Receipt Bank Reviews in January 2025: User Ratings, Pros & Cons

Receipt Bank Required

Over at HireEffect, we LOVE Receipt Bank. It’s so easy, and so useful, that we give it to all our bookkeeping clients - and require adoption/use. Our clients didn’t open their businesses to do bookkeeping or spend hours doing data entry. And as a small business owner myself, I don't want to pay bookkeeping professionals to do data entry when their time is better spent advising our clients. Receipt Bank allows you to either snap a photo with your smartphone, or forward an email, and move on ...

I needed to add a client to my…

I needed to add a client to my subscription, I raised a query and had a video immediately, thanks for your prompt support.

Receipt Bank Makes Life Easier…

I’ve been using Receipt Bank for about 5 months now, and I can’t tell you enough what a lifesaver it’s been. Clients’ receipts, invoices, bank and credit card statements are sent to me in an organized, easy to access format. I am taking full advantage of its integration with Quickbooks and Bill.com. It’s so easy to use, just a few clicks and you can pay an invoice and record it on your books. Another aspect I’m thrilled about is the archive option. Receipt Bank will keep your items on file ...

Can't Fault Them

Really good Software that has helped save time in my practice and made me more efficient.Staff always on and if needed and very efficient and friendly.

Easy to navigate, saves time.

We started using receipt bank in August and the experience has been awesome. Customer service is too notch, the app itself and its features like extract, suppliers rules (my personal favorite) have saved time so that we can focus on other important parts of our jobs. I strongly recommend it to all companies especially SMEs. And the catch? It's very easy to use and navigate.

I have used RB for around 6 years now

I have used RB for around 6 years now - they are at the forefront of cloud technology and a must for any accountancy firm.

RB has helped us massively

RB has helped me massively as it has helped us keep on top of all of our clients outgoings, making our month end process much more efficient.

ReceiptBank is an excellent automation…

ReceiptBank is an excellent automation for every business, particularly those using Xero. The fetch capability makes it so much easier to automatically collect invoices from a wide variety of suppliers to import directly to your accounting package. It is great for my bookkeeping business as I can switch between clients instantly and am able to manage them almost simultaneously. I highly recommend using this tool.

Receipt Bank has saved our practice

Receipt Bank has saved my practice. We were spending so much time on the mundane data entry and scanning and filing of documents, none of which our clients wanted to pay for.Now it is all automated and our time is better used providing cashflow advice and planning, budgeting, etc for our clients, which they love and see much more value in.

Receipt Management for Peace of Mind

What do you like best? Each user can have their own email-in address, the software reads the receipts by itself to make entry very quick, items sync into accounting systems even after the transaction has been reconciled, and there's a report that shows missing receipts for transactions in the accounting system. There are also integrations into other systems to reimburse expenses to employees with the ability to create expenses reports. What do you dislike? NA - Receiptbank helps ...