All bills in one place
Download your Captrader Partner invoices automatically
GetMyInvoices automatically downloads your Captrader Partner invoices. This saves you time and gives you a complete overview of your receipts at all times.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Captrader Partner
No more manual downloading
You no longer log in to your Captrader Partner account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Captrader Partner 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 Captrader Partner
Investment, Trading & Fintech
At the end of the month, numerous invoices for commissions and fees accumulate in your Captrader account, which need to be opened individually and matched to the correct trades. Especially with active trading involving many positions, this task quickly becomes a nuisance in day-to-day operations, as it has to be handled alongside the actual trading strategy. If an invoice goes unnoticed in the portal, it will later be missing from the tax return or internal reporting. GetMyInvoices automatically retrieves these documents from your Captrader account and provides them wherever you need them for accounting or reporting. This way, you can keep your focus on the markets instead of open browser tabs.
Get started now with document automation for Investment, Trading & FintechAccounting, Taxes & Bookkeeping
To create tax reports for trading clients, you regularly need to gather account statements and annual tax certificates from the Captrader portal individually, often for several clients at the same time. If a document from a specific billing period is missing, the entire tax calculation for that client is delayed, and the deadline draws closer while you are still requesting documents. This search for missing receipts costs valuable time in the office, especially during the year-end season. With GetMyInvoices, these documents are automatically retrieved from the portal and stored centrally, so you have a complete set of receipts for each client. This largely eliminates the need to follow up with clients about missing documents.
Get started now with document automation for Accounting, Taxes & BookkeepingHR, Payroll & Freelancer Platforms
As a self-employed asset manager with multiple sub-accounts via Captrader's white-label infrastructure, you receive a separate commission statement for each managed customer account. As the number of clients grows, manually compiling these individual statements for your own invoicing or revenue overview becomes increasingly confusing. If you overlook a statement from a sub-account, your total revenue at the end of the month will not match your actual commission income. GetMyInvoices automatically downloads the commission statements from all connected Captrader accounts and consolidates them in one place. This gives you a complete overview of your income at all times, regardless of the number of sub-accounts you manage.
Get started now with document automation for HR, Payroll & Freelancer PlatformsHow does it work?
Connect your Captrader Partner account
Connect your Captrader Partner 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 Captrader Partner 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 Captrader Partner 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 Captrader Partner
Captrader Partner is a portal for trading and financial services through which invoices and expense receipts are regularly generated. These documents must be recorded for accounting purposes. Automated processes save you recurring manual effort and reduce the risk of errors.
Frequently asked questions about Captrader Partner and GetMyInvoices
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Captrader Partner invoices?
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