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

Receipt Bank at 3 months in

What do you like best? The speed, the support and the brilliance of the whole concept What do you dislike? discounts not recognised on line entry although we have found a work around Recommendations to others considering the product: do it its great What problems are you solving with the product? What benefits have you realized? lost receipts, and storing paper chits Tidy, organised, easy to use

Receipt bank is the way forward!

What do you like best? Easy to use and time saving! Improves staff morale too. What do you dislike? Cannot use the same email address for more than one company so require many logins. Integrations with two factor authentication don't work very well. What problems are you solving with the product? What benefits have you realized? Time (and resource) saving. Improving staff morale due to work becoming easier and more interesting. Ability to grow the business quicker.

Receipt Bank is Great!

What do you like best? If you can get it integrated into your workflow and get clients on board, it will be a success. What do you dislike? Would like if there is a different mobile app for accountants so we can switch between clients. Recommendations to others considering the product: go for it! What problems are you solving with the product? What benefits have you realized? Document collection, document digitization. Save time, collect more info than we did when ...

Great

What do you like best? Instant access to receipts Management is easier What do you dislike? Doesn’t have two step and contact with clients is a little expensive You also need a place to put documents that are not receipt like payg statements and loan documents What problems are you solving with the product? What benefits have you realized? Instant access to bill so I can pay them

Time Saver & Awesome Record Keeping

What do you like best? I like that besides saving time, we can send back up info to our clients & their CPA's What do you dislike? I'd like to be able to job cost as part of the regular fee What problems are you solving with the product? What benefits have you realized? Back up info for clients

Seamless and easy to use

What do you like best? Layout, and simple approach its easy to teach clients to use also which is a time saver. What do you dislike? Waiting for exports sometimes these can take a while which is frustrating particularly when you are training using live receipts. What problems are you solving with the product? What benefits have you realized? Time and efficiency on job

Public Accountants MUST use this!

What do you like best? OCR for receipts. Integration with accounting apps. Audit Proofing. Statement Fetch!! What do you dislike? Tiered pricing that escalates quickly. Get a good understanding of their pricing levels and adapt it to your accounting practice. What problems are you solving with the product? What benefits have you realized? Speed up bookkeeping, reducing data entry and increasing profitability

Time Saver Less Manual Data Entry

What do you like best? The fact that i dont have to enter each receipt. I just upload multi page to my computer and upload the whole lot in one hit. I have saved myself at least 2 hours every week especially when uploading lients receipts and them having access to upload themselves. What do you dislike? That it doesnt pick up on hand written invoices. This would be handy as i do have a few contruction workers who still buy stuff that have hand written receipts and also have sub ...

Receipt Bank saves my practice time and increases productivity

What do you like best? The increase in productivity for myself and my staff to focus on important tasks for our clients rather than employing a bookkeeper or administration assistance for data entry purposes What do you dislike? I would like the data automation feature to extend to supplier banking details, supplier contact information, payroll details such as TFN declaration,s address details, phone numbers etc to link with Xero Recommendations to others considering the ...

Such a time saving experience

What do you like best? Now that we've upgraded to Streamline, the autopublish function saves a lot of time. The ease in which you can drag and drop files in is really good too What do you dislike? Occasionally the supplier names aren't captured all that accurately and they therefore don't match existing contact names in Xero (which can lead to unwanted new contacts being created) The processing time can be excessive at times. Setting up companies for in-house use only ...