Insurance & Finance

Interactive Brokers
invoices collected for you

Quit digging through email for Interactive Brokers 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 Interactive Brokers login securely. The browser agent signs in on your behalf, and you approve 2FA over Telegram whenever it comes up.

2

The Interactive Brokers receipt gets picked up

The moment a Interactive Brokers 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

Interactive Brokers receipts,
pulled from where they actually live

Downloaded from the vendor portal

Interactive Brokers receipts are behind a login—the browser agent signs in for you and downloads the relevant receipt, while you confirm 2FA through Telegram.

Kicked off by a missing receipt

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

The charge comes first

Why every Interactive Brokers 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 Interactive Brokers invoices,
minus the monthly scramble

How do I put Interactive Brokers invoice collection on autopilot?

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

What if the Interactive Brokers 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 Interactive Brokers 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 Interactive Brokers invoices yourself

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

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