SortedReceipts
For bookkeeping practices · solo to firm

Collect every missing receipt without chasing clients.

Sorted Receipts reads your month’s transactions, finds every one missing a receipt, and emails that client from your address, under your firm’s name. It keeps following up until the receipt arrives.

$8/month flat. Unlimited receipts. No credits, no per-client fees, no sales call.

your client’s camera roll · tap a receipt, or drag it in

The receipt chase

Chasing and sorting paperwork is time you can’t bill.

Capture tools only handle what clients actually send. The rest is the chase: statements asked for by text, a blurry photo in an email with no context, uploads scattered over email, drives and portals. Then the close turns into archaeology.

THE CHASE

"Send them when you can" is background noise to a client. Chasing by text and email eats the week, and following up makes you the nag. Unbillable either way.

THE PILE

What does arrive is IMG_2601.jpg: no month, no vendor, no context. Renaming and filing a hundred of those is not bookkeeping. It's data entry you can't charge for.

THE CLOSE

Month-end starts with a question you can't answer quickly: what's still missing? Every folder system answers it the same way: you look, client by client.

How it works

From transaction list to closed month in five steps.

Five steps, one loop a month. Click through them.

Drop your transactions in

Export the month from QuickBooks or Xero, or any bank CSV, whatever the layout. Columns map themselves. Raw dumps welcome.

nothing to connect, no credentials to hand over

step 1 of 5

Try it live: open the sample client link three sample documents ready · no sign-up, nothing to install

The honest math

What receipt collection costs at 30 clients.

Most alternatives either stop at file collection, charge per client, or meter you with credits. Here's the math at a real practice size.

What it isCollects & chasesAuto-sorts the pileCost at 30 clients
Sorted Receipts Client documents only: collection, sorting, chasing, export Yes, under your nameYes, by month · vendor · type $8/mo flat
Double Full practice management, the right buy if you want workflows and tasks tooYesPartly (receipt mgmt module) ~$300/mo (per client)
Dext Pro extraction suite, deepest line-item extractionLimitedYes, tiered plans gated, ask Dext
AutoEntry Per-document extraction, cheap at very low volumeNoYes, per-document credits $13-469 credit packs
Financial Cents Practice management, cheapest if you don't need the sortingYesNo, files stay attached to tasks $19-99+/mo per user
Hubdoc Capture and extraction. Publishes to Xero and QBO, runs fine alongside usNo, captures what clients sendExtraction, not a chase-ready view $12/mo

Prices checked against each vendor's own pricing page on July 23, 2026. Dext gates its pricing behind a quote, so we don't guess at it. If we've got one wrong, tell us and we'll fix it. And if what you actually want is workflow management, time tracking or proposals, buy one of the suites. They're good at that, and this is deliberately not one. If capture into Xero or QBO is the bottleneck, Hubdoc does that well at $12. We chase and sort the part it never sees.

See the sorted view yourself, live demo

Pricing

$8 a month for the whole practice.

$8 a month covers the whole practice: unlimited documents, unlimited clients under fair use. Take on a client without opening a spreadsheet to work out what they cost you.

Every practice
$8 /month

Unlimited clients, fair use · unlimited documents

Annual billing: two months free. Pilot practices keep their launch price for as long as they stay.

Pilot

Free month on your worst client.

We're onboarding a small group of bookkeepers right now. Pick the client whose receipts you chase hardest, send them the link, and run one real month-end through it. If it doesn't make that close faster, walk away. No card, no calls.

Email us for a pilot spot

FAQ

Questions bookkeepers ask.

Do I need this if I already use Hubdoc or Dext?

Different job. Capture tools extract data from whatever your client sends and publish it to Xero or QBO. Hubdoc does that for $12 a month and does it fine. What they can't tell you is what a client hasn't sent, and they don't go and ask. We collect through one link, chase the gaps under your name, and hand you a sorted month-end you can check off. Plenty of practices run both.

How accurate is the sorting?

We won't quote you a marketing percentage. Every extraction is shown side-by-side with the original document, carries a confidence flag, and anything uncertain lands in a review pile instead of your books. You see exactly what it got wrong before it matters.

Do I have to connect my bank or accounting software?

There's nothing to connect. You drop in the transactions export you already pull from QuickBooks or Xero, or any bank CSV in any layout, and the columns map themselves. Nothing touches your books and there are no bank credentials to hand over.

What do my clients have to install?

Nothing. Each client gets a private link that opens in any browser. No account, no password, no app. They drop files; that's the whole job.

Is $8 really the whole price?

Yes. One price per practice, unlimited documents, unlimited clients under fair use. No credits, no per-client fees, no per-user fees. We don't freeze extraction at a limit the way credit-metered tools do.

Does it work with QuickBooks Desktop?

Yes. Exports are a clean CSV plus a ZIP of the originals renamed to date_vendor_amount, which works with Desktop, QBO, Xero, or a plain folder system. Publishing straight to QuickBooks with the source attached is what we build next, with pilot users.

Where does my clients' data go?

Documents are stored encrypted, processed only to sort them, never used to train models, and deleted (or exported to you) when you leave. During pilots we say this in writing before a single file moves.

Practical guides

Guides for collecting documents from clients.

Workflows, email copy and checklists for the document side of a bookkeeping practice. No generic productivity advice.

Workflow

Receipt collection for bookkeepers

Give clients one tiny job and turn what arrives into a clean, reviewable month.

Read the workflow →
Templates

Client receipt request emails

Polite, firm, and final reminders that name the gap and the cutoff.

Use the templates →
Checklist

Month-end receipt checklist

See what must be in, what must be chased, and what is ready to export.

Run the checklist →
QuickBooks Desktop

Organize receipt files for Desktop

Keep a retrievable source-file trail without making clients learn a new system.

See the workflow →
Workflow

Get clients to actually send receipts

The friction audit, the one-tiny-job rule, and a cutoff ladder that ends the chase.

Read the guide →
Comparison

Best Hubdoc alternatives in 2026

All eight real options, priced honestly, including the ones that beat us at their job.

Read the roundup →
Comparison

Dext vs AutoEntry

The two extraction-first migrations, priced honestly, and what neither one does.

Read the comparison →
Comparison

Hubdoc vs Dext in 2026

Two very different prices. Who each one actually fits.

Read the comparison →
Comparison

Best receipt-chasing software (2026)

ReceiptNudge, Intake, DocuChase, Hubdoc and us. Verified prices, honest fits.

Read the roundup →
Comparison

Dext alternatives for practices

When the extraction suite is more than you need, and what to run instead.

Read the roundup →
Category guide

Receipt management software

Capture, collection and practice suites: which layer solves which problem.

Read the guide →
Xero

Smart Document Capture vs Hubdoc

What Xero's native scanner covers, and the three practice-facing jobs it doesn't.

Read the breakdown →