Sign-up to Receipt Bot
Receipt Bot makes accounting and bookkeeping easy, saving time and money. With Receipt Bot, you can efficiently manage and collate bills, receipts, invoices, and bank statements. Receipt Bot extracts data with unparalleled accuracy, assigns appropriate accounting categories, and consistently updates your cloud accounting software, such as Xero, QuickBooks Online, or Sage Accounting.
Steps to register an account to Receipt Bot
This article will provide a detailed guide on registering an account on Receipt Bot. You can choose from the following registration options:
- Sign up with basic info
- Sign up with Xero account
- Sign up with Google account
- Sign up with Microsoft account
Option 1 – Sign up with basic info
Follow these steps to register an account on Receipt Bot:
Step 1 – Navigate to the Receipt Bot sign-up page. (https://app.receipt-bot.com/sign-up)
Step 2 – Provide basic information like the following;
– First Name
– Last Name
– Email Address
– Password (Must be at least eight characters and a mix of lowercase and uppercase letters, numbers and special characters, e.g.! @%.)
Step 3 – Complete the reCAPTCHA check (this is to avoid spam Sign-Up that can impact the performance of our system)
Step 4 – Select the checkbox to accept Receipt Bot’s Terms of Use, Privacy Policy, and Email Communications Policy.
Step 5 – Click the Sign-up button.
If any field is missing, you will encounter a validation error, such as a missing email address; you must resolve these issues to proceed.
Step 6 – You will receive a verification email at the given address. Copy the verification code from the email.
Step 7 – Paste the verification code into the Receipt Bot app.
Step 8 – Click the Verify button.
Your Receipt Bot account should now be created, and you should already be logged in to the system. On the first login, you will see the add business page. Please refer to the “Add a New Business” article for details.
Option 2 – Sign up with the Xero account
You can sign up for Receipt Bot using your Xero credentials by following these steps:
Step 1 – Navigate to the Receipt Bot sign-up page. (https://app.receipt-bot.com/sign-up)
Step 2 – Click the Sign-up with Xero button.
Step 3 – Login with your Xero credentials.
Step 4 – Select the organization in Xero to connect with the Receipt Bot.
Step 5 – Provide a password. (It will be used for logging into Receipt Bot only and not used in Xero.)
Step 6 – Complete the reCAPTCHA check (this is to avoid spam Sign-Up that can impact the performance of our system)
Step 7 – Select the checkbox to accept Receipt Bot’s Terms of Use, Privacy Policy, and Email Communications Policy.
Step 8 – Click the Sign-up button.
If any field is missing, you will encounter a validation error, such as a missing email address; you must resolve these issues to proceed.
Step 9 – You will receive a verification email at the given address. Copy the verification code from the email.
Step 10 – Paste the verification code into the Receipt Bot app.
Step 11 – Click the Verify button.
Upon completing the sign-up form, Receipt Bot will create a new account and business based on the details imported from your Xero account. You will be navigated to the business dashboard page, where you can start uploading documents to experience the magic of automated data entry.
Option 3 – Sign up with Google account
You can also sign up with your Google credentials by following the steps below:
Step 1 – Navigate to the Receipt Bot sign-up page. (https://app.receipt-bot.com/sign-up)
Step 2 – Click the “Continue with Google” button.
Step 3 – Enter your Google credentials or select the relevant account if you have already logged in.
Step 4 – Click the Continue button.
Your Receipt Bot account should be created. Next, you must set up your practice or business in Receipt Bot. Please refer to the following article for details: Add a New Business.
From then on, you should be able to use the “Continue with Google” option to log in to Receipt Bot.
Option 4 – Sign up with Microsoft account
You can also sign up with your Microsoft credentials by following the steps below:
Step 1 – Navigate to the Receipt Bot sign-up page. (https://app.receipt-bot.com/sign-up)
Step 2 – Click the “Continue with Microsoft” button.
Step 3 – Enter your Microsoft credentials or select the relevant account if you have already logged in.
Step 4 – Click the Accept button.
Your Receipt Bot account should now be created. Next, you must set up your practice or business in Receipt Bot. Please refer to the following article for details: Add a New Business.
From then on, you should be able to use the “Continue with Microsoft” option to log in to Receipt Bot.
Sign up to Receipt Bot with mobile apps
You can also register an account using the Receipt Bot mobile app. To get started, you must download either the Android or iOS app from the following link:
Download Receipt Bot Android Scanner App
Download Receipt Bot iOS Scanner App
You can also sign up using the Receipt Bot mobile app by following the above steps. Provide basic information or use your Google or Microsoft credentials to create an account.
Note: You cannot sign up for a new account using your Xero credentials via the mobile app.
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Frequently Asked Questions
Q: What accounting software is supported by Receipt Bot?
Receipt Bot integrates with Xero, QuickBooks Online, and Sage Accounting. If you need to convert PDF bank statements to CSV or other formats, you can download data in over 20 different accounting software formats.
Q: What should I do if I don’t receive the verification email?
Check your spam or junk folder. If you still cannot find the email, please contact Receipt Bot support at hello@receipt-bot.com for further assistance.
Q: Can I change my registration method (e.g., switch from Google to Microsoft)?
No, the sign-up method you choose will remain linked to your account. However, you can contact the Receipt Bot support team to get it updated.
Q: Is there a mobile app for Receipt Bot?
Receipt Bot offers mobile apps for both Android and iOS, providing a seamless experience on both platforms. You can sign up using your email and password, Google account, or password.
Q: Why do I need to provide an email address?
Receipt Bot expects a valid email address to ensure the quality of its services. Email communication is an integral part of Receipt Bot’s user experience. Without a valid email, you will miss out on the important updates. Receipt Bot sends only relevant and helpful information via email and is committed to data privacy.