Streamline is the Receipt Bank version for advanced Partners. It provides a variety of features that can fit even in the most complicated daily workflows, making them easier!
On top of Extract accounts, Receipt Bank Streamline offers:
- Integration with one of the following softwares: Kashflow, FreeAgent, Iris OpenBook, Twinfield, FreshBooks, WorkflowMax, Gusto, Bill.com
- Customizable integration settings.
- Additional (Dual) integration.
- All submission ways.
- Supplier tab and Supplier rules.
- Options to adjust or turn off the auto-categorisation.
- Line items (manual or auto, where possible).
- Auto-publishing as an option.
- Smart split.
- While you were away feature.
- Efficiency metrics in the Practice Platform.
- Expense reports and Effortless Expense reports.
- Flexible columns.
- Payment method rules.
- An unlimited number of users under the account plus 3 different privileges for them.