All bills in one place
Download your assona Partnerportal invoices automatically
GetMyInvoices automatically downloads your assona Partner Portal invoices. This saves you time and keeps all receipts always in view.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for assona Partnerportal
No more manual downloading
You no longer log in to your assona Partnerportal account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All assona Partnerportal 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 assona Partnerportal
Insurance & Health Insurance Providers
At the end of each quarter, commission statements from the assona Partner Portal pile up in the accounting inbox, often from several broker contracts at once and with different billing periods. Anyone who has to collect these receipts individually quickly loses track of which commission has already been recorded and which is still outstanding. If a statement is missing, this is often only noticed during bank reconciliation, when a payment appears in the account without a corresponding receipt. With automated retrieval, all commission statements are complete and organized before accounting even needs to search for them.
Start now with receipt automation for insurance & health insurance providers
Real Estate & Property Management
Each managed property has its own building or liability insurance through the assona Partner Portal, and as the portfolio grows, so does the number of policy and premium invoices that need to be individually assigned to the correct properties. In property management, this assignment often falls to one person who has to manually download and forward invoices, which quickly becomes a source of errors with multiple properties and owners. If retrieval is delayed, premium payments fall behind or utility bill statements to owners are delayed. When documents are automatically downloaded and forwarded, each policy can be assigned to the appropriate property at any time, without delays in billing.
Start now with receipt automation for real estate & property managementHR, Payroll & Freelancer Platforms
When a company takes out corporate health insurance for its workforce via assona, contract and billing documents are generated that are often passed back and forth between HR and payroll accounting before they are actually recorded. Especially with monthly billing and fluctuating employee numbers, a missing or delayed document is often only noticed once payroll processing is already underway and inquiries to the insurer become necessary. This costs time, which is usually scarce in the billing cycle. If GetMyInvoices automatically retrieves the documents from the Partner Portal, they are available to payroll accounting in time for the next payroll run.
Start now with receipt automation for HR, payroll & freelancer platformsHow does it work?
Connect your assona Partnerportal account
Connect your assona Partnerportal 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 assona Partnerportal 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 assona Partnerportal 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 assona Partnerportal
The assona Partner Portal is used to manage insurance and pension products, with invoices and statements being generated regularly. These documents must be recorded for accounting purposes. Automated processing eliminates the need for manual downloading and speeds up the handover to tax advisors or accounting software.
Frequently asked questions about assona Partnerportal and GetMyInvoices
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assona Partnerportal invoices?
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