receipt bank

A paperless bookkeeping solution for accounting and bookkeeping firms, Receipt Bank automatically publishes to Twinfield.

 

  • img2.png
  • Screen Shot 2017-12-12 at 2.32.51 PM.png
  • Screen Shot 2017-12-12 at 2.33.14 PM.png
  • Screen Shot 2017-12-12 at 2.33.27 PM.png
  • Screen Shot 2017-12-12 at 2.32.00 PM.png
  • Screen Shot 2017-12-12 at 2.35.21 PM.png
  • Screen Shot 2017-12-12 at 2.34.54 PM.png

Collect your clients' financial transactions instantly, with no chasing and no data entry.  Transform your bookkeeping business with:

  • Full visibility of your business with Practice Platform
  • No need to chase clients for data with easy submission methods
  • Eliminate data entry with reliable data extraction that really works
  • A solution that works for small businesses and sole traders
  • Receive referrals via the partner program to bring more clients on board

How it works:

1. Clients submit their items to you by taking a photo with our mobile app, email in, or simply upload receipts and invoices via desktop.

2. Relevant information will be extracted accurately so you don’t have to do any data entry. See the data appear in your Practice Platform

3. 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.

4. Receipt Bank's 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.  Receipt Bank integrates seamlessly with Twinfield - let your data flow from your Receipt Bank account to where you need it. 

Request more information