Receiptor handles
- Receipt and invoice collection
- Extraction and review
- Separate client workspaces
- Accounting and file handoff
For Accounting Firms
Client Receipt and Invoice Collection for Accountants
Receiptor gives accounting firms a focused document management workflow for client receipts and invoices. Collect them from connected sources, organize the extracted records, review exceptions, and prepare the evidence for Xero, QuickBooks, or a file export. It is not a full client portal.
Walk through your client-document workflow with us and discuss pricing for your practice.
A focused document layer
Where Receiptor fits in document management for accountants.
Use Receiptor for the financial evidence that has to reach the books. Keep your existing practice system for engagement management, broad file exchange, signatures, deadlines, and client communication.
Keep in your practice system
- Engagement letters and signatures
- General tax-document exchange
- Practice deadlines and assignments
- Broad client communication
Client collection playbooks
Build the workflow before you roll it across the practice.
Use these practical guides to define access, test the first client, and decide how missing documents and accounting exceptions should be handled.
Design the client document workflow
Map the sources, missing-item process, review owner, and accounting handoff before adding automation.
Read the guide →Set up the first client
Start with one authorized source and a small sample you can inspect before rolling the process across the practice.
Read the guide →Review email access safely
Use a practical checklist for authorization, permissions, workspace separation, and ongoing access review.
Read the guide →Give your team more time for client work.
Missing receipts interrupt bookkeeping, reconciliation and client advice. When documents arrive across inboxes, messages and folders, your team has to bring them together before the accounting work can move forward.
Repeated client follow-ups
Chasing missing receipts interrupts the work your clients need
Scattered across everything
Email, WhatsApp, folders, shoeboxes, "I'll send it Monday"
Year-end panic
Incomplete records discovered at the worst possible time
Start with one client's document workflow.
Set up a separate workspace for the client, connect the relevant sources and review the documents before choosing how they move into your accounting workflow.
Step 1
Set up the client workspace
Keep the client's documents and accounting connections together in their own workspace. Decide who on your team needs access.
Step 2
Connect the document sources
Invite the client to authorise their inbox connection. Use uploads or mobile scanning for documents that are not in email.
Step 3
Review and prepare for accounting
Review extracted details, categories and flagged issues. Set up the client's Xero or QuickBooks connection and choose the export workflow that fits your practice.
Decentralized collection, centralized control.
Put your firm at the center: each client keeps their own sources (email, WhatsApp, uploads), while Receiptor AI collects financial documents and structures their details for your team.
Less 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
Keep client documents in separate workspaces and switch between them as your team works.
Retroactive extraction
Find financial documents in historical email when onboarding a client or filling gaps in their records.
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.
Connected document sources
Collect financial documents from connected inboxes, with uploads and mobile scanning for documents elsewhere.
“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.
Case study: Character Building & Maintenance
The results
458
invoices processed/month
6-12h
saved per week
50%
of bookkeeping automated
What customers say
“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.”
CASA Tier 2 CertifiedGoogle API Compliant
Understand access before connecting a client.
Email access deserves a clear explanation. In your demo, we can walk through how sources are connected, how client workspaces are organised and the controls your team can use.
Review our Privacy Policy for details on data handling, and bring your practice's access and security questions to the call.
Questions from accounting practices
- What does document management for accountants include in Receiptor?
- Receiptor focuses on collecting, extracting, organizing, reviewing, and exporting client receipts and invoices. It keeps each client's financial documents and accounting connections in a separate workspace, but it is not a full client portal or general practice-document system.
- Is Receiptor a client portal for accountants?
- No. Receiptor is not a full client portal. It does not replace engagement management, e-signatures, tax-document exchange, or broad practice communication. It gives firms a focused collection and preparation workflow for receipts and invoices.
- How do I manage several clients?
- Use separate workspaces for client documents and accounting connections. During the demo, we can walk through how your team would organise access and move between clients.
- Who connects the client's inbox?
- The person with access to the inbox authorises the connection. We can show you the invitation and permissions flow so you know what your team and your client each need to do.
- How does pricing work for an accounting practice?
- Book a practice demo to discuss pricing with us. Bring an estimate of your document volume, the clients you want to start with and the tools you use. We will explain the applicable plans, included features and any additional costs before you decide.
- Do I need to involve a client before the demo?
- No. We can start by walking through an example together. If you want to test the product afterwards, we can discuss a suitable first workflow and explain the current trial terms before you connect any sources.
- Can I keep using Xero or QuickBooks?
- Yes. Receiptor AI integrates with Xero and QuickBooks. We can show you how documents are prepared for export and where your team reviews the results in your existing workflow.
Let's find the right setup for your practice.
Tell us how you work with clients, your approximate document volume and the accounting tools you use. We'll walk through the workflow together and discuss pricing and setup for your practice.
What we'll cover
- Your current collection process and where documents get missed
- A practical setup for your first client and your accounting tools
- Applicable plans, included features and current trial terms
See how it would work for your practice.
Bring your workflow questions. We'll show you the client setup and discuss pricing before you decide.
Need details first? Visit How It Works.