My bank and my credit card company directly provide CSV downloads. Is there a way to also directly upload CSV files, because as I read, PDF files are currently supported for upload, which you guys convert later to CSV? An additional direct upload would be great, or am I missing something? What culums do you need from the bank statement for best results? Specific or just simply all available?
I have a business with variable amounts of invoices, with some months going over the 2k limit. Can I stack two plans to make sure I won't hit the limit in those cases? If not, could the credits roll over? A third option would be to make them yearly credits (the sum total available at day 1).
Also, do we have an API that we could use to upload invoices and bank statements and get reconciliation results, so the whole thing is extendable to other systems without us being dependant on you adding them?
Currently there's no stacking available, the solution for your problem is buying additional credit packs on the app, these credits do not expire and they are only used if there are no subscription credits available, so these will help you in the months when you have extra volume.
The API has already been requested, you can upvote it here...
Q: Is there a way to find out which invoice e-mails are missing?
Hi,
I have a dedicated e-mail to receive invoices. What if an invoice is in the body or there is another error why the invoice could not be processed. Is there a way to find out in your system what e-mail is 'skipped' or had an error. So that you can fix it manually?
And did I understand it correctly that you can see all invoices per month based on the invoice date so that you can download all invoices from a specific month?
Currently there's no way of seeing "failed" email scans, but we do automatically retry to process them when they fail, so they should eventually appear on the dashboard.
On the second question, yes you can filter on a monthly basis and download the filtered invoices.
Oeh, So I cannot blindly download the invoices of the month and import them, because I should check if one of them could be missing. Like for example an e-mail with the invoice in the body text. So I would still have to check all invoice e-mails one-by-one to verify? If that is the case the whole benefit of the tool is gone for me.
And good to hear you can filter on time periods and download them
Well I do believe that we get it right 99% of the time, but obviously nothings infallible. In the future, we can add this review feature so that there's more visibility to failed invoices.
Currently, we do not download invoices from the email body, but we'll add this later this month.
Hope this helps :)
Q: Is it possible to manage different companies (receiver of invoices) in one account?
Currently you can easily filter invoices that are issued to one company or another. If you want to have completely separate accounts with each its own integrations, you currently need two different accounts.
That said, the feature to allow this inside a single account has already been requested and we'll soon start working on it :)
Q: Upload csv as bank Statements
My bank and my credit card company directly provide CSV downloads.
Is there a way to also directly upload CSV files, because as I read, PDF files are currently supported for upload, which you guys convert later to CSV? An additional direct upload would be great, or am I missing something?
What culums do you need from the bank statement for best results? Specific or just simply all available?
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Q: Stacking and API
Hi, thanks for bringing this deal to us.
I have a business with variable amounts of invoices, with some months going over the 2k limit. Can I stack two plans to make sure I won't hit the limit in those cases? If not, could the credits roll over? A third option would be to make them yearly credits (the sum total available at day 1).
Also, do we have an API that we could use to upload invoices and bank statements and get reconciliation results, so the whole thing is extendable to other systems without us being dependant on you adding them?
Thanks
Miquel_GetInvoice
May 13, 2025A: Hey! Thanks for the question :)
Currently there's no stacking available, the solution for your problem is buying additional credit packs on the app, these credits do not expire and they are only used if there are no subscription credits available, so these will help you in the months when you have extra volume.
The API has already been requested, you can upvote it here...
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Q: No email integration with Yahoo Mail!?
Miquel_GetInvoice
May 12, 2025A: Hello! Thanks for the question :)
Yes we do integrate with Yahoo Mail via IMAP. It's a very easy integration and works perfectly! I encourage you try it out
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Q: Is there a way to find out which invoice e-mails are missing?
Hi,
I have a dedicated e-mail to receive invoices.
What if an invoice is in the body or there is another error why the invoice could not be processed.
Is there a way to find out in your system what e-mail is 'skipped' or had an error.
So that you can fix it manually?
And did I understand it correctly that you can see all invoices per month based on the invoice date so that you can download all invoices from a specific month?
Miquel_GetInvoice
May 12, 2025A: Hey Jeffrey! Thanks for the question :)
Currently there's no way of seeing "failed" email scans, but we do automatically retry to process them when they fail, so they should eventually appear on the dashboard.
On the second question, yes you can filter on a monthly basis and download the filtered invoices.
Hope this helps!
Share GetInvoice
Oeh, So I cannot blindly download the invoices of the month and import them, because I should check if one of them could be missing. Like for example an e-mail with the invoice in the body text. So I would still have to check all invoice e-mails one-by-one to verify? If that is the case the whole benefit of the tool is gone for me.
And good to hear you can filter on time periods and download them
Well I do believe that we get it right 99% of the time, but obviously nothings infallible. In the future, we can add this review feature so that there's more visibility to failed invoices.
Currently, we do not download invoices from the email body, but we'll add this later this month.
Hope this helps :)
Q: Is it possible to manage different companies (receiver of invoices) in one account?
Miquel_GetInvoice
May 12, 2025A: Hey! Thanks for the question :)
Currently you can easily filter invoices that are issued to one company or another. If you want to have completely separate accounts with each its own integrations, you currently need two different accounts.
That said, the feature to allow this inside a single account has already been requested and we'll soon start working on it :)
You can upvote it here and...
Share GetInvoice