Receipt Bank

The essential accounting platform.

4,2 /5 (80 avaliações) Escreva uma avaliação!

Resumo do Receipt Bank

O que é o Receipt Bank?

With Receipt Bank, you can deliver more billable work with more insights from more data.

Pull cost data from over 1,400 client suppliers from PayPal, Amazon, Tripcatcher and more.

Automatically sort and categorise with smart supplier rules.

Match paperwork with cost data through bank connections for reconciliation.

Use Receipt Bank’s smart tools to analyse tax, payment timing and talk to your clients about cash flow, all in real time.

50,000 accountants and bookkeepers around the globe trust Receipt Bank with their clients’ finances and growth.

Resumo do Receipt Bank

Preços

A partir de
N/A

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do Receipt Bank

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália
Idiomas
Inglês

Mídias

Receipt Bank - Vídeo Receipt Bank - Vídeo

Receipt Bank - Avaliações

Receipt Bank - Avaliações

Classificação geral
4,2
/
5
Excelente
40

Muito bom
27

Regular
7

Ruim
2

Péssimo
4

Relação qualidade/preço
3,8
Recursos
4
Praticidade
4,1
Suporte ao cliente
3,8
84% dos usuários recomendam este app
Brett G.

Smart Solution to manual bookkeeping entry

Time. This saves time . It also provides peace of mind.


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Kimberly P.

Fantastic. Extreme time saver! Easy integration with Quickbooks

I have several clients that I have signed up to use Receipt Bank and they are all satisfied. Customer service is better than their competitors! I look like a hero to my clients that now use Receipt Bank!


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Jacky W.

Receipt Bank makes accounts payables a breeze


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Sam S.

Waste of Money

Ended up wasting more time then it was worth.

Not cheap either.


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Shan L.

A must-have product for your book management

Receipt bank is a great tool for business owners and accountants. It archives the supports on the cloud. Therefore, when it comes to an audit, the support could be easily pulled.


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Brett G.
Traduzido para o Português
Traduzido para o Português

Smart Solution to manual bookkeeping entry

Usado Diariamente durante Mais de um ano
Avaliado em 26/07/2018
Fonte da avaliação: Capterra

Time. This saves time . It also provides peace of mind.

Vantagens

The AI behind this software is smart and adaptive. The OCR recognition can identify the debit/credit card used on a submitted receipt and match that receipt payment to the specific bank account in your accounting software so you can avoid sending payments to the wrong account. For accounting firms, the bundled pricing is a great value to share with your clients. It does not just push the data to your accounting software, but will search your transactions in the software to try to find matches and will sync up the payments with ease.

Desvantagens

While they are doing good with the fetch option for online invoices (they can pull the statements and invoices from online billers, such as cell phone or internet), they do not have the capability, currently, to pull bank statements. Add this feature and we have an unmatched solution to this expense capture sector in my opinion.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Kimberly P.
Setor: Contabilidade
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

Fantastic. Extreme time saver! Easy integration with Quickbooks

Usado Diariamente durante Mais de um ano
Avaliado em 25/08/2020
Fonte da avaliação: Capterra

I have several clients that I have signed up to use Receipt Bank and they are all satisfied. Customer service is better than their competitors! I look like a hero to my clients that now use Receipt Bank!

Vantagens

I recommend to my accounting clients as a quick way to get their expenses recorded. Take a picture of the receipt with your phone and auto publish straight into Quickbooks. Game changer for small businesses that still use the shoe box method! It is a very easy integration with Quickbooks online! Very cost efficient for small businesses.

Desvantagens

May not be the best choice for larger businesses with multi level approval of expense reports. I have not signed up a larger client so it may be fine, but I do not think it has this feature.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Jacky W.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Receipt Bank makes accounts payables a breeze

Usado Semanal durante 6 a 12 meses
Avaliado em 08/01/2021
Fonte da avaliação: Capterra

Vantagens

Expense reports allow for multiple line items and attachments to each saving time with reconciliation
Approval tier for expense reports for compliance
Matching invoices/receipts to Quickbooks softare when transaction located makes it easy

Desvantagens

Does not download statements, e-transfer details, or cheque images from financial institution like Hubdocs

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Sam S.
Setor: Companhias aéreas/Aviação
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Waste of Money

Usado Diariamente durante Mais de um ano
Avaliado em 22/04/2020
Fonte da avaliação: Capterra

Ended up wasting more time then it was worth.

