All bills in one place
Download your AgileCRM invoices automatically
GetMyInvoices automatically downloads your AgileCRM invoices. This saves you time and keeps all receipts centrally organized at all times.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for AgileCRM
No more manual downloading
You no longer log in to your AgileCRM account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All AgileCRM 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 AgileCRM
Software & SaaS Tools
At the end of the month, your accountant is faced with multiple AgileCRM accounts, since your company often manages sales and onboarding through separate instances for different teams or clients. Each instance issues its own invoices for subscriptions and add-on features, which get lost in various employees' inboxes. If a single invoice is missing, the software cost block can't be correctly booked for monthly accrual. GetMyInvoices automatically retrieves all invoices from every connected AgileCRM account and forwards them directly to your accounting software. This creates a complete, gap-free record of receipts without anyone having to check individual logins one by one.
Start now with receipt automation for Software & SaaS Tools
Marketing, Advertising & Social Media
Your agency manages multiple clients simultaneously via AgileCRM, each with their own contract for email campaigns and social media monitoring, and every client wants a clear cost breakdown at the end of the month. Until now, someone on the team has had to chase down invoices across various client portals before rebilling to the client can even begin. If this step is delayed, your own invoicing—and therefore payment receipt—is pushed back as well. With GetMyInvoices, every invoice is automatically downloaded from the respective connected AgileCRM account and passed directly to accounting. This means rebilling to clients can proceed without delay.
Start now with receipt automation for Marketing, Advertising & Social Media
Retail & E-Commerce
Your shop continuously runs automated follow-up campaigns for customer orders via AgileCRM, and as order volume grows, so do the additional fees for campaign delivery and integrations. These extra costs often only show up on the credit card statement, by which point no one can clearly match each charge to the corresponding invoice. Individual receipts are then missing for the VAT advance return, and reconciliation with the bank account drags on unnecessarily. GetMyInvoices automatically retrieves all invoices from your AgileCRM account as soon as they become available and organizes them for account reconciliation. This means accounting won't be confronted with unexplained items right before the tax filing.
Start now with receipt automation for Retail & E-CommerceHow does it work?
Connect your AgileCRM account
Connect your AgileCRM 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 AgileCRM 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 AgileCRM 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 AgileCRM
AgileCRM is a CRM platform for sales, marketing, and customer service. This generates invoices, for example for subscriptions or add-on features, that need to be processed for accounting. Automated processing saves you the manual work of downloading and sorting these receipts.
Frequently asked questions about AgileCRM and GetMyInvoices
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AgileCRM invoices?
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