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Receipt and Invoice Processing Software

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Receipt and Invoice Processing Software FEATURES Pricing Bronze 50 credits - £9p/m 4000 invoices - £25 per Free with Xero or unlimited 60 credits - £26 Free with QuickBooks Streamline - Unlisted Transaction Pricing 18p credit month paid annually use $20 p/m 43p credit unlimited use Silver 100 credits - 8000 invoices - £50 per 280 credits - £90 £17p/m 17p credit month paid annually 33p credit Optimise - Unlisted Gold 200 credits - 16000 invoices - £100 per 1150 credits - £295 £32p/m 16p credit month paid annually 26p credit Platinum 500 credits - 24000 invoices - £150 per 5300 credits - £1,150 £75p/m 15p credit month paid annually 22p credit Transactions 1 credit 1 credit Transactions with line items 2 credits No additional cost No additional cost Additional cost Bank statements 3 credits per page N/A No additional cost N/A Additional cost Data Extraction Type Receipts Billls Credit notes Supplier statements PO Email in only Sales Invoices Bank statements Data Submission Methods Mobile App iOS/Android iOS/Android iOS/Android iOS/Android iOS/Android iOS/Android Upload Supplier portal upload Email Bank statement fetching Not in UK Supplier fetching Single page doc Multi page doc Multi item doc (ie. PDF) Specifiy exact page Exact split according Split per page Split per page to invoice number splits within app FEATURES General features Choose accounts to make available for selection Multi-currency Supplier statement reconciliation Purchases approval-levels Expenses e-approval Expenses approval-levels Duplicate detection (items in app) Duplicate check (items in Accounting integration) Add missing documents to File match' Paperwork match' existing transactions (QBO/Xero) Bank match Missing paperwork report Bank feeds Mark bills as paid Price checker Email suppliers Export all transactions to CSV / PDF CSV CSV, up to 300 most recent CSV Notifications upon process Email Zapier Merge suppliers Intuitive suggestions for category and tax Purchase Order Matching QB/Xero Xero QB products & services line items Line items Per document extraction Per supplier extraction Manually split into line-items FEATURES Rules Global payment method rules Supplier level payment rules Supplier category / description / due date / VAT Supplier line item category / description Based on due date / VAT description / price Supplier auto-publish Xero tracking QB Class / Location Customer tracking Billable Xero Billable QBO Accounting Integrations Xero Xero HQ QBO QBD MYOB Essentials MYOB AccountRight Sage50 Sage200 Sage Business Cloud Accounting Sage Financials FreeAgent Kashflow Netsuite Clearbooks Twinfield Accounts iQ Reckon One FEATURES Other Integrations SimPRO Dear Inventory Airtable Zahara Tidy WorkflowMax Dropbox Zapier Gusto Bill.com US Only US Only US Only Box (push) Google Drive (pull) Google Drive (push) Tripcatcher SmartVault ShareFIle AccountsPrep Support Knowledge base Comprehensive Limited Reasonable Comprehensive Limited (for QB Snap) Comprehensive Email Live chat Phone Web form Dedicated account manager Dashboard Client view Practice view FEATURES Storage features Document storage Amount Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Time (with active subscription) 7 years (min) 7 years (min) Unknown 7 years (max) Unknown Up to 10 years Data location EU Unknown Unknown Unknown Unknown Unknown Security features 2FA Single sign on Intuit / Sage Unavaiable Xero Unavaiable Intuit Google / Intuit ISO 27001 (information security management) In progress Unknown Unknown Unknown Unknown ISO 27017 (information security controls In progress Unknown Unknown Unknown Unknown Unknown in the cloud) ISO 27018 (information security controls for In progress Unknown Unknown Unknown Unknown Unknown PII in the cloud).
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