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 5,000+ ACCOUNTANTS AND BOOKKEEPERS
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.
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
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.
The team at Receipt Bank are a valuable asset to our team. Always helpful and quick to respond to queries.Tim Hoopmann
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