our solution

The high efficient working tool for accountants and bookkeepers

Receipt Bank is the high productivity tool that helps you manage receipts, invoices and other financial documents for businesses to keep accurate, secure financial records without geographical and time limitation.

Transform your practice with Receipt Bank
Use Receipt Bank and you could spend less time on manual data entries and more time focussing on your business and adding value for your clients. Also it avoid unnecessary errors when data entries.
Unlock your practice potential with Receipt Bank Streamline
Receipt Bank Extract: No Paper, No Chasing, No Data Entry
Receipt Bank. Work smarter. Grow faster.
How-to: Setup your Receipt Bank Account
How-to: Upload Paperwork to Receipt Bank
How to: Review Paperwork in Receipt Bank
Work smarter. Grow faster. Go further.
Why Receipt Bank?
Unique combination of AI-powered OCR technology and human verification turns documents into digital data faster than any other solution, with a level of accuracy you can trust.

Intelligent and Accurate Data Extraction

Receipt Bank utilizes the latest OCR technology to scan key details from documents with the highest precision and accuracy of any cloud app, avoiding manual errors

Instant and convenient data capture

No more chasing paperwork from clients - Clients can send you paperwork through Receipt Bank mobile app, email, post and more.

Multiple Currency

Receipt Bank supports multi-currency, you can capture all documents from foreign suppliers and businesses to your chosen currency.

Automated Reminders and Workflow

Receipt Bank sends regular reminds to your phone to help you keep on top of their expenses. It also enables Customizable category rules, smart bank feed matching, Duplicate Transaction Alerts, and Auto-Fetch Bank Statements.

Secure Storage

All data and images extracted are stored securely and compliantly in the cloud.

Flexible Data Exporting

You can export data from Receipt Bank to CSV, PDF or publish to your cloud platform, with image attached.

Integrated with Cloud Solutions

Receipt Bank integrates seamlessly to leading accounting, payroll and payment solutions including Xero, Quickbooks and more.

Instant Communication Tools

Targeted communication in app and mobile to resolve bookkeeping issues.

PROFESSIONAL SOLUTION
Award
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The Sunday Times Tech Track 100 2018
Deloitte Technology Fast 50 2018 UK
TESTIMONIALS
What Customer’s Say
Chris Herbst
CEO - CH Consulting
At first, it seemed too good to be true, but I tested the platform for less than a month, then I started onboarding every client we possibly could. It didn’t take long. The full transition was two months or so.
John Birse
Director - The Institute of Certified Bookkeepers, Founder - Jim's Bookkeeping Franchise
Just as automatic transmissions make it easier to drive a car without having to change gears and use a clutch pedal – Receipt Bank automatically picked up key elements of my supplier rules and entered the data into my general ledger seamlessly.
ANY QUESTIONS?
FAQ
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How do I capture my documents with Receipt Bank?

Receipt Bank reads and extracts data from your financial documents, including receipts, invoices and other paperwork quickly and easily. It instantly captures a receipt by taking a photo with the Receipt Bank app, and it would extract key information from the submitted documents.

Can I connect Receipt Bank to my accounting system?

Receipt Bank seamlessly integrates with leading accounting solutions, including Xero, Quickbooks, Sage and more. Additional integrations are available on higher-tier packages.

How are items categorised in Receipt Bank?

Receipt Bank will use your own Chart of Accounts to categorise pruchases. Connect to your accounting solution or import your Chart of Accounts to code your transactions easily according to your exisiting financial records.

Can I export and manage my data without using the mobile app?

Receipt Bank allows you to export items from your inbox to CSC or PDF format. Configure your app settings to state how your data should be exported and stored.

What kind of expense management is available in Receipt Bank?

You can keep your staff's expenses in dedicated reports so that they can be repaid easily on time by the Expense Reports tab. The Expense Reposts will show a summary of staff's expense information which can be downloaded for approval.

Can Receipt Bank extract data from my bank statements?

Receipt Bank can extract data from your bank statements, albeit in a limited capacity on the Plus plan, and it's unlimited part of the Premium Plan.

Can I set different user rights on a single account?

You can specify what each individual user on an account can view, edit and export in Receipt Bank.

Can I invite my accountant to my Receipt Bank account?

You can invite your accountant/bookkeeper to your account to view your data at no extra cost. You can do this by visiting the Account Details tab of the Account Settings page.

Can I manage my suppliers in Receipt Bank?

Supplier lists are fed through automation from you accounting solution or the items you submit to Receipt Bank. They can be easily customized from the "Suppliers" tab.