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Partner at ICAEW Virtually Live

Receipt Bank

Receipt Bank is the essential accounting platform for accountants and bookkeepers.
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We help accountants, bookkeepers and businesses fetch all paperwork to one place, sort it, categorise it and ready it for reconciliation in a fraction of the time.

Products and services

Xavier and Receipt Bank have joined forces

We help accountants, bookkeepers and businesses fetch all paperwork to one place, sort it, categorise it and ready it for reconciliation in a fraction of the time. Xavier then automates complex checking of financial data with an easily understandable health score, reducing the frequency and cost of errors.

Use our smart tools to analyse tax, payment timings and talk to your clients about cashflow, all in real time.

Key features:

  • Fetch: Get financial data in real-time with Receipt Bank. We connect to thousands of suppliers, PayPal and email to pull all the client data you need into a single digital dashboard.
  • Accurate extraction: Extract every line of data with market-leading accuracy, sort it by supplier and sort it safely for you and your clients to access.
  • Supplier rules: If receipts show tax payable and reclaimable expenses, Smart Split can split by description, nominal code or percentage.
  • Match: Real-time accounting through a live connection to your business bank account, matching costs with paperwork.
  • Request paperwork: Cut out the paperchase by sending requests on outstanding paperwork direct to your client’s mobile app. Get quicker responses on document queries with in-app chat.

We work with everyone so you can too. 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.

Find out what our partners say about Receipt Bank.

Book a demo

Book a virtual demo with a Receipt Bank consultant today for a one-on-one demonstration, and the chance to answer any questions.

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Receipt Bank at Virtually Live

Demand for business advisory has soared over the last few months, but what exactly is it? And what tools do you need to offer it?

In a session for Virtually Live, Receipt Bank's Mark McNee was joined by Stuart Hurst from Accounts & Legal to talk through exclusive Receipt Bank research, and offer practical advice on how to position and package your advisory services.

Watch the recording to discover:

  • Trends from exclusive research on the new accounting needs of small businesses, and why the demand for advisory has surged.
  • How to package and position your advisory services to help clients as they plan for growth.
  • How Receipt Bank and Xavier unlocks better data and better advice for your clients.

Watch the session: Billable advisory: How to position and package your advisory services

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