At Receipt Bank, saving our users time and money is the main priority. Share your receipts and invoices with us, by whichever means suits you. We extract the critical financial data and return it to you as soon as possible. As part of our service we have integrated with the storage service Dropbox and the accounting software FreeAgent.
Receipt Bank acts as a bridge between these two online locations, a high-speed linkup between storage and accounting. Dropbox & FreeAgent excel at simplifying your life and offering better ways to organize your space, time & finances. Combining these two solutions with the logistic power of Receipt Bank is the perfect way to take the pain out of accounting. Here’s how it’s done:
To connect your Dropbox account, login to Receipt Bank, click 'Add Items', select the Dropbox tab and follow the instructions. What happens next is rather swish; a Receipt Bank folder gets created in your Dropbox folder automatically. Inside is a folder with your username and reference number.
This is so we know who all the receipts belong to, making life easy for accountants and bookkeepers everywhere (remember - save your accountant time and you'll save yourself money). These folders can be populated from pretty much anywhere - do it from your phone, drag and drop from your desktop, even do it via the web.
To connect your FreeAgent account, login to Receipt Bank, click 'Account Settings', under Integrations select 'Change', then select the FreeAgent button and follow the instructions. The pipeline is in place, your vital receipt data will be ready to go in next to no time – you can relax and devote your energies to making your business a success. You can continue to store your files safely in Dropbox, adding invoices and receipts as you please. Every day, the Dropbox folders get swept and every single receipt and invoice is securely transported to Receipt Bank. It means you only need to login to Receipt Bank 72 hours later, when the receipts will have been processed and readied for publishing to FreeAgent or any of our other integration partners.
Dropbox, FreeAgent & Receipt Bank all have free offerings, so it's possible to see first hand how much time and money you can save.
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