All paperwork in one place
Download your Coast Capital Savings bank statements automatically
GetMyInvoices automatically downloads your account statements from Coast Capital Savings. This saves you time and keeps your accounting always up to date.
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What GetMyInvoices does for Coast Capital Savings
No more manual downloading
You no longer log in to your Coast Capital Savings account to hunt for statements. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Coast Capital Savings 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 Coast Capital Savings
Banking & Payment Transactions
At the end of the month, dozens of clearing accounts with Coast Capital Savings pile up in the treasury department, whose account statements must be individually downloaded from the portal and reconciled with the company's own clearing books. If even one statement is missing, the entire reconciliation process between institutions is delayed, and follow-up queries cost valuable days. With automated account statement retrieval, all statements are available for accounting on time and in full. This allows payment flows between institutions to be tracked more quickly and discrepancies to be identified early, rather than being discovered only during monthly reconciliation.
Get started now with account statement automation for Banking & Payment Transactions
Real Estate & Property Management
A property management company with multiple rental properties in British Columbia often maintains separate accounts for security deposits and mortgage payments at Coast Capital Savings, whose statements are usually laboriously downloaded by hand and assigned to individual properties. If this task is left to changing employees, deposit bookings only show up in accounting weeks later and assignment to individual tenants becomes error-prone. Automatic retrieval of account statements ensures that all transactions from the various accounts are available promptly and completely. This allows every deposit and every mortgage payment to be assigned to the correct property without delay, instead of having to gather account statements at the end of the month.
Get started now with account statement automation for Real Estate & Property Management
Retail & E-Commerce
A retailer in Vancouver with a business chequing account and card terminal at Coast Capital Savings collects numerous small card transactions daily, whose account statements are often only pulled from the portal shortly before the VAT return deadline. This last-minute search for missing statements regularly leads to delays in accounting and, in the worst case, missed deadlines. With automated account statement retrieval, new statements are continuously captured and forwarded directly to accounting. This keeps track of daily sales, and reconciling the business account doesn't become a problem only at the deadline.
Get started now with account statement automation for Retail & E-CommerceHow does it work?
Connect your Coast Capital Savings account
Connect your Coast Capital Savings 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 Coast Capital Savings 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 Coast Capital Savings 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 Coast Capital Savings
Coast Capital Savings is a Canadian financial institution for which account statements and credit card statements are required for accounting. Automatic retrieval saves manual login and provides receipts promptly for tax advisors or accounting software.
Frequently asked questions about Coast Capital Savings and GetMyInvoices
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Coast Capital Savings bank statements?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.