Case Study: Balanced Books & Accounts boosts efficiency and growth with Receipt Bank

How Balanced Books and Accounts Used Receipt Bank to Create a Stand-Out Service

Balanced Books & Accounts is a bookkeeping firm that serves clients in rural and remote areas, where traditional data collection methods were time-consuming and limited growth. To stay competitive while maintaining a high level of client service, they needed a faster, more scalable way to manage invoices and receipts. They turned to Receipt Bank and its cloud-based automation tools to improve their workflow.

Receipt Bank helped Balanced Books & Accounts automate receipt and invoice capture, data extraction, categorisation, and publishing into Xero, including use of the Receipt Bank app and Auto-Publish. The firm cut weekly processing time from about three hours per client to around 30 minutes, saved 15 seconds per document on 4,200 documents over three months, and grew its capacity enough to take on six new clients in a month. According to Balanced Books & Accounts, Receipt Bank made their service more efficient, improved document accuracy, and allowed them to focus on client support rather than manual data entry.

Balanced Books & Accounts

Joe Lautier

Balanced Books & Accounts