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

Transformational

What do you like best? I have only just started using the software but for a growing company it will be invaluable. I love how simple it is to use and the scalability of the software depending on the size of a practice. I also love that the company is trying to build a community of accountants through Orange Select. What do you dislike? I can't think of anything that I dislike. I have not used it enough to come across anything negative. What problems are you solving with the ...

The end of the bottom end bookkeeping

What do you like best? As early adaptors of RB, it has changed the dynamic of the department and also the clients view on providing data. Its allowing us as the accountants to spend more time at the top end and for the client to share data at ease. What do you dislike? I am waiting for the sales invoicing processing to be part of the product and when that's out of BETA there will be no dislikes. What problems are you solving with the product? What benefits have you realized? ...

Love the ease of use

What do you like best? Receipt Bank is my favorite tool to use with clients! I love how easy it is to use (especially from the client perspective). I love having the documentation available come tax time. I love not having to bug my clients for information as often..since I have the source document, I pretty much know where it belongs. What do you dislike? I'm not sure I dislike anything. I've been using for over a year and feel it is a very successful worthy investment. ...

Almost Perfect

What do you like best? Ease of use, quality of data extraction, ability to set up rules to aid publishing, ease of putting together expense reports, how quickly I can get clients up and running What do you dislike? does not work with Purchase Orders :( I have a very big client who uses purchase orders in Xero, we flow everything through receipt bank, but I am having to download the RB captured image and process the PO into an invoice in Xero then attach the invoice - so actually no ...

Great for organization

What do you like best? The way you are able to organize receipts and documents What do you dislike? At this point I havent found anything I really dislike What problems are you solving with the product? What benefits have you realized? The benefit of organizing client receipts and documents

Time Saving

What do you like best? Clients not having to post any more work to us What do you dislike? Not enough companies on the invoice fetch. What problems are you solving with the product? What benefits have you realized? Time taken to receive work from clients/ any work lost in post etc. Much quicker to run a P&L for our clients now.

Great intuitive software and a massive time saver

What do you like best? I love the simplicity of Receipt Bank. There are so many ways clients can submit information making the take up rate so much better than physically handing across documents. What do you dislike? The biggest downside is the fact that it doesn’t auto create line items except in very exceptional circumstances. This would be a very useful feature to be able to generate line items from a image. Recommendations to others considering the product: Brilliant ...

Easy to use

What do you like best? The ease of use, and it's intergration with other software such as QuickBooks is seamless. What do you dislike? Irregular submission times but otherwise I haven't found anything that is cause for complaint. What problems are you solving with the product? What benefits have you realized? Helping clients migrate to digital software for MTD, the intergration with QuickBooks is seemless.

Great software

What do you like best? Really easy to use and avoids losing receipts What do you dislike? The cost is quite high but will be more valuable once more clients are using the system What problems are you solving with the product? What benefits have you realized? Not losing as many receipts

Expense management

What do you like best? I like the integration of the app with other accounting tools like Xero and Quickbooks What do you dislike? It is a bit expensive for small business owneres What problems are you solving with the product? What benefits have you realized? A huge time saver