For Accounting Firms
Stop chasing your clients' receipts.
Your clients' inboxes already contain every receipt and invoice. Receiptor AI connects once and continuously extracts what your team needs — no forwarding, no uploading, no monthly follow-up loop.
The document chase is killing your capacity.
You know the drill. You send the reminder. You wait. You follow up. You follow up again. Three to seven times per client, every month, for receipts that are already sitting in their inbox. Meanwhile, you're doing the work you actually trained for — with one hand tied behind your back because half the source documents are missing.
3-7 follow-ups per client
Chasing missing receipts eats hours you could bill
Scattered across everything
Email, WhatsApp, folders, shoeboxes, "I'll send it Monday"
Year-end panic
Incomplete records discovered at the worst possible time
What if their receipts just showed up?
Your client connects their sources once. Receiptor AI extracts receipts, invoices, bills, refunds, and order confirmations — past, present, and future — then sends structured data to your accounting workflow.
Step 1
Client connects email or WhatsApp
One-time setup. Gmail, Outlook, Yahoo, IMAP, WhatsApp. Takes 2 minutes.
Step 2
AI extracts everything
Receipts, invoices, bills, refunds, order confirmations, and more. Merchant, date, amount, tax, line items — all parsed automatically, with duplicate detection, invoice/receipt matching, error checks, and anomaly flags.
Step 3
Data flows to your tools
Auto-export to Xero or QuickBooks. Categorized, matched, ready for reconciliation.
Decentralized collection, centralized control.
Put your firm at the center: each client keeps their own sources (email, WhatsApp, uploads), while Receiptor AI continuously consolidates and structures everything for your team.
No client chasing across inboxes and chats
Duplicate detection before review
Invoice and receipt matching
Document error checks and anomaly flags
Built for firms, not just freelancers.
Multi-client management
Monitor document flow across all clients from one dashboard, with clean extracted data ready for each file.
Retroactive extraction
Scan months or years of historical email documents in minutes when onboarding new clients.
5+ document types
Receipts, invoices, bills, refunds, order confirmations, and more are automatically recognized and parsed.
Xero & QuickBooks integration
Auto-export structured data directly to your accounting stack for faster reconciliation.
Auto-categorization
AI applies categories and tax logic to reduce manual cleanup and repetitive corrections.
Quality controls built in
Find duplicates, match invoices and receipts, flag document errors, and surface anomalies before close.
Connect once, done
Clients connect once and keep their normal behavior. No forwarding workflow to maintain.
“50% of their bookkeeping — automated.”
Character Building & Maintenance Pty Ltd
Heritage renovation & construction firm · Inner City Sydney · ~10 staff
The problem
Manual receipt entry in Xero. Scattered documents across email, paper, and WhatsApp. Hours lost every week to data entry.
The setup
Connected email → integrated Xero → operational. Fast, low-friction.
The results
458
invoices processed/month
6-12h
saved per week
50%
of bookkeeping automated
Trusted by 7,000+ businesses
“Best automation for XERO on the market. Set and forget and the magic happens. Saved me many hours a week as well as a reduction in accountant fees.”
“Saves us hours and very excited about further product updates.”
“Took me 15 minutes to scan my inbox and backfill a whole year of missing receipts for my accounting team.”
Your clients' data, fully protected.
We know email access is a sensitive ask. Here's exactly what we do and don't do:
- We only read emails containing financial documents — receipts, invoices, bills, refunds, order confirmations, and more
- We never read personal messages, passwords, attachments, or sensitive communications
- Emails stay in the inbox — we extract data, not emails
- CASA Tier 2 certified — Google's Cloud Application Security Assessment
- Bank-level encryption — data in transit and at rest
How Receiptor AI compares
| Capability | Receiptor AI | Dext / AutoEntry | Manual Collection |
|---|---|---|---|
| Client setup effort | Connect email (2 min) | Install app + train workflow | Manual gather + send |
| Ongoing client effort | None | Snap/forward each receipt | Find and send docs |
| Retroactive extraction | Years of history | ||
| Follow-ups needed | None | Some | 3-7/client/month |
| Document types | 30+ | Varies | Whatever they remember |
| Xero/QBO integration | Auto-export | Manual entry | |
| Time per client/week | Minutes | 30-60 min | 2-5 hours |
Plans that pay for themselves
Most firms recover the subscription cost in the first week — in time savings alone.
Growth plan: $79/month
At 6-12 hours saved per week × $50/hour, that's $1,200-2,400/month in recovered capacity.
ROI: 15-30x your subscription.
Stop chasing. Start automating.
Connect your first client in under 5 minutes. Most firms recover subscription cost in the first week.
Need details first? Visit How It Works.