Receipt Bank
Bills + Expenses , Practice Manager , Xero HQ , Accounting
Receipt Bank is the simplest way to get your client data into Xero! Say goodbye to chasing and data entry. Spend more time growing your business.
View integration detailsAbout Receipt Bank
Receipt Bank is the easiest way for accountants and bookkeepers to get the information they need from their clients, with no chasing paperwork and no data entry.
Your clients submit their receipts, bills and invoices via their personalized Receipt Bank email address or our handy mobile app, and our world-class OCR data extraction technology provides you with all the key information. All that’s left to do is review and publish to Xero in one click.
With data entry out of the equation, you can spend your time growing your firm, investing in client relationships, or maybe just doing more of what you love.
Work smarter. Grow faster.
Receipt Bank + Xero
Receipt Bank integrates directly with Xero to create an end-to-end bookkeeping productivity solution. We sync with your Xero Chart of Accounts to ensure that all data is categorized accordingly, and push the extracted information to your Purchase Ledger or Bank Account for effortless reconciliation.
Receipt Bank + Xero HQ
The Xero HQ activity feed integration makes bookkeeping practically effortless. Alerts for overdue work, client inbox limits, or old receipts can all be customised in Xero HQ. You’re also made aware of any client messages, right from inside Xero HQ.
See all your clients’ items in one place: those that are, and those that are not, ready for export to Xero.
Say goodbye to data entry with quick, accurate data extraction.
Create effortless expense reports for your clients.
Fine-tune your Xero integration settings, including those for tax and publishing.
Monitor your workflow in real time with Receipt Bank Practice Platform. Manage deadlines, track workload and improve your clients’ efficiency with at-a-glance metrics.
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