Receipt Bot
Capture and export data from receipts, invoices and bank statements with accounting integrations.
Overview
Receipt Bot captures data from receipts, invoices and PDF bank statements, then exports it to accounting apps or common file formats. It is designed for accountants, bookkeepers and small businesses that need to digitise paperwork and reduce manual data entry.
Strengths and limitations
Strengths
- OCR and handwriting recognition for invoices, receipts and bank statements
- Line-item or VAT summary extraction
- Duplicate and missing document detection
- 40+ automated validation checks for bank statements
- Direct export to QuickBooks Online, Xero, Sage Accounting and FreeAgent
Pricing
| Plan | Price | Includes |
|---|---|---|
| Basic Plan | Free | 10 document credits/month (available via the mobile app) |
| Starter | 45 document credits | |
| Standard | 150 document credits | |
| Pro | 510 document credits | |
| Premium | 1,800 document credits | |
| Elite | 3,000 document credits | |
| Enterprise | Custom | Get custom quote |
Features
OCR and ICR extraction
Captures data from invoices, receipts, bills and bank statements, including handwriting recognition.
Line-item and VAT capture
Extracts line items or VAT summaries to support detailed expense coding and tax reporting.
Smart categorisation
Automatically categorises expenses and VAT rates to streamline bookkeeping.
Error and duplicate detection
Flags duplicate and missing documents to maintain accurate records.
Bank statement validation
Applies 40+ automated validation checks to bank statements for data accuracy.
Multi-channel document intake
Accepts documents via web app, mobile receipt scanner and email forwarding.
Direct export and conversions
Exports to accounting software and converts bank statements to Excel, CSV and accounting formats.
Practice management support
Provides client data collection features and allows unlimited users and entities per subscription.
Receipt Bot is an accounting automation and invoice OCR platform that extracts data from receipts, invoices and PDF bank statements with high accuracy. Documents can be sent via web app, mobile app or email, and exported to cloud accounting software or Excel and CSV. Workflow automation is available through Zapier and a public API.
The platform supports handwriting recognition, line-item or VAT summary extraction, smart categorisation of expenses and VAT rates, and detection of duplicates and missing documents. It includes 40+ automated validation checks for bank statements, multi-page processing, a review and approval web app, and an online document repository with backup.
Receipt Bot helps accounting firms and small businesses reduce manual data entry by pushing cleansed data into QuickBooks Online, Xero, Sage Accounting, FreeAgent or file formats such as Excel and CSV, as well as OFX, QFX, QBO, QIF and IIF.
Alternatives
Other tools in the same category, in case this one is not the fit.
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