Making compliance easier for you and your clients

Gathering, requesting and storing documents for financial compliance takes time, costs money and is a huge strain on resources when your time could be spent better elsewhere. That’s where Receipt Bank comes in.

How tech aids compliance

With Receipt Bank Streamline, customers on average save 50% of the time they spend on a client, month after month.

Simply snap a photo of a receipt using your mobile app. We turn it into data, ready to upload into secure cloud storage with 99.6% accuracy.

ATO-compliant cloud storage

Our cloud servers are Australian Tax Office-compliant cloud storage too, making adhering to compliance law easier and hassle-free. That means no more mountains of paperwork lying around the office. Everything is stored in one easily accessible, searchable place. We’ll keep your source documents stored for a minimum of seven years, the ATO standard.

Developing a paperless plan

This is the future of compliance. Moving to digital processes can triple your processing capacity, increase worker productivity by 50%, and reduce storage costs by as much as 80%*. With peace of mind, control over your data and confidence in its accuracy, you can stay on top of regulations and enjoy a greater work-life balance.

What we believe

YOUR TIME IS WORTH MORE

You have better things to do than storing, organising and typing up receipts and bills. We help you make the most of your time to reach your goals.

THE CLOUD CAN HELP YOUR BUSINESS

Real-time visibility used to require a full financial department. Storing that data in the cloud gives that power to every business, no matter the size.

COMPLIANCE HAS NEVER BEEN EASIER

Receipt Bank is the easiest and most secure way to make sure your business adheres to ATO compliance laws, completely hassle-free.

Choose the right product for you

Our solutions take you from essential data extraction through advanced automation to full process perfection. Our team will guide your through the options available to reach and surpass your goals.

Streamline:  All your bookkeeping data, easy automation

Easily source, process and automate your clients’ transaction data

INSTANT DOCUMENT CAPTURE

  • Free mobile app for clients
  • Auto-fetch invoices from suppliers

ACCURATE EXTRACTION

  • Extract data with 99% accuracy
  • Bank statement extraction
  • Accelerated processing speeds

SMART AUTOMATION

  • Set rules to automatically split or categorise transactions
  • Hands-free ledger publishing

EASY DATA MANAGEMENT

  • Secure data storage and archiving
  • Connect to your accounting software
  • Smart bank feed matching
  • Duplicate transaction alerts
  • ins-comms

INSTANT COMMUNICATION TOOLS

  • Targeted messaging via app or web to resolve bookkeeping issues
  • AI-powered submission reminders

Optimize:  In-depth analysis, insight and reports.

Full practice visibility to track and improve internal processes

TEAM EFFICIENCY TOOLS

  • Deadline tracking
  • Client reporting and analysis
  • Track workload and priorities at a glance

FIRMWIDE PROCESS ANALYSIS

  • Monitor firm efficiency over time
  • Track workflows across multiple teams
  • Onboarding visibility across your whole client base

ADVANCED DATA MANAGEMENT

  • Close the month faster with instant reports of missing documentation to share with clients

PREMIUM BUSINESS SUPPORT

  • Process efficiency consulting
  • Bespoke client onboarding service
  • Personal account management

Take control of your costs

Invest in training for your staff to develop transitional skills, and integrate compliance technology into your firm. The two can work hand in hand.

FLEXIBLE, ATTRACTIVE PRICES

Flexible options to fit your needs: attractive price per client and unlimited data/unlimited use options.

EXPERT ADVICE

We’ve already helped over 50,000 accountants and bookkeepers around the world (including over 11,000 in Australia) boost their efficiency. Get the advice and support you need.

WORLD CLASS CUSTOMER SUPPORT

Experts on hand at the click of a button.

 

zac.kardiasmenos@receipt-bank.com

Tax and Compliance

 

Zac Kardiasmenos

Senior Manager, Marketing at Receipt Bank
Qualified senior marketing professional specialising in building and growing ANZ marketing operations for international B2B software companies.
Zac Kardiasmenos

Featured

About Author

mm
Zac Kardiasmenos

Qualified senior marketing professional specialising in building and growing ANZ marketing operations for international B2B software companies.