All paperwork in one place
Download your Tangerine Bank bank statements automatically
GetMyInvoices automatically downloads your Tangerine Bank account statements. This saves you time and keeps your accounting always in view.
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What GetMyInvoices does for Tangerine Bank
No more manual downloading
You no longer log in to your Tangerine Bank account to hunt for statements. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Tangerine Bank 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 Tangerine Bank
Banking & Payment Transactions
At the end of the month, your team reconciles nostro and clearing accounts and waits for the account statements from Tangerine as a correspondent bank – this often drags on for several days because someone has to search for access credentials and manually click through the portal. If a statement is missing, the account reconciliation remains incomplete and discrepancies cannot be assigned. With automatic account statement retrieval, the documents are available on time for the deadline, without anyone from the treasury team having to chase them up. This way, you complete the reconciliation between institutions faster and discrepancies are noticed immediately, instead of only during the next audit.
Get started now with account statement automation for Banking & Payment TransactionsInvestment, Trading & Fintech
A customer links their Tangerine savings account or GIC to your platform, and suddenly someone on the cash management team has to check whether the fund transfer has actually arrived – for this, you actually need the current account statement, not just the balance shown in the dashboard. With multiple linked accounts and recurring RSP due dates, this check quickly adds up to a daily chore. If the statements are retrieved automatically, every transaction can be tracked seamlessly without anyone having to log in separately. This creates the foundation for reliably recording customer funds and detecting discrepancies early, instead of only discovering them during reporting.
Get started now with account statement automation for Investment, Trading & Fintech
Real Estate & Property Management
The rent for three units is deposited into the Tangerine trust account, but only once the property management downloads the account statement can you see which tenant paid on time and where a reminder is due. If you add a mortgage account for ongoing maintenance costs, it quickly becomes difficult to keep track of which expense belongs to which property. If the statement is automatically retrieved and forwarded, you see incoming payments and expenses without delay and can track outstanding rents immediately. This turns the monthly statement to owners into a formality instead of a search for missing receipts.
Get started now with account statement automation for Real Estate & Property ManagementHow does it work?
Connect your Tangerine Bank account
Connect your Tangerine Bank account to GetMyInvoices once to download bank statements 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.
Bank statements are retrieved automatically
GetMyInvoices checks your Tangerine Bank account regularly and downloads all available bank statements automatically.
Good to know
- All available bank statements are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your Tangerine Bank 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 Tangerine Bank
Tangerine Bank is a Canadian direct bank for accounts and credit cards. For business customers, this results in ongoing account statements that need to be incorporated into accounting. GetMyInvoices downloads these automatically and saves you the manual retrieval in the Tangerine Bank portal.
Frequently asked questions about Tangerine Bank and GetMyInvoices
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Tangerine Bank bank statements?
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