available to payroll in time and reconciliation between HR and accounting runs without delay.
Get started now with document automation for HR, payroll & freelancer platformsHow does it work?
Connect your Smartplan account
Connect your Smartplan 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 Smartplan 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 Smartplan 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
Frequently combined with
About Smartplan
Smartplan is a software for workforce planning and time tracking, through which invoices for booked services are also generated. These receipts must be recorded for accounting purposes. Automated retrieval saves manual downloading and keeps your records always complete.
Frequently asked questions about Smartplan and GetMyInvoices
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Smartplan invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.