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 4000+ 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

Achieve More With Practice Platform

  • Take Control Of Your Work Allocation

    Get the more out of your team. Enjoy complete visibility on outstanding work per client so you can allocate resources more efficiently.

  • Build Better Client Relationships

    Stop chasing clients and start collaborating. See at a glance any missing documentation and how long your clients are taking to submit their expenses.

  • Never Miss Another Deadline

    Stay on track by setting your own deadlines and tracking the age of unpublished and unreconciled items in your inbox.

  • Track Your Automation

    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.

Get In Touch
  • All Of Your Practice data, In One Place

    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
  • No More Chasing with Simple Submission Methods

    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.

  • Data Extraction That Works Every 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!

  • Future Proof Your Firm

    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.

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
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Receipt Bank Integrates Seamlessly With Your Favourite Software

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