Case Study: Portt & Co. achieves paperless, scalable bookkeeping with Receipt Bank

Portt & Co. - Customer Case Study

Portt & Co. is an innovative outsourced finance firm that launched in 2015 to help small businesses with bookkeeping, payroll, and up-to-date financial information. To support its paperless, highly systemised workflow, the team needed a fast and reliable way to collect client receipts and invoices, reduce manual data entry, and keep information accurate and accessible from anywhere. Receipt Bank was a key part of that workflow, alongside Xero.

Receipt Bank helped Portt & Co. process high volumes of data quickly, add quality control by reviewing extracted information before posting to Xero, and standardize recurring tasks with Supplier Rules. The platform also supported mobile receipt capture, including double-sided and multi-page documents, making it easier for clients to submit data from anywhere in the world. As a result, Receipt Bank enabled Portt & Co. to scale from a solo practice in 2015 to a team of eight within three years, while maintaining efficiency, consistency, and a largely paperless operation.

Portt & Co.

Matt Portt

Portt & Co.