Insurance & Finance

Fonds Finanz
invoices collected for you

Quit digging through email for Fonds Finanz invoices every month. belege.ai hunts them down, pins each one to the right bank transaction, and keeps the paper trail in one place.

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The workflow

From the charge to the receipt
in three quick steps

1

Hook up the right source

Save your Fonds Finanz login securely. The browser agent signs in on your behalf, and you approve 2FA over Telegram whenever it comes up.

2

The Fonds Finanz receipt gets picked up

The moment a Fonds Finanz charge shows up in your bank account, the agent goes after the matching receipt — even if it only becomes available later.

3

Tied to the payment

The receipt lands on the right transaction, ready for the monthly package or your bookkeeper handover.

Vendor-specific collection

Fonds Finanz receipts,
pulled from where they actually live

Downloaded from the vendor portal

Fonds Finanz documents are behind a login—the browser agent signs in for you and downloads the relevant document; you confirm 2FA via Telegram.

Kicked off by a missing receipt

belege.ai starts from the bank charge and goes looking for the one Fonds Finanz receipt that matches it.

The charge comes first

Why every Fonds Finanz receipt
gets pinned to its payment

No more folder archaeology

Your open bank transactions are the to-do list. The agent knows which charge still needs a document — you never have to comb through portals and email folders yourself.

Targeted, not generic

The agent hunts for the one receipt that fits a specific payment: its amount, date, counterparty, and context.

Bookkeeper-ready

The PDF, receipt date, amount, and payment context travel together — ready for the monthly close and the handover to your bookkeeper.

Gaps stay on the radar

When the original document can't be found, the transaction stays visible and traceable — nothing gets quietly filed away.

Common questions

Your Fonds Finanz invoices,
minus the monthly scramble

How do I put Fonds Finanz invoice collection on autopilot?

belege.ai keeps an eye on your bank transactions for missing receipts and pulls the matching Fonds Finanz invoice from the connected source. Depending on the vendor, that's email, forwarding, an API, or the browser agent.

What if the Fonds Finanz receipt only shows up later?

The agent keeps the charge open, waits for the receipt, and retries. If the original truly can't be found, belege.ai can propose a documented substitute receipt as a fallback.

Can my bookkeeper work with the Fonds Finanz receipts directly?

Yes. Each receipt is matched to its transaction and goes into the monthly package or a login-free link your bookkeeper can open — no account needed.

Stop chasing Fonds Finanz invoices yourself

Two minutes to set up. Free to start — no credit card required.

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