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Unlock Your Practice Potential with Receipt Bank Streamline

Maximise your capacity with advanced automation.

Receipt Bank Streamline combines your accounting data with powerful automation tools. So you can provide more value in less time. It’s the second step in the Partner Journey, bringing you enhanced efficiency with complete control.

More Data, More Insight

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ADDITIONAL INTEGRATIONS

Integrate Receipt Bank Streamline with additional software to build custom workflows for any client.

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BANK STATEMENT EXTRACTION

Say goodbye to manual data entry for good. We turn bank statements into reconciliation-ready data, for any client.

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PAPERWORK MATCH

Eliminate duplicate transactions. Paperwork Match matches incoming documents to existing transactions for one-click publishing.

Advanced Automation

HANDS-FREE PUBLISHING
Use smart rules to send recurring items straight to your ledger, with no need for review.

FAST-TRACK PROCESSING
Make quick work of last minute items with accelerated processing.

Full Control

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EASY TO TRACK

See what’s changed in your account since your last log-in, including processed items, new suppliers and payment methods.

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SUPPLIER RULES

Set rules to apply codes, tax rates and projects automatically, according to supplier.

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SMART SPLIT

Use automated templates to split out receipts and invoices by description, nominal code or percentage.