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
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LOVED BY MORE THAN 5,000+ ACCOUNTANTS AND BOOKKEEPERS

Receipt Bank is such an essential part of our workflow, Xero and Receipt Bank are now just as important as each other.
Dave Gorter - Sky Books
We have been using Receipt Bank for a number of years now and find it an invaluable resource.
Gail Bainbridge - Bainbridge Lewis Ltd

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.

See it in action

The Complete Bookkeeping Solution

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
See how it works

Sole Traders

  • The only data extraction solution designed exclusively for non-VAT registered Sole Traders
  • Recognises and allocates expense into self-assessment categories for your approval
  • No training or onboarding required, set up clients in 2 minutes

Our Partner Program Will Give You Everything You Need To Grow Your Practice And Profits

  • Essential Insights Into Your Practice

    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.

  • Fast-Track Your Learning

    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.

  • Win New Clients

    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.

  • Practice Marketing Tools

    Grow faster with a range of marketing tools to introduce Receipt Bank to your clients and onboard them effectively.

  • Your Personal Cloud Consultant

    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.

Become a partner
  • The team at Receipt Bank are a valuable asset to our team. Always helpful and quick to respond to queries.

    Tim Hoopmann
    Cornerstone Bookkeeping
  • At HPC, we strive to automate all processes, including data entry. We recommend using Receipt Bank to all of our clients. Receipt tracking and OCR are amazing and the smooth integration to Xero is huge bonus. It’s really satisfying to see our client’s business efficiencies and profitability improve as a result.

    Bruce A. Phillips, HPC Accounting & Tax Founder / CEO
  • It's easy to see why so many people are turning to Receipt Bank to track and manage their expenses Receipt Bank eliminates the need to hold only receipts, and saves us hours each week!

    Brooke Holmes
    Illumin8 Partners
See More Case Studies

Receipt Bank Integrates Seamlessly With Your Favourite Software

See more add-ons