All paperwork in one place
No more manual logins to UBS e-banking for statements
GetMyInvoices connects to UBS e-banking and automatically downloads your bank and credit card statements, forwarding them straight to your tax advisor or accounting software.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for UBS e-banking
No more manual downloading
You no longer log in to your UBS e-banking account to hunt for statements. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All UBS e-banking 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 UBS e-banking
Professional Services (Consulting, Legal, Tax, Finance)
Shortly before the monthly statement, the law firm assistant searches the UBS e-banking portal for the account statements of all client accounts so that the trust accounting can be reconciled with the individual client funds. With multiple clients and a correspondingly large number of accounts, this routine quickly turns into a race against the deadline for the client report. If even a single statement is missing, the entire reconciliation of third-party funds is delayed. With GetMyInvoices, the account statements of all connected UBS accounts are retrieved automatically and are available for trust accounting as soon as they are published. This allows the reconciliation of client funds to begin without first having to gather documents.
Get started now with account statement automation for Professional Services (Consulting, Legal, Tax, Finance)
Real Estate
A property management company that finances several properties with UBS mortgages must compile the account statements of all associated accounts every month for the owner statement – from rental income receipts to mortgage interest charges. With ten or more properties, that means just as many logins and downloads before the statement for the owners can even begin. If a single statement is delayed, the entire statement is pushed back to the next month. GetMyInvoices automatically downloads the account statements of all connected UBS accounts and assigns them to the respective properties, so the documents for the owner statement are available early. This means the statement no longer has to wait because of a missing statement.
Get started now with account statement automation for Real Estate
Trade & E-Commerce
A Swiss trading company that imports and exports raw materials processes its payments through several foreign currency accounts at UBS's Geneva trade finance desk. At the end of the month, accounting must download a separate account statement for each currency in order to correctly assign incoming goods, letters of credit, and payment receipts to the individual trade transactions. The more foreign currency accounts are active, the more time the finance team spends just gathering the documents before the actual reconciliation can even begin. GetMyInvoices automatically retrieves the account statements of all connected UBS accounts, regardless of currency, and makes them available to accounting immediately. This allows the reconciliation of trade transactions to begin as soon as the bank publishes the statements, rather than only after someone has gathered them individually.
Get started now with account statement automation for Trade & E-CommerceHow does it work?
Connect your UBS e-banking account
Connect your UBS e-banking account to GetMyInvoices once to download bank statements 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.
Bank statements are retrieved automatically
GetMyInvoices checks your UBS e-banking account regularly and downloads all available bank statements automatically.
Good to know
- All available bank statements are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your UBS e-banking 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 UBS e-banking
UBS E-Banking is the online banking portal of the major Swiss bank UBS. It generates account statements and credit card statements that regularly need to be transferred into accounting. GetMyInvoices downloads these documents automatically – without any manual login.
Frequently asked questions about UBS e-banking and GetMyInvoices
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UBS e-banking bank statements?
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