Which Receipt Bank Products are Available?

There are multiple types of Receipt Bank account, designed for the dedicated needs of businesses, bookkeepers and accountants.

Receipt Bank for:

• Business Owners
• Accountants and Bookkeepers

Business Owners

Receipt Bank for Business is designed so that you can easily collect, extract and store your company’s financial paperwork.

After uploading your receipts, invoices or other financial documentation, Receipt Bank will read all of the key data and present it in your Receipt Bank Inbox. From there, it’s yours to view, manage and edit.
Now you’ll always have a secure, collaborative and interactive space to store your financial records.

Receipt Bank can also connect seamlessly to other accounting softwares, so that you can cross-reference your payments with your bank statements, and get real-time reporting on your financial outgoings.

Depending on what you’re looking to get out of Receipt Bank, there are a three different business-specific products available. These each have different feature sets, usage limits and pricing:

• Receipt Bank Business:
  Our foundational platform is designed for the collection, extraction and processing of financial documentation. It supports 1 user and 50 uploaded documents per month. Click here to see a full Business feature set.
• Receipt Bank Business Plus:
  Business Plus is designed to add more customizability and automation to the processing of submitted items. It supports 5 users and 300 uploaded documents per month. Click here to see a full Business Plus feature set.
• Receipt Bank Premium:
  Premium is designed for direct user communication and advanced Expense Management. It supports 20 users and 3,000 uploaded documents per month. Click here to see a full Premium feature set.

A free 14-day trial is available for Receipt Bank Business Plus accounts.

Accountants and Bookkeepers

Receipt Bank Partner Accounts are designed so that accountants and bookkeepers can manage the financial documentation for their entire client base from one dedicated space.

Create individualised accounts for each of your clients’ businesses, and they can submit their receipts, invoices, or other financial paperwork directly to you using Receipt Banks’ submission methods. That’s right; no more shoeboxes! Only real-time financial data being sent straight to your dashboard.

Receipt Bank is a collaborative space for you and your clients. Add as many users as you need, and they can each log on and manage their own transactions.

Each account can be integrated with other Accounting Softwares, so that Receipt Bank will always work to enhance businesses’ established accounting processes.

Depending on what you’re looking to get out of Receipt Bank, there are a three different Partner-focussed products available. These each have different feature sets, capabilities and pricing:

• Receipt Bank Extract:
  Our foundational platform is designed for the collection, extraction and processing of financial documentation. Click here to see a full Extract feature set.
• Receipt Bank Streamline:
  Streamline is designed to add more customisability and automation to the processing of submitted items. Click here to see a full Streamline feature set.
• Receipt Bank Optimize:
  Optimize is designed for direct client communication and high-level insights into how you and your clients are using Receipt Bank. Click here to see a full Optimize feature set.

Find out more about Receipt Bank Partner Accounts here.

If you’re interested in becoming a Receipt Bank Partner, click this link and book a demo with us.