All paperwork in one place
Download your UBS Bank bank statements automatically
GetMyInvoices automatically downloads your UBS bank statements. This saves you time and keeps all documents readily available at all times.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for UBS Bank
No more manual downloading
You no longer log in to your UBS Bank account to hunt for statements. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All UBS 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 UBS Bank
Investment, Trading & Fintech
At the end of the month, independent asset managers often receive dozens of custody account statements for various client accounts simultaneously in the UBS portal, and someone from the team has to download them individually and assign them to the correct client. If this responsibility falls on one person, reconciling custody account movements with internal bookkeeping is often delayed by days. With automatic capture, the bank statements are available on time for every connected account, without anyone having to search the portal manually. This keeps the assignment to individual clients traceable, and the closing process is not delayed due to missing documents.
Get started now with bank statement automation for Investment, Trading & Fintech
Real Estate & Property Management
When a property management company maintains multiple rental and trust accounts with UBS, bookkeeping needs the correct bank statement for each property in order to correctly allocate rental income. If even one statement is missing, the utility bill settlement is delayed or reconciliation with owners stalls. Instead of logging into the portal separately for each account, GetMyInvoices automatically downloads the bank statements of all connected rental accounts. This ensures that the documents for each property are available in time, and billing to tenants and owners can be completed without follow-up queries.
Get started now with bank statement automation for Real Estate & Property Management
Public Sector & Government Agencies
In a municipality's finance department, multiple trust accounts for different budget items often run through the same UBS account, and the treasury office needs each bank statement individually for invoice verification. If downloading is forgotten or access is delayed due to a change in responsibilities, the monthly closing to the municipal council falls behind schedule. With automatic capture, the bank statements of all connected accounts are available on time, regardless of who is currently responsible. This allows the use of funds to be documented completely, without putting the invoicing deadline at risk.
Get started now with bank statement automation for Public Sector & Government AgenciesHow does it work?
Connect your UBS Bank account
Connect your UBS 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 UBS 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 UBS 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 UBS Bank
UBS is an internationally active bank for private and business customers. Your UBS account regularly generates bank statements and credit card statements that need to be included in bookkeeping. Automated retrieval saves you the manual downloading and speeds up filing.
Frequently asked questions about UBS Bank and GetMyInvoices
Ready to automate your
UBS Bank bank statements?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.