All bills in one place
Download your Helvetia Baloise invoices automatically
GetMyInvoices automatically downloads your Helvetia Baloise invoices. This saves you time and keeps all receipts always in view.
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What GetMyInvoices does for Helvetia Baloise
No more manual downloading
You no longer log in to your Helvetia Baloise account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Helvetia Baloise 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 Helvetia Baloise
Insurance & Health Insurance
At the end of the quarter, the commission statement is due, and the broker first has to laboriously gather all the statement documents from the Helvetia Baloise portal before accounting can even begin. With multiple partner contracts and customer accounts, these documents are spread across different logins, which further delays account reconciliation. With automatic receipt retrieval, all statements are already collected as soon as they are available in the portal. Accounting can start directly with the assignment, without having to wait for input from sales.
Get started now with receipt automation for Insurance & Health Insurance
Healthcare & Medical Supplies
The practice assistant submits a treatment invoice to Helvetia Baloise and then has to check weeks later whether payment has already been received or whether the receipt can even still be found in the portal. With a high volume of patients, these individual cases quickly add up to a confusing backlog, especially when billing runs alongside the actual treatment work. Automatically capturing all statement documents from the portal eliminates the need for repeated searching and checking. Open items can thus be reliably matched with incoming payments, without any receipts missing at the end of the month.
Get started now with receipt automation for Healthcare & Medical Supplies
Auto Parts & Dealerships
A workshop submits the repair invoice for accident damage and then waits for payment from Helvetia Baloise, while the accountant simultaneously tries to correctly match the incoming payment and invoice in the cash book. With many claims running in parallel, it's easy to lose track of which receipt belongs to which payment. If the statement documents are automatically retrieved from the portal, they are immediately available for reconciliation with account transactions. This way, incoming payments can be assigned to individual repair cases without anyone on the team having to constantly research afterward.
Get started now with receipt automation for Auto Parts & DealershipsHow does it work?
Connect your Helvetia Baloise account
Connect your Helvetia Baloise 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 Helvetia Baloise 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 Helvetia Baloise 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 Helvetia Baloise
Helvetia Baloise is an insurance company whose portal provides policies, premium invoices, and statements as documents. These must be recorded for accounting purposes. Automated processing eliminates the need for manual downloading and ensures complete, up-to-date receipts.
Frequently asked questions about Helvetia Baloise and GetMyInvoices
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Helvetia Baloise invoices?
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