Transform Your Bookkeeping Business
- Get full visibility of your business with Practice Platform
- Stop chasing clients for data with easy submission methods
- Eliminate data entry with reliable data extraction that really works
- Find a solution that works for small businesses and sole traders
- Receive referrals via the partner program to get more clients on board
LOVED BY MORE THAN 4000+ ACCOUNTANTS AND BOOKKEEPERS
THE COMPLETE BOOKKEEPING PRODUCTIVITY SOLUTION
One Practice Platform For All Of Your Clients
Small and Medium Businesses
- Data extraction and expense management for limited companies
- Unlimited users for your clients to accurately track expenses
- Seamless cloud accounting software integration for flexible, in-depth reporting and value-added services
Practice Platform is a centralised hub for the data you need to run an efficient practice.
With visibility over key metrics, you can manage outstanding workload, allocate internal resources, and track missing paperwork instantly. All this and more, from one dashboard.Learn More
Your clients will find it much easier to submit their receipts and expenses with various options at their disposal. They can find one that suit their lifestyle so you can receive it on time.
Our technology extracts all relevant data from each item, with industry-leading accuracy. You can even rely on our results when receipts and invoices have been scrunched up!
With smart automation doing more of the work, you can take on more clients with no need for extra staff. See how you can boost productivity and efficiency to build a more profitable business model.You can also spend more time improving relationships with your clients or you add more value-add services to your offering.
How It Works
Clients submit their items to you by taking a photo with our mobile app, email in, or simply upload receipts and invoices via desktop.
Relevant information will be extracted accurately so you don’t have to do any data entry. See the data appear in your Practice Platform.
Your client’s receipt and invoice data is automatically sorted and categorised once it arrives. Set your own rules to apply nominal codes, categories and more.
Our Auto-Publish tool can publish items straight to your cloud accounting software. We also pull data from your software to make quick work of bank reconciliations, payroll and sales. See who our integration partners are here.
Achieve More With Practice Platform
Get the more out of your team. Enjoy complete visibility on outstanding work per client so you can allocate resources more efficiently.
Stop chasing clients and start collaborating. See at a glance any missing documentation and how long your clients are taking to submit their expenses.
Stay on track by setting your own deadlines and tracking the age of unpublished and unreconciled items in your inbox.
Focus your activity on what matters to your clients. Measure how much of each client’s workload is automated and find opportunities to improve your efficiency.
Our Partner Program Will Give You Everything You Need To Grow Your Practice And Profits
With an easy-to-use interface, our Practice Platform gives you visibility on your clients and gives you the metrics to drive the profitability of your business.
Start seeing results right away with tailored learning resources, including videos, webinars and more. You can also find support at our help centre 24/7.
As a Receipt Bank Partner, your practice will be listed on our Accountants and Bookkeepers directory and be visible to thousands of potential new clients.
Grow faster with a range of marketing tools to introduce Receipt Bank to your clients and onboard them effectively.
We know every business is unique. No matter where you are in your cloud journey, an experienced account manager will ensure you are on the right track.
We can instantly see every transaction in Receipt Bank, and we can manage the business.Tim Hoopmann
The great thing about using Receipt Bank is that clients feel they’re getting the best technology out there.Simon Magner
The system does exactly what they want it to, Receipt Bank is as clever as you tell it to be.Emma Northcote-Green