For Bookkeeping Firms Managing 50-500 Clients

Your firm is bleeding billable hours on receipt chaos.

ReceiptRx is the AI-powered bookkeeper's assistant that learns your firm's unique chart of accounts—categorizing with 99.4% precision so your team focuses on advisory work, not data entry.

End the Manual Grind
Processing 12.4k receipts today
ReceiptRx intelligent receipt categorization dashboard
[ Metric_01 ]
82%

Reduction in human-in-the-loop review time.

[ Metric_02 ]
14h

Average time saved per staff member, per week.

[ Metric_03 ]
$0.00

Training cost. Our AI learns from your existing ledger.

Built for outcomes, not buzzwords.

We don't sell AI. We sell hours back in your day and accuracy in your ledger.

[ 01 ]

Firm-Specific Intelligence

Stop forcing generic rules on unique clients. Our AI learns how YOUR firm categorizes for each industry and vendor, applying that knowledge across your entire portfolio.

[ 02 ]

Deep Ledger Sync

Push clean, categorized data straight into QuickBooks Online, Xero, or Sage. No CSV exports. No broken API links. No manual mapping.

[ 03 ]

Multi-Client Command Center

Manage 500 clients from a single dashboard. Toggle between client accounts without ever leaving the categorization interface. Scale without scaling headcount.

[ 04 ]

Precision Guard Mode

Every AI decision below 99% confidence gets flagged for one-click human review. Build trust gradually until you're comfortable letting the system run autonomously.

Live Sandbox // No Signup

Watch a receipt get categorized, then override the AI.

Pick a sample receipt, run our categorizer, and see the confidence score plus the firm-specific rationale. Every decision is editable before it posts to the ledger.

Integration Notice

This demo uses a simulated ledger. To sync categorized receipts with a real QuickBooks Online company, connect your account in the app.

Open Integrations →
[ Step 01 // Choose a sample receipt ]
Vendor
The Home Depot #4412
Date
2026-07-02
  • 2x4 Framing Lumber (30)···
  • Galvanized Deck Screws···
  • Concrete Mix 60lb (8)···
Total$487.23
[ Step 02 // AI decision + human review ]

Awaiting instruction. Press Run AI Categorization to see the decision path.

Vetted by the
skeptical.

Built for firms that don't have time for toys. Real ROI from real partners.

"We manage 200 clients across retail, construction, and professional services. ReceiptRx didn't just scan receipts—it correctly mapped a specific hardware expense for a construction client that even our senior associates missed."

Marcus Thorne
Partner, Thorne & Associates (Mid-market Specialists)
Verified Partner

"The integration with Xero was seamless. It's the first tool that actually reduced our 'human-in-the-loop' bottleneck instead of creating a new one."

Sarah Jenkins
Operations Director, ClearPath Finance

"Finally, an AI that understands client-specific nuances instead of forcing a generic template on everyone. We cut month-end close by 60% in 30 days."

David Chen
Founder, Chen Wealth Group

Investment Structure

Choose the tier that matches your firm's velocity.

Tier 01 // Starter
$5/mo
  • + Basic OCR Extraction
  • + Up to 10 Clients
  • + QBO & Xero Sync
  • + Email Support
  • - No Firm-Specific Learning
  • - No Multi-Client Hub
Most Popular
Tier 02 // Professional
$30/mo
  • Unlimited Clients & Users
  • Firm-Specific AI Training
  • Custom Chart of Accounts Sync
  • Precision Guard Review Mode
  • Priority API & Phone Support
Automate My Firm

All plans include a 14-day free trial. No credit card required.

The Skeptic's Guide to ReceiptRx

"How is your intelligent categorization actually better than competitors?"

OCR reads text. Generic AI applies one-size-fits-all rules. ReceiptRx learns your firm's specific logic: if one client classes 'Amazon' as Office Supplies and another as Cost of Goods Sold, our AI learns those nuances and applies them automatically across your portfolio. That's why we hit 99.4% accuracy while competitors stall at 80%.

"Will this integrate with our existing accounting software stack?"

Yes. We have deep, bi-directional integrations with QuickBooks Online, Xero, Sage, and FreshBooks. We mirror your existing Chart of Accounts perfectly—no re-mapping, no broken API links, no manual CSV uploads. Your data flows where it needs to go.

"Can we really trust AI with our clients' financial data?"

We don't blame you for being cautious. That's why ReceiptRx includes Precision Guard mode: every AI decision below 99% confidence is flagged for one-click human review. You control the threshold. The system earns your trust before it earns autonomy.

"How long until the AI understands our firm's unique clients?"

Most firms see meaningful accuracy improvements within 48 hours of connecting their ledger. By day 7, the AI typically recognizes your top 80% of vendor-category relationships. There's zero training cost—we learn from your existing historical data, not generic templates.

"What happens to our existing workflow during setup?"

Zero downtime. We run in parallel with your current process for the first week so you can verify our accuracy before trusting the AI with live categorization. Your team keeps working the old way while ReceiptRx quietly proves itself in the background.