Marg Receipt Bank

Marg ERP 9+

Receipt Bank is the world's leading paperless expense management platform, connecting accountants, bookkeepers, and businesses of all sizes. It has the highest accuracy of any cloud app when scanning critical details from papers, and offers a variety of ways for your clients to send you documents, including through the app, email, post, and more. Reminders are sent to your clients' phones regularly to help them stay on top of their spending, and all photos and collected data are saved in the cloud in a secure and compliant manner. Client data can be exported to CSV, PDF, or published to their cloud platform, along with an image. Its practice efficiency features allow you to have a better understanding of your firm's overall performance while also saving time. You can boost productivity by devoting time formerly spent on customer paperwork to other areas of the company. Furthermore, you will be able to engage with your client frequently about their business via in-app live discussion on specific things supplied and

Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Streamline

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Set Smart Rules
  • Accelerated Processing
  • Automated Publishing
  • Set Smart Rules
  • Accelerated Processing
  • Automated Publishing

Optimize

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Full Client Visibility
  • Optimized Firm Efficiency
  • Assisted Reconciliation
  • Full Client Visibility
  • Optimized Firm Efficiency
  • Assisted Reconciliation

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Phone,Business Hours,Online (Ticket)
Customization: No
Languages Support: English

Who uses Receipt Bank

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Receipt Bank
  • Headquarter: london, London United Kingdom

Receipt Bank Description

Key Features & Specifications

  • Multi-level Approval
  • Receipt Scanner
  • Receipt Management
  • Expense Approval
  • Mileage Tracking
  • Time & Expense Tracking
  • Card Spending Tracker
  • Reconciliation Summary
  • Tax Claim
  • Bank Feed Sync
  • Multiple Reporting Currency
  • Spend Control
  • Reimbursement Management
  • Third-party Integration

Receipt Bank Video

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User Reviews

WRITE A REVIEW
quotes

Its Money 1st & Customer last with Receiptbank. ACE Adventures & Hideaways had been a long term customer until recent times forced us to look into every cost.We had Receipt Bank connected to our accounts software Xero and it worked well. Xero purchased Hubdoc a couple of years ago which provide the same service. If you have a Xero account, Hubdoc is free.I contacted Receipt Bank Customer Service to see if we could get a partial refund for the remaining time we won't be using on our pre-paid annual subscription. The response was to quote the terms and conditions and refuse any refund.That is fine if you want to play that way, but soon enough the time will come when no one wants to play with you..

- Jim Davis

quotes

Awful service. Have paid for business plus and app says I haven’t. Can’t phone them and waiting for an email,response. This is the second time this has happened to me with this company. Annoyed.

- H Springer

quotes

Whilst it is a great product, with Hubdoc now free to Xero users we have seen all our clients moving across. As an accounting firm partner, I warn other accounting firms to be very cautious of this company. They do not disclose all their terms and conditions, it’s in links to their websites, and despite me advising them I would no longer be using their service they charged my credit card for a full 12 months. In Australia the ACCC requires companies to contact customers before the cancellation period, and with full disclosure of the terms and conditions. The arrogance of management is dealing with this issue is a reflection of the company culture and probably explains why the account managers in Australia change all the time. Be very careful if you engage with this company as they will do whatever it takes to get funds. If your clients are using Xero I suggest Hubdoc is a more cost effective option, and you can avoid dealing with this company.

- Shannon Smit

quotes

We signed up for RB on an annual sub in 2019 and had numerous issues and could get absolutely no support which made any sense - they refused to refund despite all the issue and inability to link all of our processes so we have not used it for 9 months and closed it down. They have this week charged our account £269 and are saying they need to consider if we are entitled to a refund! Appallingly bad practice and no service levels at any point of our dealings with them, avoid at all costs unless you have fully checked that your systems are compatible as their small print is very deceiving.

- Denise

quotes

Beware of special offers and auto-renew! Last year Receipt Bank offered their second tier package at a discounted price if you purchased it for a year. This just auto-renewed at the higher price with no notification of the renewal. Normally when something like this happens you have a 30 day cooling off period, not with Receipt Bank, it's in their T&C's that they don't have to remind you and that they don't have to refund you/help you go onto a lower plan. Pretty poor way of keeping your customers long term for short term gain. I will not renew again but stuck with them for another year.....

- Roz Wardale

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Receipt Bank has 2 plans,

  • Streamline USD 0.00
  • Optimize USD 0.00

Receipt Bank is the Expense Management Software used for the below functionalities.

Top 5 Receipt Bank features

  • Multi-level Approval
  • Receipt Scanner
  • Receipt Management
  • Expense Approval
  • Mileage Tracking

Receipt Bank provides Phone,Business Hours,Online (Ticket) support.

Receipt Bank is allowed 0 Days Free Trial.

Receipt Bank provides Help Guides,Blogs,Video Guides for the software training.

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