All bills in one place
Download your Fondsfinanz invoices automatically
GetMyInvoices automatically downloads your Fondsfinanz invoices. This saves you time and keeps you always in control of all your documents.
Start your free trial
Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Fondsfinanz
No more manual downloading
You no longer log in to your Fondsfinanz account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Fondsfinanz 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 Fondsfinanz
Insurance & Health Insurance Providers
At the end of the month, numerous commission statements from various insurers pile up in your Fondsfinanz account, and someone from the back office has to download them individually before the tax advisor gets the figures. If a statement from an insurer is missing, this often only becomes apparent when the accounts don't balance and laborious follow-up is required. With GetMyInvoices, these documents are automatically retrieved from your Fondsfinanz account and forwarded directly to your accounting department or tax advisor. This creates a complete archive of all commission statements, without anyone having to keep track of every insurer. This makes the monthly closing more reliable and avoids delays caused by missing documents.
Get started now with document automation for insurance & health insurance providersInvestment, Trading & Fintech
An independent financial advisor distributes fund shares from several companies via Fondsfinanz and receives commission statements and fund documentation for this, which are made available via the portal. Anyone who needs these documents for reconciling accounts with actual incoming payments quickly loses track of which statement belongs to which credit note. GetMyInvoices automatically downloads these documents from the Fondsfinanz account and makes them available for reconciliation with bank transactions. This allows commission credits to be matched with the appropriate documents, without anyone having to manually search the portal for missing documents. This keeps the allocation traceable even with many different fund companies.
Get started now with document automation for investment, trading & fintechHR, Payroll & Freelancer Platforms
As a self-employed broker working through Fondsfinanz's pool structure, you are responsible for your own accounting and must gather your commission statements yourself, often alongside your actual client work. If downloading the statements gets neglected, exactly the documents needed for the VAT advance return or the income-surplus statement are missing at the end of the quarter. GetMyInvoices connects to your Fondsfinanz account and automatically downloads new commission statements as soon as they become available. The documents are forwarded directly to your accounting software or tax advisor, so you no longer need to log in to the portal manually. This leaves enough time for your actual advisory work, without losing sight of deadlines.
Get started now with document automation for HR, payroll & freelancer platformsHow does it work?
Connect your Fondsfinanz account
Connect your Fondsfinanz 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 Fondsfinanz 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 Fondsfinanz 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 Fondsfinanz
Fondsfinanz is a broker pool for insurance and financial products. This generates statements and commission documents that need to flow into accounting. Automated processing saves time and prevents documents from being overlooked.
Frequently asked questions about Fondsfinanz and GetMyInvoices
Ready to automate your
Fondsfinanz invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.