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.
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
No more chasing paperwork from clients - Clients can send you paperwork through Receipt Bank mobile app, email, post and more.
Receipt Bank supports multi-currency, you can capture all documents from foreign suppliers and businesses to your chosen currency.
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.
All data and images extracted are stored securely and compliantly in the cloud.
You can export data from Receipt Bank to CSV, PDF or publish to your cloud platform, with image attached.
Receipt Bank integrates seamlessly to leading accounting, payroll and payment solutions including Xero, Quickbooks and more.
Targeted communication in app and mobile to resolve bookkeeping issues.
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.
Receipt Bank seamlessly integrates with leading accounting solutions, including Xero, Quickbooks, Sage and more. Additional integrations are available on higher-tier packages.
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.
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.
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.
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.
You can specify what each individual user on an account can view, edit and export in Receipt Bank.
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.
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.