Sign-up to Receipt Bot
Receipt Bot makes accounting and bookkeeping super easy, saving you time and money. You can collate bills, receipts, invoices and bank statements using Receipt Bot mobile or web apps. Receipt Bot extracts data with the highest accuracy, assigns accounting categories and updates your cloud accounting software, such as Xero and QuickBooks Online.
In this help article, we will cover the sign-up process for Receipt Bot
Steps to sign up for Receipt Bot
You have the following options to register an account Receipt Bot:
Option 1 – Sign up by providing necessary information
You can follow these steps to register an account on Receipt Bot.
- Step 1- Navigate to the sign-up page on the Receipt Bot
- Step 2- Complete Sign-up Information
- Step 3- Verify your email address
Step 1 – Navigate to Sign-up Page
Go to www.receipt-bot.com and click on the “Sign up” button. You can go to the sign-up page from several other links within the website, or by simply clicking here to navigate to the Sign-Up page.
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Step 2 – Complete Sign-up Information
On the sign-up page provide the following details:
- First Name
- Last Name
- Email Address
- Password (Must be at least eight characters and a mix of lowercase and uppercase letters, number and special character e.g.! @%.)
- Complete reCAPTCHA check (this is to avoid spam Sign-Up that can impact the performance of our system)
- Agree to the terms of use, privacy policy and email communications policy of Receipt Bot.
- Once the information is complete click on the Sign-up button. If you see any validation error, e.g., a requirement for a valid name or email address, please resolve those to proceed.
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Step 3 – Verify your email address
Upon Sign-up, you will receive a verification email at the given email address. Please click on the Verify email address button in the email or copy and paste the provided link into the browser.
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Your Receipt Bot account has been created, and you are logged into the system. On the first login, you will see an “Add New Business” wizard. Please refer to Add a New Business.
Option 2 – Sign up directly with your Xero account
You can also Sign-Up to Xero by following the steps below:
- Step 1 – Navigate to the Sign-up Page
- Step 2 – Click on the Sign-up with Xero button
- Step 3- Select the organization in Xero to connect with the Receipt Bot
- Step 4- Provide password, Complete reCAPTCHA check and accept terms of use
- Step 5- Verify the email address
Step 1 – Navigate to Sign-up Page
Go to www.receipt-bot.com and click on the “Sign up” button. You can go to the sign-up page from several other links within the website, or by simply clicking here to navigate to the Sign-Up page.
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Step 2- Click on the Sign-up with Xero button
Click on the Sign-up with Xero button which will navigate you to the Xero portal.
You need to log in with relevant Xero credentials.
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Step 3- Authorize the organization in Xero to connect with the Receipt Bot
Log in to Xero, select the organization you want to integrate with Receipt Bot and click on Allow access button
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Step 4- Provide password, Complete reCAPTCHA check and accept terms of use
After clicking on the “allow access” button, you will be navigated back to the Receipt Bot Sign-Up page where you will need to enter a password and complete the sign-up form.
Upon completing the sign-up form, Receipt Bot will create a new account and business for you based on the details imported from your Xero account. You will be navigated to the business dashboard page.
Step 5- Verify the email address
You will also receive a verification email for the given email address. Please click on the Verify email address button in the email or copy and paste the provided link into the browser
You have successfully created your Receipt bot account. Now you can upload documents to start with the data extraction process.
Next Step: Add New/Another Business
Please refer to Add New Business article for the next step.