Less paperwork.
More clarity.
Receipts in the truck. PDFs in your inbox. Questions at month-end. Bring your expense records together, see what needs attention and give your accountant a clearer place to start.
For owner-operators, growing businesses and the people keeping their books.
Small pieces of paper.
A much clearer picture.
Keep the evidence close to the expense, while the details are still fresh.
Catch it now.
Find it when it matters.
Photograph a receipt, upload an image or PDF, or enter the details yourself. Keep the source beside the record instead of hunting through camera rolls, folders and gloveboxes.
- Save the merchant, date, category, tax and total together.
- Upload several receipts when you have a pile to work through.
- Review suggested details before saving when AI reading is enabled.
One purchase.
Everything in its place.
An example of the workflow, not a live customer record. AI reading is optional and available on eligible plans.
Different businesses.
Distinct records.
Profiles organise expenses within a shared account; they are not separate private accounts.
Know what you spent.
And where it belongs.
Running more than one business should not mean mixing their expenses. Assign receipts to the right profile, organise them by category and review the period that matters.
- Keep business and personal expenses in distinct profiles.
- See recorded spending by date, merchant and category.
- Identify missing details that still need your attention.
Your receipts have a story.
Ask about it.
Ask Finn about your recorded spending in everyday language. Get help exploring the receipts in your account without starting every question with a spreadsheet.
- Ask about spending patterns and expense categories.
- Keep the conversation so you can return to it later.
- Use your saved records as the starting point.
Finn is available on eligible plans. Answers depend on the records available and should be checked against your receipts. Finn is not a substitute for your accountant.
Example wording only. Your answers reflect your own available receipt records, not sample figures or a connected bank balance.
A useful handoff.
Not another loose end.
Organised records in an Excel workbook.
Receipt images and PDFs alongside the index.
Missing details made easier to spot.
Choose the dates and profile scope you need.
Your accountant reviews the records and determines the appropriate tax treatment.
Be easier to work with.
Starting with your records.
Bring the receipt list and supporting files into an organised package. Give your accountant something they can work through, instead of sending more photos every time they ask a question.
- Export a receipt index with supporting images and PDFs.
- Spot missing merchants, dates, totals and source documents.
- Provide accountant access when it is appropriate for your business.
The details that make
the difference.
Explore the tools around the receipt, not just the capture.
Find the receipt you need
Search accessible receipt records instead of checking each folder by hand. Merchant names, dates, amounts and the details you save help you get back to the right purchase.
Make repeat purchases less repetitive
Use smart rules to help organise recurring merchants and categories consistently. Keep familiar purchases from becoming the same sorting task every month.
Compare receipts with statements
Import a statement spreadsheet in CSV format and review suggested matches against your saved receipts. See what still needs checking. This is statement-file matching, not an automatic bank feed.
Finish the year with fewer loose ends
Review each profile for missing details and receipt evidence before marking the year complete. Owners and administrators can reopen the year when a late receipt needs attention.
Take your records with you
Use Excel, CSV and printable reports for the work outside ReceiptOps. Existing records remain readable and exportable if a trial or subscription ends, while adding or changing records pauses.
Give access a clear purpose
Set access for owners, team members and bookkeepers, with controlled support access. Choose who should see your records before giving access. Business profiles organise expenses within a shared account; they are not separate private accounts.
Your receipts.
Your business.
A clearer way
to keep track.
Start with the way you handle expenses today. We will walk through the capture, review and handoff tools that make sense for your business.
Already using ReceiptOps? Sign inLet's get your records organised.
- Walk through your receipt routine.Show us how you collect, sort and share expenses today.
- Choose the right fit.Review your receipt volume, team access and optional AI tools.
- Start with a 14-day trial.No credit card required. Your trial starts with your first saved receipt or when it is activated for you.
Opens the Roka Industries enquiry page.
Tell us you are interested in ReceiptOps.