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.
We offer easy integration set-up within the app.
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 customized in Xero HQ. You’re also made aware of any client messages, right from inside Xero HQ.
To connect Receipt Bank to Xero HQ:
1. In Receipt Bank, navigate to Settings.
2. Select Connect to Xero HQ.
3. Log in to Xero HQ, select your practice, then click Allow Access.