All bills in one place
Download your Optimal Workshop invoices automatically
GetMyInvoices automatically downloads your Optimal Workshop 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 Optimal Workshop
No more manual downloading
You no longer log in to your Optimal Workshop account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Optimal Workshop 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 Optimal Workshop
Software & SaaS Tools
Your product team continuously tests new onboarding flows with Optimal Workshop and books several test series and tool subscriptions monthly, whose invoices are filed individually in the portal. At the end of the month, someone from accounting sits there not knowing which invoice belongs to which sprint or cost center, because no one downloaded the receipts in a timely manner. With GetMyInvoices, these invoices are automatically captured and forwarded directly to your accounting software as soon as they are available. This way, no test series shows up unbooked in the credit card statement anymore, and your finance team no longer has to ask anyone in the product team for old receipts.
Start now with receipt automation for Software & SaaS Tools
Education, Training & Research
A research project runs over several months, and card surveys as well as first-click tests are billed via various third-party funds or institute budgets, often booked by different employees. If the invoice is then missing for the funding settlement or annual financial statement, someone in administration has to painstakingly research who ordered the test and when. GetMyInvoices automatically downloads the invoices from the portal and provides them centrally, regardless of who originally set up the test. This way, every expense can be clearly assigned to the correct project or funding pool, without having to retroactively gather receipts at the end of the funding period.
Start now with receipt automation for Education, Training & Research
Marketing, Advertising & Social Media
Your agency manages several client projects simultaneously, and each tree testing or navigation structure survey generates its own invoice that needs to be billed to a specific client. If the invoice doesn't reach accounting in time, billing to the client is delayed, and by the end of the month the project calculation no longer adds up. With GetMyInvoices, receipts are automatically retrieved from the portal and passed on to your accounting department or tax office, so that every item can be assigned to the correct client project in time. This way, no billing is delayed anymore because a single test invoice was overlooked in the portal.
Start now with receipt automation for Marketing, Advertising & Social MediaHow does it work?
Connect your Optimal Workshop account
Connect your Optimal Workshop 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 Optimal Workshop 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 Optimal Workshop 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 Optimal Workshop
Optimal Workshop is a platform for UX research tools, through which companies obtain subscriptions for their user research. This regularly generates invoices that need to be included in accounting. GetMyInvoices retrieves these automatically, so you no longer have to download them manually.
Frequently asked questions about Optimal Workshop and GetMyInvoices
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Optimal Workshop invoices?
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