All bills in one place
No more manual searching for SnapTrade statements
GetMyInvoices connects to your SnapTrade account and automatically downloads billing statements and cost receipts, ready to hand straight to your tax advisor.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for SnapTrade
No more manual downloading
You no longer log in to your SnapTrade account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All SnapTrade 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 SnapTrade
IT & Software
Your development team integrates SnapTrade's brokerage API into your trading or fintech app, and after just a few weeks, several usage-based invoices are running in parallel. At the end of the month, these invoices often end up scattered across different inboxes because different developers managed the accounts. The accounting team then has to manually inquire which invoice belongs to which project before it can be booked. With GetMyInvoices, SnapTrade invoices are automatically retrieved and ready for further processing without anyone having to check the portal. This allows for a delay-free cost overview across all API billing cycles.
Get started now with receipt automation for IT & Software
Professional Services (Consulting, Legal, Tax, Finance)
An asset manager links multiple brokers' portfolios for different clients via SnapTrade, and every month brings a new usage invoice that cannot easily be assigned to a single client account. Usually, it falls to the assistant or tax advisor to find the invoice in the portal before the monthly cost statement can be passed on to clients. If an invoice is missing, the entire billing process to the customer is delayed. GetMyInvoices automatically downloads the SnapTrade receipts and prepares them for forwarding to tax advisors or accounting software. This ensures that the cost basis for client billing is established on time, without anyone having to manually search the portal.
Get started now with receipt automation for Professional Services (Consulting, Legal, Tax, Finance)
Agencies & Creative Industry
Your agency develops a custom portfolio tracking app for a client and uses SnapTrade's connectivity for this, which incurs subcontractor costs that must later appear in the project billing. Weeks often pass before this is billed to the client, and if the SnapTrade invoice is then missing because it got lost in a single developer's inbox, the entire project billing is delayed. Especially with multiple parallel client projects, it quickly becomes unclear which usage invoice belongs to which project. GetMyInvoices automatically retrieves the SnapTrade receipts and forwards them to your accounting, so that project costs can be promptly assigned and billed.
Get started now with receipt automation for Agencies & Creative IndustryHow does it work?
Connect your SnapTrade account
Connect your SnapTrade 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 SnapTrade 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 SnapTrade 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 SnapTrade
SnapTrade is a platform through which users manage trading and investment activities, regularly generating billing statements and cost receipts. These need to be recorded for accounting purposes. GetMyInvoices automatically downloads such documents, saving you the manual search.
Frequently asked questions about SnapTrade and GetMyInvoices
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SnapTrade invoices?
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