We offer several different account types:
- Multi User accounts
- Single User accounts
- Partner accounts
Multi-User accounts are ideal for companies and partnerships, where there are numerous people, departments or branches with discreet outgoings. Typical users include sales teams with numerous expense claimants, businesses with several outlets or businesses that want to distinguish areas of expense.
Single-User accounts are best suited to individuals or small businesses where all the outgoings tend to mix together. This is typically used by contractors, tradesmen, shops, cafes, etc.
Partner accounts are specifically designed for accountants, bookkeepers and other types of business advisors. A Partner account includes the ability to create, edit and view multiple Receipt Bank accounts from one dashboard account. There are 3 types of Partner accounts, differentiated by what value we can offer your business:
- Extract: Our foundational platform to source, process and organise clients’ transaction data.
- Streamline: Accelerated processing and management tools to increase growth, profit and value.
- Optimize: Full practice visibility to track and improve internal processes.