Receipt & Invoice Manager

Receipt & Invoice Manager is a financial management experience that supercharges online and mobile banking.

The solution offers easy-to-use expense capture and organizational tools to help small businesses save time and money.

66% of small businesses still manage receipts and expenses manually, with 80% of small businesses citing expense reconciliation as their most painful task. Receipt & Invoice Manager’s seamless capture and auto-reconciliation functionality helps save time, money, and stay on track.

How it Works

• Capture

  Capture documents via mobile camera, web upload, and email forwarding (e-receipts)

• Organize

  Add documents to folders, view by merchant category, create notes, and search by date, merchant, or item-level details.

• Action

  Reference line-item spend, export one or many documents at a time, and autogenerate expense reports.