Software & SaaS

Portfoliobox invoices into MOCO
collected automatically, booked cleanly

belege.ai collects your Portfoliobox invoices and receipts automatically, matches them to the right bank transaction and brings them into MOCO – with no manual work.

How it works

In three steps
from Portfoliobox to MOCO

1

Connect Portfoliobox

Store your Portfoliobox login once, securely – the browser agent fetches the receipts and you confirm 2FA via Telegram.

2

Receipts are fetched automatically

belege.ai collects your Portfoliobox invoices and fee receipts automatically and matches them to the right bank transaction – even later, when they arrive after the fact.

3

Book to MOCO

belege.ai pushes the receipt straight into your MOCO inbox – and for a customer payment it also finds the matching outgoing invoice, even months later.

Why belege.ai

Portfoliobox receipts,
automatically in MOCO

Logs in for you

Portfoliobox-Belege liegen hinter dem Login – der Browser-Agent meldet sich für dich an und lädt den passenden Beleg, 2FA bestätigst du per Telegram.

No receipt gets lost

If a receipt is missing for a Portfoliobox payment, the agent reaches out on its own – and, if needed, proposes a legally compliant self-receipt so the transaction doesn't stay open.

Both directions with MOCO

Incoming receipts go into the MOCO inbox, and for customer payments the agent finds the matching outgoing invoice – even months later.

Tax-compliant & GDPR

Servers in Germany, encrypted credentials, no training on your data.

FAQ

Portfoliobox and MOCO
in brief

FAQ

Häufige Fragen

How do my Portfoliobox invoices get into MOCO?

belege.ai collects your Portfoliobox invoices automatically, matches them to the bank transaction and brings them into MOCO – no manual upload or retyping.

Does this work for agency outgoing invoices too?

Yes. When a customer pays an invoice written in MOCO, the agent finds the matching outgoing invoice – even months later – and files it as a receipt. Approved hospitality receipts are pushed into your MOCO inbox.

What if a receipt is missing for a Portfoliobox payment?

Then the agent reaches out on its own – and, if needed, proposes a legally compliant self-receipt (Eigenbeleg) so the transaction doesn't stay open.

Portfoliobox receipts now flow into MOCO on autopilot

Set up in 2 minutes – free, no credit card.

Jetzt kostenlos starten