ReceiptPanda turns your clients into organized expense submitters and gives you clean, categorized data that flows straight into their accounting files — so you spend less time on grunt work and more time on the advice they pay you for.
Everything you need to streamline client expense management from capture to close.
Clients snap receipts on their phone and AI extracts vendor, date, amount, tax, and line items. You receive structured data — not a box of crumpled paper.
Push approved expenses straight to QuickBooks, Xero, or NetSuite with the correct account codes and tax treatment. No re-keying, no errors.
Generate Schedule C worksheets, VAT summaries, and expense reports in one click. Your clients are organized before the season even starts.
Every receipt is stored with original image, extraction data, and approval log. Ready for any audit or regulatory review.
Manage all your clients from a single login. Switch between entities in seconds. Each client sees only their own data.
Create per-client rules so recurring vendors (AWS, Uber, Staples) get coded to the right account automatically. Review time drops with every passing month.
Your client snaps a photo on their phone the moment a purchase is made. ReceiptPanda extracts everything automatically. No more lost receipts or end-of-quarter panics.
You see structured, AI-extracted transactions in your accountant dashboard. Apply GL coding rules, flag exceptions, and approve batches in minutes.
Approved transactions push to QuickBooks or Xero with the correct chart of accounts. Tax lines, expense categories, and project codes are all pre-populated.
“My clients actually send me organized expenses now. ReceiptPanda changed how I work.”
David Osei
CPA. Accounting