Everything Your Practice Needs to Handle Client Receipts
From capture through to your accounting software —
Receiptflow handles the entire receipt lifecycle so your team can focus on the work that matters.
01. Capture
Accept receipts however they arrive and get them ready for processing immediately.
Smart Receipt Capture
Photo, file, or desktop upload. Receiptflow accepts receipts however they arrive and gets them ready for processing immediately.
Email-In Receipts
Every user gets a unique email address for receipt submissions. Clients forward attachments and they land in Receiptflow automatically. No login required.
Bulk Upload Processing
Clearing a backlog? Upload multiple receipts at once. Receiptflow works through them in the background while you get on with everything else.
Mobile App Access
Everything Receiptflow does on desktop, available from your phone. Capture receipts, check submissions, and manage your client base from anywhere.
WhatsApp Receipt Submission
Your clients will soon be able to submit receipts via WhatsApp. A photo sent to a number they already use every day. Nothing to download, nothing to learn.
02. Extract
Powerful automation that pulls data instantly, so you don't have to type a thing.
Super Fast Data Extraction
Supplier, date, VAT, totals pulled out the moment a receipt arrives. No typing, no checking, no manual input of any kind.
Supplier Auto-Recognition
Receiptflow remembers suppliers it has seen before and fills in their details automatically. The more receipts you process, the faster and more accurate it gets.
Smarter With Every Receipt
Made a correction? Receiptflow takes note. Every fix improves the system's accuracy, meaning fewer errors across your entire client base over time.
03. Manage
Control your workflow with a dashboard built for accounting firms.
Accountant Review Dashboard
Every transaction in one place. Exceptions flagged, approvals straightforward, and nothing falling through the cracks.
Client Submission Portal
Clients upload receipts, track their submissions, and see exactly what has and hasn't been processed. Less back and forth, more accountability.
Multi-User Access Control
One account for your whole team. Permissions built around how your firm actually works, not how software thinks it should.
Role-Based Permissions
Define exactly what each person can see and do. Admin, accountant, or client, every role has its place and its boundaries.
04. Integrate
Seamlessly connect Receiptflow to your existing ecosystem.
Export to Accounting Software
Processed receipt data goes directly into your accounting software. No duplicate entry, no reformatting, no extra steps between Receiptflow and your books.
Bank Feed
Your bank transactions will soon sync automatically into Receiptflow. Match receipts to out-transactions and cut the time your team spends on reconciliation every month.
Custom Chart of Accounts Mapping
Map every transaction to your preferred chart of accounts from the start. Your accounting structure stays consistent and post-import corrections become a thing of the past.
05. Insights
Real-time visibility into spending and storage.
Insights Dashboard
A real-time view of spending patterns and submission activity across your entire client base. Trends and anomalies surface automatically so you always know what needs your attention.
Receipts and Invoices Storage
Every document stored securely and searchable from one central location. Find anything from any client in moments, without touching a single email or folder.
Common Questions with Clear Answers
How long does it take to get started?
Seconds. Sign up, set up your account, and you are ready to start processing receipts immediately. No lengthy onboarding, no technical setup required.
Do my clients need to download anything?
No. Clients can submit receipts by simply forwarding them to a unique email address. No app, no account, no friction. They can optionally create an account if they prefer more visibility over their submissions.
Is my data secure?
Your data is stored securely on EU-based servers and handled in accordance with UK GDPR requirements. We take data protection seriously and never share your information with third parties.
How accurate is the data extraction?
Accuracy varies depending on receipt quality. For clear, legible receipts we regularly achieve over 99% accuracy. Any errors can be corrected manually and the system improves over time.
Can I manage multiple clients from one account?
Yes. Receiptflow gives you a single dashboard to manage receipts across your entire client base. Everything in one place, always organised.
