Client receipts arrive late, duplicated, incomplete, or without context.
All use cases For bookkeepers and CPAs
Review the source, resolve the exception, close the books.
Work from organized source documents, missing-evidence queues, reconciliations, and client-approved access instead of chasing attachments.
Why it matters
Receipts are only useful when the context stays with them.
Source documents and extracted data are difficult to review side by side.
Follow-up work grows when expense, reimbursement, and mileage evidence is disconnected.
A source-backed workflow
Capture once. Add context. Review with confidence.
Access with permission
Use delegated client access with clear account boundaries and revocable relationships.
Review the evidence
Open authenticated previews, verify extracted fields, and work through missing-document queues.
Reconcile and export
Compare records, prepare reports, and move reviewed data into connected accounting workflows.
What you can organize
The records that belong beside the receipt.
Every workflow begins with source evidence and keeps user review at the center.
- Delegated client access
- Authenticated source-document previews
- Missing-evidence review
- Bank reconciliation workflows
- Accountant-ready CSV and reports
- QuickBooks and Xero connections
Availability
Clear about what is ready today.
Early-access features are labeled so you can choose the workflow that fits your devices and needs.
- Review and reporting tools available now
- Mileage evidence workspace: Early Access
- Caregiver reports: Early Access
Private records, permissioned access.
Stored business content is encrypted and private file access is authenticated. Delegated access is checked before records are opened.
Rocket Receipts organizes supporting evidence. Tax, reimbursement, benefits, mileage, and care eligibility decisions remain with you and your professional advisers.
Start with the next receipt