Receipt Bank: Eliminate Manual Bookkeeping & Unlock Real-Time Cash Flow Insights
October 22, 2020 | 12:00 p.m. Eastern Time | Presented by Kate Egan
Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally.
Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time.
We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!
Learn more about the Receipt Bank platform and its features including:
- Accurate extraction: Extract every line of data with market-leading accuracy, sort it by the supplier, and store it safely for you and your clients to access in the cloud.
- Smart Items: Pull invoices from over 1,400 suppliers, automatically categorize documents and enable each line item to be labelled individually.
- Smart Split: Smartly split tax payable and reclaimable expenses on a single document.
- Supplier Rules: If receipts show tax payable and reclaimable expenses, Smart Split can split by description, nominal code or percentage.
- Request Paperwork: Cut out the paperchase by sending requests on outstanding paperwork directly to your clients mobile app; generating quicker responses on document queries with in-app chat.
- Match: Real-time accounting through a live connection to your business bank account, matching costs with paperwork.
- Seamless Integrations: Receipt Bank integrates seamlessly with the leading accounting, payroll, and payment software on desktop and cloud, so you can build an end-to-end solution to suit any client. Integrations include QBO, Xero, Gusto, Bill.com, and more!