All bills in one place
Download your Insightly invoices automatically
GetMyInvoices automatically downloads your Insightly invoices. This saves you time and keeps all your receipts always in view.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Insightly
No more manual downloading
You no longer log in to your Insightly account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Insightly 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 Insightly
Software & SaaS Tools
Every month, the Insightly invoice lands in the sales manager's inbox, who only forwards it to accounting after multiple reminders. Until then, the receipt is missing from the accounting software, delaying the VAT return. With multiple SaaS subscriptions, this back-and-forth quickly adds up to a real time sink at month-end. With automated retrieval, the invoice lands directly in the system right after billing, without any follow-up needed. This keeps the monthly closing predictable, even as the subscription portfolio grows.
Get started now with receipt automation for Software & SaaS Tools
Marketing, Advertising & Social Media
An agency manages ten clients in parallel, and each one runs its own Insightly instance with separate billing for campaign management. At the end of the month, accounting must assign each invoice individually to the correct client project, otherwise the cost center accounting won't add up. If a receipt is missing, billing the client is delayed, and so is the agency's own incoming payment. Automatic assignment of invoices to the respective accounts eliminates this tedious sorting, keeping project billing transparent even with many clients.
Get started now with receipt automation for Marketing, Advertising & Social Media
HR, Payroll & Freelancer Platforms
A recruitment agency uses Insightly to track candidate and client relationships as deals, but the invoice for the tool itself often disappears into the recruiter's inbox instead of reaching the finance department. When expenses for recruitment software need to be compiled at the end of the quarter, this very receipt is missing, and someone has to manually download it from the portal afterward. This costs time that is scarce in an industry with tight billing cycles between placements. With automatic invoice retrieval, the receipt is reliably available by the billing deadline, without anyone on the team having to remember it.
Get started now with receipt automation for HR, Payroll & Freelancer PlatformsHow does it work?
Connect your Insightly account
Connect your Insightly 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 Insightly 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 Insightly 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
Frequently combined with
About Insightly
Insightly is a CRM and project management platform that can also generate subscription or usage invoices. These receipts need to be recorded for accounting purposes. Automated processing eliminates manual downloading and ensures complete documentation.
Frequently asked questions about Insightly and GetMyInvoices
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Insightly invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.