Not cheap either.

Vantagens

Photo recognition is very accurate and customer service is helpful and existant.

Desvantagens

Where do i start. The system is very clunky, looks great from the outside but there are better solutions out there especially for the price. Upload a reciept and approve it. Then wait 24 hours for it to enter your accounting software. Nightmare when your trying to reconcile.

Doesnt link with QB Projects so have to go into each reciept in QB and add project. This defeats the whole purpose of the app. Oh and you have to wait for it to push to QB.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 0.0/10

Shan L.
Setor: Contabilidade
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

A must-have product for your book management

Usado Diariamente durante Mais de dois anos
Avaliado em 29/09/2020
Fonte da avaliação: Capterra

Receipt bank is a great tool for business owners and accountants. It archives the supports on the cloud. Therefore, when it comes to an audit, the support could be easily pulled.

Vantagens

Receipt Bank is easy to track bills and receipts and useful to publish into accounting software. Also, Receipt Bank could assign different roles among users, which saves time for review and approval of reimbursable expenses. Last but not least, it keeps adding features like bank statement fetch, which creates efficiency for bank reconciliation.

Desvantagens

If bills or receipts are denominated in foreign currency, the exchange rate used by Receipt Bank is different from that by Accounting Software. To have a consistent rate across the book, we have to manually refresh the bill date to have a consistent exchange rate.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,2/10
Baseado em 80 usuários
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Preço do Receipt Bank

Preço do Receipt Bank

A partir de
N/A
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
3,8/5
Baseado em 80 usuários
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Recursos do Receipt Bank

Recursos do Receipt Bank

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4/5
Baseado em 80 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Mais informações sobre Receipt Bank

Mais informações sobre Receipt Bank

Principais recursos do Receipt Bank

  • Email-in your receipts and invoices for processing
  • Post-in your receipts and invoices for processing
  • Upload your receipts and invoices for processing
  • Your receipts and invoices safely stored as scanned images
  • Your receipts and invoices sorted and searchable
  • Your receipts/expenses data available for export/sharing
  • Your receipts/expenses data published into other software
  • iOS and Android apps.

Vantagens

Reduce hours on manual data entry. Redirecting resource to other areas of the business can increase client to staff ratio 20%.

Manage client workflows around deadlines. Spot potential backlogs to deploy resource in the most efficient way.

Plan valuable resource with high-demand clients. Allocate the right people, so tasks are completed first time, without duplication.

Give more client time back to your most valuable advisors. You could take on 50% more clients.

Perguntas frequentes sobre o Receipt Bank

Perguntas frequentes sobre o Receipt Bank

Abaixo estão algumas perguntas frequentes sobre o Receipt Bank.

P: Que tipo de planos o Receipt Bank oferece?

O Receipt Bank oferece os seguintes planos de pagamento:

Modelo de preços: Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do Receipt Bank?

O Receipt Bank oferece os seguintes recursos:

  • Email-in your receipts and invoices for processing
  • Post-in your receipts and invoices for processing
  • Upload your receipts and invoices for processing
  • Your receipts and invoices safely stored as scanned images
  • Your receipts and invoices sorted and searchable
  • Your receipts/expenses data available for export/sharing
  • Your receipts/expenses data published into other software
  • iOS and Android apps.

P: Quem costuma usar o Receipt Bank?

Os clientes habituais do Receipt Bank são:

Pequenas empresas, Grandes empresas, Autônomos, Empresas de médio porte

P: Em que idioma o Receipt Bank está?

O Receipt Bank está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Receipt Bank oferece?

O Receipt Bank tem os seguintes planos de preços:

Assinatura

P: O Receipt Bank é compatível com disponíveis móveis?

O Receipt Bank é compatível com os seguintes dispositivos:

Android, iPhone

P: O Receipt Bank se integra com quais outros aplicativos?

O Receipt Bank se integra com os seguintes aplicativos:

Clear Books Accounting, Dropbox Business, FreeAgent, FreshBooks, Gusto, KashFlow, MYOB Essentials, QuickBooks Online, WorkflowMax, Xero

P: Que nível de suporte o Receipt Bank oferece?

O Receipt Bank oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte por telefone