ReceiptPanda's multi-entity workspace was designed for bookkeepers. Manage every client from one login, receive clean receipt data from their mobile apps, and sync straight to their accounting files.
Less time chasing receipts. More time doing the work clients actually pay you for.
Switch between unlimited client entities from a single login. No logging in and out — just a clean sidebar with all your clients listed.
Clients snap receipts from the mobile app. You review clean, AI-extracted data in your dashboard — not a pile of phone photos or scanned PDFs.
Push approved transactions directly to your client's accounting file with correct GL codes and tax lines. Reconciliation takes minutes.
Generate PDF expense reports under your branding to share with clients at month-end or tax time. Professional and polished in one click.
Apply a category or supplier rule to dozens of transactions at once. Train per-client AI rules so common merchants get coded right every time.
Every change, approval, and export is logged with timestamps. If a client or auditor ever questions a transaction, you have the full history.
Your clients use the ReceiptPanda mobile app to snap receipts the moment a purchase happens. They never need to dig through bags or emails at month-end again.
All receipts land in your dashboard, pre-extracted by AI. You check the categories, apply client rules, and approve — often without touching a keyboard beyond a single click.
Push approved transactions to QuickBooks or Xero with one click. The right accounts, the right tax codes, no duplicate entries.
“I run 14 client books inside ReceiptPanda. The multi-entity dashboard is *chef's kiss*.”
Sara Lindqvist
Bookkeeper