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

Time Saver!

What do you like best? It saves our team loads of time daily and helps streamline the bookkeeping process. What do you dislike? Bank Statement Function - It is not as good as the others out there. Recommendations to others considering the product: Just do it! We absolutely love the product and would highly recommend it to any firm looking to scale their practice. In addition, the staff are friendly and easy to deal with and so I would definitely suggest getting in touch ...

Save time and STREAMline for pre-accounting with Receiptbank

What do you like best? The mobile app is outstanding. Being able to upload multiple bills in one PDF is a time saver and having complete access to my client base is huge. What do you dislike? I believe more than one accountant/advisor user needs to be able to be added to each account Recommendations to others considering the product: The time savings you could make by using Receipt Bank far outweigh the cost involved. Stop considering, just implement. What problems are ...

Receipt Bank is great!

What do you like best? Its user-friendly with a great looking interface. I dont need to drive to cleints to collect documents saving me time. THe integration into QBO is excellent and seamless with the match feature. My clients love it:) What do you dislike? 1. Sometimes clients take duplicate photos, would be great if RB can identify these with a warning for the accountant. 2. I can't think of anything else. What problems are you solving with the product? What ...

Receipt Bank in Practice

What do you like best? Accessibility Presentation limitless users What do you dislike? Connection with SAGE Accounting online and bankfeed Recommendations to others considering the product: Ensure connection to accounting software is set up correctly don't allow publishing unless client understands the accounts and the allocation thereof What problems are you solving with the product? What benefits have you realized? Availability of information ...

Efficiency

What do you like best? It increases efficiency, convenient. Integration with Xero makes it an extreme easy software to use. Its easy to implement and training clients on. Client love the software which make out lives much easier What do you dislike? I like all features that other softwares don't have What problems are you solving with the product? What benefits have you realized? Efficiency, client communication

Not sure how I lived without it!

What do you like best? Like? Try love! No more paperwork, no more data entry, effortless document retention What do you dislike? I dislike that some of my clients feel it will be "too much effort" to learn a new system. I have no problems with RB - just client's willingness to use it themselves sometimes. Recommendations to others considering the product: It's worth it What problems are you solving with the product? What benefits have you realized? See above - ...

Receipt Bank Review

What do you like best? Ease of use and can be taken everywhere with you. Clients have no excuse not to capture everything now and we can manage this easily. What do you dislike? Capturing sales still needs a bit of work as we can't match directly to customers in Xero (unless I can be proven wrong). What problems are you solving with the product? What benefits have you realized? Loss of records, you can't lose them in the cloud. Real time bookkeeping can be easily achieved ...

Review of RB

What do you like best? I love the excellent audit trail that Receipt-Bank assists in creating. Preparing responses to CRA reviews has never been so simple. What do you dislike? I can't think of anything that I dislike. Sometimes there is some difficulties with getting date formats correct, but even that is pretty infrequent. Recommendations to others considering the product: Do it. You won't regret it. What problems are you solving with the product? What benefits have ...

Easy to use

What do you like best? It's ability to do extra things like split lines with different tax codes and amounts, and theses splits can be set up to automatically occur. What do you dislike? the pricing for Practices is not transparent or easy to know what features you do or don't have. Recommendations to others considering the product: It makes coding simple and easy. What problems are you solving with the product? What benefits have you realized? Easy to file all ...

Automated Simplicity

What do you like best? Receipt Bank's interface is exceptionally user-friendly, on both mobile and online platforms. It is easy to tell that it was created with both client and accountant in mind. The ease of use for the client allows for a high-level of transaction detail at the push of the button, and directly provides that detail to the accountant within minutes. What do you dislike? I am still not very sure why Receipt Bank hasn't come up with a system for Accounts Receivable. ...