A client receipt capture portal your clients actually use.

The hardest part of receipt management is not the filing, it is getting the receipt out of the clients pocket. Numbra gives you a client receipt capture portal that makes that easy: your client opens it on their phone, snaps a photo, and the document lands in your queue already read by OCR.

No chasing emails, no shoebox in March. The portal is branded to your firm, so to the client it looks like your service, not a third party tool. Each upload is tied to the right client automatically, and Numbra extracts vendor, amount, and date on the way in, then proposes a match to the corresponding transaction.

For you that means receipts arrive steadily through the month instead of in one painful pile, and they arrive digitized. A client receipt capture portal turns receipt collection from a recurring fight into a background habit, and keeps every document attached to its entry for a clean, audit ready book.