All bills in one place
Download your Surfly invoices automatically
GetMyInvoices automatically downloads your Surfly invoices. This saves you time and keeps you always on top of all receipts.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Surfly
No more manual downloading
You no longer log in to your Surfly account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Surfly 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 Surfly
Banking & Payment Transactions
The invoice for the co-browsing license lands in the inbox of a consultant who actually supports customers over the phone and is not responsible for accounting. It often takes days before it is forwarded to the correct cost center, during which time the receipt travels back and forth between the branch and headquarters. At month-end closing, this exact item is then missing from the account reconciliation, and someone has to chase it down. With GetMyInvoices, the invoice is automatically retrieved from the Surfly account and forwarded directly to accounting or the tax advisor. This ensures the receipt reliably appears in the correct billing period, without any need to query individual consultants.
Start now with receipt automation for Banking & Payment TransactionsInsurance & Health Insurance Providers
When multiple departments simultaneously use their own Surfly accounts for application and claims processing, just as many individual invoices are generated, which must be checked and assigned separately. Often, no one in accounting knows exactly which department is paying for which account, until the cost centers don't add up at year-end. Individual invoices then remain sitting in the inboxes of case workers who have nothing to do with actual accounting. GetMyInvoices connects multiple Surfly accounts simultaneously and automatically retrieves the respective receipts, cleanly separated by account. This allows every cost center to be correctly assigned, without accounting having to contact departments individually.
Start now with receipt automation for Insurance & Health Insurance ProvidersInvestment, Trading & Fintech
A fintech startup is scaling its customer service rapidly, and with every new onboarding team, the number of monthly Surfly invoices grows as well. The finance department is often located at a different site than the teams using the service on a daily basis, and receives invoices only with delay. This regularly leads to payment deadlines becoming tight or receipts only showing up in accounting after the fact. With GetMyInvoices, new invoices are automatically detected and passed directly to the accounting software or cloud storage. This keeps the payment process predictable even as the number of users grows, without invoices having to be tracked manually.
Start now with receipt automation for Investment, Trading & FintechHow does it work?
Connect your Surfly account
Connect your Surfly 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 Surfly 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 Surfly 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 Surfly
Surfly enables co-browsing sessions for support and sales, with invoices also arising for services used. These receipts must be recorded for accounting purposes. Automated invoice retrieval saves time and prevents documents from being overlooked.
Frequently asked questions about Surfly and GetMyInvoices
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Surfly invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.