Receipt Bank Partner Accounts are built for Bookkeepers and Accountants. They’re designed so that you can manage the financial documentation for your entire client base from one dedicated space.
A Receipt Bank Partner Account with 5 created Client Accounts
Create individual accounts for each of your clients' businesses. Their employees can submit receipts, invoices or other financial paperwork directly to their account using;
That's right: no more shoeboxes! Only real-time financial data being sent straight to a collaborative space.
A Client Account with submitted receipts and invoices
Each Client Account can be fully customised and tailored to work with their Accounting Software. Code each transaction according to their existing Chart of Accounts and publish processed transactions directly to their General Ledger.
A submitted receipt with all of its associated, extracted data
Depending on what you’re looking to get out of Receipt Bank, there are a three different Partner-specific 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.
If you’re interested in becoming a Receipt Bank Partner, click this link and book a demo with us.