Receipt Bot is an accounting automation and invoice OCR platform that extracts data from PDF bank statements, invoices, and receipts and exports it to cloud accounting apps or Excel. It runs as a web application, mobile receipt scanner app, and email inbox, with Zapier integrations for automated document collection workflows.
What is Receipt Bot?
Receipt Bot is accounting automation software that converts PDF bank statements, invoices, and receipts into structured bookkeeping data. Documents are collected through a web application, mobile app, email inbox, or Zapier, then extracted and categorised before export to QuickBooks Online, Xero, Sage Accounting, or Excel/CSV. It is built for accountants, bookkeepers, small businesses, and entrepreneurs.
Key Features
- Multi-channel document collection — Upload documents via web application, capture bills with the mobile receipt scanner app, email invoices to a Receipt Bot inbox, or set up automated workflows with Zapier.
- Data extraction and categorisation — Extracts and categorises data from PDF bank statements, invoices, and receipts, with online review tools for bookkeeping.
- QuickBooks Online integration — Automates bookkeeping by exporting extracted data directly to QuickBooks Online.
- Xero integration — Exports expenses directly to Xero after data extraction.
- Sage Accounting integration — Automates data entry of purchases and sales to Sage.
- Excel / CSV export — Exports bank statements and expense data for analysis.
- Online review tools — Review extracted data in the web application before export.
- Task-based user roles — Supports remote collaboration with secure cloud data sharing and role-based access.
Who is it for?
- Accountants and bookkeepers — Process high volumes of client invoices, receipts, and bank statements with consistent categorisation and a secure cloud workspace.
- Small businesses and entrepreneurs — Record business expenses promptly to claim VAT and tax expenses and track transactions in real time.
- Insolvency practitioners — Convert large sets of bank statements for insolvency cases with a clear audit trail for every estate.
- Property managers — Digitise and track maintenance bills, utility invoices, and vendor receipts, then export categorised expenses to accounting software or Excel.
- Lawyers and professional services — Upload reimbursement claims and operational expenses via web portal, email, mobile app, API, or Zapier for accurate client-matter record keeping.
What can you do with Receipt Bot?
- Accounting firms: Process high volumes of client invoices, receipts, and bank statements with automated bookkeeping, handling more clients without manual entry.
- Insolvency teams: Digitise, extract, and categorise bank statement items for insolvency cases, producing a clear audit trail and reducing review errors.
- Property management: Categorise maintenance bills, utility invoices, and vendor receipts, then export to cloud accounting software or Excel to track property costs and cash flow.
- Law firms and consultants: Upload reimbursement claims and operational expenses through multiple channels, reducing administrative work and supporting accurate record keeping per client matter.
How does Receipt Bot work?
- Collect documents online, on mobile, or via email.
- Receipt Bot accurately extracts the data.
- Export data to your cloud accounting app or Excel.
