1
Collect the document
Bring receipts and invoices in from connected email, WhatsApp, iMessage, or uploads.
Multi-entity receipt management
Manage receipts across multiple businesses without mixing the books.
Receiptor AI gives multi-entity businesses one document capture and routing layer above their accounting software. It collects receipts and invoices from shared sources, identifies the legal entity, then applies that entity's chart of accounts and QuickBooks or Xero connection before anything is filed.
Shared sources supported
One entity per document
Uncertain matches stop for review
One shared source
accounts@group.example
Receipts and invoices for several companies
Northstar Ltd
Xero UK
Own chart · GBP
Northstar Inc
QuickBooks US
Own chart · USD
If the recipient evidence conflicts, the document waits for review.
The workflow
Source to company to books, in that order.
Entity assignment happens before the accounting context is applied, so one company's chart and destination do not become a guess for another.
2
Identify the billed entity
Receiptor compares the extracted recipient with the legal entities already configured in your workspace.
3
Apply that entity's books
The assigned chart of accounts and accounting connection become the context for categorization and export.
4
Route or ask
A safe match continues. Conflicting or missing evidence is left for review instead of being guessed.
Accounting boundaries
The document layer above your multi-company accounting software.
Receiptor does not replace your accounting system. It keeps each document attached to the right company before QuickBooks or Xero receives it, using that entity's chart, currency, and export settings.
Entity-specific charts
Assign a chart of accounts to each legal entity so its documents use the right category choices, not a workspace-wide approximation.
Separate accounting destinations
Keep each entity connected to its own QuickBooks company or Xero organisation, with its own currency and export settings.
Cross-company export checks
If a document belongs to another entity or several linked documents span entities, Receiptor stops before anything is sent.
Reviewable uncertainty
Ambiguous entity, account, tax, vendor, currency, payment, or transaction matches remain explicit questions for a person to resolve.
Who it is for
Built for one operation that keeps books for several legal entities.
Holding companies and subsidiaries
Separate documents for related legal entities while keeping a shared collection workflow.
Operators with several businesses
Keep a shop, consultancy, property company, or other owned businesses on their respective books.
Finance teams with shared inboxes
Route documents by the billed company before categorization and accounting export.
Accounting firms serving complex groups
Use entities for companies within the same client group, while keeping unrelated clients in separate workspaces.
An entity is not a permission boundary.
Everyone with access to a workspace may be able to work with its documents. Use separate workspaces for unrelated clients or any situation where people and documents need separate access controls.
Multi-entity FAQ
Questions to settle before documents start moving.
What is a business entity in Receiptor?
A business entity is one of the companies or legal entities whose books you manage. It is the billed-to company a document belongs to—not the vendor, supplier, or merchant shown on the document.
Can one inbox collect documents for several companies?
Yes. When entity matching is enabled and your legal entities are configured, Receiptor can compare the recipient evidence on each document with those entities and assign a safe match. Uncertain cases remain available for review.
Can each entity connect to a different QuickBooks company or Xero organisation?
Yes. Each entity can use its own QuickBooks company or Xero organisation, chart of accounts, currency context, export preferences, and saved mappings.
What happens if Receiptor cannot identify the right company?
Receiptor does not need to invent an assignment. Conflicting or insufficient identity evidence can be deferred for review, and you can assign or change the entity before categorization or export.
Does an entity keep one client from seeing another client's documents?
No. Entity assignment is an accounting and routing boundary inside a workspace, not a user-access boundary. Keep unrelated clients in separate workspaces when their people or documents must remain separately accessible.
Can Receiptor create new entities automatically?
An optional setting can create an entity when no existing entity matches, but Receiptor marks this setting as not recommended. Most teams should configure their legal entities first and review unmatched documents.
Can I correct an entity after extraction?
Yes. You can change a document's business-entity assignment. Its assigned chart and accounting destination then provide the relevant context for the next categorization or export step.
Ready to separate the books?
Let one collection workflow serve every company without mixing their accounting context.
Configure your entities, assign their charts and destinations, and let Receiptor route safe matches while leaving uncertain decisions for review.