All bills in one place
Download your Wells Fargo - MyAccounts invoices automatically
GetMyInvoices automatically downloads invoices from Wells Fargo - MyAccounts. This saves you time and gives you a centralized overview of all receipts.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Wells Fargo - MyAccounts
No more manual downloading
You no longer log in to your Wells Fargo - MyAccounts account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Wells Fargo - MyAccounts 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 Wells Fargo - MyAccounts
Banking & Payment Transactions
At the end of the month, dozens of account statements from correspondent and clearing accounts at Wells Fargo land in accounting, all of which need to be individually matched to ACH transactions and interbank transfers. This usually falls to one person in the back office who has to click through the portal manually to make sure nothing is missed. If even one statement is missing, the reconciliation of nostro and vostro accounts is delayed and the month-end close is postponed. With GetMyInvoices, statements are automatically retrieved from Wells Fargo MyAccounts and are ready for account reconciliation without anyone having to remember to do it.
Get started now with receipt automation for Banking & Payment Transactions
Real Estate & Property Management
For each managed property, rental income and charges for mortgage or escrow accounts run through the same Wells Fargo business account, which quickly makes it confusing to assign them to individual properties at the end of the month. Property management then has to retroactively determine which payment belongs to which property, often based on handwritten notes or emails to the tax advisor. Missing receipts for escrow statements only surface once the statement is already due to owners. GetMyInvoices automatically downloads the account statements from Wells Fargo MyAccounts, so that assignment to individual properties can be done in time before the owner statement.
Get started now with receipt automation for Real Estate & Property ManagementInvestment, Trading & Fintech
When a linked Wells Fargo account transfers money to a brokerage platform via account aggregation, accounting needs the matching statement to correctly record the flow of funds. This often fails because no one on the team regularly checks the portal to see if a new statement is available for the latest transaction. Then, at the end of the quarter, a receipt is suddenly missing for a transfer that has already been booked, and reconciliation with the trading system stalls. GetMyInvoices automatically retrieves the statements from Wells Fargo MyAccounts, so that every account movement is promptly matched with the appropriate receipt.
Get started now with receipt automation for Investment, Trading & FintechHow does it work?
Connect your Wells Fargo - MyAccounts account
Connect your Wells Fargo - MyAccounts 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 Wells Fargo - MyAccounts 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 Wells Fargo - MyAccounts 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 Wells Fargo - MyAccounts
Wells Fargo MyAccounts is the online banking portal from Wells Fargo where account statements and fee statements are available. These documents are needed for accounting. GetMyInvoices downloads them automatically, saving you manual effort.
Frequently asked questions about Wells Fargo - MyAccounts and GetMyInvoices
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Wells Fargo - MyAccounts invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.