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The tools to transform your practice

Created in partnership with accountants and bookkeepers, our solutions unlock the potential of your practice.

Start your journey today

Accountants and bookkeepers play an essential role in their clients’ success. With Receipt Bank, you spend less time on manual tasks like data entry and more time helping your clients, and your firm, go further.

EXTRACT

Your efficiency journey starts here – our flagship platform to source, process and manage your clients’ expense data.

It’s simple automation that you control.

The right product for you

Our solutions take you from essential data extraction, through advanced automation to full process perfection. Our team will guide your through the options available to reach and surpass your goals, giving you full control.

Extract

No Paper. No Chasing. No Data Entry.

Our foundational platform to source, process and organise clients’ transaction data.

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SIMPLE ITEM SUBMISSION

  • Free mobile app for clients
  • Unlimited receipt and invoices
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ACCURATE EXTRACTION

  • Extract data with 99% accuracy
  • Avoid manual entry of receipts and invoices
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SMART AUTOMATION

  • Auto-collect data from suppliers (Fetch)
  • Monthly submission reminders
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DATA MANAGEMENT

  • Simple, secure data storage and archiving
  • Export data to CSV/PDF
  • Link to your accounting software

Streamline

Unlock capacity with advanced automation.

Accelerated processing and management tools to increase growth, profit and value.

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ADVANCED COLLECTION

  • AI-powered submission reminders
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ACCURATE EXTRACTION*

  • Bank statement extraction (50 sheets/ month)
  • Accelerated extraction speed (60/ year)
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ENHANCED INTEGRATION

  • Auto-publishing
  • Additional software integration
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AUTOMATED WORKFLOWS

  • Customizable category rules
  • Smart bank feed matching
  • Duplicate Transaction Alerts
  • Auto-Fetch Bank Statements

Optimize

In-depth analysis, insight and reports.

Full practice visibility to track and improve internal processes.

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INSTANT COMMUNICATION TOOLS

  • Targeted communication in app and mobile to resolve bookkeeping issues
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EFFICIENCY AND INSIGHTS

  • Workload management statistics
  • Team efficiency analysis
  • Client reporting and analysis
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PREMIUM BUSINESS SUPPORT

  • Process efficiency consulting
  • Bespoke client onboarding service
  • Personal account management

Customise your experience

Add additional functionality to your product package to create a tailored client offering.

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Client Communication

Targeted communication in-app and mobile to resolve bookkeeping issues.

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Advanced Extraction

Additional line item extraction, bank statement extraction or accelerated processing.

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Expense Management

Create effortless expense reports for clients, with automated expense collation and processing.