About Receipt Bank
Receipt Bank is the world's favourite paperless bookkeeping platform, connecting accountants, bookkeepers and small businesses. Since 2010 we've been making it simple to capture, process and share financial documents so you can focus on what matters.
Instead of spending your time chasing clients for paperwork, manually typing in data and organising documents, you can focus on using real-time data to help your clients succeed.
With Receipt Bank, all your clients need to do is snap their receipts and invoices with the Receipt Bank mobile app. Digital invoices can be forwarded to a bespoke email address, or we can fetch them automatically on your client's behalf. However the data is submitted, we extract the key data with 99% accuracy and store it securely for 7 years, in accordance with ATO regulations. That means no more paper, no more manual data entry, no more lost paperwork.
All you need to do is review the information as it comes in and either publish it to your cloud accounting software, or export is as a CSV for a desktop solution. Your clients are then up to date, and you have the information you need to start adding more value for their business.
Our award-winning service is used by bookkeepers around the world to save time, improve their efficiency and the service they can offer their clients.
As bookkeepers continue to strive to make the transition from data entry to data management, Receipt Bank provides the perfect solution to add additional value to their client engagements whilst freeing up their capacity to take on more clients.
By becoming a Receipt Bank Partner you can manage all of your clients' Receipt Bank accounts via your own personal dashboard. You can also submit and publish receipts and invoices to external software on behalf of your clients. Receipt Bank will help you remove the need to store clients' receipts and invoices and finally make the move towards a truly paperless office.
Partnering with Receipt Bank
Receipt Bank partners access exclusive fixed-fee pricing, so you can use Receipt Bank with as many clients to process as much data as you need, with no surprises. We also offer full partner support, including training, 24/7 helpline and onboarding support for your clients.
If you are a Bookkeeper we have a Partner Program providing on boarding training and on-going assistance. Please contact one of our Effortless Bookkeeping Experts to Learn More.
If you are a stand alone SME and not an Accountant or Bookkeeper please go to our website and sign up directly on our website.
Recorded Webinar Training
Receipt Bank – their approach to digitisation, automation and management of clients purchase invoices.
This webinar from Receipt Bank and ICB Fellow member Heather Smith introduces you to the thinking behind the automation tool that Receipt Bank provides to you.
The presentation addresses issues that bookkeepers face regularly:
- Too much routine data entry
- Missing information
- Reduction in non-productive travel time
Damien Greathead, one of the VPs at Receipt Bank brings their strategies for you to streamline the receiving of source documents and the auto-processing of the documents.
The webinar raises the approach to change clients behaviour or how you assist a client to ensure the records are captured and stored.
To use OCR technology such as that provided by Receipt Bank and to adopt the approach that they introduce in this hour is a valid set of strategies for bookkeepers.
Access Recorded Webinar here
Best Practices for Managing Documents for Tax Purposes:
Talk to us today!