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Tech Lowdown: Receipt capture, e-signing and Open Banking

This week, our round-up of tech news features integrations of accounting software and banks through Open Banking APIs, Bokio’s new receipt capture app and e-signing within BTCSoftware’s practice management solution.

6th Nov 2019
Marketing manager
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Tech Lowdown

BTCSoftware integrates with DocuSign

BTCSoftware has partnered with electronic signature vendor DocuSign to provide GDPR-compliant document handling for the users of its PM Solution.

Users can create new documents from the Reports and Letters tab of the PM Solution and select DocuSign from the print screen to send an email to their clients, who will receive a secure link to their documents within DocuSign, to review and sign them electronically.

Once signed, the sender also receives an email with copies of the signed documents.

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Bokio launches new receipt recording app

Bokio has launched a free receipt capture mobile app that allows users to record transactions by taking a picture or uploading one from the gallery on their phone.

It is also possible to upload receipts, documents, or other screenshots received by email and team members can collaborate and share receipts and other document information from the app.

Once captured with the app, the images then sync with the ‘to do’ list in Bokio, which the software then processes with artificial intelligence to automatically recognise the date and the amount of the receipt, invoice or document.

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Accounting app Coconut connects with banks

Coconut has announced it will use Open Banking from mid-November to allow users to connect the accounting app with their current account or credit card from several UK banks, including Bank of Scotland, Natwest and RBS, Barclays, Lloyds, and challenger banks such as Revolut, Monzo and Starling.

By connecting with cards and bank accounts the app will capture expenses and historical data directly, simplify bookkeeping and giving users more visibility of their business finances.

The Coconut app, which is primarily designed for freelancers, the self-employed and small businesses, combines expense management features with receipt capture, invoicing and tax.

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Revolut QBO Open Banking API launch

UK business users of the banking app Revolut can now connect their accounts with QuickBooks via API integration. The integration aims to enhance business operations by providing users with real-time information about their balances and payments and more control over their data.

According to the director of product management for Europe at Intuit, Shaun Shirazian, the integration with Revolut is just the first step in their Open Banking plans, with the company aiming to offer its users “cleaner and more robust banking data, coupled with the AI and machine learning capabilities within our software”.

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