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| Description | Receipt Bank is a paperless expense management platform that connects accountants, bookkeepers, and businesses all around the world. It has the highest accuracy of any cloud app when scanning critical details from papers. Your clients can send you documents in a variety of ways, including through app, email, post, and more, with Receipt Bank. They send reminders to your clients' phones regularly to assist them to stay on top of their spending. All photos and collected data are saved in the cloud in a secure and compliant manner. Client data can be exported to CSV, PDF, or published to their cloud platform, along with an image. Its practice efficiency features allow you to have a better understanding of your firm's overall performance while also saving time. You can boost productivity by devoting time formerly spent on customer paperwork to other areas of the company. Furthermore, you will be able to engage with your client frequently about their business via in-app live discussion on specific things supplied and costs. Read more | The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness, provides the ability to create and leverage a variety of spending report and analysis tools, and offers integrations with contact management and marketing automation tools. Read more |
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| Total Features |
7 Features
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7 Features
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| Common Features for All |
Bank Feed Sync
Expense Approval
Mileage Tracking
Multi-level Approval
Multiple Reporting Currency
Receipt Management
Receipt Scanner
Reconciliation Summary
Reimbursement Management
Spend Control
Tax Claim
Third-party Integration
Time & Expense Tracking
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Bank Feed Sync
Expense Approval
Mileage Tracking
Multi-level Approval
Multiple Reporting Currency
Receipt Management
Receipt Scanner
Reconciliation Summary
Reimbursement Management
Spend Control
Tax Claim
Third-party Integration
Time & Expense Tracking
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| User Sentiments |
Accurate Data Extraction, Time-Saving Efficiency, Seamless Integrations with Accounting Software, User-Friendly Mobile App Occasional Data Extraction Errors, Limited Invoice Fetch Functionality, Lack of Sales Invoice Processing, Confusing Client Account Management |
Excellent Customer Support, Knowledgeable Support Staff, Ease of Use, Efficient Receipt Management Software Bugs and Glitches, Forced Cloud Migration, Lack of Legacy Software Support, Limited Functionality in Cloud Version |
| Review Summary |
Receipt Bank is generally well-received by users, earning praise for its user-friendly interface, OCR technology, and seamless integration with accounting software. Reviewers find it efficient in organizing and categorizing receipts, saving time and reducing manual data entry. Additionally, the mobile app is lauded for its convenience in capturing receipts on the go. However, some users have reported occasional technical glitches and suggest improvements in invoice processing and customer support. Overall, Receipt Bank is considered a reliable and efficient tool for managing receipts, helping businesses streamline their expense management processes. |
Users appreciate Neat's user-friendly interface, highlighting its ease of use and intuitive design. The platform's ability to seamlessly integrate with various accounting software and financial institutions is also praised for streamlining workflows. However, some users have expressed concerns regarding occasional glitches and bugs that hinder the overall user experience. While customer support is generally well-received, a few users have reported challenges in reaching support representatives promptly. Additionally, some users have suggested improvements in reporting capabilities and customization options to enhance the platform's functionality further. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
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Streamline Custom Optimize Custom |
NeatFiles $16.00 $16.00 per month NeatFiles Unlimited $16.50 $49.00 per month NeatBooks $24.00 $70.00 per month |
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View Detailed Pricing
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| Videos |
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| Company Details | Located in: London, England Founded in: 2010 | Located in: Philadelphia, Pennsylvania Founded in: 2002 |
| Contact Details |
Not available https://www.receipt-bank.com/uk/accountants-and-bookkeepers/ |
Not available |
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