All bills in one place
Download your Caisses Desjardins invoices automatically
GetMyInvoices automatically downloads your Caisses Desjardins invoices. This saves you time and keeps you fully in control at all times.
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What GetMyInvoices does for Caisses Desjardins
No more manual downloading
You no longer log in to your Caisses Desjardins account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Caisses Desjardins 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 Caisses Desjardins
Banking & Payment Transactions
At the end of the month, your accounting team often faces dozens of account statements and interbank transaction receipts that need to be manually gathered from the Caisses Desjardins account for reconciliation with correspondent institutions. If a clearing document is missing, the entire reconciliation process is delayed, and searching for the missing document costs valuable time shortly before the deadline. With automatic document retrieval, all billing and settlement documents are complete and in the correct order as soon as they become available. This allows account reconciliation to be completed without having to check with other departments or institutions.
Get started now with document automation for banking & payment transactions
Real Estate & Property Management
When a property management company handles trust funds for multiple properties through a Caisses Desjardins account, mortgage statements and trust confirmations pile up and must be individually assigned to the correct mandates. If a document reaches accounting too late, billing to owners or tenants is delayed, and inquiries waste unnecessary time. With automatic retrieval, loan and trust documents are reliably available as soon as Desjardins provides them. This makes assigning them to individual properties much more reliable, without anyone having to manually gather the documents.
Get started now with document automation for real estate & property managementInsurance & Health Insurance Providers
If premium payments run through the same membership account as regular payment transactions with Desjardins Assurances, insurance documents can easily get mixed up with other account activity, making clear categorization in accounting more difficult. If a premium receipt is overlooked, proof of correct booking of insurance costs is often missing at the end of the quarter. With automated retrieval, premium receipts and account-related statements are reliably captured as soon as they become available. This makes separating insurance and banking transactions noticeably easier, without any manual sorting required.
Get started now with document automation for insurance & health insurance providersHow does it work?
Connect your Caisses Desjardins account
Connect your Caisses Desjardins 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 Caisses Desjardins 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 Caisses Desjardins 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 Caisses Desjardins
Caisses Desjardins is a Canadian financial group for banking and insurance services. The customer portal provides account statements and billing documents that are important for accounting. Automated processing eliminates manual downloading and ensures complete, up-to-date records.
Frequently asked questions about Caisses Desjardins and GetMyInvoices
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