All bills in one place
SalesForce invoices fetched the moment they appear
GetMyInvoices connects to your SalesForce account and automatically downloads new subscription and service invoices as soon as they are issued, forwarding them to accounting.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for SalesForce
No more manual downloading
You no longer log in to your SalesForce account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All SalesForce 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 SalesForce
IT & Software
Your sales team is growing, and every new colleague adds another user licence. At the end of the month, someone from the finance team logs into Salesforce and gathers the statements for Sales Cloud and Service Cloud, while the number of seats has already changed again since the last invoice. GetMyInvoices connects to your Salesforce account and downloads your invoices and receipts automatically. New documents are detected and downloaded automatically, and documents that have already been captured are not downloaded twice. That way, the matching document is ready for every billing period before the licence costs show up in your financial statements.
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Professional Services (Consulting, Legal, Tax, Finance)
A client meeting in the morning, a contract renewal in the afternoon – both end up in Financial Services Cloud, and at the end of the quarter every licence invoice suddenly has to be assigned to the right mandate or cost centre. Implementation partners also have to deal with the documents for partner org and sandbox licences, which nobody has on their radar day to day. GetMyInvoices retrieves these documents automatically from your Salesforce account and forwards them to your accounting software, your tax advisor or your cloud storage. You can connect several accounts for this portal separately, so that separate organisations also stay filed separately. And because GetMyInvoices works in compliance with the GDPR and is hosted in Germany, it also fits the requirements you have to meet towards your own clients.
Get started with document automation for Professional Services (Consulting, Legal, Tax, Finance) now
Retail & E-Commerce
After a strong campaign week, it is not only shop revenue that goes up, but also the volume of emails and messages sent – which means the next invoice looks different from the last one. It is precisely these fluctuating items, alongside the fixed subscription for Commerce Cloud and Marketing Cloud, that often sit in the marketing manager's inbox while accounting wants to close the month. GetMyInvoices connects to your Salesforce account, detects new documents automatically and makes them available to your accounting team without anyone having to log in manually. You set the retrieval interval yourself, and you control the export to your system separately. That way, after the peak you can see what the campaign actually cost, instead of submitting the document two weeks later.
Get started with document automation for Retail & E-Commerce nowHow does it work?
Connect your SalesForce account
Connect your SalesForce 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 SalesForce 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 SalesForce 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 SalesForce
Salesforce is a CRM platform for sales and customer service. Salesforce issues invoices for subscriptions and services used, and those invoices belong in your accounting. Downloading Salesforce invoices with GetMyInvoices means your documents arrive automatically wherever you need them.
Frequently asked questions about SalesForce and GetMyInvoices
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SalesForce invoices?
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